Coordinated Financial Services Inc.
Plan context: Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust
EIN 84-0915986 • Denver, CO • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$342,490
2024 Contributions
$53,070
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2023 | 1 | 2 | $342,490 | $53,070 | $26,535iApproximate average salary by contribution assumption: employee only about $663,375 at 4% or $442,250 at 6%; with 50% employer match about $442,250 at 4% or $294,833 at 6%; with 100% employer match about $331,688 at 4% or $221,125 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 2 | $342,490 | $53,070 | $26,535iApproximate average salary by contribution assumption: employee only about $663,375 at 4% or $442,250 at 6%; with 50% employer match about $442,250 at 4% or $294,833 at 6%; with 100% employer match about $331,688 at 4% or $221,125 at 6%. |
| 2022 | 1 | 5 | $1,584,317 | $60,505 | $12,101iApproximate average salary by contribution assumption: employee only about $302,525 at 4% or $201,683 at 6%; with 50% employer match about $201,683 at 4% or $134,456 at 6%; with 100% employer match about $151,263 at 4% or $100,842 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,584,317 | $60,505 | $12,101iApproximate average salary by contribution assumption: employee only about $302,525 at 4% or $201,683 at 6%; with 50% employer match about $201,683 at 4% or $134,456 at 6%; with 100% employer match about $151,263 at 4% or $100,842 at 6%. |
| 2021 | 1 | 6 | $2,122,238 | $525,047 | $87,508iApproximate average salary by contribution assumption: employee only about $2,187,696 at 4% or $1,458,464 at 6%; with 50% employer match about $1,458,464 at 4% or $972,309 at 6%; with 100% employer match about $1,093,848 at 4% or $729,232 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $2,122,238 | $525,047 | $87,508iApproximate average salary by contribution assumption: employee only about $2,187,696 at 4% or $1,458,464 at 6%; with 50% employer match about $1,458,464 at 4% or $972,309 at 6%; with 100% employer match about $1,093,848 at 4% or $729,232 at 6%. |
| 2020 | 1 | 6 | $4,288,394 | $247,385 | $41,231iApproximate average salary by contribution assumption: employee only about $1,030,771 at 4% or $687,181 at 6%; with 50% employer match about $687,181 at 4% or $458,120 at 6%; with 100% employer match about $515,385 at 4% or $343,590 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $4,288,394 | $247,385 | $41,231iApproximate average salary by contribution assumption: employee only about $1,030,771 at 4% or $687,181 at 6%; with 50% employer match about $687,181 at 4% or $458,120 at 6%; with 100% employer match about $515,385 at 4% or $343,590 at 6%. |
| 2019 | 1 | 7 | $3,597,570 | $152,855 | $21,836iApproximate average salary by contribution assumption: employee only about $545,911 at 4% or $363,940 at 6%; with 50% employer match about $363,940 at 4% or $242,627 at 6%; with 100% employer match about $272,955 at 4% or $181,970 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 7 | $3,597,570 | $152,855 | $21,836iApproximate average salary by contribution assumption: employee only about $545,911 at 4% or $363,940 at 6%; with 50% employer match about $363,940 at 4% or $242,627 at 6%; with 100% employer match about $272,955 at 4% or $181,970 at 6%. |
| 2018 | 1 | 6 | $2,891,193 | $106,426 | $17,738iApproximate average salary by contribution assumption: employee only about $443,442 at 4% or $295,628 at 6%; with 50% employer match about $295,628 at 4% or $197,085 at 6%; with 100% employer match about $221,721 at 4% or $147,814 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $2,891,193 | $106,426 | $17,738iApproximate average salary by contribution assumption: employee only about $443,442 at 4% or $295,628 at 6%; with 50% employer match about $295,628 at 4% or $197,085 at 6%; with 100% employer match about $221,721 at 4% or $147,814 at 6%. |
| 2017 | 1 | 5 | $2,949,601 | $89,312 | $17,862iApproximate average salary by contribution assumption: employee only about $446,560 at 4% or $297,707 at 6%; with 50% employer match about $297,707 at 4% or $198,471 at 6%; with 100% employer match about $223,280 at 4% or $148,853 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $2,949,601 | $89,312 | $17,862iApproximate average salary by contribution assumption: employee only about $446,560 at 4% or $297,707 at 6%; with 50% employer match about $297,707 at 4% or $198,471 at 6%; with 100% employer match about $223,280 at 4% or $148,853 at 6%. |
| 2016 | 1 | 5 | $2,463,914 | $87,023 | $17,405iApproximate average salary by contribution assumption: employee only about $435,115 at 4% or $290,077 at 6%; with 50% employer match about $290,077 at 4% or $193,384 at 6%; with 100% employer match about $217,557 at 4% or $145,038 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $2,463,914 | $87,023 | $17,405iApproximate average salary by contribution assumption: employee only about $435,115 at 4% or $290,077 at 6%; with 50% employer match about $290,077 at 4% or $193,384 at 6%; with 100% employer match about $217,557 at 4% or $145,038 at 6%. |
| 2015 | 1 | 6 | $2,317,278 | $82,901 | $13,817iApproximate average salary by contribution assumption: employee only about $345,421 at 4% or $230,281 at 6%; with 50% employer match about $230,281 at 4% or $153,520 at 6%; with 100% employer match about $172,710 at 4% or $115,140 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $2,317,278 | $82,901 | $13,817iApproximate average salary by contribution assumption: employee only about $345,421 at 4% or $230,281 at 6%; with 50% employer match about $230,281 at 4% or $153,520 at 6%; with 100% employer match about $172,710 at 4% or $115,140 at 6%. |
| 2014 | 1 | 7 | $2,345,227 | $92,131 | $13,162iApproximate average salary by contribution assumption: employee only about $329,039 at 4% or $219,360 at 6%; with 50% employer match about $219,360 at 4% or $146,240 at 6%; with 100% employer match about $164,520 at 4% or $109,680 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 7 | $2,345,227 | $92,131 | $13,162iApproximate average salary by contribution assumption: employee only about $329,039 at 4% or $219,360 at 6%; with 50% employer match about $219,360 at 4% or $146,240 at 6%; with 100% employer match about $164,520 at 4% or $109,680 at 6%. |
| 2013 | 1 | 7 | $2,244,750 | $104,417 | $14,917iApproximate average salary by contribution assumption: employee only about $372,918 at 4% or $248,612 at 6%; with 50% employer match about $248,612 at 4% or $165,741 at 6%; with 100% employer match about $186,459 at 4% or $124,306 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 7 | $2,244,750 | $104,417 | $14,917iApproximate average salary by contribution assumption: employee only about $372,918 at 4% or $248,612 at 6%; with 50% employer match about $248,612 at 4% or $165,741 at 6%; with 100% employer match about $186,459 at 4% or $124,306 at 6%. |
| 2012 | 1 | 4 | $1,828,871 | $86,619 | $21,655iApproximate average salary by contribution assumption: employee only about $541,369 at 4% or $360,913 at 6%; with 50% employer match about $360,913 at 4% or $240,608 at 6%; with 100% employer match about $270,684 at 4% or $180,456 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $1,828,871 | $86,619 | $21,655iApproximate average salary by contribution assumption: employee only about $541,369 at 4% or $360,913 at 6%; with 50% employer match about $360,913 at 4% or $240,608 at 6%; with 100% employer match about $270,684 at 4% or $180,456 at 6%. |
| 2011 | 1 | 6 | $1,570,000 | $111,475 | $18,579iApproximate average salary by contribution assumption: employee only about $464,479 at 4% or $309,653 at 6%; with 50% employer match about $309,653 at 4% or $206,435 at 6%; with 100% employer match about $232,240 at 4% or $154,826 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 6 | $1,570,000 | $111,475 | $18,579iApproximate average salary by contribution assumption: employee only about $464,479 at 4% or $309,653 at 6%; with 50% employer match about $309,653 at 4% or $206,435 at 6%; with 100% employer match about $232,240 at 4% or $154,826 at 6%. |
| 2010 | 1 | 5 | $1,504,425 | $757,835 | $151,567iApproximate average salary by contribution assumption: employee only about $3,789,175 at 4% or $2,526,117 at 6%; with 50% employer match about $2,526,117 at 4% or $1,684,078 at 6%; with 100% employer match about $1,894,588 at 4% or $1,263,058 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $1,504,425 | $757,835 | $151,567iApproximate average salary by contribution assumption: employee only about $3,789,175 at 4% or $2,526,117 at 6%; with 50% employer match about $2,526,117 at 4% or $1,684,078 at 6%; with 100% employer match about $1,894,588 at 4% or $1,263,058 at 6%. |
| 2009 | 1 | 5 | $666,643 | $98,005 | $19,601iApproximate average salary by contribution assumption: employee only about $490,025 at 4% or $326,683 at 6%; with 50% employer match about $326,683 at 4% or $217,789 at 6%; with 100% employer match about $245,013 at 4% or $163,342 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 5 | $666,643 | $98,005 | $19,601iApproximate average salary by contribution assumption: employee only about $490,025 at 4% or $326,683 at 6%; with 50% employer match about $326,683 at 4% or $217,789 at 6%; with 100% employer match about $245,013 at 4% or $163,342 at 6%. |
| 2008 | 1 | 4 | $482,857 | $81,294 | $20,324iApproximate average salary by contribution assumption: employee only about $508,088 at 4% or $338,725 at 6%; with 50% employer match about $338,725 at 4% or $225,817 at 6%; with 100% employer match about $254,044 at 4% or $169,363 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $482,857 | $81,294 | $20,324iApproximate average salary by contribution assumption: employee only about $508,088 at 4% or $338,725 at 6%; with 50% employer match about $338,725 at 4% or $225,817 at 6%; with 100% employer match about $254,044 at 4% or $169,363 at 6%. |
| 2007 | 1 | 3 | $516,999 | $73,316 | $24,439iApproximate average salary by contribution assumption: employee only about $610,967 at 4% or $407,311 at 6%; with 50% employer match about $407,311 at 4% or $271,541 at 6%; with 100% employer match about $305,483 at 4% or $203,656 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | $516,999 | $73,316 | $24,439iApproximate average salary by contribution assumption: employee only about $610,967 at 4% or $407,311 at 6%; with 50% employer match about $407,311 at 4% or $271,541 at 6%; with 100% employer match about $305,483 at 4% or $203,656 at 6%. |
| 2005 | 1 | 3 | $420,104 | $75,384 | $25,128iApproximate average salary by contribution assumption: employee only about $628,200 at 4% or $418,800 at 6%; with 50% employer match about $418,800 at 4% or $279,200 at 6%; with 100% employer match about $314,100 at 4% or $209,400 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | $420,104 | $75,384 | $25,128iApproximate average salary by contribution assumption: employee only about $628,200 at 4% or $418,800 at 6%; with 50% employer match about $418,800 at 4% or $279,200 at 6%; with 100% employer match about $314,100 at 4% or $209,400 at 6%. |
| 2004 | 1 | 3 | $322,972 | $69,279 | $23,093iApproximate average salary by contribution assumption: employee only about $577,325 at 4% or $384,883 at 6%; with 50% employer match about $384,883 at 4% or $256,589 at 6%; with 100% employer match about $288,663 at 4% or $192,442 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | $322,972 | $69,279 | $23,093iApproximate average salary by contribution assumption: employee only about $577,325 at 4% or $384,883 at 6%; with 50% employer match about $384,883 at 4% or $256,589 at 6%; with 100% employer match about $288,663 at 4% or $192,442 at 6%. |
| 2003 | 1 | 4 | $237,027 | $63,101 | $15,775iApproximate average salary by contribution assumption: employee only about $394,381 at 4% or $262,921 at 6%; with 50% employer match about $262,921 at 4% or $175,281 at 6%; with 100% employer match about $197,191 at 4% or $131,460 at 6%. |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 4 | $237,027 | $63,101 | $15,775iApproximate average salary by contribution assumption: employee only about $394,381 at 4% or $262,921 at 6%; with 50% employer match about $262,921 at 4% or $175,281 at 6%; with 100% employer match about $197,191 at 4% or $131,460 at 6%. |
| 2002 | 2 | 3 | $0 | $0 | - |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | - | - | - |
| Coordinated Financial Services Inc. Pension Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 3 | - | - | - |
| Coordinated Financial Services Inc. Pension Plan and Trust | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Coordinated Financial Services Inc. Pension Plan and Trust | - | 2 | - | - | - |
| Coordinated Financial Services Inc. 401(K) Profit Sharing Plan & Trust | - | 2 | - | - | - |