Coaty Marchant Woods PC.
Plan context: Coaty Marchant Woods PC. 401(K) Profit Sharing Plan
EIN 84-1062761 • Evergreen, CO • 23 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,403,201
2024 Contributions
$53,500
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 | 3 | $1,403,201 | $53,500 | $17,833iApproximate average salary by contribution assumption: employee only about $445,833 at 4% or $297,222 at 6%; with 50% employer match about $297,222 at 4% or $198,148 at 6%; with 100% employer match about $222,917 at 4% or $148,611 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 3 | $1,403,201 | $53,500 | $17,833iApproximate average salary by contribution assumption: employee only about $445,833 at 4% or $297,222 at 6%; with 50% employer match about $297,222 at 4% or $198,148 at 6%; with 100% employer match about $222,917 at 4% or $148,611 at 6%. |
| 2023 | 1 | 4 | $1,148,899 | $74,038 | $18,510iApproximate average salary by contribution assumption: employee only about $462,738 at 4% or $308,492 at 6%; with 50% employer match about $308,492 at 4% or $205,661 at 6%; with 100% employer match about $231,369 at 4% or $154,246 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 4 | $1,148,899 | $74,038 | $18,510iApproximate average salary by contribution assumption: employee only about $462,738 at 4% or $308,492 at 6%; with 50% employer match about $308,492 at 4% or $205,661 at 6%; with 100% employer match about $231,369 at 4% or $154,246 at 6%. |
| 2022 | 1 | 4 | $871,917 | $62,280 | $15,570iApproximate average salary by contribution assumption: employee only about $389,250 at 4% or $259,500 at 6%; with 50% employer match about $259,500 at 4% or $173,000 at 6%; with 100% employer match about $194,625 at 4% or $129,750 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 4 | $871,917 | $62,280 | $15,570iApproximate average salary by contribution assumption: employee only about $389,250 at 4% or $259,500 at 6%; with 50% employer match about $259,500 at 4% or $173,000 at 6%; with 100% employer match about $194,625 at 4% or $129,750 at 6%. |
| 2021 | 1 | 6 | $1,005,226 | $46,325 | $7,721iApproximate average salary by contribution assumption: employee only about $193,021 at 4% or $128,681 at 6%; with 50% employer match about $128,681 at 4% or $85,787 at 6%; with 100% employer match about $96,510 at 4% or $64,340 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 6 | $1,005,226 | $46,325 | $7,721iApproximate average salary by contribution assumption: employee only about $193,021 at 4% or $128,681 at 6%; with 50% employer match about $128,681 at 4% or $85,787 at 6%; with 100% employer match about $96,510 at 4% or $64,340 at 6%. |
| 2020 | 1 | 6 | $886,845 | $70,810 | $11,802iApproximate average salary by contribution assumption: employee only about $295,042 at 4% or $196,694 at 6%; with 50% employer match about $196,694 at 4% or $131,130 at 6%; with 100% employer match about $147,521 at 4% or $98,347 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 6 | $886,845 | $70,810 | $11,802iApproximate average salary by contribution assumption: employee only about $295,042 at 4% or $196,694 at 6%; with 50% employer match about $196,694 at 4% or $131,130 at 6%; with 100% employer match about $147,521 at 4% or $98,347 at 6%. |
| 2019 | 1 | 7 | $665,899 | $51,878 | $7,411iApproximate average salary by contribution assumption: employee only about $185,279 at 4% or $123,519 at 6%; with 50% employer match about $123,519 at 4% or $82,346 at 6%; with 100% employer match about $92,639 at 4% or $61,760 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 7 | $665,899 | $51,878 | $7,411iApproximate average salary by contribution assumption: employee only about $185,279 at 4% or $123,519 at 6%; with 50% employer match about $123,519 at 4% or $82,346 at 6%; with 100% employer match about $92,639 at 4% or $61,760 at 6%. |
| 2018 | 1 | 6 | $492,371 | $32,500 | $5,417iApproximate average salary by contribution assumption: employee only about $135,417 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,185 at 6%; with 100% employer match about $67,708 at 4% or $45,139 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 6 | $492,371 | $32,500 | $5,417iApproximate average salary by contribution assumption: employee only about $135,417 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,185 at 6%; with 100% employer match about $67,708 at 4% or $45,139 at 6%. |
| 2017 | 1 | 7 | $512,962 | $41,163 | $5,880iApproximate average salary by contribution assumption: employee only about $147,011 at 4% or $98,007 at 6%; with 50% employer match about $98,007 at 4% or $65,338 at 6%; with 100% employer match about $73,505 at 4% or $49,004 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 7 | $512,962 | $41,163 | $5,880iApproximate average salary by contribution assumption: employee only about $147,011 at 4% or $98,007 at 6%; with 50% employer match about $98,007 at 4% or $65,338 at 6%; with 100% employer match about $73,505 at 4% or $49,004 at 6%. |
| 2016 | 1 | 7 | $401,887 | $48,119 | $6,874iApproximate average salary by contribution assumption: employee only about $171,854 at 4% or $114,569 at 6%; with 50% employer match about $114,569 at 4% or $76,379 at 6%; with 100% employer match about $85,927 at 4% or $57,285 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 7 | $401,887 | $48,119 | $6,874iApproximate average salary by contribution assumption: employee only about $171,854 at 4% or $114,569 at 6%; with 50% employer match about $114,569 at 4% or $76,379 at 6%; with 100% employer match about $85,927 at 4% or $57,285 at 6%. |
| 2015 | 1 | 9 | $327,862 | $30,412 | $3,379iApproximate average salary by contribution assumption: employee only about $84,478 at 4% or $56,319 at 6%; with 50% employer match about $56,319 at 4% or $37,546 at 6%; with 100% employer match about $42,239 at 4% or $28,159 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 9 | $327,862 | $30,412 | $3,379iApproximate average salary by contribution assumption: employee only about $84,478 at 4% or $56,319 at 6%; with 50% employer match about $56,319 at 4% or $37,546 at 6%; with 100% employer match about $42,239 at 4% or $28,159 at 6%. |
| 2014 | 1 | 8 | $320,624 | $40,689 | $5,086iApproximate average salary by contribution assumption: employee only about $127,153 at 4% or $84,769 at 6%; with 50% employer match about $84,769 at 4% or $56,513 at 6%; with 100% employer match about $63,577 at 4% or $42,384 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 8 | $320,624 | $40,689 | $5,086iApproximate average salary by contribution assumption: employee only about $127,153 at 4% or $84,769 at 6%; with 50% employer match about $84,769 at 4% or $56,513 at 6%; with 100% employer match about $63,577 at 4% or $42,384 at 6%. |
| 2013 | 1 | 11 | $627,293 | $55,824 | $5,075iApproximate average salary by contribution assumption: employee only about $126,873 at 4% or $84,582 at 6%; with 50% employer match about $84,582 at 4% or $56,388 at 6%; with 100% employer match about $63,436 at 4% or $42,291 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 11 | $627,293 | $55,824 | $5,075iApproximate average salary by contribution assumption: employee only about $126,873 at 4% or $84,582 at 6%; with 50% employer match about $84,582 at 4% or $56,388 at 6%; with 100% employer match about $63,436 at 4% or $42,291 at 6%. |
| 2012 | 1 | 7 | $476,669 | $50,830 | $7,261iApproximate average salary by contribution assumption: employee only about $181,536 at 4% or $121,024 at 6%; with 50% employer match about $121,024 at 4% or $80,683 at 6%; with 100% employer match about $90,768 at 4% or $60,512 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 7 | $476,669 | $50,830 | $7,261iApproximate average salary by contribution assumption: employee only about $181,536 at 4% or $121,024 at 6%; with 50% employer match about $121,024 at 4% or $80,683 at 6%; with 100% employer match about $90,768 at 4% or $60,512 at 6%. |
| 2011 | 1 | 6 | $673,129 | $72,509 | $12,085iApproximate average salary by contribution assumption: employee only about $302,121 at 4% or $201,414 at 6%; with 50% employer match about $201,414 at 4% or $134,276 at 6%; with 100% employer match about $151,060 at 4% or $100,707 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 6 | $673,129 | $72,509 | $12,085iApproximate average salary by contribution assumption: employee only about $302,121 at 4% or $201,414 at 6%; with 50% employer match about $201,414 at 4% or $134,276 at 6%; with 100% employer match about $151,060 at 4% or $100,707 at 6%. |
| 2010 | 1 | 8 | $671,160 | $75,888 | $9,486iApproximate average salary by contribution assumption: employee only about $237,150 at 4% or $158,100 at 6%; with 50% employer match about $158,100 at 4% or $105,400 at 6%; with 100% employer match about $118,575 at 4% or $79,050 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 8 | $671,160 | $75,888 | $9,486iApproximate average salary by contribution assumption: employee only about $237,150 at 4% or $158,100 at 6%; with 50% employer match about $158,100 at 4% or $105,400 at 6%; with 100% employer match about $118,575 at 4% or $79,050 at 6%. |
| 2009 | 1 | 9 | $537,725 | $77,407 | $8,601iApproximate average salary by contribution assumption: employee only about $215,019 at 4% or $143,346 at 6%; with 50% employer match about $143,346 at 4% or $95,564 at 6%; with 100% employer match about $107,510 at 4% or $71,673 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 9 | $537,725 | $77,407 | $8,601iApproximate average salary by contribution assumption: employee only about $215,019 at 4% or $143,346 at 6%; with 50% employer match about $143,346 at 4% or $95,564 at 6%; with 100% employer match about $107,510 at 4% or $71,673 at 6%. |
| 2008 | 1 | 8 | $338,620 | $71,621 | $8,953iApproximate average salary by contribution assumption: employee only about $223,816 at 4% or $149,210 at 6%; with 50% employer match about $149,210 at 4% or $99,474 at 6%; with 100% employer match about $111,908 at 4% or $74,605 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 8 | $338,620 | $71,621 | $8,953iApproximate average salary by contribution assumption: employee only about $223,816 at 4% or $149,210 at 6%; with 50% employer match about $149,210 at 4% or $99,474 at 6%; with 100% employer match about $111,908 at 4% or $74,605 at 6%. |
| 2007 | 1 | 9 | $559,553 | $75,287 | $8,365iApproximate average salary by contribution assumption: employee only about $209,131 at 4% or $139,420 at 6%; with 50% employer match about $139,420 at 4% or $92,947 at 6%; with 100% employer match about $104,565 at 4% or $69,710 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 9 | $559,553 | $75,287 | $8,365iApproximate average salary by contribution assumption: employee only about $209,131 at 4% or $139,420 at 6%; with 50% employer match about $139,420 at 4% or $92,947 at 6%; with 100% employer match about $104,565 at 4% or $69,710 at 6%. |
| 2006 | 1 | 9 | $454,248 | $90,486 | $10,054iApproximate average salary by contribution assumption: employee only about $251,350 at 4% or $167,567 at 6%; with 50% employer match about $167,567 at 4% or $111,711 at 6%; with 100% employer match about $125,675 at 4% or $83,783 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 9 | $454,248 | $90,486 | $10,054iApproximate average salary by contribution assumption: employee only about $251,350 at 4% or $167,567 at 6%; with 50% employer match about $167,567 at 4% or $111,711 at 6%; with 100% employer match about $125,675 at 4% or $83,783 at 6%. |
| 2005 | 1 | 11 | $351,266 | $59,254 | $5,387iApproximate average salary by contribution assumption: employee only about $134,668 at 4% or $89,779 at 6%; with 50% employer match about $89,779 at 4% or $59,853 at 6%; with 100% employer match about $67,334 at 4% or $44,889 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 11 | $351,266 | $59,254 | $5,387iApproximate average salary by contribution assumption: employee only about $134,668 at 4% or $89,779 at 6%; with 50% employer match about $89,779 at 4% or $59,853 at 6%; with 100% employer match about $67,334 at 4% or $44,889 at 6%. |
| 2004 | 1 | 7 | $281,134 | $43,031 | $6,147iApproximate average salary by contribution assumption: employee only about $153,682 at 4% or $102,455 at 6%; with 50% employer match about $102,455 at 4% or $68,303 at 6%; with 100% employer match about $76,841 at 4% or $51,227 at 6%. |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 7 | $281,134 | $43,031 | $6,147iApproximate average salary by contribution assumption: employee only about $153,682 at 4% or $102,455 at 6%; with 50% employer match about $102,455 at 4% or $68,303 at 6%; with 100% employer match about $76,841 at 4% or $51,227 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 1 | 8 | $0 | $0 | - |
| Coaty Marchant Woods PC. 401(K) Profit Sharing Plan | - | 8 | - | - | - |