Civic Intelligence

COLTIVA WEALTH PLANNING PARTNERS

Plan context: COLTIVA WEALTH RETIREMENT PLAN

EIN 84-2297414 • Elmhurst, IL • 3 filings • 1 plans

132 N York Street, Suite 3KElmhurst, IL 60126
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$780,289

2025 Contributions

$74,571

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$780,289$390,145$0202320242025YearValue
$780,289Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420202320242025YearValue
4Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$780,289$74,571$18,643iApproximate average salary by contribution assumption: employee only about $466,069 at 4% or $310,713 at 6%; with 50% employer match about $310,713 at 4% or $207,142 at 6%; with 100% employer match about $233,034 at 4% or $155,356 at 6%.
COLTIVA WEALTH RETIREMENT PLAN-4$780,289$74,571$18,643iApproximate average salary by contribution assumption: employee only about $466,069 at 4% or $310,713 at 6%; with 50% employer match about $310,713 at 4% or $207,142 at 6%; with 100% employer match about $233,034 at 4% or $155,356 at 6%.
202414$575,410$517,132$129,283iApproximate average salary by contribution assumption: employee only about $3,232,075 at 4% or $2,154,717 at 6%; with 50% employer match about $2,154,717 at 4% or $1,436,478 at 6%; with 100% employer match about $1,616,038 at 4% or $1,077,358 at 6%.
COLTIVA WEALTH RETIREMENT PLAN-4$575,410$517,132$129,283iApproximate average salary by contribution assumption: employee only about $3,232,075 at 4% or $2,154,717 at 6%; with 50% employer match about $2,154,717 at 4% or $1,436,478 at 6%; with 100% employer match about $1,616,038 at 4% or $1,077,358 at 6%.
202314$74,323$67,216$16,804iApproximate average salary by contribution assumption: employee only about $420,100 at 4% or $280,067 at 6%; with 50% employer match about $280,067 at 4% or $186,711 at 6%; with 100% employer match about $210,050 at 4% or $140,033 at 6%.
COLTIVA WEALTH RETIREMENT PLAN-4$74,323$67,216$16,804iApproximate average salary by contribution assumption: employee only about $420,100 at 4% or $280,067 at 6%; with 50% employer match about $280,067 at 4% or $186,711 at 6%; with 100% employer match about $210,050 at 4% or $140,033 at 6%.