Civic Intelligence

John M. Coffman, CPA PC

Plan context: John M. Coffman, CPA PC 401(K) Profit Sharing Plan

EIN 85-0424988 • Albuquerque, NM • 20 filings • 2 plans

4811-c Hardware N.e. Suite 1Albuquerque, NM 87109
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,792,051

2024 Contributions

$109,598

Historical Graphs

Total Assets Over Time

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

$3,079,842$1,539,921$0200520152023YearValue
$2,792,051Latest year 2023

Participants Over Time

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

320200520142023YearValue
3Latest year 2023

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
202410$0$0-
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-0$0$0-
202313$2,792,051$0-
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$2,792,051--
202213$2,532,889$109,598$36,533iApproximate average salary by contribution assumption: employee only about $913,317 at 4% or $608,878 at 6%; with 50% employer match about $608,878 at 4% or $405,919 at 6%; with 100% employer match about $456,658 at 4% or $304,439 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$2,532,889$109,598$36,533iApproximate average salary by contribution assumption: employee only about $913,317 at 4% or $608,878 at 6%; with 50% employer match about $608,878 at 4% or $405,919 at 6%; with 100% employer match about $456,658 at 4% or $304,439 at 6%.
202113$3,079,842$120,392$40,131iApproximate average salary by contribution assumption: employee only about $1,003,267 at 4% or $668,844 at 6%; with 50% employer match about $668,844 at 4% or $445,896 at 6%; with 100% employer match about $501,633 at 4% or $334,422 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$3,079,842$120,392$40,131iApproximate average salary by contribution assumption: employee only about $1,003,267 at 4% or $668,844 at 6%; with 50% employer match about $668,844 at 4% or $445,896 at 6%; with 100% employer match about $501,633 at 4% or $334,422 at 6%.
202013$2,531,840$113,661$37,887iApproximate average salary by contribution assumption: employee only about $947,175 at 4% or $631,450 at 6%; with 50% employer match about $631,450 at 4% or $420,967 at 6%; with 100% employer match about $473,588 at 4% or $315,725 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$2,531,840$113,661$37,887iApproximate average salary by contribution assumption: employee only about $947,175 at 4% or $631,450 at 6%; with 50% employer match about $631,450 at 4% or $420,967 at 6%; with 100% employer match about $473,588 at 4% or $315,725 at 6%.
201913$2,150,324$108,181$36,060iApproximate average salary by contribution assumption: employee only about $901,508 at 4% or $601,006 at 6%; with 50% employer match about $601,006 at 4% or $400,670 at 6%; with 100% employer match about $450,754 at 4% or $300,503 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$2,150,324$108,181$36,060iApproximate average salary by contribution assumption: employee only about $901,508 at 4% or $601,006 at 6%; with 50% employer match about $601,006 at 4% or $400,670 at 6%; with 100% employer match about $450,754 at 4% or $300,503 at 6%.
201813$1,665,334$105,037$35,012iApproximate average salary by contribution assumption: employee only about $875,308 at 4% or $583,539 at 6%; with 50% employer match about $583,539 at 4% or $389,026 at 6%; with 100% employer match about $437,654 at 4% or $291,769 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$1,665,334$105,037$35,012iApproximate average salary by contribution assumption: employee only about $875,308 at 4% or $583,539 at 6%; with 50% employer match about $583,539 at 4% or $389,026 at 6%; with 100% employer match about $437,654 at 4% or $291,769 at 6%.
201713$1,693,296$69,565$23,188iApproximate average salary by contribution assumption: employee only about $579,708 at 4% or $386,472 at 6%; with 50% employer match about $386,472 at 4% or $257,648 at 6%; with 100% employer match about $289,854 at 4% or $193,236 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$1,693,296$69,565$23,188iApproximate average salary by contribution assumption: employee only about $579,708 at 4% or $386,472 at 6%; with 50% employer match about $386,472 at 4% or $257,648 at 6%; with 100% employer match about $289,854 at 4% or $193,236 at 6%.
201613$1,388,210$68,926$22,975iApproximate average salary by contribution assumption: employee only about $574,383 at 4% or $382,922 at 6%; with 50% employer match about $382,922 at 4% or $255,281 at 6%; with 100% employer match about $287,192 at 4% or $191,461 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$1,388,210$68,926$22,975iApproximate average salary by contribution assumption: employee only about $574,383 at 4% or $382,922 at 6%; with 50% employer match about $382,922 at 4% or $255,281 at 6%; with 100% employer match about $287,192 at 4% or $191,461 at 6%.
201513$1,190,811$68,172$22,724iApproximate average salary by contribution assumption: employee only about $568,100 at 4% or $378,733 at 6%; with 50% employer match about $378,733 at 4% or $252,489 at 6%; with 100% employer match about $284,050 at 4% or $189,367 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$1,190,811$68,172$22,724iApproximate average salary by contribution assumption: employee only about $568,100 at 4% or $378,733 at 6%; with 50% employer match about $378,733 at 4% or $252,489 at 6%; with 100% employer match about $284,050 at 4% or $189,367 at 6%.
201413$1,148,098$65,877$21,959iApproximate average salary by contribution assumption: employee only about $548,975 at 4% or $365,983 at 6%; with 50% employer match about $365,983 at 4% or $243,989 at 6%; with 100% employer match about $274,488 at 4% or $182,992 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$1,148,098$65,877$21,959iApproximate average salary by contribution assumption: employee only about $548,975 at 4% or $365,983 at 6%; with 50% employer match about $365,983 at 4% or $243,989 at 6%; with 100% employer match about $274,488 at 4% or $182,992 at 6%.
201313$1,006,398$65,223$21,741iApproximate average salary by contribution assumption: employee only about $543,525 at 4% or $362,350 at 6%; with 50% employer match about $362,350 at 4% or $241,567 at 6%; with 100% employer match about $271,763 at 4% or $181,175 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$1,006,398$65,223$21,741iApproximate average salary by contribution assumption: employee only about $543,525 at 4% or $362,350 at 6%; with 50% employer match about $362,350 at 4% or $241,567 at 6%; with 100% employer match about $271,763 at 4% or $181,175 at 6%.
201213$768,735$63,566$21,189iApproximate average salary by contribution assumption: employee only about $529,717 at 4% or $353,144 at 6%; with 50% employer match about $353,144 at 4% or $235,430 at 6%; with 100% employer match about $264,858 at 4% or $176,572 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$768,735$63,566$21,189iApproximate average salary by contribution assumption: employee only about $529,717 at 4% or $353,144 at 6%; with 50% employer match about $353,144 at 4% or $235,430 at 6%; with 100% employer match about $264,858 at 4% or $176,572 at 6%.
201113$616,936$63,308$21,103iApproximate average salary by contribution assumption: employee only about $527,567 at 4% or $351,711 at 6%; with 50% employer match about $351,711 at 4% or $234,474 at 6%; with 100% employer match about $263,783 at 4% or $175,856 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$616,936$63,308$21,103iApproximate average salary by contribution assumption: employee only about $527,567 at 4% or $351,711 at 6%; with 50% employer match about $351,711 at 4% or $234,474 at 6%; with 100% employer match about $263,783 at 4% or $175,856 at 6%.
201013$567,879$61,423$20,474iApproximate average salary by contribution assumption: employee only about $511,858 at 4% or $341,239 at 6%; with 50% employer match about $341,239 at 4% or $227,493 at 6%; with 100% employer match about $255,929 at 4% or $170,619 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$567,879$61,423$20,474iApproximate average salary by contribution assumption: employee only about $511,858 at 4% or $341,239 at 6%; with 50% employer match about $341,239 at 4% or $227,493 at 6%; with 100% employer match about $255,929 at 4% or $170,619 at 6%.
200913$453,087$60,193$20,064iApproximate average salary by contribution assumption: employee only about $501,608 at 4% or $334,406 at 6%; with 50% employer match about $334,406 at 4% or $222,937 at 6%; with 100% employer match about $250,804 at 4% or $167,203 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$453,087$60,193$20,064iApproximate average salary by contribution assumption: employee only about $501,608 at 4% or $334,406 at 6%; with 50% employer match about $334,406 at 4% or $222,937 at 6%; with 100% employer match about $250,804 at 4% or $167,203 at 6%.
200813$301,035$56,985$18,995iApproximate average salary by contribution assumption: employee only about $474,875 at 4% or $316,583 at 6%; with 50% employer match about $316,583 at 4% or $211,056 at 6%; with 100% employer match about $237,438 at 4% or $158,292 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$301,035$56,985$18,995iApproximate average salary by contribution assumption: employee only about $474,875 at 4% or $316,583 at 6%; with 50% employer match about $316,583 at 4% or $211,056 at 6%; with 100% employer match about $237,438 at 4% or $158,292 at 6%.
200713$0$0-
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3---
200613$319,822$55,607$18,536iApproximate average salary by contribution assumption: employee only about $463,392 at 4% or $308,928 at 6%; with 50% employer match about $308,928 at 4% or $205,952 at 6%; with 100% employer match about $231,696 at 4% or $154,464 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$319,822$55,607$18,536iApproximate average salary by contribution assumption: employee only about $463,392 at 4% or $308,928 at 6%; with 50% employer match about $308,928 at 4% or $205,952 at 6%; with 100% employer match about $231,696 at 4% or $154,464 at 6%.
200513$244,176$50,926$16,975iApproximate average salary by contribution assumption: employee only about $424,383 at 4% or $282,922 at 6%; with 50% employer match about $282,922 at 4% or $188,615 at 6%; with 100% employer match about $212,192 at 4% or $141,461 at 6%.
John M. Coffman, CPA PC 401(K) Profit Sharing Plan-3$244,176$50,926$16,975iApproximate average salary by contribution assumption: employee only about $424,383 at 4% or $282,922 at 6%; with 50% employer match about $282,922 at 4% or $188,615 at 6%; with 100% employer match about $212,192 at 4% or $141,461 at 6%.
John M. Coffman, CPA PC | EIN 85-0424988 | 2024 Form 5500 Company Profile