PATRICK COFFEY AGENCY, LLC
Plan context: PATRICK COFFEY AGENCY 401(K) RETIREMENT PLAN
EIN 85-0981657 • Lowell, MI • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$41,243
2025 Contributions
$19,422
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $41,243 | $19,422 | $4,856iApproximate average salary by contribution assumption: employee only about $121,388 at 4% or $80,925 at 6%; with 50% employer match about $80,925 at 4% or $53,950 at 6%; with 100% employer match about $60,694 at 4% or $40,463 at 6%. |
| PATRICK COFFEY AGENCY 401(K) RETIREMENT PLAN | - | 4 | $41,243 | $19,422 | $4,856iApproximate average salary by contribution assumption: employee only about $121,388 at 4% or $80,925 at 6%; with 50% employer match about $80,925 at 4% or $53,950 at 6%; with 100% employer match about $60,694 at 4% or $40,463 at 6%. |
| 2024 | 1 | 4 | $18,386 | $17,782 | $4,446iApproximate average salary by contribution assumption: employee only about $111,138 at 4% or $74,092 at 6%; with 50% employer match about $74,092 at 4% or $49,394 at 6%; with 100% employer match about $55,569 at 4% or $37,046 at 6%. |
| PATRICK COFFEY AGENCY 401(K) RETIREMENT PLAN | - | 4 | $18,386 | $17,782 | $4,446iApproximate average salary by contribution assumption: employee only about $111,138 at 4% or $74,092 at 6%; with 50% employer match about $74,092 at 4% or $49,394 at 6%; with 100% employer match about $55,569 at 4% or $37,046 at 6%. |