Civic Intelligence

EQUITY PERFORMANCE EQUINE

Plan context: SARAH COHEN 401(K) PLAN

EIN 85-1247673 • Wellington, FL • 5 filings • 1 plans

13634 Staimford DriveWellington, FL 33414
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$449,812

2025 Contributions

$129,869

Historical Graphs

Total Assets Over Time

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

$449,812$224,906$0202120232025YearValue
$449,812Latest year 2025

Participants Over Time

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

24120202120232025YearValue
24Latest 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
2025124$449,812$129,869$5,411iApproximate average salary by contribution assumption: employee only about $135,280 at 4% or $90,187 at 6%; with 50% employer match about $90,187 at 4% or $60,125 at 6%; with 100% employer match about $67,640 at 4% or $45,093 at 6%.
SARAH COHEN 401(K) PLAN-24$449,812$129,869$5,411iApproximate average salary by contribution assumption: employee only about $135,280 at 4% or $90,187 at 6%; with 50% employer match about $90,187 at 4% or $60,125 at 6%; with 100% employer match about $67,640 at 4% or $45,093 at 6%.
2024118$262,673$95,942$5,330iApproximate average salary by contribution assumption: employee only about $133,253 at 4% or $88,835 at 6%; with 50% employer match about $88,835 at 4% or $59,223 at 6%; with 100% employer match about $66,626 at 4% or $44,418 at 6%.
SARAH COHEN 401(K) PLAN-18$262,673$95,942$5,330iApproximate average salary by contribution assumption: employee only about $133,253 at 4% or $88,835 at 6%; with 50% employer match about $88,835 at 4% or $59,223 at 6%; with 100% employer match about $66,626 at 4% or $44,418 at 6%.
2023112$157,869$82,263$6,855iApproximate average salary by contribution assumption: employee only about $171,381 at 4% or $114,254 at 6%; with 50% employer match about $114,254 at 4% or $76,169 at 6%; with 100% employer match about $85,691 at 4% or $57,127 at 6%.
SARAH COHEN 401(K) PLAN-12$157,869$82,263$6,855iApproximate average salary by contribution assumption: employee only about $171,381 at 4% or $114,254 at 6%; with 50% employer match about $114,254 at 4% or $76,169 at 6%; with 100% employer match about $85,691 at 4% or $57,127 at 6%.
202218$60,306$57,470$7,184iApproximate average salary by contribution assumption: employee only about $179,594 at 4% or $119,729 at 6%; with 50% employer match about $119,729 at 4% or $79,819 at 6%; with 100% employer match about $89,797 at 4% or $59,865 at 6%.
SARAH COHEN 401(K) PLAN-8$60,306$57,470$7,184iApproximate average salary by contribution assumption: employee only about $179,594 at 4% or $119,729 at 6%; with 50% employer match about $119,729 at 4% or $79,819 at 6%; with 100% employer match about $89,797 at 4% or $59,865 at 6%.
202114$8,413$7,978$1,995iApproximate average salary by contribution assumption: employee only about $49,863 at 4% or $33,242 at 6%; with 50% employer match about $33,242 at 4% or $22,161 at 6%; with 100% employer match about $24,931 at 4% or $16,621 at 6%.
SARAH COHEN 401(K) PLAN-4$8,413$7,978$1,995iApproximate average salary by contribution assumption: employee only about $49,863 at 4% or $33,242 at 6%; with 50% employer match about $33,242 at 4% or $22,161 at 6%; with 100% employer match about $24,931 at 4% or $16,621 at 6%.