Cocoon Financial Services Inc.
Plan context: Cocoon Financial Services Inc. 401(K) Plan
EIN 85-1370523 • San Francisco, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
83
2025 Assets
$3,151,451
2025 Contributions
$788,476
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 | 83 | $3,151,451 | $788,476 | $9,500iApproximate average salary by contribution assumption: employee only about $237,493 at 4% or $158,329 at 6%; with 50% employer match about $158,329 at 4% or $105,552 at 6%; with 100% employer match about $118,746 at 4% or $79,164 at 6%. |
| Cocoon Financial Services Inc. 401(K) Plan | - | 83 | $3,151,451 | $788,476 | $9,500iApproximate average salary by contribution assumption: employee only about $237,493 at 4% or $158,329 at 6%; with 50% employer match about $158,329 at 4% or $105,552 at 6%; with 100% employer match about $118,746 at 4% or $79,164 at 6%. |
| 2024 | 1 | 81 | $2,339,574 | $1,118,787 | $13,812iApproximate average salary by contribution assumption: employee only about $345,305 at 4% or $230,203 at 6%; with 50% employer match about $230,203 at 4% or $153,469 at 6%; with 100% employer match about $172,652 at 4% or $115,102 at 6%. |
| Cocoon Financial Services Inc. 401(K) Plan | - | 81 | $2,339,574 | $1,118,787 | $13,812iApproximate average salary by contribution assumption: employee only about $345,305 at 4% or $230,203 at 6%; with 50% employer match about $230,203 at 4% or $153,469 at 6%; with 100% employer match about $172,652 at 4% or $115,102 at 6%. |
| 2023 | 1 | 74 | $1,718,864 | $972,797 | $13,146iApproximate average salary by contribution assumption: employee only about $328,648 at 4% or $219,098 at 6%; with 50% employer match about $219,098 at 4% or $146,066 at 6%; with 100% employer match about $164,324 at 4% or $109,549 at 6%. |
| Cocoon Financial Services Inc. 401(K) Plan | - | 74 | $1,718,864 | $972,797 | $13,146iApproximate average salary by contribution assumption: employee only about $328,648 at 4% or $219,098 at 6%; with 50% employer match about $219,098 at 4% or $146,066 at 6%; with 100% employer match about $164,324 at 4% or $109,549 at 6%. |
| 2022 | 1 | 60 | $923,857 | $981,101 | $16,352iApproximate average salary by contribution assumption: employee only about $408,792 at 4% or $272,528 at 6%; with 50% employer match about $272,528 at 4% or $181,685 at 6%; with 100% employer match about $204,396 at 4% or $136,264 at 6%. |
| Cocoon Financial Services Inc. 401(K) Plan | - | 60 | $923,857 | $981,101 | $16,352iApproximate average salary by contribution assumption: employee only about $408,792 at 4% or $272,528 at 6%; with 50% employer match about $272,528 at 4% or $181,685 at 6%; with 100% employer match about $204,396 at 4% or $136,264 at 6%. |