Civic Intelligence

COSTOPOULOS ELLIS & ASSOCIATES

Plan context: COSTOPOULOS ELLIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

EIN 92-0991005 • Okeechobee, FL • 4 filings • 1 plans

195 SW 28th StOkeechobee, FL 34974-5903
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$121,056

2025 Contributions

$37,128

Historical Graphs

Total Assets Over Time

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

$121,056$60,528$0202220242025YearValue
$121,056Latest year 2025

Participants Over Time

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

740202220242025YearValue
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$121,056$37,128$9,282iApproximate average salary by contribution assumption: employee only about $232,050 at 4% or $154,700 at 6%; with 50% employer match about $154,700 at 4% or $103,133 at 6%; with 100% employer match about $116,025 at 4% or $77,350 at 6%.
COSTOPOULOS ELLIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-4$121,056$37,128$9,282iApproximate average salary by contribution assumption: employee only about $232,050 at 4% or $154,700 at 6%; with 50% employer match about $154,700 at 4% or $103,133 at 6%; with 100% employer match about $116,025 at 4% or $77,350 at 6%.
202414$68,416$40,650$10,163iApproximate average salary by contribution assumption: employee only about $254,063 at 4% or $169,375 at 6%; with 50% employer match about $169,375 at 4% or $112,917 at 6%; with 100% employer match about $127,031 at 4% or $84,688 at 6%.
COSTOPOULOS ELLIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-4$68,416$40,650$10,163iApproximate average salary by contribution assumption: employee only about $254,063 at 4% or $169,375 at 6%; with 50% employer match about $169,375 at 4% or $112,917 at 6%; with 100% employer match about $127,031 at 4% or $84,688 at 6%.
202314$46,532$16,722$4,181iApproximate average salary by contribution assumption: employee only about $104,513 at 4% or $69,675 at 6%; with 50% employer match about $69,675 at 4% or $46,450 at 6%; with 100% employer match about $52,256 at 4% or $34,838 at 6%.
COSTOPOULOS ELLIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-4$46,532$16,722$4,181iApproximate average salary by contribution assumption: employee only about $104,513 at 4% or $69,675 at 6%; with 50% employer match about $69,675 at 4% or $46,450 at 6%; with 100% employer match about $52,256 at 4% or $34,838 at 6%.
202217$65,859$33,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.
COSTOPOULOS ELLIS & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-7$65,859$33,000$4,714iApproximate average salary by contribution assumption: employee only about $117,857 at 4% or $78,571 at 6%; with 50% employer match about $78,571 at 4% or $52,381 at 6%; with 100% employer match about $58,929 at 4% or $39,286 at 6%.