Civic Intelligence

Coates Kokes

Plan context: The Coates Agency Inc. Employee Savings Benefit Plan

EIN 93-0721993 • Portland, OR • 26 filings • 3 plans

421 SW Sixth Avenue, Suite 700Portland, OR 97204
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$10,614,532

2024 Contributions

$187,481

Historical Graphs

Total Assets Over Time

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

$10,614,532$5,307,266$0199920152024YearValue
$10,614,532Latest year 2024

Participants Over Time

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

22110199920122024YearValue
18Latest year 2024

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
2024118$10,614,532$187,481$10,416iApproximate average salary by contribution assumption: employee only about $260,390 at 4% or $173,594 at 6%; with 50% employer match about $173,594 at 4% or $115,729 at 6%; with 100% employer match about $130,195 at 4% or $86,797 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-18$10,614,532$187,481$10,416iApproximate average salary by contribution assumption: employee only about $260,390 at 4% or $173,594 at 6%; with 50% employer match about $173,594 at 4% or $115,729 at 6%; with 100% employer match about $130,195 at 4% or $86,797 at 6%.
2023114$9,087,147$186,852$13,347iApproximate average salary by contribution assumption: employee only about $333,664 at 4% or $222,443 at 6%; with 50% employer match about $222,443 at 4% or $148,295 at 6%; with 100% employer match about $166,832 at 4% or $111,221 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-14$9,087,147$186,852$13,347iApproximate average salary by contribution assumption: employee only about $333,664 at 4% or $222,443 at 6%; with 50% employer match about $222,443 at 4% or $148,295 at 6%; with 100% employer match about $166,832 at 4% or $111,221 at 6%.
2022115$7,036,330$213,422$14,228iApproximate average salary by contribution assumption: employee only about $355,703 at 4% or $237,136 at 6%; with 50% employer match about $237,136 at 4% or $158,090 at 6%; with 100% employer match about $177,852 at 4% or $118,568 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-15$7,036,330$213,422$14,228iApproximate average salary by contribution assumption: employee only about $355,703 at 4% or $237,136 at 6%; with 50% employer match about $237,136 at 4% or $158,090 at 6%; with 100% employer match about $177,852 at 4% or $118,568 at 6%.
2021115$5,919,110$207,026$13,802iApproximate average salary by contribution assumption: employee only about $345,043 at 4% or $230,029 at 6%; with 50% employer match about $230,029 at 4% or $153,353 at 6%; with 100% employer match about $172,522 at 4% or $115,014 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-15$5,919,110$207,026$13,802iApproximate average salary by contribution assumption: employee only about $345,043 at 4% or $230,029 at 6%; with 50% employer match about $230,029 at 4% or $153,353 at 6%; with 100% employer match about $172,522 at 4% or $115,014 at 6%.
2020118$7,240,821$229,412$12,745iApproximate average salary by contribution assumption: employee only about $318,628 at 4% or $212,419 at 6%; with 50% employer match about $212,419 at 4% or $141,612 at 6%; with 100% employer match about $159,314 at 4% or $106,209 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-18$7,240,821$229,412$12,745iApproximate average salary by contribution assumption: employee only about $318,628 at 4% or $212,419 at 6%; with 50% employer match about $212,419 at 4% or $141,612 at 6%; with 100% employer match about $159,314 at 4% or $106,209 at 6%.
2019118$5,764,376$183,208$10,178iApproximate average salary by contribution assumption: employee only about $254,456 at 4% or $169,637 at 6%; with 50% employer match about $169,637 at 4% or $113,091 at 6%; with 100% employer match about $127,228 at 4% or $84,819 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-18$5,764,376$183,208$10,178iApproximate average salary by contribution assumption: employee only about $254,456 at 4% or $169,637 at 6%; with 50% employer match about $169,637 at 4% or $113,091 at 6%; with 100% employer match about $127,228 at 4% or $84,819 at 6%.
2018122$4,936,917$234,658$10,666iApproximate average salary by contribution assumption: employee only about $266,657 at 4% or $177,771 at 6%; with 50% employer match about $177,771 at 4% or $118,514 at 6%; with 100% employer match about $133,328 at 4% or $88,886 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-22$4,936,917$234,658$10,666iApproximate average salary by contribution assumption: employee only about $266,657 at 4% or $177,771 at 6%; with 50% employer match about $177,771 at 4% or $118,514 at 6%; with 100% employer match about $133,328 at 4% or $88,886 at 6%.
2017122$5,418,424$242,524$11,024iApproximate average salary by contribution assumption: employee only about $275,595 at 4% or $183,730 at 6%; with 50% employer match about $183,730 at 4% or $122,487 at 6%; with 100% employer match about $137,798 at 4% or $91,865 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-22$5,418,424$242,524$11,024iApproximate average salary by contribution assumption: employee only about $275,595 at 4% or $183,730 at 6%; with 50% employer match about $183,730 at 4% or $122,487 at 6%; with 100% employer match about $137,798 at 4% or $91,865 at 6%.
2016120$4,699,881$227,140$11,357iApproximate average salary by contribution assumption: employee only about $283,925 at 4% or $189,283 at 6%; with 50% employer match about $189,283 at 4% or $126,189 at 6%; with 100% employer match about $141,963 at 4% or $94,642 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-20$4,699,881$227,140$11,357iApproximate average salary by contribution assumption: employee only about $283,925 at 4% or $189,283 at 6%; with 50% employer match about $189,283 at 4% or $126,189 at 6%; with 100% employer match about $141,963 at 4% or $94,642 at 6%.
2015117$3,808,409$153,340$9,020iApproximate average salary by contribution assumption: employee only about $225,500 at 4% or $150,333 at 6%; with 50% employer match about $150,333 at 4% or $100,222 at 6%; with 100% employer match about $112,750 at 4% or $75,167 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-17$3,808,409$153,340$9,020iApproximate average salary by contribution assumption: employee only about $225,500 at 4% or $150,333 at 6%; with 50% employer match about $150,333 at 4% or $100,222 at 6%; with 100% employer match about $112,750 at 4% or $75,167 at 6%.
2014115$3,311,378$140,393$9,360iApproximate average salary by contribution assumption: employee only about $233,988 at 4% or $155,992 at 6%; with 50% employer match about $155,992 at 4% or $103,995 at 6%; with 100% employer match about $116,994 at 4% or $77,996 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-15$3,311,378$140,393$9,360iApproximate average salary by contribution assumption: employee only about $233,988 at 4% or $155,992 at 6%; with 50% employer match about $155,992 at 4% or $103,995 at 6%; with 100% employer match about $116,994 at 4% or $77,996 at 6%.
2013116$3,300,339$124,751$7,797iApproximate average salary by contribution assumption: employee only about $194,923 at 4% or $129,949 at 6%; with 50% employer match about $129,949 at 4% or $86,633 at 6%; with 100% employer match about $97,462 at 4% or $64,974 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-16$3,300,339$124,751$7,797iApproximate average salary by contribution assumption: employee only about $194,923 at 4% or $129,949 at 6%; with 50% employer match about $129,949 at 4% or $86,633 at 6%; with 100% employer match about $97,462 at 4% or $64,974 at 6%.
2012115$2,890,272$119,683$7,979iApproximate average salary by contribution assumption: employee only about $199,472 at 4% or $132,981 at 6%; with 50% employer match about $132,981 at 4% or $88,654 at 6%; with 100% employer match about $99,736 at 4% or $66,491 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-15$2,890,272$119,683$7,979iApproximate average salary by contribution assumption: employee only about $199,472 at 4% or $132,981 at 6%; with 50% employer match about $132,981 at 4% or $88,654 at 6%; with 100% employer match about $99,736 at 4% or $66,491 at 6%.
2011116$2,365,217$129,595$8,100iApproximate average salary by contribution assumption: employee only about $202,492 at 4% or $134,995 at 6%; with 50% employer match about $134,995 at 4% or $89,997 at 6%; with 100% employer match about $101,246 at 4% or $67,497 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-16$2,365,217$129,595$8,100iApproximate average salary by contribution assumption: employee only about $202,492 at 4% or $134,995 at 6%; with 50% employer match about $134,995 at 4% or $89,997 at 6%; with 100% employer match about $101,246 at 4% or $67,497 at 6%.
2010119$1,900,308$120,995$6,368iApproximate average salary by contribution assumption: employee only about $159,204 at 4% or $106,136 at 6%; with 50% employer match about $106,136 at 4% or $70,757 at 6%; with 100% employer match about $79,602 at 4% or $53,068 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-19$1,900,308$120,995$6,368iApproximate average salary by contribution assumption: employee only about $159,204 at 4% or $106,136 at 6%; with 50% employer match about $106,136 at 4% or $70,757 at 6%; with 100% employer match about $79,602 at 4% or $53,068 at 6%.
2009122$1,936,729$130,697$5,941iApproximate average salary by contribution assumption: employee only about $148,519 at 4% or $99,013 at 6%; with 50% employer match about $99,013 at 4% or $66,009 at 6%; with 100% employer match about $74,260 at 4% or $49,506 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-22$1,936,729$130,697$5,941iApproximate average salary by contribution assumption: employee only about $148,519 at 4% or $99,013 at 6%; with 50% employer match about $99,013 at 4% or $66,009 at 6%; with 100% employer match about $74,260 at 4% or $49,506 at 6%.
2008117$0$0-
The Coates Agency Inc. Employee Savings Benefit Plan-17---
2007117$0$0-
The Coates Agency Inc. Employee Savings Benefit Plan-17---
2006116$1,704,539$142,515$8,907iApproximate average salary by contribution assumption: employee only about $222,680 at 4% or $148,453 at 6%; with 50% employer match about $148,453 at 4% or $98,969 at 6%; with 100% employer match about $111,340 at 4% or $74,227 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-16$1,704,539$142,515$8,907iApproximate average salary by contribution assumption: employee only about $222,680 at 4% or $148,453 at 6%; with 50% employer match about $148,453 at 4% or $98,969 at 6%; with 100% employer match about $111,340 at 4% or $74,227 at 6%.
2005110$1,254,533$90,158$9,016iApproximate average salary by contribution assumption: employee only about $225,395 at 4% or $150,263 at 6%; with 50% employer match about $150,263 at 4% or $100,176 at 6%; with 100% employer match about $112,697 at 4% or $75,132 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-10$1,254,533$90,158$9,016iApproximate average salary by contribution assumption: employee only about $225,395 at 4% or $150,263 at 6%; with 50% employer match about $150,263 at 4% or $100,176 at 6%; with 100% employer match about $112,697 at 4% or $75,132 at 6%.
2004112$1,040,725$90,275$7,523iApproximate average salary by contribution assumption: employee only about $188,073 at 4% or $125,382 at 6%; with 50% employer match about $125,382 at 4% or $83,588 at 6%; with 100% employer match about $94,036 at 4% or $62,691 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-12$1,040,725$90,275$7,523iApproximate average salary by contribution assumption: employee only about $188,073 at 4% or $125,382 at 6%; with 50% employer match about $125,382 at 4% or $83,588 at 6%; with 100% employer match about $94,036 at 4% or $62,691 at 6%.
2003111$0$0-
The Coates Agency Inc. Employee Savings Benefit Plan-11---
2002111$0$0-
The Coates Agency Inc. Employee Savings Benefit Plan-11---
2001110$0$0-
The Coates Agency Inc. Employee Savings Benefit Plan-10---
200018$0$0-
The Coates Agency Inc. Employee Savings Benefit Plan-8---
199912$898,094$27,439$13,720iApproximate average salary by contribution assumption: employee only about $342,988 at 4% or $228,658 at 6%; with 50% employer match about $228,658 at 4% or $152,439 at 6%; with 100% employer match about $171,494 at 4% or $114,329 at 6%.
The Coates Agency Inc. Employee Savings Benefit Plan-2$898,094$27,439$13,720iApproximate average salary by contribution assumption: employee only about $342,988 at 4% or $228,658 at 6%; with 50% employer match about $228,658 at 4% or $152,439 at 6%; with 100% employer match about $171,494 at 4% or $114,329 at 6%.