CORAL REEF ADVISORS
Plan context: CORAL REEF ADVISORS 401(K) PROFIT SHARING PLAN & TRUST
EIN 93-2962061 • Ponte Vedra Beach, FL • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$30,079
2025 Contributions
$20,750
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 | $30,079 | $20,750 | $5,188iApproximate average salary by contribution assumption: employee only about $129,688 at 4% or $86,458 at 6%; with 50% employer match about $86,458 at 4% or $57,639 at 6%; with 100% employer match about $64,844 at 4% or $43,229 at 6%. |
| CORAL REEF ADVISORS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $30,079 | $20,750 | $5,188iApproximate average salary by contribution assumption: employee only about $129,688 at 4% or $86,458 at 6%; with 50% employer match about $86,458 at 4% or $57,639 at 6%; with 100% employer match about $64,844 at 4% or $43,229 at 6%. |
| 2024 | 1 | 3 | $6,965 | $7,040 | $2,347iApproximate average salary by contribution assumption: employee only about $58,667 at 4% or $39,111 at 6%; with 50% employer match about $39,111 at 4% or $26,074 at 6%; with 100% employer match about $29,333 at 4% or $19,556 at 6%. |
| CORAL REEF ADVISORS 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $6,965 | $7,040 | $2,347iApproximate average salary by contribution assumption: employee only about $58,667 at 4% or $39,111 at 6%; with 50% employer match about $39,111 at 4% or $26,074 at 6%; with 100% employer match about $29,333 at 4% or $19,556 at 6%. |