Civic Intelligence

Coates Inc.

Plan context: Coates Inc. 401(K) Profit Sharing Plan

EIN 94-2273017 • Portola, CA • 27 filings • 6 plans

73816 South Delleker RoadPortola, CA 96122-6401
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,136,768

2025 Contributions

$96,290

Historical Graphs

Total Assets Over Time

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

$1,136,768$568,384$0199920122025YearValue
$1,136,768Latest year 2025

Participants Over Time

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

1470199920122025YearValue
14Latest 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
2025114$1,136,768$96,290$6,878iApproximate average salary by contribution assumption: employee only about $171,946 at 4% or $114,631 at 6%; with 50% employer match about $114,631 at 4% or $76,421 at 6%; with 100% employer match about $85,973 at 4% or $57,315 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-14$1,136,768$96,290$6,878iApproximate average salary by contribution assumption: employee only about $171,946 at 4% or $114,631 at 6%; with 50% employer match about $114,631 at 4% or $76,421 at 6%; with 100% employer match about $85,973 at 4% or $57,315 at 6%.
2024110$843,205$98,168$9,817iApproximate average salary by contribution assumption: employee only about $245,420 at 4% or $163,613 at 6%; with 50% employer match about $163,613 at 4% or $109,076 at 6%; with 100% employer match about $122,710 at 4% or $81,807 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-10$843,205$98,168$9,817iApproximate average salary by contribution assumption: employee only about $245,420 at 4% or $163,613 at 6%; with 50% employer match about $163,613 at 4% or $109,076 at 6%; with 100% employer match about $122,710 at 4% or $81,807 at 6%.
2023111$690,866$86,318$7,847iApproximate average salary by contribution assumption: employee only about $196,177 at 4% or $130,785 at 6%; with 50% employer match about $130,785 at 4% or $87,190 at 6%; with 100% employer match about $98,089 at 4% or $65,392 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-11$690,866$86,318$7,847iApproximate average salary by contribution assumption: employee only about $196,177 at 4% or $130,785 at 6%; with 50% employer match about $130,785 at 4% or $87,190 at 6%; with 100% employer match about $98,089 at 4% or $65,392 at 6%.
2022113$571,937$93,646$7,204iApproximate average salary by contribution assumption: employee only about $180,088 at 4% or $120,059 at 6%; with 50% employer match about $120,059 at 4% or $80,039 at 6%; with 100% employer match about $90,044 at 4% or $60,029 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-13$571,937$93,646$7,204iApproximate average salary by contribution assumption: employee only about $180,088 at 4% or $120,059 at 6%; with 50% employer match about $120,059 at 4% or $80,039 at 6%; with 100% employer match about $90,044 at 4% or $60,029 at 6%.
2021110$507,372$93,070$9,307iApproximate average salary by contribution assumption: employee only about $232,675 at 4% or $155,117 at 6%; with 50% employer match about $155,117 at 4% or $103,411 at 6%; with 100% employer match about $116,338 at 4% or $77,558 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-10$507,372$93,070$9,307iApproximate average salary by contribution assumption: employee only about $232,675 at 4% or $155,117 at 6%; with 50% employer match about $155,117 at 4% or $103,411 at 6%; with 100% employer match about $116,338 at 4% or $77,558 at 6%.
2020110$459,894$70,237$7,024iApproximate average salary by contribution assumption: employee only about $175,593 at 4% or $117,062 at 6%; with 50% employer match about $117,062 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,531 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-10$459,894$70,237$7,024iApproximate average salary by contribution assumption: employee only about $175,593 at 4% or $117,062 at 6%; with 50% employer match about $117,062 at 4% or $78,041 at 6%; with 100% employer match about $87,796 at 4% or $58,531 at 6%.
2019111$397,236$49,659$4,514iApproximate average salary by contribution assumption: employee only about $112,861 at 4% or $75,241 at 6%; with 50% employer match about $75,241 at 4% or $50,161 at 6%; with 100% employer match about $56,431 at 4% or $37,620 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-11$397,236$49,659$4,514iApproximate average salary by contribution assumption: employee only about $112,861 at 4% or $75,241 at 6%; with 50% employer match about $75,241 at 4% or $50,161 at 6%; with 100% employer match about $56,431 at 4% or $37,620 at 6%.
2018112$308,495$57,056$4,755iApproximate average salary by contribution assumption: employee only about $118,867 at 4% or $79,244 at 6%; with 50% employer match about $79,244 at 4% or $52,830 at 6%; with 100% employer match about $59,433 at 4% or $39,622 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-12$308,495$57,056$4,755iApproximate average salary by contribution assumption: employee only about $118,867 at 4% or $79,244 at 6%; with 50% employer match about $79,244 at 4% or $52,830 at 6%; with 100% employer match about $59,433 at 4% or $39,622 at 6%.
201719$258,825$68,202$7,578iApproximate average salary by contribution assumption: employee only about $189,450 at 4% or $126,300 at 6%; with 50% employer match about $126,300 at 4% or $84,200 at 6%; with 100% employer match about $94,725 at 4% or $63,150 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-9$258,825$68,202$7,578iApproximate average salary by contribution assumption: employee only about $189,450 at 4% or $126,300 at 6%; with 50% employer match about $126,300 at 4% or $84,200 at 6%; with 100% employer match about $94,725 at 4% or $63,150 at 6%.
2016110$198,672$57,314$5,731iApproximate average salary by contribution assumption: employee only about $143,285 at 4% or $95,523 at 6%; with 50% employer match about $95,523 at 4% or $63,682 at 6%; with 100% employer match about $71,643 at 4% or $47,762 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-10$198,672$57,314$5,731iApproximate average salary by contribution assumption: employee only about $143,285 at 4% or $95,523 at 6%; with 50% employer match about $95,523 at 4% or $63,682 at 6%; with 100% employer match about $71,643 at 4% or $47,762 at 6%.
201519$383,486$38,069$4,230iApproximate average salary by contribution assumption: employee only about $105,747 at 4% or $70,498 at 6%; with 50% employer match about $70,498 at 4% or $46,999 at 6%; with 100% employer match about $52,874 at 4% or $35,249 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-9$383,486$38,069$4,230iApproximate average salary by contribution assumption: employee only about $105,747 at 4% or $70,498 at 6%; with 50% employer match about $70,498 at 4% or $46,999 at 6%; with 100% employer match about $52,874 at 4% or $35,249 at 6%.
2014110$431,955$19,933$1,993iApproximate average salary by contribution assumption: employee only about $49,833 at 4% or $33,222 at 6%; with 50% employer match about $33,222 at 4% or $22,148 at 6%; with 100% employer match about $24,916 at 4% or $16,611 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-10$431,955$19,933$1,993iApproximate average salary by contribution assumption: employee only about $49,833 at 4% or $33,222 at 6%; with 50% employer match about $33,222 at 4% or $22,148 at 6%; with 100% employer match about $24,916 at 4% or $16,611 at 6%.
201319$403,235$26,413$2,935iApproximate average salary by contribution assumption: employee only about $73,369 at 4% or $48,913 at 6%; with 50% employer match about $48,913 at 4% or $32,609 at 6%; with 100% employer match about $36,685 at 4% or $24,456 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-9$403,235$26,413$2,935iApproximate average salary by contribution assumption: employee only about $73,369 at 4% or $48,913 at 6%; with 50% employer match about $48,913 at 4% or $32,609 at 6%; with 100% employer match about $36,685 at 4% or $24,456 at 6%.
201219$348,031$24,492$2,721iApproximate average salary by contribution assumption: employee only about $68,033 at 4% or $45,356 at 6%; with 50% employer match about $45,356 at 4% or $30,237 at 6%; with 100% employer match about $34,017 at 4% or $22,678 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-9$348,031$24,492$2,721iApproximate average salary by contribution assumption: employee only about $68,033 at 4% or $45,356 at 6%; with 50% employer match about $45,356 at 4% or $30,237 at 6%; with 100% employer match about $34,017 at 4% or $22,678 at 6%.
201119$352,057$16,582$1,842iApproximate average salary by contribution assumption: employee only about $46,061 at 4% or $30,707 at 6%; with 50% employer match about $30,707 at 4% or $20,472 at 6%; with 100% employer match about $23,031 at 4% or $15,354 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-9$352,057$16,582$1,842iApproximate average salary by contribution assumption: employee only about $46,061 at 4% or $30,707 at 6%; with 50% employer match about $30,707 at 4% or $20,472 at 6%; with 100% employer match about $23,031 at 4% or $15,354 at 6%.
201019$333,955$19,555$2,173iApproximate average salary by contribution assumption: employee only about $54,319 at 4% or $36,213 at 6%; with 50% employer match about $36,213 at 4% or $24,142 at 6%; with 100% employer match about $27,160 at 4% or $18,106 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-9$333,955$19,555$2,173iApproximate average salary by contribution assumption: employee only about $54,319 at 4% or $36,213 at 6%; with 50% employer match about $36,213 at 4% or $24,142 at 6%; with 100% employer match about $27,160 at 4% or $18,106 at 6%.
2009110$322,726$19,265$1,927iApproximate average salary by contribution assumption: employee only about $48,163 at 4% or $32,108 at 6%; with 50% employer match about $32,108 at 4% or $21,406 at 6%; with 100% employer match about $24,081 at 4% or $16,054 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-10$322,726$19,265$1,927iApproximate average salary by contribution assumption: employee only about $48,163 at 4% or $32,108 at 6%; with 50% employer match about $32,108 at 4% or $21,406 at 6%; with 100% employer match about $24,081 at 4% or $16,054 at 6%.
200818$278,533$26,669$3,334iApproximate average salary by contribution assumption: employee only about $83,341 at 4% or $55,560 at 6%; with 50% employer match about $55,560 at 4% or $37,040 at 6%; with 100% employer match about $41,670 at 4% or $27,780 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-8$278,533$26,669$3,334iApproximate average salary by contribution assumption: employee only about $83,341 at 4% or $55,560 at 6%; with 50% employer match about $55,560 at 4% or $37,040 at 6%; with 100% employer match about $41,670 at 4% or $27,780 at 6%.
2007110$310,307$29,855$2,986iApproximate average salary by contribution assumption: employee only about $74,638 at 4% or $49,758 at 6%; with 50% employer match about $49,758 at 4% or $33,172 at 6%; with 100% employer match about $37,319 at 4% or $24,879 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-10$310,307$29,855$2,986iApproximate average salary by contribution assumption: employee only about $74,638 at 4% or $49,758 at 6%; with 50% employer match about $49,758 at 4% or $33,172 at 6%; with 100% employer match about $37,319 at 4% or $24,879 at 6%.
200619$270,425$38,288$4,254iApproximate average salary by contribution assumption: employee only about $106,356 at 4% or $70,904 at 6%; with 50% employer match about $70,904 at 4% or $47,269 at 6%; with 100% employer match about $53,178 at 4% or $35,452 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-9$270,425$38,288$4,254iApproximate average salary by contribution assumption: employee only about $106,356 at 4% or $70,904 at 6%; with 50% employer match about $70,904 at 4% or $47,269 at 6%; with 100% employer match about $53,178 at 4% or $35,452 at 6%.
200518$207,309$24,834$3,104iApproximate average salary by contribution assumption: employee only about $77,606 at 4% or $51,738 at 6%; with 50% employer match about $51,738 at 4% or $34,492 at 6%; with 100% employer match about $38,803 at 4% or $25,869 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-8$207,309$24,834$3,104iApproximate average salary by contribution assumption: employee only about $77,606 at 4% or $51,738 at 6%; with 50% employer match about $51,738 at 4% or $34,492 at 6%; with 100% employer match about $38,803 at 4% or $25,869 at 6%.
200418$167,519$22,908$2,864iApproximate average salary by contribution assumption: employee only about $71,588 at 4% or $47,725 at 6%; with 50% employer match about $47,725 at 4% or $31,817 at 6%; with 100% employer match about $35,794 at 4% or $23,863 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-8$167,519$22,908$2,864iApproximate average salary by contribution assumption: employee only about $71,588 at 4% or $47,725 at 6%; with 50% employer match about $47,725 at 4% or $31,817 at 6%; with 100% employer match about $35,794 at 4% or $23,863 at 6%.
200315$126,284$21,015$4,203iApproximate average salary by contribution assumption: employee only about $105,075 at 4% or $70,050 at 6%; with 50% employer match about $70,050 at 4% or $46,700 at 6%; with 100% employer match about $52,538 at 4% or $35,025 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-5$126,284$21,015$4,203iApproximate average salary by contribution assumption: employee only about $105,075 at 4% or $70,050 at 6%; with 50% employer match about $70,050 at 4% or $46,700 at 6%; with 100% employer match about $52,538 at 4% or $35,025 at 6%.
200216$88,562$20,237$3,373iApproximate average salary by contribution assumption: employee only about $84,321 at 4% or $56,214 at 6%; with 50% employer match about $56,214 at 4% or $37,476 at 6%; with 100% employer match about $42,160 at 4% or $28,107 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-6$88,562$20,237$3,373iApproximate average salary by contribution assumption: employee only about $84,321 at 4% or $56,214 at 6%; with 50% employer match about $56,214 at 4% or $37,476 at 6%; with 100% employer match about $42,160 at 4% or $28,107 at 6%.
200117$73,640$18,914$2,702iApproximate average salary by contribution assumption: employee only about $67,550 at 4% or $45,033 at 6%; with 50% employer match about $45,033 at 4% or $30,022 at 6%; with 100% employer match about $33,775 at 4% or $22,517 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-7$73,640$18,914$2,702iApproximate average salary by contribution assumption: employee only about $67,550 at 4% or $45,033 at 6%; with 50% employer match about $45,033 at 4% or $30,022 at 6%; with 100% employer match about $33,775 at 4% or $22,517 at 6%.
2000113$163,324$48,539$3,734iApproximate average salary by contribution assumption: employee only about $93,344 at 4% or $62,229 at 6%; with 50% employer match about $62,229 at 4% or $41,486 at 6%; with 100% employer match about $46,672 at 4% or $31,115 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-13$163,324$48,539$3,734iApproximate average salary by contribution assumption: employee only about $93,344 at 4% or $62,229 at 6%; with 50% employer match about $62,229 at 4% or $41,486 at 6%; with 100% employer match about $46,672 at 4% or $31,115 at 6%.
1999112$157,657$40,345$3,362iApproximate average salary by contribution assumption: employee only about $84,052 at 4% or $56,035 at 6%; with 50% employer match about $56,035 at 4% or $37,356 at 6%; with 100% employer match about $42,026 at 4% or $28,017 at 6%.
Coates Inc. 401(K) Profit Sharing Plan-12$157,657$40,345$3,362iApproximate average salary by contribution assumption: employee only about $84,052 at 4% or $56,035 at 6%; with 50% employer match about $56,035 at 4% or $37,356 at 6%; with 100% employer match about $42,026 at 4% or $28,017 at 6%.