Coates & Sowards Inc.
Plan context: Coates & Sowards Inc. Profit Sharing Plan
EIN 94-2443575 • San Jose, CA • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,602,304
2024 Contributions
$40,952
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $2,602,304 | $40,952 | $5,119iApproximate average salary by contribution assumption: employee only about $127,975 at 4% or $85,317 at 6%; with 50% employer match about $85,317 at 4% or $56,878 at 6%; with 100% employer match about $63,988 at 4% or $42,658 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 8 | $2,602,304 | $40,952 | $5,119iApproximate average salary by contribution assumption: employee only about $127,975 at 4% or $85,317 at 6%; with 50% employer match about $85,317 at 4% or $56,878 at 6%; with 100% employer match about $63,988 at 4% or $42,658 at 6%. |
| 2023 | 1 | 9 | $2,960,649 | $45,323 | $5,036iApproximate average salary by contribution assumption: employee only about $125,897 at 4% or $83,931 at 6%; with 50% employer match about $83,931 at 4% or $55,954 at 6%; with 100% employer match about $62,949 at 4% or $41,966 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 9 | $2,960,649 | $45,323 | $5,036iApproximate average salary by contribution assumption: employee only about $125,897 at 4% or $83,931 at 6%; with 50% employer match about $83,931 at 4% or $55,954 at 6%; with 100% employer match about $62,949 at 4% or $41,966 at 6%. |
| 2022 | 1 | 8 | $2,592,839 | $36,419 | $4,552iApproximate average salary by contribution assumption: employee only about $113,809 at 4% or $75,873 at 6%; with 50% employer match about $75,873 at 4% or $50,582 at 6%; with 100% employer match about $56,905 at 4% or $37,936 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 8 | $2,592,839 | $36,419 | $4,552iApproximate average salary by contribution assumption: employee only about $113,809 at 4% or $75,873 at 6%; with 50% employer match about $75,873 at 4% or $50,582 at 6%; with 100% employer match about $56,905 at 4% or $37,936 at 6%. |
| 2021 | 1 | 7 | $2,288,420 | $22,649 | $3,236iApproximate average salary by contribution assumption: employee only about $80,889 at 4% or $53,926 at 6%; with 50% employer match about $53,926 at 4% or $35,951 at 6%; with 100% employer match about $40,445 at 4% or $26,963 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $2,288,420 | $22,649 | $3,236iApproximate average salary by contribution assumption: employee only about $80,889 at 4% or $53,926 at 6%; with 50% employer match about $53,926 at 4% or $35,951 at 6%; with 100% employer match about $40,445 at 4% or $26,963 at 6%. |
| 2020 | 1 | 7 | $2,788,149 | $151,223 | $21,603iApproximate average salary by contribution assumption: employee only about $540,082 at 4% or $360,055 at 6%; with 50% employer match about $360,055 at 4% or $240,037 at 6%; with 100% employer match about $270,041 at 4% or $180,027 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $2,788,149 | $151,223 | $21,603iApproximate average salary by contribution assumption: employee only about $540,082 at 4% or $360,055 at 6%; with 50% employer match about $360,055 at 4% or $240,037 at 6%; with 100% employer match about $270,041 at 4% or $180,027 at 6%. |
| 2019 | 1 | 7 | $1,991,760 | $129,954 | $18,565iApproximate average salary by contribution assumption: employee only about $464,121 at 4% or $309,414 at 6%; with 50% employer match about $309,414 at 4% or $206,276 at 6%; with 100% employer match about $232,061 at 4% or $154,707 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $1,991,760 | $129,954 | $18,565iApproximate average salary by contribution assumption: employee only about $464,121 at 4% or $309,414 at 6%; with 50% employer match about $309,414 at 4% or $206,276 at 6%; with 100% employer match about $232,061 at 4% or $154,707 at 6%. |
| 2018 | 1 | 5 | $1,853,866 | $135,316 | $27,063iApproximate average salary by contribution assumption: employee only about $676,580 at 4% or $451,053 at 6%; with 50% employer match about $451,053 at 4% or $300,702 at 6%; with 100% employer match about $338,290 at 4% or $225,527 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 5 | $1,853,866 | $135,316 | $27,063iApproximate average salary by contribution assumption: employee only about $676,580 at 4% or $451,053 at 6%; with 50% employer match about $451,053 at 4% or $300,702 at 6%; with 100% employer match about $338,290 at 4% or $225,527 at 6%. |
| 2017 | 1 | 5 | $1,768,739 | $144,592 | $28,918iApproximate average salary by contribution assumption: employee only about $722,960 at 4% or $481,973 at 6%; with 50% employer match about $481,973 at 4% or $321,316 at 6%; with 100% employer match about $361,480 at 4% or $240,987 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 5 | $1,768,739 | $144,592 | $28,918iApproximate average salary by contribution assumption: employee only about $722,960 at 4% or $481,973 at 6%; with 50% employer match about $481,973 at 4% or $321,316 at 6%; with 100% employer match about $361,480 at 4% or $240,987 at 6%. |
| 2016 | 1 | 7 | $1,744,918 | $101,060 | $14,437iApproximate average salary by contribution assumption: employee only about $360,929 at 4% or $240,619 at 6%; with 50% employer match about $240,619 at 4% or $160,413 at 6%; with 100% employer match about $180,464 at 4% or $120,310 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $1,744,918 | $101,060 | $14,437iApproximate average salary by contribution assumption: employee only about $360,929 at 4% or $240,619 at 6%; with 50% employer match about $240,619 at 4% or $160,413 at 6%; with 100% employer match about $180,464 at 4% or $120,310 at 6%. |
| 2015 | 1 | 7 | $1,383,213 | $155,416 | $22,202iApproximate average salary by contribution assumption: employee only about $555,057 at 4% or $370,038 at 6%; with 50% employer match about $370,038 at 4% or $246,692 at 6%; with 100% employer match about $277,529 at 4% or $185,019 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $1,383,213 | $155,416 | $22,202iApproximate average salary by contribution assumption: employee only about $555,057 at 4% or $370,038 at 6%; with 50% employer match about $370,038 at 4% or $246,692 at 6%; with 100% employer match about $277,529 at 4% or $185,019 at 6%. |
| 2014 | 1 | 7 | $1,241,541 | $148,480 | $21,211iApproximate average salary by contribution assumption: employee only about $530,286 at 4% or $353,524 at 6%; with 50% employer match about $353,524 at 4% or $235,683 at 6%; with 100% employer match about $265,143 at 4% or $176,762 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $1,241,541 | $148,480 | $21,211iApproximate average salary by contribution assumption: employee only about $530,286 at 4% or $353,524 at 6%; with 50% employer match about $353,524 at 4% or $235,683 at 6%; with 100% employer match about $265,143 at 4% or $176,762 at 6%. |
| 2013 | 1 | 7 | $2,054,142 | $147,239 | $21,034iApproximate average salary by contribution assumption: employee only about $525,854 at 4% or $350,569 at 6%; with 50% employer match about $350,569 at 4% or $233,713 at 6%; with 100% employer match about $262,927 at 4% or $175,285 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $2,054,142 | $147,239 | $21,034iApproximate average salary by contribution assumption: employee only about $525,854 at 4% or $350,569 at 6%; with 50% employer match about $350,569 at 4% or $233,713 at 6%; with 100% employer match about $262,927 at 4% or $175,285 at 6%. |
| 2011 | 1 | 7 | $1,596,495 | $149,801 | $21,400iApproximate average salary by contribution assumption: employee only about $535,004 at 4% or $356,669 at 6%; with 50% employer match about $356,669 at 4% or $237,779 at 6%; with 100% employer match about $267,502 at 4% or $178,335 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $1,596,495 | $149,801 | $21,400iApproximate average salary by contribution assumption: employee only about $535,004 at 4% or $356,669 at 6%; with 50% employer match about $356,669 at 4% or $237,779 at 6%; with 100% employer match about $267,502 at 4% or $178,335 at 6%. |
| 2010 | 1 | 7 | $2,716,461 | $146,232 | $20,890iApproximate average salary by contribution assumption: employee only about $522,257 at 4% or $348,171 at 6%; with 50% employer match about $348,171 at 4% or $232,114 at 6%; with 100% employer match about $261,129 at 4% or $174,086 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $2,716,461 | $146,232 | $20,890iApproximate average salary by contribution assumption: employee only about $522,257 at 4% or $348,171 at 6%; with 50% employer match about $348,171 at 4% or $232,114 at 6%; with 100% employer match about $261,129 at 4% or $174,086 at 6%. |
| 2009 | 1 | 7 | $2,166,231 | $142,411 | $20,344iApproximate average salary by contribution assumption: employee only about $508,611 at 4% or $339,074 at 6%; with 50% employer match about $339,074 at 4% or $226,049 at 6%; with 100% employer match about $254,305 at 4% or $169,537 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $2,166,231 | $142,411 | $20,344iApproximate average salary by contribution assumption: employee only about $508,611 at 4% or $339,074 at 6%; with 50% employer match about $339,074 at 4% or $226,049 at 6%; with 100% employer match about $254,305 at 4% or $169,537 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Coates & Sowards Inc. Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 1 | 6 | $3,899,420 | $128,923 | $21,487iApproximate average salary by contribution assumption: employee only about $537,179 at 4% or $358,119 at 6%; with 50% employer match about $358,119 at 4% or $238,746 at 6%; with 100% employer match about $268,590 at 4% or $179,060 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 6 | $3,899,420 | $128,923 | $21,487iApproximate average salary by contribution assumption: employee only about $537,179 at 4% or $358,119 at 6%; with 50% employer match about $358,119 at 4% or $238,746 at 6%; with 100% employer match about $268,590 at 4% or $179,060 at 6%. |
| 2005 | 1 | 7 | $3,734,719 | $130,050 | $18,579iApproximate average salary by contribution assumption: employee only about $464,464 at 4% or $309,643 at 6%; with 50% employer match about $309,643 at 4% or $206,429 at 6%; with 100% employer match about $232,232 at 4% or $154,821 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | $3,734,719 | $130,050 | $18,579iApproximate average salary by contribution assumption: employee only about $464,464 at 4% or $309,643 at 6%; with 50% employer match about $309,643 at 4% or $206,429 at 6%; with 100% employer match about $232,232 at 4% or $154,821 at 6%. |
| 2004 | 1 | 6 | $3,263,688 | $115,130 | $19,188iApproximate average salary by contribution assumption: employee only about $479,708 at 4% or $319,806 at 6%; with 50% employer match about $319,806 at 4% or $213,204 at 6%; with 100% employer match about $239,854 at 4% or $159,903 at 6%. |
| Coates & Sowards Inc. Profit Sharing Plan | - | 6 | $3,263,688 | $115,130 | $19,188iApproximate average salary by contribution assumption: employee only about $479,708 at 4% or $319,806 at 6%; with 50% employer match about $319,806 at 4% or $213,204 at 6%; with 100% employer match about $239,854 at 4% or $159,903 at 6%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| Coates & Sowards Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Coates & Sowards Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Coates & Sowards Inc. Profit Sharing Plan | - | 6 | - | - | - |