Joe L. Coelho Inc.
Plan context: Joe L. Coelho Inc. 401K Savings Plan
EIN 94-2604701 • Turlock, CA • 19 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
21
2017 Assets
$493,351
2017 Contributions
$5,852
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 21 | $493,351 | $5,852 | $279iApproximate average salary by contribution assumption: employee only about $6,967 at 4% or $4,644 at 6%; with 50% employer match about $4,644 at 4% or $3,096 at 6%; with 100% employer match about $3,483 at 4% or $2,322 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 21 | $493,351 | $5,852 | $279iApproximate average salary by contribution assumption: employee only about $6,967 at 4% or $4,644 at 6%; with 50% employer match about $4,644 at 4% or $3,096 at 6%; with 100% employer match about $3,483 at 4% or $2,322 at 6%. |
| 2016 | 1 | 24 | $715,752 | $7,839 | $327iApproximate average salary by contribution assumption: employee only about $8,166 at 4% or $5,444 at 6%; with 50% employer match about $5,444 at 4% or $3,629 at 6%; with 100% employer match about $4,083 at 4% or $2,722 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 24 | $715,752 | $7,839 | $327iApproximate average salary by contribution assumption: employee only about $8,166 at 4% or $5,444 at 6%; with 50% employer match about $5,444 at 4% or $3,629 at 6%; with 100% employer match about $4,083 at 4% or $2,722 at 6%. |
| 2015 | 1 | 27 | $863,127 | $20,084 | $744iApproximate average salary by contribution assumption: employee only about $18,596 at 4% or $12,398 at 6%; with 50% employer match about $12,398 at 4% or $8,265 at 6%; with 100% employer match about $9,298 at 4% or $6,199 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 27 | $863,127 | $20,084 | $744iApproximate average salary by contribution assumption: employee only about $18,596 at 4% or $12,398 at 6%; with 50% employer match about $12,398 at 4% or $8,265 at 6%; with 100% employer match about $9,298 at 4% or $6,199 at 6%. |
| 2014 | 1 | 24 | $872,521 | $27,895 | $1,162iApproximate average salary by contribution assumption: employee only about $29,057 at 4% or $19,372 at 6%; with 50% employer match about $19,372 at 4% or $12,914 at 6%; with 100% employer match about $14,529 at 4% or $9,686 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 24 | $872,521 | $27,895 | $1,162iApproximate average salary by contribution assumption: employee only about $29,057 at 4% or $19,372 at 6%; with 50% employer match about $19,372 at 4% or $12,914 at 6%; with 100% employer match about $14,529 at 4% or $9,686 at 6%. |
| 2013 | 1 | 25 | $755,771 | $31,408 | $1,256iApproximate average salary by contribution assumption: employee only about $31,408 at 4% or $20,939 at 6%; with 50% employer match about $20,939 at 4% or $13,959 at 6%; with 100% employer match about $15,704 at 4% or $10,469 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 25 | $755,771 | $31,408 | $1,256iApproximate average salary by contribution assumption: employee only about $31,408 at 4% or $20,939 at 6%; with 50% employer match about $20,939 at 4% or $13,959 at 6%; with 100% employer match about $15,704 at 4% or $10,469 at 6%. |
| 2012 | 1 | 28 | $631,459 | $28,699 | $1,025iApproximate average salary by contribution assumption: employee only about $25,624 at 4% or $17,083 at 6%; with 50% employer match about $17,083 at 4% or $11,388 at 6%; with 100% employer match about $12,812 at 4% or $8,541 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 28 | $631,459 | $28,699 | $1,025iApproximate average salary by contribution assumption: employee only about $25,624 at 4% or $17,083 at 6%; with 50% employer match about $17,083 at 4% or $11,388 at 6%; with 100% employer match about $12,812 at 4% or $8,541 at 6%. |
| 2011 | 1 | 29 | $602,199 | $28,132 | $970iApproximate average salary by contribution assumption: employee only about $24,252 at 4% or $16,168 at 6%; with 50% employer match about $16,168 at 4% or $10,779 at 6%; with 100% employer match about $12,126 at 4% or $8,084 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 29 | $602,199 | $28,132 | $970iApproximate average salary by contribution assumption: employee only about $24,252 at 4% or $16,168 at 6%; with 50% employer match about $16,168 at 4% or $10,779 at 6%; with 100% employer match about $12,126 at 4% or $8,084 at 6%. |
| 2010 | 1 | 32 | $625,967 | $31,794 | $994iApproximate average salary by contribution assumption: employee only about $24,839 at 4% or $16,559 at 6%; with 50% employer match about $16,559 at 4% or $11,040 at 6%; with 100% employer match about $12,420 at 4% or $8,280 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 32 | $625,967 | $31,794 | $994iApproximate average salary by contribution assumption: employee only about $24,839 at 4% or $16,559 at 6%; with 50% employer match about $16,559 at 4% or $11,040 at 6%; with 100% employer match about $12,420 at 4% or $8,280 at 6%. |
| 2009 | 1 | 31 | $513,255 | $32,259 | $1,041iApproximate average salary by contribution assumption: employee only about $26,015 at 4% or $17,344 at 6%; with 50% employer match about $17,344 at 4% or $11,562 at 6%; with 100% employer match about $13,008 at 4% or $8,672 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 31 | $513,255 | $32,259 | $1,041iApproximate average salary by contribution assumption: employee only about $26,015 at 4% or $17,344 at 6%; with 50% employer match about $17,344 at 4% or $11,562 at 6%; with 100% employer match about $13,008 at 4% or $8,672 at 6%. |
| 2008 | 1 | 14 | $331,018 | $39,567 | $2,826iApproximate average salary by contribution assumption: employee only about $70,655 at 4% or $47,104 at 6%; with 50% employer match about $47,104 at 4% or $31,402 at 6%; with 100% employer match about $35,328 at 4% or $23,552 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 14 | $331,018 | $39,567 | $2,826iApproximate average salary by contribution assumption: employee only about $70,655 at 4% or $47,104 at 6%; with 50% employer match about $47,104 at 4% or $31,402 at 6%; with 100% employer match about $35,328 at 4% or $23,552 at 6%. |
| 2007 | 1 | 19 | $569,840 | $44,898 | $2,363iApproximate average salary by contribution assumption: employee only about $59,076 at 4% or $39,384 at 6%; with 50% employer match about $39,384 at 4% or $26,256 at 6%; with 100% employer match about $29,538 at 4% or $19,692 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 19 | $569,840 | $44,898 | $2,363iApproximate average salary by contribution assumption: employee only about $59,076 at 4% or $39,384 at 6%; with 50% employer match about $39,384 at 4% or $26,256 at 6%; with 100% employer match about $29,538 at 4% or $19,692 at 6%. |
| 2006 | 1 | 18 | $552,357 | $36,106 | $2,006iApproximate average salary by contribution assumption: employee only about $50,147 at 4% or $33,431 at 6%; with 50% employer match about $33,431 at 4% or $22,288 at 6%; with 100% employer match about $25,074 at 4% or $16,716 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 18 | $552,357 | $36,106 | $2,006iApproximate average salary by contribution assumption: employee only about $50,147 at 4% or $33,431 at 6%; with 50% employer match about $33,431 at 4% or $22,288 at 6%; with 100% employer match about $25,074 at 4% or $16,716 at 6%. |
| 2005 | 1 | 15 | $549,780 | $52,665 | $3,511iApproximate average salary by contribution assumption: employee only about $87,775 at 4% or $58,517 at 6%; with 50% employer match about $58,517 at 4% or $39,011 at 6%; with 100% employer match about $43,888 at 4% or $29,258 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 15 | $549,780 | $52,665 | $3,511iApproximate average salary by contribution assumption: employee only about $87,775 at 4% or $58,517 at 6%; with 50% employer match about $58,517 at 4% or $39,011 at 6%; with 100% employer match about $43,888 at 4% or $29,258 at 6%. |
| 2004 | 1 | 24 | $478,402 | $49,258 | $2,052iApproximate average salary by contribution assumption: employee only about $51,310 at 4% or $34,207 at 6%; with 50% employer match about $34,207 at 4% or $22,805 at 6%; with 100% employer match about $25,655 at 4% or $17,103 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 24 | $478,402 | $49,258 | $2,052iApproximate average salary by contribution assumption: employee only about $51,310 at 4% or $34,207 at 6%; with 50% employer match about $34,207 at 4% or $22,805 at 6%; with 100% employer match about $25,655 at 4% or $17,103 at 6%. |
| 2003 | 1 | 24 | $0 | $0 | - |
| Joe L. Coelho Inc. 401K Savings Plan | - | 24 | - | - | - |
| 2002 | 1 | 25 | $321,917 | $57,196 | $2,288iApproximate average salary by contribution assumption: employee only about $57,196 at 4% or $38,131 at 6%; with 50% employer match about $38,131 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 25 | $321,917 | $57,196 | $2,288iApproximate average salary by contribution assumption: employee only about $57,196 at 4% or $38,131 at 6%; with 50% employer match about $38,131 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%. |
| 2001 | 1 | 26 | $338,605 | $62,328 | $2,397iApproximate average salary by contribution assumption: employee only about $59,931 at 4% or $39,954 at 6%; with 50% employer match about $39,954 at 4% or $26,636 at 6%; with 100% employer match about $29,965 at 4% or $19,977 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 26 | $338,605 | $62,328 | $2,397iApproximate average salary by contribution assumption: employee only about $59,931 at 4% or $39,954 at 6%; with 50% employer match about $39,954 at 4% or $26,636 at 6%; with 100% employer match about $29,965 at 4% or $19,977 at 6%. |
| 2000 | 1 | 35 | $313,428 | $55,597 | $1,588iApproximate average salary by contribution assumption: employee only about $39,712 at 4% or $26,475 at 6%; with 50% employer match about $26,475 at 4% or $17,650 at 6%; with 100% employer match about $19,856 at 4% or $13,237 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 35 | $313,428 | $55,597 | $1,588iApproximate average salary by contribution assumption: employee only about $39,712 at 4% or $26,475 at 6%; with 50% employer match about $26,475 at 4% or $17,650 at 6%; with 100% employer match about $19,856 at 4% or $13,237 at 6%. |
| 1999 | 1 | 37 | $403,193 | $63,238 | $1,709iApproximate average salary by contribution assumption: employee only about $42,728 at 4% or $28,486 at 6%; with 50% employer match about $28,486 at 4% or $18,990 at 6%; with 100% employer match about $21,364 at 4% or $14,243 at 6%. |
| Joe L. Coelho Inc. 401K Savings Plan | - | 37 | $403,193 | $63,238 | $1,709iApproximate average salary by contribution assumption: employee only about $42,728 at 4% or $28,486 at 6%; with 50% employer match about $28,486 at 4% or $18,990 at 6%; with 100% employer match about $21,364 at 4% or $14,243 at 6%. |