Civic Intelligence

Kallner & Associates LLC

Plan context: Kallner & Associates LLC 401(K) Profit Sharing Plan

EIN 02-0561319 • Columbus, OH • 20 filings • 3 plans

88 E. Broad Street, Suite 1230Columbus, OH 43215
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,790,091

2024 Contributions

$113,122

Historical Graphs

Total Assets Over Time

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

$1,790,091$895,046$0200520152024YearValue
$1,790,091Latest year 2024

Participants Over Time

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

420200520152024YearValue
4Latest 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
202414$1,790,091$113,122$28,281iApproximate average salary by contribution assumption: employee only about $707,013 at 4% or $471,342 at 6%; with 50% employer match about $471,342 at 4% or $314,228 at 6%; with 100% employer match about $353,506 at 4% or $235,671 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-4$1,790,091$113,122$28,281iApproximate average salary by contribution assumption: employee only about $707,013 at 4% or $471,342 at 6%; with 50% employer match about $471,342 at 4% or $314,228 at 6%; with 100% employer match about $353,506 at 4% or $235,671 at 6%.
202312$1,536,199$95,518$47,759iApproximate average salary by contribution assumption: employee only about $1,193,975 at 4% or $795,983 at 6%; with 50% employer match about $795,983 at 4% or $530,656 at 6%; with 100% employer match about $596,988 at 4% or $397,992 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-2$1,536,199$95,518$47,759iApproximate average salary by contribution assumption: employee only about $1,193,975 at 4% or $795,983 at 6%; with 50% employer match about $795,983 at 4% or $530,656 at 6%; with 100% employer match about $596,988 at 4% or $397,992 at 6%.
202213$1,294,985$89,959$29,986iApproximate average salary by contribution assumption: employee only about $749,658 at 4% or $499,772 at 6%; with 50% employer match about $499,772 at 4% or $333,181 at 6%; with 100% employer match about $374,829 at 4% or $249,886 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$1,294,985$89,959$29,986iApproximate average salary by contribution assumption: employee only about $749,658 at 4% or $499,772 at 6%; with 50% employer match about $499,772 at 4% or $333,181 at 6%; with 100% employer match about $374,829 at 4% or $249,886 at 6%.
202113$1,355,925$84,942$28,314iApproximate average salary by contribution assumption: employee only about $707,850 at 4% or $471,900 at 6%; with 50% employer match about $471,900 at 4% or $314,600 at 6%; with 100% employer match about $353,925 at 4% or $235,950 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$1,355,925$84,942$28,314iApproximate average salary by contribution assumption: employee only about $707,850 at 4% or $471,900 at 6%; with 50% employer match about $471,900 at 4% or $314,600 at 6%; with 100% employer match about $353,925 at 4% or $235,950 at 6%.
202014$1,122,976$76,529$19,132iApproximate average salary by contribution assumption: employee only about $478,306 at 4% or $318,871 at 6%; with 50% employer match about $318,871 at 4% or $212,581 at 6%; with 100% employer match about $239,153 at 4% or $159,435 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-4$1,122,976$76,529$19,132iApproximate average salary by contribution assumption: employee only about $478,306 at 4% or $318,871 at 6%; with 50% employer match about $318,871 at 4% or $212,581 at 6%; with 100% employer match about $239,153 at 4% or $159,435 at 6%.
201913$1,037,185$65,286$21,762iApproximate average salary by contribution assumption: employee only about $544,050 at 4% or $362,700 at 6%; with 50% employer match about $362,700 at 4% or $241,800 at 6%; with 100% employer match about $272,025 at 4% or $181,350 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$1,037,185$65,286$21,762iApproximate average salary by contribution assumption: employee only about $544,050 at 4% or $362,700 at 6%; with 50% employer match about $362,700 at 4% or $241,800 at 6%; with 100% employer match about $272,025 at 4% or $181,350 at 6%.
201812$872,342$78,710$39,355iApproximate average salary by contribution assumption: employee only about $983,875 at 4% or $655,917 at 6%; with 50% employer match about $655,917 at 4% or $437,278 at 6%; with 100% employer match about $491,938 at 4% or $327,958 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-2$872,342$78,710$39,355iApproximate average salary by contribution assumption: employee only about $983,875 at 4% or $655,917 at 6%; with 50% employer match about $655,917 at 4% or $437,278 at 6%; with 100% employer match about $491,938 at 4% or $327,958 at 6%.
201712$819,360$73,867$36,934iApproximate average salary by contribution assumption: employee only about $923,338 at 4% or $615,558 at 6%; with 50% employer match about $615,558 at 4% or $410,372 at 6%; with 100% employer match about $461,669 at 4% or $307,779 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-2$819,360$73,867$36,934iApproximate average salary by contribution assumption: employee only about $923,338 at 4% or $615,558 at 6%; with 50% employer match about $615,558 at 4% or $410,372 at 6%; with 100% employer match about $461,669 at 4% or $307,779 at 6%.
201613$684,312$67,281$22,427iApproximate average salary by contribution assumption: employee only about $560,675 at 4% or $373,783 at 6%; with 50% employer match about $373,783 at 4% or $249,189 at 6%; with 100% employer match about $280,338 at 4% or $186,892 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$684,312$67,281$22,427iApproximate average salary by contribution assumption: employee only about $560,675 at 4% or $373,783 at 6%; with 50% employer match about $373,783 at 4% or $249,189 at 6%; with 100% employer match about $280,338 at 4% or $186,892 at 6%.
201513$565,185$72,153$24,051iApproximate average salary by contribution assumption: employee only about $601,275 at 4% or $400,850 at 6%; with 50% employer match about $400,850 at 4% or $267,233 at 6%; with 100% employer match about $300,638 at 4% or $200,425 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$565,185$72,153$24,051iApproximate average salary by contribution assumption: employee only about $601,275 at 4% or $400,850 at 6%; with 50% employer match about $400,850 at 4% or $267,233 at 6%; with 100% employer match about $300,638 at 4% or $200,425 at 6%.
201412$543,638$72,674$36,337iApproximate average salary by contribution assumption: employee only about $908,425 at 4% or $605,617 at 6%; with 50% employer match about $605,617 at 4% or $403,744 at 6%; with 100% employer match about $454,213 at 4% or $302,808 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-2$543,638$72,674$36,337iApproximate average salary by contribution assumption: employee only about $908,425 at 4% or $605,617 at 6%; with 50% employer match about $605,617 at 4% or $403,744 at 6%; with 100% employer match about $454,213 at 4% or $302,808 at 6%.
201312$444,046$62,246$31,123iApproximate average salary by contribution assumption: employee only about $778,075 at 4% or $518,717 at 6%; with 50% employer match about $518,717 at 4% or $345,811 at 6%; with 100% employer match about $389,038 at 4% or $259,358 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-2$444,046$62,246$31,123iApproximate average salary by contribution assumption: employee only about $778,075 at 4% or $518,717 at 6%; with 50% employer match about $518,717 at 4% or $345,811 at 6%; with 100% employer match about $389,038 at 4% or $259,358 at 6%.
201213$337,843$34,346$11,449iApproximate average salary by contribution assumption: employee only about $286,217 at 4% or $190,811 at 6%; with 50% employer match about $190,811 at 4% or $127,207 at 6%; with 100% employer match about $143,108 at 4% or $95,406 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$337,843$34,346$11,449iApproximate average salary by contribution assumption: employee only about $286,217 at 4% or $190,811 at 6%; with 50% employer match about $190,811 at 4% or $127,207 at 6%; with 100% employer match about $143,108 at 4% or $95,406 at 6%.
201113$276,813$34,315$11,438iApproximate average salary by contribution assumption: employee only about $285,958 at 4% or $190,639 at 6%; with 50% employer match about $190,639 at 4% or $127,093 at 6%; with 100% employer match about $142,979 at 4% or $95,319 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$276,813$34,315$11,438iApproximate average salary by contribution assumption: employee only about $285,958 at 4% or $190,639 at 6%; with 50% employer match about $190,639 at 4% or $127,093 at 6%; with 100% employer match about $142,979 at 4% or $95,319 at 6%.
201013$248,259$55,917$18,639iApproximate average salary by contribution assumption: employee only about $465,975 at 4% or $310,650 at 6%; with 50% employer match about $310,650 at 4% or $207,100 at 6%; with 100% employer match about $232,988 at 4% or $155,325 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$248,259$55,917$18,639iApproximate average salary by contribution assumption: employee only about $465,975 at 4% or $310,650 at 6%; with 50% employer match about $310,650 at 4% or $207,100 at 6%; with 100% employer match about $232,988 at 4% or $155,325 at 6%.
200914$274,539$4,497$1,124iApproximate average salary by contribution assumption: employee only about $28,106 at 4% or $18,738 at 6%; with 50% employer match about $18,738 at 4% or $12,492 at 6%; with 100% employer match about $14,053 at 4% or $9,369 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-4$274,539$4,497$1,124iApproximate average salary by contribution assumption: employee only about $28,106 at 4% or $18,738 at 6%; with 50% employer match about $18,738 at 4% or $12,492 at 6%; with 100% employer match about $14,053 at 4% or $9,369 at 6%.
200813$210,888$62,808$20,936iApproximate average salary by contribution assumption: employee only about $523,400 at 4% or $348,933 at 6%; with 50% employer match about $348,933 at 4% or $232,622 at 6%; with 100% employer match about $261,700 at 4% or $174,467 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$210,888$62,808$20,936iApproximate average salary by contribution assumption: employee only about $523,400 at 4% or $348,933 at 6%; with 50% employer match about $348,933 at 4% or $232,622 at 6%; with 100% employer match about $261,700 at 4% or $174,467 at 6%.
200713$254,301$71,375$23,792iApproximate average salary by contribution assumption: employee only about $594,792 at 4% or $396,528 at 6%; with 50% employer match about $396,528 at 4% or $264,352 at 6%; with 100% employer match about $297,396 at 4% or $198,264 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$254,301$71,375$23,792iApproximate average salary by contribution assumption: employee only about $594,792 at 4% or $396,528 at 6%; with 50% employer match about $396,528 at 4% or $264,352 at 6%; with 100% employer match about $297,396 at 4% or $198,264 at 6%.
200613$157,077$68,341$22,780iApproximate average salary by contribution assumption: employee only about $569,508 at 4% or $379,672 at 6%; with 50% employer match about $379,672 at 4% or $253,115 at 6%; with 100% employer match about $284,754 at 4% or $189,836 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$157,077$68,341$22,780iApproximate average salary by contribution assumption: employee only about $569,508 at 4% or $379,672 at 6%; with 50% employer match about $379,672 at 4% or $253,115 at 6%; with 100% employer match about $284,754 at 4% or $189,836 at 6%.
200513$67,587$63,256$21,085iApproximate average salary by contribution assumption: employee only about $527,133 at 4% or $351,422 at 6%; with 50% employer match about $351,422 at 4% or $234,281 at 6%; with 100% employer match about $263,567 at 4% or $175,711 at 6%.
Kallner & Associates LLC 401(K) Profit Sharing Plan-3$67,587$63,256$21,085iApproximate average salary by contribution assumption: employee only about $527,133 at 4% or $351,422 at 6%; with 50% employer match about $351,422 at 4% or $234,281 at 6%; with 100% employer match about $263,567 at 4% or $175,711 at 6%.