Civic Intelligence

K-Five Investments Inc.

Plan context: K-FIVE INVESTMENTS INC. CASH BALANCE PLAN

EIN 03-0457335 • Geneva, IL • 12 filings • 2 plans

21 W. State St.Geneva, IL 60134
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,912,268

2024 Contributions

$122,500

Historical Graphs

Total Assets Over Time

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

$1,912,268$956,134$0201920222024YearValue
$1,912,268Latest year 2024

Participants Over Time

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

420201920222024YearValue
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
202424$1,912,268$122,500$30,625iApproximate average salary by contribution assumption: employee only about $765,625 at 4% or $510,417 at 6%; with 50% employer match about $510,417 at 4% or $340,278 at 6%; with 100% employer match about $382,813 at 4% or $255,208 at 6%.
K-FIVE INVESTMENTS INC. CASH BALANCE PLAN-4$1,080,030$0-
K-Five Investments Inc. 401(K) Plan-3$832,238$122,500$40,833iApproximate average salary by contribution assumption: employee only about $1,020,833 at 4% or $680,556 at 6%; with 50% employer match about $680,556 at 4% or $453,704 at 6%; with 100% employer match about $510,417 at 4% or $340,278 at 6%.
202324$1,681,241$270,465$67,616iApproximate average salary by contribution assumption: employee only about $1,690,406 at 4% or $1,126,938 at 6%; with 50% employer match about $1,126,938 at 4% or $751,292 at 6%; with 100% employer match about $845,203 at 4% or $563,469 at 6%.
K-FIVE INVESTMENTS INC. CASH BALANCE PLAN-4$1,024,894$151,965$37,991iApproximate average salary by contribution assumption: employee only about $949,781 at 4% or $633,188 at 6%; with 50% employer match about $633,188 at 4% or $422,125 at 6%; with 100% employer match about $474,891 at 4% or $316,594 at 6%.
K-Five Investments Inc. 401(K) Plan-3$656,347$118,500$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
202224$1,278,465$385,200$96,300iApproximate average salary by contribution assumption: employee only about $2,407,500 at 4% or $1,605,000 at 6%; with 50% employer match about $1,605,000 at 4% or $1,070,000 at 6%; with 100% employer match about $1,203,750 at 4% or $802,500 at 6%.
K-FIVE INVESTMENTS INC. CASH BALANCE PLAN-4$804,705$256,200$64,050iApproximate average salary by contribution assumption: employee only about $1,601,250 at 4% or $1,067,500 at 6%; with 50% employer match about $1,067,500 at 4% or $711,667 at 6%; with 100% employer match about $800,625 at 4% or $533,750 at 6%.
K-Five Investments Inc. 401(K) Plan-4$473,760$129,000$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
202124$985,431$308,101$77,025iApproximate average salary by contribution assumption: employee only about $1,925,631 at 4% or $1,283,754 at 6%; with 50% employer match about $1,283,754 at 4% or $855,836 at 6%; with 100% employer match about $962,816 at 4% or $641,877 at 6%.
K-FIVE INVESTMENTS INC. CASH BALANCE PLAN-4$591,544$185,101$46,275iApproximate average salary by contribution assumption: employee only about $1,156,881 at 4% or $771,254 at 6%; with 50% employer match about $771,254 at 4% or $514,169 at 6%; with 100% employer match about $578,441 at 4% or $385,627 at 6%.
K-Five Investments Inc. 401(K) Plan-4$393,887$123,000$30,750iApproximate average salary by contribution assumption: employee only about $768,750 at 4% or $512,500 at 6%; with 50% employer match about $512,500 at 4% or $341,667 at 6%; with 100% employer match about $384,375 at 4% or $256,250 at 6%.
202024$635,670$277,956$69,489iApproximate average salary by contribution assumption: employee only about $1,737,225 at 4% or $1,158,150 at 6%; with 50% employer match about $1,158,150 at 4% or $772,100 at 6%; with 100% employer match about $868,613 at 4% or $579,075 at 6%.
K-FIVE INVESTMENTS INC. CASH BALANCE PLAN-4$386,580$156,456$39,114iApproximate average salary by contribution assumption: employee only about $977,850 at 4% or $651,900 at 6%; with 50% employer match about $651,900 at 4% or $434,600 at 6%; with 100% employer match about $488,925 at 4% or $325,950 at 6%.
K-Five Investments Inc. 401(K) Plan-4$249,090$121,500$30,375iApproximate average salary by contribution assumption: employee only about $759,375 at 4% or $506,250 at 6%; with 50% employer match about $506,250 at 4% or $337,500 at 6%; with 100% employer match about $379,688 at 4% or $253,125 at 6%.
201924$292,500$292,500$73,125iApproximate average salary by contribution assumption: employee only about $1,828,125 at 4% or $1,218,750 at 6%; with 50% employer match about $1,218,750 at 4% or $812,500 at 6%; with 100% employer match about $914,063 at 4% or $609,375 at 6%.
K-FIVE INVESTMENTS INC. CASH BALANCE PLAN-4$189,500$189,500$47,375iApproximate average salary by contribution assumption: employee only about $1,184,375 at 4% or $789,583 at 6%; with 50% employer match about $789,583 at 4% or $526,389 at 6%; with 100% employer match about $592,188 at 4% or $394,792 at 6%.
K-Five Investments Inc. 401(K) Plan-4$103,000$103,000$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.