Civic Intelligence

Kerstein, Coren, & Lichtenstein, LL

Plan context: Kcl 401(K) Plan

EIN 04-3568012 • Wellesley, MA • 17 filings • 2 plans

60 Walnut StreetWellesley, MA 02481
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,803,458

2024 Contributions

$225,462

Historical Graphs

Total Assets Over Time

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

$3,803,458$1,901,729$0200920172024YearValue
$3,803,458Latest year 2024

Participants Over Time

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

28140200820162024YearValue
21Latest 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
2024121$3,803,458$225,462$10,736iApproximate average salary by contribution assumption: employee only about $268,407 at 4% or $178,938 at 6%; with 50% employer match about $178,938 at 4% or $119,292 at 6%; with 100% employer match about $134,204 at 4% or $89,469 at 6%.
Kcl 401(K) Plan-21$3,803,458$225,462$10,736iApproximate average salary by contribution assumption: employee only about $268,407 at 4% or $178,938 at 6%; with 50% employer match about $178,938 at 4% or $119,292 at 6%; with 100% employer match about $134,204 at 4% or $89,469 at 6%.
2023121$3,239,722$250,533$11,930iApproximate average salary by contribution assumption: employee only about $298,254 at 4% or $198,836 at 6%; with 50% employer match about $198,836 at 4% or $132,557 at 6%; with 100% employer match about $149,127 at 4% or $99,418 at 6%.
Kcl 401(K) Plan-21$3,239,722$250,533$11,930iApproximate average salary by contribution assumption: employee only about $298,254 at 4% or $198,836 at 6%; with 50% employer match about $198,836 at 4% or $132,557 at 6%; with 100% employer match about $149,127 at 4% or $99,418 at 6%.
2022119$2,672,192$159,773$8,409iApproximate average salary by contribution assumption: employee only about $210,228 at 4% or $140,152 at 6%; with 50% employer match about $140,152 at 4% or $93,435 at 6%; with 100% employer match about $105,114 at 4% or $70,076 at 6%.
Kcl 401(K) Plan-19$2,672,192$159,773$8,409iApproximate average salary by contribution assumption: employee only about $210,228 at 4% or $140,152 at 6%; with 50% employer match about $140,152 at 4% or $93,435 at 6%; with 100% employer match about $105,114 at 4% or $70,076 at 6%.
2021119$2,977,549$149,155$7,850iApproximate average salary by contribution assumption: employee only about $196,257 at 4% or $130,838 at 6%; with 50% employer match about $130,838 at 4% or $87,225 at 6%; with 100% employer match about $98,128 at 4% or $65,419 at 6%.
Kcl 401(K) Plan-19$2,977,549$149,155$7,850iApproximate average salary by contribution assumption: employee only about $196,257 at 4% or $130,838 at 6%; with 50% employer match about $130,838 at 4% or $87,225 at 6%; with 100% employer match about $98,128 at 4% or $65,419 at 6%.
2020116$2,681,388$164,106$10,257iApproximate average salary by contribution assumption: employee only about $256,416 at 4% or $170,944 at 6%; with 50% employer match about $170,944 at 4% or $113,963 at 6%; with 100% employer match about $128,208 at 4% or $85,472 at 6%.
Kcl 401(K) Plan-16$2,681,388$164,106$10,257iApproximate average salary by contribution assumption: employee only about $256,416 at 4% or $170,944 at 6%; with 50% employer match about $170,944 at 4% or $113,963 at 6%; with 100% employer match about $128,208 at 4% or $85,472 at 6%.
2019118$2,254,435$133,152$7,397iApproximate average salary by contribution assumption: employee only about $184,933 at 4% or $123,289 at 6%; with 50% employer match about $123,289 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,644 at 6%.
Kcl 401(K) Plan-18$2,254,435$133,152$7,397iApproximate average salary by contribution assumption: employee only about $184,933 at 4% or $123,289 at 6%; with 50% employer match about $123,289 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,644 at 6%.
2018117$1,953,942$640,760$37,692iApproximate average salary by contribution assumption: employee only about $942,294 at 4% or $628,196 at 6%; with 50% employer match about $628,196 at 4% or $418,797 at 6%; with 100% employer match about $471,147 at 4% or $314,098 at 6%.
Kcl 401(K) Plan-17$1,953,942$640,760$37,692iApproximate average salary by contribution assumption: employee only about $942,294 at 4% or $628,196 at 6%; with 50% employer match about $628,196 at 4% or $418,797 at 6%; with 100% employer match about $471,147 at 4% or $314,098 at 6%.
2017128$1,407,921$138,223$4,937iApproximate average salary by contribution assumption: employee only about $123,413 at 4% or $82,276 at 6%; with 50% employer match about $82,276 at 4% or $54,850 at 6%; with 100% employer match about $61,707 at 4% or $41,138 at 6%.
Kcl 401(K) Plan-28$1,407,921$138,223$4,937iApproximate average salary by contribution assumption: employee only about $123,413 at 4% or $82,276 at 6%; with 50% employer match about $82,276 at 4% or $54,850 at 6%; with 100% employer match about $61,707 at 4% or $41,138 at 6%.
2016126$1,864,833$229,697$8,835iApproximate average salary by contribution assumption: employee only about $220,863 at 4% or $147,242 at 6%; with 50% employer match about $147,242 at 4% or $98,161 at 6%; with 100% employer match about $110,431 at 4% or $73,621 at 6%.
Kcl 401(K) Plan-26$1,864,833$229,697$8,835iApproximate average salary by contribution assumption: employee only about $220,863 at 4% or $147,242 at 6%; with 50% employer match about $147,242 at 4% or $98,161 at 6%; with 100% employer match about $110,431 at 4% or $73,621 at 6%.
2015125$1,521,879$208,914$8,357iApproximate average salary by contribution assumption: employee only about $208,914 at 4% or $139,276 at 6%; with 50% employer match about $139,276 at 4% or $92,851 at 6%; with 100% employer match about $104,457 at 4% or $69,638 at 6%.
Kcl 401(K) Plan-25$1,521,879$208,914$8,357iApproximate average salary by contribution assumption: employee only about $208,914 at 4% or $139,276 at 6%; with 50% employer match about $139,276 at 4% or $92,851 at 6%; with 100% employer match about $104,457 at 4% or $69,638 at 6%.
2014114$1,326,821$199,967$14,283iApproximate average salary by contribution assumption: employee only about $357,084 at 4% or $238,056 at 6%; with 50% employer match about $238,056 at 4% or $158,704 at 6%; with 100% employer match about $178,542 at 4% or $119,028 at 6%.
Kcl 401(K) Plan-14$1,326,821$199,967$14,283iApproximate average salary by contribution assumption: employee only about $357,084 at 4% or $238,056 at 6%; with 50% employer match about $238,056 at 4% or $158,704 at 6%; with 100% employer match about $178,542 at 4% or $119,028 at 6%.
2013110$1,107,406$15,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Kcl 401(K) Plan-10$1,107,406$15,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
2012111$941,420$165,431$15,039iApproximate average salary by contribution assumption: employee only about $375,980 at 4% or $250,653 at 6%; with 50% employer match about $250,653 at 4% or $167,102 at 6%; with 100% employer match about $187,990 at 4% or $125,327 at 6%.
Kcl 401(K) Plan-11$941,420$165,431$15,039iApproximate average salary by contribution assumption: employee only about $375,980 at 4% or $250,653 at 6%; with 50% employer match about $250,653 at 4% or $167,102 at 6%; with 100% employer match about $187,990 at 4% or $125,327 at 6%.
2011112$708,716$140,975$11,748iApproximate average salary by contribution assumption: employee only about $293,698 at 4% or $195,799 at 6%; with 50% employer match about $195,799 at 4% or $130,532 at 6%; with 100% employer match about $146,849 at 4% or $97,899 at 6%.
Kcl 401(K) Plan-12$708,716$140,975$11,748iApproximate average salary by contribution assumption: employee only about $293,698 at 4% or $195,799 at 6%; with 50% employer match about $195,799 at 4% or $130,532 at 6%; with 100% employer match about $146,849 at 4% or $97,899 at 6%.
2010111$670,680$184,360$16,760iApproximate average salary by contribution assumption: employee only about $419,000 at 4% or $279,333 at 6%; with 50% employer match about $279,333 at 4% or $186,222 at 6%; with 100% employer match about $209,500 at 4% or $139,667 at 6%.
Kcl 401(K) Plan-11$670,680$184,360$16,760iApproximate average salary by contribution assumption: employee only about $419,000 at 4% or $279,333 at 6%; with 50% employer match about $279,333 at 4% or $186,222 at 6%; with 100% employer match about $209,500 at 4% or $139,667 at 6%.
200916$429,402$326,780$54,463iApproximate average salary by contribution assumption: employee only about $1,361,583 at 4% or $907,722 at 6%; with 50% employer match about $907,722 at 4% or $605,148 at 6%; with 100% employer match about $680,792 at 4% or $453,861 at 6%.
Kcl 401(K) Plan-6$429,402$326,780$54,463iApproximate average salary by contribution assumption: employee only about $1,361,583 at 4% or $907,722 at 6%; with 50% employer match about $907,722 at 4% or $605,148 at 6%; with 100% employer match about $680,792 at 4% or $453,861 at 6%.
200816$0$0-
Kcl 401(K) Plan-6---