Civic Intelligence

Kreitler Financial LLC

Plan context: Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust

EIN 06-1340298 • 21 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$8,123,265

2024 Contributions

$299,851

Historical Graphs

Total Assets Over Time

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

$8,123,265$4,061,633$0200420142024YearValue
$8,123,265Latest year 2024

Participants Over Time

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

1160200420142024YearValue
10Latest 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
2024110$8,123,265$299,851$29,985iApproximate average salary by contribution assumption: employee only about $749,628 at 4% or $499,752 at 6%; with 50% employer match about $499,752 at 4% or $333,168 at 6%; with 100% employer match about $374,814 at 4% or $249,876 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-10$8,123,265$299,851$29,985iApproximate average salary by contribution assumption: employee only about $749,628 at 4% or $499,752 at 6%; with 50% employer match about $499,752 at 4% or $333,168 at 6%; with 100% employer match about $374,814 at 4% or $249,876 at 6%.
2023111$6,891,559$416,582$37,871iApproximate average salary by contribution assumption: employee only about $946,777 at 4% or $631,185 at 6%; with 50% employer match about $631,185 at 4% or $420,790 at 6%; with 100% employer match about $473,389 at 4% or $315,592 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-11$6,891,559$416,582$37,871iApproximate average salary by contribution assumption: employee only about $946,777 at 4% or $631,185 at 6%; with 50% employer match about $631,185 at 4% or $420,790 at 6%; with 100% employer match about $473,389 at 4% or $315,592 at 6%.
2022111$5,572,637$367,288$33,390iApproximate average salary by contribution assumption: employee only about $834,745 at 4% or $556,497 at 6%; with 50% employer match about $556,497 at 4% or $370,998 at 6%; with 100% employer match about $417,373 at 4% or $278,248 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-11$5,572,637$367,288$33,390iApproximate average salary by contribution assumption: employee only about $834,745 at 4% or $556,497 at 6%; with 50% employer match about $556,497 at 4% or $370,998 at 6%; with 100% employer match about $417,373 at 4% or $278,248 at 6%.
2021110$6,196,679$349,066$34,907iApproximate average salary by contribution assumption: employee only about $872,665 at 4% or $581,777 at 6%; with 50% employer match about $581,777 at 4% or $387,851 at 6%; with 100% employer match about $436,333 at 4% or $290,888 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-10$6,196,679$349,066$34,907iApproximate average salary by contribution assumption: employee only about $872,665 at 4% or $581,777 at 6%; with 50% employer match about $581,777 at 4% or $387,851 at 6%; with 100% employer match about $436,333 at 4% or $290,888 at 6%.
2020110$5,048,433$334,925$33,493iApproximate average salary by contribution assumption: employee only about $837,313 at 4% or $558,208 at 6%; with 50% employer match about $558,208 at 4% or $372,139 at 6%; with 100% employer match about $418,656 at 4% or $279,104 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-10$5,048,433$334,925$33,493iApproximate average salary by contribution assumption: employee only about $837,313 at 4% or $558,208 at 6%; with 50% employer match about $558,208 at 4% or $372,139 at 6%; with 100% employer match about $418,656 at 4% or $279,104 at 6%.
2019110$4,145,086$329,596$32,960iApproximate average salary by contribution assumption: employee only about $823,990 at 4% or $549,327 at 6%; with 50% employer match about $549,327 at 4% or $366,218 at 6%; with 100% employer match about $411,995 at 4% or $274,663 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-10$4,145,086$329,596$32,960iApproximate average salary by contribution assumption: employee only about $823,990 at 4% or $549,327 at 6%; with 50% employer match about $549,327 at 4% or $366,218 at 6%; with 100% employer match about $411,995 at 4% or $274,663 at 6%.
201818$3,135,218$300,079$37,510iApproximate average salary by contribution assumption: employee only about $937,747 at 4% or $625,165 at 6%; with 50% employer match about $625,165 at 4% or $416,776 at 6%; with 100% employer match about $468,873 at 4% or $312,582 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-8$3,135,218$300,079$37,510iApproximate average salary by contribution assumption: employee only about $937,747 at 4% or $625,165 at 6%; with 50% employer match about $625,165 at 4% or $416,776 at 6%; with 100% employer match about $468,873 at 4% or $312,582 at 6%.
201719$3,832,966$294,293$32,699iApproximate average salary by contribution assumption: employee only about $817,481 at 4% or $544,987 at 6%; with 50% employer match about $544,987 at 4% or $363,325 at 6%; with 100% employer match about $408,740 at 4% or $272,494 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-9$3,832,966$294,293$32,699iApproximate average salary by contribution assumption: employee only about $817,481 at 4% or $544,987 at 6%; with 50% employer match about $544,987 at 4% or $363,325 at 6%; with 100% employer match about $408,740 at 4% or $272,494 at 6%.
201618$3,046,919$264,617$33,077iApproximate average salary by contribution assumption: employee only about $826,928 at 4% or $551,285 at 6%; with 50% employer match about $551,285 at 4% or $367,524 at 6%; with 100% employer match about $413,464 at 4% or $275,643 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-8$3,046,919$264,617$33,077iApproximate average salary by contribution assumption: employee only about $826,928 at 4% or $551,285 at 6%; with 50% employer match about $551,285 at 4% or $367,524 at 6%; with 100% employer match about $413,464 at 4% or $275,643 at 6%.
201517$2,610,429$225,880$32,269iApproximate average salary by contribution assumption: employee only about $806,714 at 4% or $537,810 at 6%; with 50% employer match about $537,810 at 4% or $358,540 at 6%; with 100% employer match about $403,357 at 4% or $268,905 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-7$2,610,429$225,880$32,269iApproximate average salary by contribution assumption: employee only about $806,714 at 4% or $537,810 at 6%; with 50% employer match about $537,810 at 4% or $358,540 at 6%; with 100% employer match about $403,357 at 4% or $268,905 at 6%.
201417$2,491,208$214,907$30,701iApproximate average salary by contribution assumption: employee only about $767,525 at 4% or $511,683 at 6%; with 50% employer match about $511,683 at 4% or $341,122 at 6%; with 100% employer match about $383,763 at 4% or $255,842 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-7$2,491,208$214,907$30,701iApproximate average salary by contribution assumption: employee only about $767,525 at 4% or $511,683 at 6%; with 50% employer match about $511,683 at 4% or $341,122 at 6%; with 100% employer match about $383,763 at 4% or $255,842 at 6%.
201317$2,218,677$210,136$30,019iApproximate average salary by contribution assumption: employee only about $750,486 at 4% or $500,324 at 6%; with 50% employer match about $500,324 at 4% or $333,549 at 6%; with 100% employer match about $375,243 at 4% or $250,162 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-7$2,218,677$210,136$30,019iApproximate average salary by contribution assumption: employee only about $750,486 at 4% or $500,324 at 6%; with 50% employer match about $500,324 at 4% or $333,549 at 6%; with 100% employer match about $375,243 at 4% or $250,162 at 6%.
201217$1,718,977$268,704$38,386iApproximate average salary by contribution assumption: employee only about $959,657 at 4% or $639,771 at 6%; with 50% employer match about $639,771 at 4% or $426,514 at 6%; with 100% employer match about $479,829 at 4% or $319,886 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-7$1,718,977$268,704$38,386iApproximate average salary by contribution assumption: employee only about $959,657 at 4% or $639,771 at 6%; with 50% employer match about $639,771 at 4% or $426,514 at 6%; with 100% employer match about $479,829 at 4% or $319,886 at 6%.
201116$1,471,668$172,800$28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-6$1,471,668$172,800$28,800iApproximate average salary by contribution assumption: employee only about $720,000 at 4% or $480,000 at 6%; with 50% employer match about $480,000 at 4% or $320,000 at 6%; with 100% employer match about $360,000 at 4% or $240,000 at 6%.
201015$1,653,745$149,780$29,956iApproximate average salary by contribution assumption: employee only about $748,900 at 4% or $499,267 at 6%; with 50% employer match about $499,267 at 4% or $332,844 at 6%; with 100% employer match about $374,450 at 4% or $249,633 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-5$1,653,745$149,780$29,956iApproximate average salary by contribution assumption: employee only about $748,900 at 4% or $499,267 at 6%; with 50% employer match about $499,267 at 4% or $332,844 at 6%; with 100% employer match about $374,450 at 4% or $249,633 at 6%.
200915$1,593,711$165,487$33,097iApproximate average salary by contribution assumption: employee only about $827,435 at 4% or $551,623 at 6%; with 50% employer match about $551,623 at 4% or $367,749 at 6%; with 100% employer match about $413,718 at 4% or $275,812 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-5$1,593,711$165,487$33,097iApproximate average salary by contribution assumption: employee only about $827,435 at 4% or $551,623 at 6%; with 50% employer match about $551,623 at 4% or $367,749 at 6%; with 100% employer match about $413,718 at 4% or $275,812 at 6%.
200816$1,156,247$170,399$28,400iApproximate average salary by contribution assumption: employee only about $709,996 at 4% or $473,331 at 6%; with 50% employer match about $473,331 at 4% or $315,554 at 6%; with 100% employer match about $354,998 at 4% or $236,665 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-6$1,156,247$170,399$28,400iApproximate average salary by contribution assumption: employee only about $709,996 at 4% or $473,331 at 6%; with 50% employer match about $473,331 at 4% or $315,554 at 6%; with 100% employer match about $354,998 at 4% or $236,665 at 6%.
200717$1,582,496$153,067$21,867iApproximate average salary by contribution assumption: employee only about $546,668 at 4% or $364,445 at 6%; with 50% employer match about $364,445 at 4% or $242,963 at 6%; with 100% employer match about $273,334 at 4% or $182,223 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-7$1,582,496$153,067$21,867iApproximate average salary by contribution assumption: employee only about $546,668 at 4% or $364,445 at 6%; with 50% employer match about $364,445 at 4% or $242,963 at 6%; with 100% employer match about $273,334 at 4% or $182,223 at 6%.
200615$1,384,141$103,897$20,779iApproximate average salary by contribution assumption: employee only about $519,485 at 4% or $346,323 at 6%; with 50% employer match about $346,323 at 4% or $230,882 at 6%; with 100% employer match about $259,743 at 4% or $173,162 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-5$1,384,141$103,897$20,779iApproximate average salary by contribution assumption: employee only about $519,485 at 4% or $346,323 at 6%; with 50% employer match about $346,323 at 4% or $230,882 at 6%; with 100% employer match about $259,743 at 4% or $173,162 at 6%.
200516$1,294,764$218,915$36,486iApproximate average salary by contribution assumption: employee only about $912,146 at 4% or $608,097 at 6%; with 50% employer match about $608,097 at 4% or $405,398 at 6%; with 100% employer match about $456,073 at 4% or $304,049 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-6$1,294,764$218,915$36,486iApproximate average salary by contribution assumption: employee only about $912,146 at 4% or $608,097 at 6%; with 50% employer match about $608,097 at 4% or $405,398 at 6%; with 100% employer match about $456,073 at 4% or $304,049 at 6%.
200415$921,596$831,336$166,267iApproximate average salary by contribution assumption: employee only about $4,156,680 at 4% or $2,771,120 at 6%; with 50% employer match about $2,771,120 at 4% or $1,847,413 at 6%; with 100% employer match about $2,078,340 at 4% or $1,385,560 at 6%.
Kreitler Financial LLC 401(K) Profit Sharing Plan & Trust-5$921,596$831,336$166,267iApproximate average salary by contribution assumption: employee only about $4,156,680 at 4% or $2,771,120 at 6%; with 50% employer match about $2,771,120 at 4% or $1,847,413 at 6%; with 100% employer match about $2,078,340 at 4% or $1,385,560 at 6%.