Current Snapshot
Latest Year
2005
2005 Participants
2
2005 Assets
$931,402
2005 Contributions
$12,138
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 |
|---|---|---|---|---|---|
| 2005 | 2 | 2 | $931,402 | $0 | - |
| Kurz & Kurz Keogh Retirement Plan | - | 2 | $931,402 | - | - |
| Kurz & Kurz Keogh Profit Sharing Plan | - | 0 | - | - | - |
| 2004 | 2 | 4 | $879,551 | $0 | - |
| Kurz & Kurz Keogh Retirement Plan | - | 4 | $620,549 | - | - |
| Kurz & Kurz Keogh Profit Sharing Plan | - | 4 | $259,002 | - | - |
| 2003 | 2 | 4 | $775,111 | $12,138 | $3,035iApproximate average salary by contribution assumption: employee only about $75,863 at 4% or $50,575 at 6%; with 50% employer match about $50,575 at 4% or $33,717 at 6%; with 100% employer match about $37,931 at 4% or $25,288 at 6%. |
| Kurz & Kurz Keogh Retirement Plan | - | 4 | $554,133 | $12,138 | $3,035iApproximate average salary by contribution assumption: employee only about $75,863 at 4% or $50,575 at 6%; with 50% employer match about $50,575 at 4% or $33,717 at 6%; with 100% employer match about $37,931 at 4% or $25,288 at 6%. |
| Kurz & Kurz Keogh Profit Sharing Plan | - | 4 | $220,978 | - | - |
| 2002 | 2 | 4 | $535,829 | $13,046 | $3,262iApproximate average salary by contribution assumption: employee only about $81,538 at 4% or $54,358 at 6%; with 50% employer match about $54,358 at 4% or $36,239 at 6%; with 100% employer match about $40,769 at 4% or $27,179 at 6%. |
| Kurz & Kurz Keogh Retirement Plan | - | 4 | $384,810 | $13,046 | $3,262iApproximate average salary by contribution assumption: employee only about $81,538 at 4% or $54,358 at 6%; with 50% employer match about $54,358 at 4% or $36,239 at 6%; with 100% employer match about $40,769 at 4% or $27,179 at 6%. |
| Kurz & Kurz Keogh Profit Sharing Plan | - | 0 | $151,019 | - | - |
| 2001 | 2 | 4 | $743,239 | $15,834 | $3,959iApproximate average salary by contribution assumption: employee only about $98,963 at 4% or $65,975 at 6%; with 50% employer match about $65,975 at 4% or $43,983 at 6%; with 100% employer match about $49,481 at 4% or $32,988 at 6%. |
| Kurz & Kurz Keogh Retirement Plan | - | 4 | $527,347 | $15,834 | $3,959iApproximate average salary by contribution assumption: employee only about $98,963 at 4% or $65,975 at 6%; with 50% employer match about $65,975 at 4% or $43,983 at 6%; with 100% employer match about $49,481 at 4% or $32,988 at 6%. |
| Kurz & Kurz Keogh Profit Sharing Plan | - | 4 | $215,892 | - | - |
| 2000 | 1 | 3 | $621,217 | $11,380 | $3,793iApproximate average salary by contribution assumption: employee only about $94,833 at 4% or $63,222 at 6%; with 50% employer match about $63,222 at 4% or $42,148 at 6%; with 100% employer match about $47,417 at 4% or $31,611 at 6%. |
| Kurz & Kurz Keogh Retirement Plan | - | 3 | $621,217 | $11,380 | $3,793iApproximate average salary by contribution assumption: employee only about $94,833 at 4% or $63,222 at 6%; with 50% employer match about $63,222 at 4% or $42,148 at 6%; with 100% employer match about $47,417 at 4% or $31,611 at 6%. |
| 1999 | 2 | 4 | $1,090,653 | $18,807 | $4,702iApproximate average salary by contribution assumption: employee only about $117,544 at 4% or $78,363 at 6%; with 50% employer match about $78,363 at 4% or $52,242 at 6%; with 100% employer match about $58,772 at 4% or $39,181 at 6%. |
| Kurz & Kurz Keogh Retirement Plan | - | 4 | $773,838 | $18,807 | $4,702iApproximate average salary by contribution assumption: employee only about $117,544 at 4% or $78,363 at 6%; with 50% employer match about $78,363 at 4% or $52,242 at 6%; with 100% employer match about $58,772 at 4% or $39,181 at 6%. |
| Kurz & Kurz Keogh Profit Sharing Plan | - | 4 | $316,815 | - | - |