Kohlberg and Co. LLC
Plan context: Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan
EIN 13-3850539 • Mount Kisco, NY • 34 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
93
2024 Assets
$65,474,091
2024 Contributions
$5,096,041
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 93 | $65,474,091 | $5,096,041 | $54,796iApproximate average salary by contribution assumption: employee only about $1,369,903 at 4% or $913,269 at 6%; with 50% employer match about $913,269 at 4% or $608,846 at 6%; with 100% employer match about $684,952 at 4% or $456,634 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 93 | $65,474,091 | $5,096,041 | $54,796iApproximate average salary by contribution assumption: employee only about $1,369,903 at 4% or $913,269 at 6%; with 50% employer match about $913,269 at 4% or $608,846 at 6%; with 100% employer match about $684,952 at 4% or $456,634 at 6%. |
| 2023 | 1 | 92 | $53,271,338 | $4,393,708 | $47,758iApproximate average salary by contribution assumption: employee only about $1,193,942 at 4% or $795,962 at 6%; with 50% employer match about $795,962 at 4% or $530,641 at 6%; with 100% employer match about $596,971 at 4% or $397,981 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 92 | $53,271,338 | $4,393,708 | $47,758iApproximate average salary by contribution assumption: employee only about $1,193,942 at 4% or $795,962 at 6%; with 50% employer match about $795,962 at 4% or $530,641 at 6%; with 100% employer match about $596,971 at 4% or $397,981 at 6%. |
| 2022 | 1 | 83 | $42,521,923 | $3,762,867 | $45,336iApproximate average salary by contribution assumption: employee only about $1,133,394 at 4% or $755,596 at 6%; with 50% employer match about $755,596 at 4% or $503,731 at 6%; with 100% employer match about $566,697 at 4% or $377,798 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 83 | $42,521,923 | $3,762,867 | $45,336iApproximate average salary by contribution assumption: employee only about $1,133,394 at 4% or $755,596 at 6%; with 50% employer match about $755,596 at 4% or $503,731 at 6%; with 100% employer match about $566,697 at 4% or $377,798 at 6%. |
| 2021 | 1 | 67 | $49,404,044 | $2,916,480 | $43,530iApproximate average salary by contribution assumption: employee only about $1,088,239 at 4% or $725,493 at 6%; with 50% employer match about $725,493 at 4% or $483,662 at 6%; with 100% employer match about $544,119 at 4% or $362,746 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 67 | $49,404,044 | $2,916,480 | $43,530iApproximate average salary by contribution assumption: employee only about $1,088,239 at 4% or $725,493 at 6%; with 50% employer match about $725,493 at 4% or $483,662 at 6%; with 100% employer match about $544,119 at 4% or $362,746 at 6%. |
| 2020 | 1 | 60 | $41,660,885 | $3,070,522 | $51,175iApproximate average salary by contribution assumption: employee only about $1,279,384 at 4% or $852,923 at 6%; with 50% employer match about $852,923 at 4% or $568,615 at 6%; with 100% employer match about $639,692 at 4% or $426,461 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 60 | $41,660,885 | $3,070,522 | $51,175iApproximate average salary by contribution assumption: employee only about $1,279,384 at 4% or $852,923 at 6%; with 50% employer match about $852,923 at 4% or $568,615 at 6%; with 100% employer match about $639,692 at 4% or $426,461 at 6%. |
| 2019 | 1 | 59 | $35,468,355 | $2,247,695 | $38,097iApproximate average salary by contribution assumption: employee only about $952,413 at 4% or $634,942 at 6%; with 50% employer match about $634,942 at 4% or $423,295 at 6%; with 100% employer match about $476,207 at 4% or $317,471 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 59 | $35,468,355 | $2,247,695 | $38,097iApproximate average salary by contribution assumption: employee only about $952,413 at 4% or $634,942 at 6%; with 50% employer match about $634,942 at 4% or $423,295 at 6%; with 100% employer match about $476,207 at 4% or $317,471 at 6%. |
| 2018 | 1 | 55 | $26,995,987 | $2,327,590 | $42,320iApproximate average salary by contribution assumption: employee only about $1,057,995 at 4% or $705,330 at 6%; with 50% employer match about $705,330 at 4% or $470,220 at 6%; with 100% employer match about $528,998 at 4% or $352,665 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 55 | $26,995,987 | $2,327,590 | $42,320iApproximate average salary by contribution assumption: employee only about $1,057,995 at 4% or $705,330 at 6%; with 50% employer match about $705,330 at 4% or $470,220 at 6%; with 100% employer match about $528,998 at 4% or $352,665 at 6%. |
| 2017 | 1 | 51 | $27,451,223 | $2,073,919 | $40,665iApproximate average salary by contribution assumption: employee only about $1,016,627 at 4% or $677,751 at 6%; with 50% employer match about $677,751 at 4% or $451,834 at 6%; with 100% employer match about $508,313 at 4% or $338,876 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 51 | $27,451,223 | $2,073,919 | $40,665iApproximate average salary by contribution assumption: employee only about $1,016,627 at 4% or $677,751 at 6%; with 50% employer match about $677,751 at 4% or $451,834 at 6%; with 100% employer match about $508,313 at 4% or $338,876 at 6%. |
| 2016 | 1 | 52 | $23,342,895 | $2,047,094 | $39,367iApproximate average salary by contribution assumption: employee only about $984,180 at 4% or $656,120 at 6%; with 50% employer match about $656,120 at 4% or $437,413 at 6%; with 100% employer match about $492,090 at 4% or $328,060 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 52 | $23,342,895 | $2,047,094 | $39,367iApproximate average salary by contribution assumption: employee only about $984,180 at 4% or $656,120 at 6%; with 50% employer match about $656,120 at 4% or $437,413 at 6%; with 100% employer match about $492,090 at 4% or $328,060 at 6%. |
| 2015 | 1 | 48 | $19,915,720 | $1,957,895 | $40,789iApproximate average salary by contribution assumption: employee only about $1,019,737 at 4% or $679,825 at 6%; with 50% employer match about $679,825 at 4% or $453,216 at 6%; with 100% employer match about $509,868 at 4% or $339,912 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 48 | $19,915,720 | $1,957,895 | $40,789iApproximate average salary by contribution assumption: employee only about $1,019,737 at 4% or $679,825 at 6%; with 50% employer match about $679,825 at 4% or $453,216 at 6%; with 100% employer match about $509,868 at 4% or $339,912 at 6%. |
| 2014 | 1 | 49 | $19,512,598 | $1,656,456 | $33,805iApproximate average salary by contribution assumption: employee only about $845,131 at 4% or $563,420 at 6%; with 50% employer match about $563,420 at 4% or $375,614 at 6%; with 100% employer match about $422,565 at 4% or $281,710 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 49 | $19,512,598 | $1,656,456 | $33,805iApproximate average salary by contribution assumption: employee only about $845,131 at 4% or $563,420 at 6%; with 50% employer match about $563,420 at 4% or $375,614 at 6%; with 100% employer match about $422,565 at 4% or $281,710 at 6%. |
| 2013 | 1 | 47 | $17,648,997 | $1,582,830 | $33,677iApproximate average salary by contribution assumption: employee only about $841,931 at 4% or $561,287 at 6%; with 50% employer match about $561,287 at 4% or $374,191 at 6%; with 100% employer match about $420,965 at 4% or $280,644 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 47 | $17,648,997 | $1,582,830 | $33,677iApproximate average salary by contribution assumption: employee only about $841,931 at 4% or $561,287 at 6%; with 50% employer match about $561,287 at 4% or $374,191 at 6%; with 100% employer match about $420,965 at 4% or $280,644 at 6%. |
| 2012 | 1 | 46 | $14,475,466 | $1,588,316 | $34,529iApproximate average salary by contribution assumption: employee only about $863,215 at 4% or $575,477 at 6%; with 50% employer match about $575,477 at 4% or $383,651 at 6%; with 100% employer match about $431,608 at 4% or $287,738 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 46 | $14,475,466 | $1,588,316 | $34,529iApproximate average salary by contribution assumption: employee only about $863,215 at 4% or $575,477 at 6%; with 50% employer match about $575,477 at 4% or $383,651 at 6%; with 100% employer match about $431,608 at 4% or $287,738 at 6%. |
| 2011 | 1 | 49 | $12,026,776 | $1,327,512 | $27,092iApproximate average salary by contribution assumption: employee only about $677,302 at 4% or $451,535 at 6%; with 50% employer match about $451,535 at 4% or $301,023 at 6%; with 100% employer match about $338,651 at 4% or $225,767 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 49 | $12,026,776 | $1,327,512 | $27,092iApproximate average salary by contribution assumption: employee only about $677,302 at 4% or $451,535 at 6%; with 50% employer match about $451,535 at 4% or $301,023 at 6%; with 100% employer match about $338,651 at 4% or $225,767 at 6%. |
| 2010 | 1 | 43 | $11,227,640 | $1,328,152 | $30,887iApproximate average salary by contribution assumption: employee only about $772,181 at 4% or $514,788 at 6%; with 50% employer match about $514,788 at 4% or $343,192 at 6%; with 100% employer match about $386,091 at 4% or $257,394 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 43 | $11,227,640 | $1,328,152 | $30,887iApproximate average salary by contribution assumption: employee only about $772,181 at 4% or $514,788 at 6%; with 50% employer match about $514,788 at 4% or $343,192 at 6%; with 100% employer match about $386,091 at 4% or $257,394 at 6%. |
| 2009 | 1 | 36 | $8,837,084 | $1,072,592 | $29,794iApproximate average salary by contribution assumption: employee only about $744,856 at 4% or $496,570 at 6%; with 50% employer match about $496,570 at 4% or $331,047 at 6%; with 100% employer match about $372,428 at 4% or $248,285 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 36 | $8,837,084 | $1,072,592 | $29,794iApproximate average salary by contribution assumption: employee only about $744,856 at 4% or $496,570 at 6%; with 50% employer match about $496,570 at 4% or $331,047 at 6%; with 100% employer match about $372,428 at 4% or $248,285 at 6%. |
| 2008 | 2 | 35 | $6,314,880 | $400,451 | $11,441iApproximate average salary by contribution assumption: employee only about $286,036 at 4% or $190,691 at 6%; with 50% employer match about $190,691 at 4% or $127,127 at 6%; with 100% employer match about $143,018 at 4% or $95,345 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 35 | $6,314,880 | $400,451 | $11,441iApproximate average salary by contribution assumption: employee only about $286,036 at 4% or $190,691 at 6%; with 50% employer match about $190,691 at 4% or $127,127 at 6%; with 100% employer match about $143,018 at 4% or $95,345 at 6%. |
| KOHLBERG & CO. MONEY PURCHASE PENSI ON PLAN | - | 0 | - | - | - |
| 2007 | 2 | 33 | $0 | $0 | - |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 33 | - | - | - |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 33 | - | - | - |
| 2006 | 2 | 47 | $9,180,675 | $1,343,075 | $28,576iApproximate average salary by contribution assumption: employee only about $714,402 at 4% or $476,268 at 6%; with 50% employer match about $476,268 at 4% or $317,512 at 6%; with 100% employer match about $357,201 at 4% or $238,134 at 6%. |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 45 | $4,667,742 | $666,042 | $14,801iApproximate average salary by contribution assumption: employee only about $370,023 at 4% or $246,682 at 6%; with 50% employer match about $246,682 at 4% or $164,455 at 6%; with 100% employer match about $185,012 at 4% or $123,341 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 47 | $4,512,933 | $677,033 | $14,405iApproximate average salary by contribution assumption: employee only about $360,124 at 4% or $240,083 at 6%; with 50% employer match about $240,083 at 4% or $160,055 at 6%; with 100% employer match about $180,062 at 4% or $120,041 at 6%. |
| 2005 | 2 | 37 | $7,137,195 | $1,201,570 | $32,475iApproximate average salary by contribution assumption: employee only about $811,872 at 4% or $541,248 at 6%; with 50% employer match about $541,248 at 4% or $360,832 at 6%; with 100% employer match about $405,936 at 4% or $270,624 at 6%. |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 37 | $3,679,200 | $509,521 | $13,771iApproximate average salary by contribution assumption: employee only about $344,271 at 4% or $229,514 at 6%; with 50% employer match about $229,514 at 4% or $153,009 at 6%; with 100% employer match about $172,135 at 4% or $114,757 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 37 | $3,457,995 | $692,049 | $18,704iApproximate average salary by contribution assumption: employee only about $467,601 at 4% or $311,734 at 6%; with 50% employer match about $311,734 at 4% or $207,823 at 6%; with 100% employer match about $233,800 at 4% or $155,867 at 6%. |
| 2004 | 2 | 47 | $7,419,812 | $1,305,586 | $27,778iApproximate average salary by contribution assumption: employee only about $694,461 at 4% or $462,974 at 6%; with 50% employer match about $462,974 at 4% or $308,649 at 6%; with 100% employer match about $347,230 at 4% or $231,487 at 6%. |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 47 | $3,818,978 | $658,265 | $14,006iApproximate average salary by contribution assumption: employee only about $350,141 at 4% or $233,427 at 6%; with 50% employer match about $233,427 at 4% or $155,618 at 6%; with 100% employer match about $175,070 at 4% or $116,714 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 47 | $3,600,834 | $647,321 | $13,773iApproximate average salary by contribution assumption: employee only about $344,320 at 4% or $229,546 at 6%; with 50% employer match about $229,546 at 4% or $153,031 at 6%; with 100% employer match about $172,160 at 4% or $114,773 at 6%. |
| 2003 | 2 | 47 | $5,749,684 | $1,173,555 | $24,969iApproximate average salary by contribution assumption: employee only about $624,231 at 4% or $416,154 at 6%; with 50% employer match about $416,154 at 4% or $277,436 at 6%; with 100% employer match about $312,116 at 4% or $208,077 at 6%. |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 44 | $2,955,824 | $627,424 | $14,260iApproximate average salary by contribution assumption: employee only about $356,491 at 4% or $237,661 at 6%; with 50% employer match about $237,661 at 4% or $158,440 at 6%; with 100% employer match about $178,245 at 4% or $118,830 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 47 | $2,793,860 | $546,131 | $11,620iApproximate average salary by contribution assumption: employee only about $290,495 at 4% or $193,663 at 6%; with 50% employer match about $193,663 at 4% or $129,109 at 6%; with 100% employer match about $145,248 at 4% or $96,832 at 6%. |
| 2002 | 2 | 40 | $4,052,670 | $844,251 | $21,106iApproximate average salary by contribution assumption: employee only about $527,657 at 4% or $351,771 at 6%; with 50% employer match about $351,771 at 4% or $234,514 at 6%; with 100% employer match about $263,828 at 4% or $175,886 at 6%. |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 40 | $2,081,757 | $450,574 | $11,264iApproximate average salary by contribution assumption: employee only about $281,609 at 4% or $187,739 at 6%; with 50% employer match about $187,739 at 4% or $125,159 at 6%; with 100% employer match about $140,804 at 4% or $93,870 at 6%. |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 38 | $1,970,913 | $393,677 | $10,360iApproximate average salary by contribution assumption: employee only about $258,998 at 4% or $172,665 at 6%; with 50% employer match about $172,665 at 4% or $115,110 at 6%; with 100% employer match about $129,499 at 4% or $86,333 at 6%. |
| 2001 | 2 | 36 | $0 | $0 | - |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 36 | - | - | - |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 30 | - | - | - |
| 2000 | 2 | 102 | $0 | $0 | - |
| KOHLBERG & CO. MONEY PURCHASE PENSION PLAN | - | 95 | - | - | - |
| Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan | - | 102 | - | - | - |