Fidelity bond in place
Not reported
Filing
KOHLBERG & CO. MONEY PURCHASE PENSION PLAN
Kohlberg and Co. LLC • EIN 13-3850539 • Plan year 2007
Filing Insights
Participants
Down48 → 33
-15 • -31.25%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 13-3850539
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| 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 | Current | 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 | - | - | - |
Schedule Details
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN13-3850539
Transfers
Distributed property value$16,177
Schedule R source fields
- Payor 13-3850539
- Filing Id
- 84037347329528
- Schedule R EIN
- 13-3850539
- Schedule R Plan number
- 007
- Schedule R Plan Year Begin Date
- 2007-01-01
- Schedule R Tax Period
- 20071231
- Pension Value Dstrb Pd Property Amount
- $16,177
- Pension payor EIN
- 13-3850539
- Pension Bnft Distribution Sngl Sum Count
- 20
- Pension Elec Satisfy Code 412 Indicator
- 3
- Pension Employer Contribution Rqr Amount
- $433,409
- Pension Employer Contribution Paid Amount
- $433,409
- Pension Funding Deficiency Amount
- $0
- Pension Chg Fndng Method Indicator
- 3
- Pension Satisfy Cover Basis Code
- 1