Civic Intelligence

Peter Kazella & Associates Inc.

Plan context: Peter Kazella & Associates 401(K) Profit Sharing Plan

EIN 13-4351801 • Charlotte, NC • 7 filings • 1 plans

P.O. Box 78253Charlotte, NC 28271
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$469,342

2020 Contributions

$56,030

Historical Graphs

Total Assets Over Time

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

$469,342$234,671$0201420172020YearValue
$469,342Latest year 2020

Participants Over Time

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

950201420172020YearValue
7Latest year 2020

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
202017$469,342$56,030$8,004iApproximate average salary by contribution assumption: employee only about $200,107 at 4% or $133,405 at 6%; with 50% employer match about $133,405 at 4% or $88,937 at 6%; with 100% employer match about $100,054 at 4% or $66,702 at 6%.
Peter Kazella & Associates 401(K) Profit Sharing Plan-7$469,342$56,030$8,004iApproximate average salary by contribution assumption: employee only about $200,107 at 4% or $133,405 at 6%; with 50% employer match about $133,405 at 4% or $88,937 at 6%; with 100% employer match about $100,054 at 4% or $66,702 at 6%.
201918$386,853$41,647$5,206iApproximate average salary by contribution assumption: employee only about $130,147 at 4% or $86,765 at 6%; with 50% employer match about $86,765 at 4% or $57,843 at 6%; with 100% employer match about $65,073 at 4% or $43,382 at 6%.
Peter Kazella & Associates 401(K) Profit Sharing Plan-8$386,853$41,647$5,206iApproximate average salary by contribution assumption: employee only about $130,147 at 4% or $86,765 at 6%; with 50% employer match about $86,765 at 4% or $57,843 at 6%; with 100% employer match about $65,073 at 4% or $43,382 at 6%.
201818$324,458$45,210$5,651iApproximate average salary by contribution assumption: employee only about $141,281 at 4% or $94,188 at 6%; with 50% employer match about $94,188 at 4% or $62,792 at 6%; with 100% employer match about $70,641 at 4% or $47,094 at 6%.
Peter Kazella & Associates 401(K) Profit Sharing Plan-8$324,458$45,210$5,651iApproximate average salary by contribution assumption: employee only about $141,281 at 4% or $94,188 at 6%; with 50% employer match about $94,188 at 4% or $62,792 at 6%; with 100% employer match about $70,641 at 4% or $47,094 at 6%.
201719$294,471$57,620$6,402iApproximate average salary by contribution assumption: employee only about $160,056 at 4% or $106,704 at 6%; with 50% employer match about $106,704 at 4% or $71,136 at 6%; with 100% employer match about $80,028 at 4% or $53,352 at 6%.
Peter Kazella & Associates 401(K) Profit Sharing Plan-9$294,471$57,620$6,402iApproximate average salary by contribution assumption: employee only about $160,056 at 4% or $106,704 at 6%; with 50% employer match about $106,704 at 4% or $71,136 at 6%; with 100% employer match about $80,028 at 4% or $53,352 at 6%.
201618$201,255$64,217$8,027iApproximate average salary by contribution assumption: employee only about $200,678 at 4% or $133,785 at 6%; with 50% employer match about $133,785 at 4% or $89,190 at 6%; with 100% employer match about $100,339 at 4% or $66,893 at 6%.
Peter Kazella & Associates 401(K) Profit Sharing Plan-8$201,255$64,217$8,027iApproximate average salary by contribution assumption: employee only about $200,678 at 4% or $133,785 at 6%; with 50% employer match about $133,785 at 4% or $89,190 at 6%; with 100% employer match about $100,339 at 4% or $66,893 at 6%.
201518$126,902$69,778$8,722iApproximate average salary by contribution assumption: employee only about $218,056 at 4% or $145,371 at 6%; with 50% employer match about $145,371 at 4% or $96,914 at 6%; with 100% employer match about $109,028 at 4% or $72,685 at 6%.
Peter Kazella & Associates 401(K) Profit Sharing Plan-8$126,902$69,778$8,722iApproximate average salary by contribution assumption: employee only about $218,056 at 4% or $145,371 at 6%; with 50% employer match about $145,371 at 4% or $96,914 at 6%; with 100% employer match about $109,028 at 4% or $72,685 at 6%.
201415$57,938$57,781$11,556iApproximate average salary by contribution assumption: employee only about $288,905 at 4% or $192,603 at 6%; with 50% employer match about $192,603 at 4% or $128,402 at 6%; with 100% employer match about $144,453 at 4% or $96,302 at 6%.
Peter Kazella & Associates 401(K) Profit Sharing Plan-5$57,938$57,781$11,556iApproximate average salary by contribution assumption: employee only about $288,905 at 4% or $192,603 at 6%; with 50% employer match about $192,603 at 4% or $128,402 at 6%; with 100% employer match about $144,453 at 4% or $96,302 at 6%.