Civic Intelligence

Kohlberg & Associates

Plan context: Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust

EIN 20-1147041 • Newton, MA • 16 filings • 5 plans

Two Newton Executive ParkSuite 301Newton, MA 02462
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,813,455

2022 Contributions

$75,365

Historical Graphs

Total Assets Over Time

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

$1,813,455$906,728$0200520142020YearValue
$1,813,455Latest year 2020

Participants Over Time

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

630200520142020YearValue
2Latest 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
202210$0$0-
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-0---
202012$1,813,455$75,365$37,683iApproximate average salary by contribution assumption: employee only about $942,063 at 4% or $628,042 at 6%; with 50% employer match about $628,042 at 4% or $418,694 at 6%; with 100% employer match about $471,031 at 4% or $314,021 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-2$1,813,455$75,365$37,683iApproximate average salary by contribution assumption: employee only about $942,063 at 4% or $628,042 at 6%; with 50% employer match about $628,042 at 4% or $418,694 at 6%; with 100% employer match about $471,031 at 4% or $314,021 at 6%.
201912$1,792,846$54,865$27,433iApproximate average salary by contribution assumption: employee only about $685,813 at 4% or $457,208 at 6%; with 50% employer match about $457,208 at 4% or $304,806 at 6%; with 100% employer match about $342,906 at 4% or $228,604 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-2$1,792,846$54,865$27,433iApproximate average salary by contribution assumption: employee only about $685,813 at 4% or $457,208 at 6%; with 50% employer match about $457,208 at 4% or $304,806 at 6%; with 100% employer match about $342,906 at 4% or $228,604 at 6%.
201811$1,490,937$70,425$70,425iApproximate average salary by contribution assumption: employee only about $1,760,625 at 4% or $1,173,750 at 6%; with 50% employer match about $1,173,750 at 4% or $782,500 at 6%; with 100% employer match about $880,313 at 4% or $586,875 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-1$1,490,937$70,425$70,425iApproximate average salary by contribution assumption: employee only about $1,760,625 at 4% or $1,173,750 at 6%; with 50% employer match about $1,173,750 at 4% or $782,500 at 6%; with 100% employer match about $880,313 at 4% or $586,875 at 6%.
201713$1,461,675$58,562$19,521iApproximate average salary by contribution assumption: employee only about $488,017 at 4% or $325,344 at 6%; with 50% employer match about $325,344 at 4% or $216,896 at 6%; with 100% employer match about $244,008 at 4% or $162,672 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-3$1,461,675$58,562$19,521iApproximate average salary by contribution assumption: employee only about $488,017 at 4% or $325,344 at 6%; with 50% employer match about $325,344 at 4% or $216,896 at 6%; with 100% employer match about $244,008 at 4% or $162,672 at 6%.
201612$1,253,281$61,905$30,953iApproximate average salary by contribution assumption: employee only about $773,813 at 4% or $515,875 at 6%; with 50% employer match about $515,875 at 4% or $343,917 at 6%; with 100% employer match about $386,906 at 4% or $257,938 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-2$1,253,281$61,905$30,953iApproximate average salary by contribution assumption: employee only about $773,813 at 4% or $515,875 at 6%; with 50% employer match about $515,875 at 4% or $343,917 at 6%; with 100% employer match about $386,906 at 4% or $257,938 at 6%.
201516$1,123,107$67,677$11,280iApproximate average salary by contribution assumption: employee only about $281,988 at 4% or $187,992 at 6%; with 50% employer match about $187,992 at 4% or $125,328 at 6%; with 100% employer match about $140,994 at 4% or $93,996 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-6$1,123,107$67,677$11,280iApproximate average salary by contribution assumption: employee only about $281,988 at 4% or $187,992 at 6%; with 50% employer match about $187,992 at 4% or $125,328 at 6%; with 100% employer match about $140,994 at 4% or $93,996 at 6%.
201414$1,080,456$65,755$16,439iApproximate average salary by contribution assumption: employee only about $410,969 at 4% or $273,979 at 6%; with 50% employer match about $273,979 at 4% or $182,653 at 6%; with 100% employer match about $205,484 at 4% or $136,990 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-4$1,080,456$65,755$16,439iApproximate average salary by contribution assumption: employee only about $410,969 at 4% or $273,979 at 6%; with 50% employer match about $273,979 at 4% or $182,653 at 6%; with 100% employer match about $205,484 at 4% or $136,990 at 6%.
201313$975,258$123,858$41,286iApproximate average salary by contribution assumption: employee only about $1,032,150 at 4% or $688,100 at 6%; with 50% employer match about $688,100 at 4% or $458,733 at 6%; with 100% employer match about $516,075 at 4% or $344,050 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-3$975,258$123,858$41,286iApproximate average salary by contribution assumption: employee only about $1,032,150 at 4% or $688,100 at 6%; with 50% employer match about $688,100 at 4% or $458,733 at 6%; with 100% employer match about $516,075 at 4% or $344,050 at 6%.
201214$831,187$105,792$26,448iApproximate average salary by contribution assumption: employee only about $661,200 at 4% or $440,800 at 6%; with 50% employer match about $440,800 at 4% or $293,867 at 6%; with 100% employer match about $330,600 at 4% or $220,400 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-4$831,187$105,792$26,448iApproximate average salary by contribution assumption: employee only about $661,200 at 4% or $440,800 at 6%; with 50% employer match about $440,800 at 4% or $293,867 at 6%; with 100% employer match about $330,600 at 4% or $220,400 at 6%.
201112$659,244$101,237$50,619iApproximate average salary by contribution assumption: employee only about $1,265,463 at 4% or $843,642 at 6%; with 50% employer match about $843,642 at 4% or $562,428 at 6%; with 100% employer match about $632,731 at 4% or $421,821 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-2$659,244$101,237$50,619iApproximate average salary by contribution assumption: employee only about $1,265,463 at 4% or $843,642 at 6%; with 50% employer match about $843,642 at 4% or $562,428 at 6%; with 100% employer match about $632,731 at 4% or $421,821 at 6%.
201012$539,366$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-2$539,366$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
200924$699,971$206,673$51,668iApproximate average salary by contribution assumption: employee only about $1,291,706 at 4% or $861,138 at 6%; with 50% employer match about $861,138 at 4% or $574,092 at 6%; with 100% employer match about $645,853 at 4% or $430,569 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-2$390,148$94,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-4$309,823$112,673$28,168iApproximate average salary by contribution assumption: employee only about $704,206 at 4% or $469,471 at 6%; with 50% employer match about $469,471 at 4% or $312,981 at 6%; with 100% employer match about $352,103 at 4% or $234,735 at 6%.
200812$232,784$100,841$50,421iApproximate average salary by contribution assumption: employee only about $1,260,513 at 4% or $840,342 at 6%; with 50% employer match about $840,342 at 4% or $560,228 at 6%; with 100% employer match about $630,256 at 4% or $420,171 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-2$232,784$100,841$50,421iApproximate average salary by contribution assumption: employee only about $1,260,513 at 4% or $840,342 at 6%; with 50% employer match about $840,342 at 4% or $560,228 at 6%; with 100% employer match about $630,256 at 4% or $420,171 at 6%.
200513$70,574$56,330$18,777iApproximate average salary by contribution assumption: employee only about $469,417 at 4% or $312,944 at 6%; with 50% employer match about $312,944 at 4% or $208,630 at 6%; with 100% employer match about $234,708 at 4% or $156,472 at 6%.
Kohlberg & Associates LLC 401(K) Profit Sharing Plan & Trust-3$70,574$56,330$18,777iApproximate average salary by contribution assumption: employee only about $469,417 at 4% or $312,944 at 6%; with 50% employer match about $312,944 at 4% or $208,630 at 6%; with 100% employer match about $234,708 at 4% or $156,472 at 6%.