Civic Intelligence

Harvey Kotler Inc.

Plan context: Harvey Kotler Inc. 401K Plan

EIN 20-1739943 • Beachwood, OH • 11 filings • 2 plans

25201 Chagrin Blvd., Suite 300Beachwood, OH 44122
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$740,689

2018 Contributions

$30,856

Historical Graphs

Total Assets Over Time

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

$740,689$370,345$0200920142018YearValue
$740,689Latest year 2018

Participants Over Time

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

210200920142018YearValue
2Latest year 2018

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
201822$740,689$30,856$15,428iApproximate average salary by contribution assumption: employee only about $385,700 at 4% or $257,133 at 6%; with 50% employer match about $257,133 at 4% or $171,422 at 6%; with 100% employer match about $192,850 at 4% or $128,567 at 6%.
Harvey Kotler Inc. 401K Plan-2$740,689$30,856$15,428iApproximate average salary by contribution assumption: employee only about $385,700 at 4% or $257,133 at 6%; with 50% employer match about $257,133 at 4% or $171,422 at 6%; with 100% employer match about $192,850 at 4% or $128,567 at 6%.
Harvey Kotler Inc. 401K Plan-0---
201712$732,299$66,917$33,459iApproximate average salary by contribution assumption: employee only about $836,463 at 4% or $557,642 at 6%; with 50% employer match about $557,642 at 4% or $371,761 at 6%; with 100% employer match about $418,231 at 4% or $278,821 at 6%.
Harvey Kotler Inc. 401K Plan-2$732,299$66,917$33,459iApproximate average salary by contribution assumption: employee only about $836,463 at 4% or $557,642 at 6%; with 50% employer match about $557,642 at 4% or $371,761 at 6%; with 100% employer match about $418,231 at 4% or $278,821 at 6%.
201612$548,683$67,913$33,957iApproximate average salary by contribution assumption: employee only about $848,913 at 4% or $565,942 at 6%; with 50% employer match about $565,942 at 4% or $377,294 at 6%; with 100% employer match about $424,456 at 4% or $282,971 at 6%.
Harvey Kotler Inc. 401K Plan-2$548,683$67,913$33,957iApproximate average salary by contribution assumption: employee only about $848,913 at 4% or $565,942 at 6%; with 50% employer match about $565,942 at 4% or $377,294 at 6%; with 100% employer match about $424,456 at 4% or $282,971 at 6%.
201512$464,188$66,663$33,332iApproximate average salary by contribution assumption: employee only about $833,288 at 4% or $555,525 at 6%; with 50% employer match about $555,525 at 4% or $370,350 at 6%; with 100% employer match about $416,644 at 4% or $277,763 at 6%.
Harvey Kotler Inc. 401K Plan-2$464,188$66,663$33,332iApproximate average salary by contribution assumption: employee only about $833,288 at 4% or $555,525 at 6%; with 50% employer match about $555,525 at 4% or $370,350 at 6%; with 100% employer match about $416,644 at 4% or $277,763 at 6%.
201412$388,561$63,906$31,953iApproximate average salary by contribution assumption: employee only about $798,825 at 4% or $532,550 at 6%; with 50% employer match about $532,550 at 4% or $355,033 at 6%; with 100% employer match about $399,413 at 4% or $266,275 at 6%.
Harvey Kotler Inc. 401K Plan-2$388,561$63,906$31,953iApproximate average salary by contribution assumption: employee only about $798,825 at 4% or $532,550 at 6%; with 50% employer match about $532,550 at 4% or $355,033 at 6%; with 100% employer match about $399,413 at 4% or $266,275 at 6%.
201312$278,944$63,550$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
Harvey Kotler Inc. 401K Plan-2$278,944$63,550$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
201212$164,550$33,963$16,982iApproximate average salary by contribution assumption: employee only about $424,538 at 4% or $283,025 at 6%; with 50% employer match about $283,025 at 4% or $188,683 at 6%; with 100% employer match about $212,269 at 4% or $141,513 at 6%.
Harvey Kotler Inc. 401K Plan-2$164,550$33,963$16,982iApproximate average salary by contribution assumption: employee only about $424,538 at 4% or $283,025 at 6%; with 50% employer match about $283,025 at 4% or $188,683 at 6%; with 100% employer match about $212,269 at 4% or $141,513 at 6%.
201112$122,345$32,891$16,446iApproximate average salary by contribution assumption: employee only about $411,138 at 4% or $274,092 at 6%; with 50% employer match about $274,092 at 4% or $182,728 at 6%; with 100% employer match about $205,569 at 4% or $137,046 at 6%.
Harvey Kotler Inc. 401K Plan-2$122,345$32,891$16,446iApproximate average salary by contribution assumption: employee only about $411,138 at 4% or $274,092 at 6%; with 50% employer match about $274,092 at 4% or $182,728 at 6%; with 100% employer match about $205,569 at 4% or $137,046 at 6%.
201012$91,773$49,760$24,880iApproximate average salary by contribution assumption: employee only about $622,000 at 4% or $414,667 at 6%; with 50% employer match about $414,667 at 4% or $276,444 at 6%; with 100% employer match about $311,000 at 4% or $207,333 at 6%.
Harvey Kotler Inc. 401K Plan-2$91,773$49,760$24,880iApproximate average salary by contribution assumption: employee only about $622,000 at 4% or $414,667 at 6%; with 50% employer match about $414,667 at 4% or $276,444 at 6%; with 100% employer match about $311,000 at 4% or $207,333 at 6%.
200912$42,013$33,248$16,624iApproximate average salary by contribution assumption: employee only about $415,600 at 4% or $277,067 at 6%; with 50% employer match about $277,067 at 4% or $184,711 at 6%; with 100% employer match about $207,800 at 4% or $138,533 at 6%.
Harvey Kotler Inc. 401K Plan-2$42,013$33,248$16,624iApproximate average salary by contribution assumption: employee only about $415,600 at 4% or $277,067 at 6%; with 50% employer match about $277,067 at 4% or $184,711 at 6%; with 100% employer match about $207,800 at 4% or $138,533 at 6%.