Civic Intelligence

The Kluge Financial Group LLC

Plan context: The Kluge Financial Group LLC 401K Profit Sharing Plan

EIN 20-2155682 • Pleasantville, NY • 12 filings • 1 plans

520 Bedford RoadPleasantville, NY 10570
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,349,705

2024 Contributions

$120,726

Historical Graphs

Total Assets Over Time

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

$5,349,705$2,674,853$0201320192024YearValue
$5,349,705Latest year 2024

Participants Over Time

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

630201320192024YearValue
6Latest year 2024

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
202416$5,349,705$120,726$20,121iApproximate average salary by contribution assumption: employee only about $503,025 at 4% or $335,350 at 6%; with 50% employer match about $335,350 at 4% or $223,567 at 6%; with 100% employer match about $251,513 at 4% or $167,675 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-6$5,349,705$120,726$20,121iApproximate average salary by contribution assumption: employee only about $503,025 at 4% or $335,350 at 6%; with 50% employer match about $335,350 at 4% or $223,567 at 6%; with 100% employer match about $251,513 at 4% or $167,675 at 6%.
202316$4,174,132$775,949$129,325iApproximate average salary by contribution assumption: employee only about $3,233,121 at 4% or $2,155,414 at 6%; with 50% employer match about $2,155,414 at 4% or $1,436,943 at 6%; with 100% employer match about $1,616,560 at 4% or $1,077,707 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-6$4,174,132$775,949$129,325iApproximate average salary by contribution assumption: employee only about $3,233,121 at 4% or $2,155,414 at 6%; with 50% employer match about $2,155,414 at 4% or $1,436,943 at 6%; with 100% employer match about $1,616,560 at 4% or $1,077,707 at 6%.
202215$3,164,396$77,786$15,557iApproximate average salary by contribution assumption: employee only about $388,930 at 4% or $259,287 at 6%; with 50% employer match about $259,287 at 4% or $172,858 at 6%; with 100% employer match about $194,465 at 4% or $129,643 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-5$3,164,396$77,786$15,557iApproximate average salary by contribution assumption: employee only about $388,930 at 4% or $259,287 at 6%; with 50% employer match about $259,287 at 4% or $172,858 at 6%; with 100% employer match about $194,465 at 4% or $129,643 at 6%.
202113$3,673,972$121,542$40,514iApproximate average salary by contribution assumption: employee only about $1,012,850 at 4% or $675,233 at 6%; with 50% employer match about $675,233 at 4% or $450,156 at 6%; with 100% employer match about $506,425 at 4% or $337,617 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$3,673,972$121,542$40,514iApproximate average salary by contribution assumption: employee only about $1,012,850 at 4% or $675,233 at 6%; with 50% employer match about $675,233 at 4% or $450,156 at 6%; with 100% employer match about $506,425 at 4% or $337,617 at 6%.
202013$3,167,351$119,239$39,746iApproximate average salary by contribution assumption: employee only about $993,658 at 4% or $662,439 at 6%; with 50% employer match about $662,439 at 4% or $441,626 at 6%; with 100% employer match about $496,829 at 4% or $331,219 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$3,167,351$119,239$39,746iApproximate average salary by contribution assumption: employee only about $993,658 at 4% or $662,439 at 6%; with 50% employer match about $662,439 at 4% or $441,626 at 6%; with 100% employer match about $496,829 at 4% or $331,219 at 6%.
201913$2,550,415$115,438$38,479iApproximate average salary by contribution assumption: employee only about $961,983 at 4% or $641,322 at 6%; with 50% employer match about $641,322 at 4% or $427,548 at 6%; with 100% employer match about $480,992 at 4% or $320,661 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$2,550,415$115,438$38,479iApproximate average salary by contribution assumption: employee only about $961,983 at 4% or $641,322 at 6%; with 50% employer match about $641,322 at 4% or $427,548 at 6%; with 100% employer match about $480,992 at 4% or $320,661 at 6%.
201813$2,186,104$113,708$37,903iApproximate average salary by contribution assumption: employee only about $947,567 at 4% or $631,711 at 6%; with 50% employer match about $631,711 at 4% or $421,141 at 6%; with 100% employer match about $473,783 at 4% or $315,856 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$2,186,104$113,708$37,903iApproximate average salary by contribution assumption: employee only about $947,567 at 4% or $631,711 at 6%; with 50% employer match about $631,711 at 4% or $421,141 at 6%; with 100% employer match about $473,783 at 4% or $315,856 at 6%.
201713$2,251,323$111,158$37,053iApproximate average salary by contribution assumption: employee only about $926,317 at 4% or $617,544 at 6%; with 50% employer match about $617,544 at 4% or $411,696 at 6%; with 100% employer match about $463,158 at 4% or $308,772 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$2,251,323$111,158$37,053iApproximate average salary by contribution assumption: employee only about $926,317 at 4% or $617,544 at 6%; with 50% employer match about $617,544 at 4% or $411,696 at 6%; with 100% employer match about $463,158 at 4% or $308,772 at 6%.
201613$1,813,288$110,184$36,728iApproximate average salary by contribution assumption: employee only about $918,200 at 4% or $612,133 at 6%; with 50% employer match about $612,133 at 4% or $408,089 at 6%; with 100% employer match about $459,100 at 4% or $306,067 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$1,813,288$110,184$36,728iApproximate average salary by contribution assumption: employee only about $918,200 at 4% or $612,133 at 6%; with 50% employer match about $612,133 at 4% or $408,089 at 6%; with 100% employer match about $459,100 at 4% or $306,067 at 6%.
201513$1,621,706$604,956$201,652iApproximate average salary by contribution assumption: employee only about $5,041,300 at 4% or $3,360,867 at 6%; with 50% employer match about $3,360,867 at 4% or $2,240,578 at 6%; with 100% employer match about $2,520,650 at 4% or $1,680,433 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$1,621,706$604,956$201,652iApproximate average salary by contribution assumption: employee only about $5,041,300 at 4% or $3,360,867 at 6%; with 50% employer match about $3,360,867 at 4% or $2,240,578 at 6%; with 100% employer match about $2,520,650 at 4% or $1,680,433 at 6%.
201413$1,029,860$100,872$33,624iApproximate average salary by contribution assumption: employee only about $840,600 at 4% or $560,400 at 6%; with 50% employer match about $560,400 at 4% or $373,600 at 6%; with 100% employer match about $420,300 at 4% or $280,200 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$1,029,860$100,872$33,624iApproximate average salary by contribution assumption: employee only about $840,600 at 4% or $560,400 at 6%; with 50% employer match about $560,400 at 4% or $373,600 at 6%; with 100% employer match about $420,300 at 4% or $280,200 at 6%.
201313$873,140$873,140$291,047iApproximate average salary by contribution assumption: employee only about $7,276,167 at 4% or $4,850,778 at 6%; with 50% employer match about $4,850,778 at 4% or $3,233,852 at 6%; with 100% employer match about $3,638,083 at 4% or $2,425,389 at 6%.
The Kluge Financial Group LLC 401K Profit Sharing Plan-3$873,140$873,140$291,047iApproximate average salary by contribution assumption: employee only about $7,276,167 at 4% or $4,850,778 at 6%; with 50% employer match about $4,850,778 at 4% or $3,233,852 at 6%; with 100% employer match about $3,638,083 at 4% or $2,425,389 at 6%.