Kalmanowitz & Lee Cpas PLLC
Plan context: Kalmanowitz & Lee Cpas 401(K) Plan
EIN 20-2256833 • New York, NY • 15 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$3,561,181
2019 Contributions
$8,048
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $8,048 | - |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 0 | $0 | $8,048 | - |
| 2018 | 1 | 5 | $3,561,181 | $64,250 | $12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 5 | $3,561,181 | $64,250 | $12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%. |
| 2017 | 1 | 5 | $3,755,042 | $31,018 | $6,204iApproximate average salary by contribution assumption: employee only about $155,090 at 4% or $103,393 at 6%; with 50% employer match about $103,393 at 4% or $68,929 at 6%; with 100% employer match about $77,545 at 4% or $51,697 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 5 | $3,755,042 | $31,018 | $6,204iApproximate average salary by contribution assumption: employee only about $155,090 at 4% or $103,393 at 6%; with 50% employer match about $103,393 at 4% or $68,929 at 6%; with 100% employer match about $77,545 at 4% or $51,697 at 6%. |
| 2016 | 1 | 5 | $2,994,336 | $89,997 | $17,999iApproximate average salary by contribution assumption: employee only about $449,985 at 4% or $299,990 at 6%; with 50% employer match about $299,990 at 4% or $199,993 at 6%; with 100% employer match about $224,993 at 4% or $149,995 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 5 | $2,994,336 | $89,997 | $17,999iApproximate average salary by contribution assumption: employee only about $449,985 at 4% or $299,990 at 6%; with 50% employer match about $299,990 at 4% or $199,993 at 6%; with 100% employer match about $224,993 at 4% or $149,995 at 6%. |
| 2015 | 1 | 5 | $3,141,536 | $76,743 | $15,349iApproximate average salary by contribution assumption: employee only about $383,715 at 4% or $255,810 at 6%; with 50% employer match about $255,810 at 4% or $170,540 at 6%; with 100% employer match about $191,858 at 4% or $127,905 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 5 | $3,141,536 | $76,743 | $15,349iApproximate average salary by contribution assumption: employee only about $383,715 at 4% or $255,810 at 6%; with 50% employer match about $255,810 at 4% or $170,540 at 6%; with 100% employer match about $191,858 at 4% or $127,905 at 6%. |
| 2014 | 1 | 5 | $2,958,109 | $34,691 | $6,938iApproximate average salary by contribution assumption: employee only about $173,455 at 4% or $115,637 at 6%; with 50% employer match about $115,637 at 4% or $77,091 at 6%; with 100% employer match about $86,728 at 4% or $57,818 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 5 | $2,958,109 | $34,691 | $6,938iApproximate average salary by contribution assumption: employee only about $173,455 at 4% or $115,637 at 6%; with 50% employer match about $115,637 at 4% or $77,091 at 6%; with 100% employer match about $86,728 at 4% or $57,818 at 6%. |
| 2013 | 1 | 4 | $2,661,992 | $37,260 | $9,315iApproximate average salary by contribution assumption: employee only about $232,875 at 4% or $155,250 at 6%; with 50% employer match about $155,250 at 4% or $103,500 at 6%; with 100% employer match about $116,438 at 4% or $77,625 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $2,661,992 | $37,260 | $9,315iApproximate average salary by contribution assumption: employee only about $232,875 at 4% or $155,250 at 6%; with 50% employer match about $155,250 at 4% or $103,500 at 6%; with 100% employer match about $116,438 at 4% or $77,625 at 6%. |
| 2012 | 1 | 4 | $2,191,807 | $21,216 | $5,304iApproximate average salary by contribution assumption: employee only about $132,600 at 4% or $88,400 at 6%; with 50% employer match about $88,400 at 4% or $58,933 at 6%; with 100% employer match about $66,300 at 4% or $44,200 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $2,191,807 | $21,216 | $5,304iApproximate average salary by contribution assumption: employee only about $132,600 at 4% or $88,400 at 6%; with 50% employer match about $88,400 at 4% or $58,933 at 6%; with 100% employer match about $66,300 at 4% or $44,200 at 6%. |
| 2011 | 1 | 4 | $1,966,165 | $22,087 | $5,522iApproximate average salary by contribution assumption: employee only about $138,044 at 4% or $92,029 at 6%; with 50% employer match about $92,029 at 4% or $61,353 at 6%; with 100% employer match about $69,022 at 4% or $46,015 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $1,966,165 | $22,087 | $5,522iApproximate average salary by contribution assumption: employee only about $138,044 at 4% or $92,029 at 6%; with 50% employer match about $92,029 at 4% or $61,353 at 6%; with 100% employer match about $69,022 at 4% or $46,015 at 6%. |
| 2010 | 1 | 4 | $2,132,303 | $23,084 | $5,771iApproximate average salary by contribution assumption: employee only about $144,275 at 4% or $96,183 at 6%; with 50% employer match about $96,183 at 4% or $64,122 at 6%; with 100% employer match about $72,138 at 4% or $48,092 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $2,132,303 | $23,084 | $5,771iApproximate average salary by contribution assumption: employee only about $144,275 at 4% or $96,183 at 6%; with 50% employer match about $96,183 at 4% or $64,122 at 6%; with 100% employer match about $72,138 at 4% or $48,092 at 6%. |
| 2009 | 1 | 4 | $1,829,906 | $24,640 | $6,160iApproximate average salary by contribution assumption: employee only about $154,000 at 4% or $102,667 at 6%; with 50% employer match about $102,667 at 4% or $68,444 at 6%; with 100% employer match about $77,000 at 4% or $51,333 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $1,829,906 | $24,640 | $6,160iApproximate average salary by contribution assumption: employee only about $154,000 at 4% or $102,667 at 6%; with 50% employer match about $102,667 at 4% or $68,444 at 6%; with 100% employer match about $77,000 at 4% or $51,333 at 6%. |
| 2008 | 1 | 4 | $1,334,052 | $19,206 | $4,802iApproximate average salary by contribution assumption: employee only about $120,038 at 4% or $80,025 at 6%; with 50% employer match about $80,025 at 4% or $53,350 at 6%; with 100% employer match about $60,019 at 4% or $40,013 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $1,334,052 | $19,206 | $4,802iApproximate average salary by contribution assumption: employee only about $120,038 at 4% or $80,025 at 6%; with 50% employer match about $80,025 at 4% or $53,350 at 6%; with 100% employer match about $60,019 at 4% or $40,013 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,550,491 | $26,678 | $6,670iApproximate average salary by contribution assumption: employee only about $166,738 at 4% or $111,158 at 6%; with 50% employer match about $111,158 at 4% or $74,106 at 6%; with 100% employer match about $83,369 at 4% or $55,579 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $1,550,491 | $26,678 | $6,670iApproximate average salary by contribution assumption: employee only about $166,738 at 4% or $111,158 at 6%; with 50% employer match about $111,158 at 4% or $74,106 at 6%; with 100% employer match about $83,369 at 4% or $55,579 at 6%. |
| 2005 | 1 | 4 | $1,240,547 | $56,078 | $14,020iApproximate average salary by contribution assumption: employee only about $350,488 at 4% or $233,658 at 6%; with 50% employer match about $233,658 at 4% or $155,772 at 6%; with 100% employer match about $175,244 at 4% or $116,829 at 6%. |
| Kalmanowitz & Lee Cpas 401(K) Plan | - | 4 | $1,240,547 | $56,078 | $14,020iApproximate average salary by contribution assumption: employee only about $350,488 at 4% or $233,658 at 6%; with 50% employer match about $233,658 at 4% or $155,772 at 6%; with 100% employer match about $175,244 at 4% or $116,829 at 6%. |