Koenig & Associates LLC
Plan context: Koenig & Associates LLC Retirement Plan
EIN 20-3461715 • Chatham, NJ • 18 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$3,104,953
2024 Contributions
$128,396
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $3,104,953 | $128,396 | $64,198iApproximate average salary by contribution assumption: employee only about $1,604,950 at 4% or $1,069,967 at 6%; with 50% employer match about $1,069,967 at 4% or $713,311 at 6%; with 100% employer match about $802,475 at 4% or $534,983 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $3,104,953 | $128,396 | $64,198iApproximate average salary by contribution assumption: employee only about $1,604,950 at 4% or $1,069,967 at 6%; with 50% employer match about $1,069,967 at 4% or $713,311 at 6%; with 100% employer match about $802,475 at 4% or $534,983 at 6%. |
| 2023 | 1 | 2 | $3,147,441 | $103,600 | $51,800iApproximate average salary by contribution assumption: employee only about $1,295,000 at 4% or $863,333 at 6%; with 50% employer match about $863,333 at 4% or $575,556 at 6%; with 100% employer match about $647,500 at 4% or $431,667 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $3,147,441 | $103,600 | $51,800iApproximate average salary by contribution assumption: employee only about $1,295,000 at 4% or $863,333 at 6%; with 50% employer match about $863,333 at 4% or $575,556 at 6%; with 100% employer match about $647,500 at 4% or $431,667 at 6%. |
| 2022 | 1 | 2 | $2,236,804 | $88,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $2,236,804 | $88,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2021 | 1 | 2 | $2,690,415 | $65,500 | $32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $2,690,415 | $65,500 | $32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%. |
| 2020 | 1 | 2 | $2,118,164 | $64,500 | $32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $2,118,164 | $64,500 | $32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%. |
| 2019 | 1 | 2 | $1,667,104 | $62,940 | $31,470iApproximate average salary by contribution assumption: employee only about $786,750 at 4% or $524,500 at 6%; with 50% employer match about $524,500 at 4% or $349,667 at 6%; with 100% employer match about $393,375 at 4% or $262,250 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $1,667,104 | $62,940 | $31,470iApproximate average salary by contribution assumption: employee only about $786,750 at 4% or $524,500 at 6%; with 50% employer match about $524,500 at 4% or $349,667 at 6%; with 100% employer match about $393,375 at 4% or $262,250 at 6%. |
| 2018 | 1 | 2 | $1,204,316 | $60,496 | $30,248iApproximate average salary by contribution assumption: employee only about $756,200 at 4% or $504,133 at 6%; with 50% employer match about $504,133 at 4% or $336,089 at 6%; with 100% employer match about $378,100 at 4% or $252,067 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $1,204,316 | $60,496 | $30,248iApproximate average salary by contribution assumption: employee only about $756,200 at 4% or $504,133 at 6%; with 50% employer match about $504,133 at 4% or $336,089 at 6%; with 100% employer match about $378,100 at 4% or $252,067 at 6%. |
| 2017 | 1 | 2 | $1,212,909 | $49,615 | $24,808iApproximate average salary by contribution assumption: employee only about $620,188 at 4% or $413,458 at 6%; with 50% employer match about $413,458 at 4% or $275,639 at 6%; with 100% employer match about $310,094 at 4% or $206,729 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $1,212,909 | $49,615 | $24,808iApproximate average salary by contribution assumption: employee only about $620,188 at 4% or $413,458 at 6%; with 50% employer match about $413,458 at 4% or $275,639 at 6%; with 100% employer match about $310,094 at 4% or $206,729 at 6%. |
| 2016 | 1 | 2 | $934,274 | $59,471 | $29,736iApproximate average salary by contribution assumption: employee only about $743,388 at 4% or $495,592 at 6%; with 50% employer match about $495,592 at 4% or $330,394 at 6%; with 100% employer match about $371,694 at 4% or $247,796 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $934,274 | $59,471 | $29,736iApproximate average salary by contribution assumption: employee only about $743,388 at 4% or $495,592 at 6%; with 50% employer match about $495,592 at 4% or $330,394 at 6%; with 100% employer match about $371,694 at 4% or $247,796 at 6%. |
| 2015 | 1 | 2 | $795,223 | $59,303 | $29,652iApproximate average salary by contribution assumption: employee only about $741,288 at 4% or $494,192 at 6%; with 50% employer match about $494,192 at 4% or $329,461 at 6%; with 100% employer match about $370,644 at 4% or $247,096 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $795,223 | $59,303 | $29,652iApproximate average salary by contribution assumption: employee only about $741,288 at 4% or $494,192 at 6%; with 50% employer match about $494,192 at 4% or $329,461 at 6%; with 100% employer match about $370,644 at 4% or $247,096 at 6%. |
| 2014 | 1 | 2 | $715,431 | $57,628 | $28,814iApproximate average salary by contribution assumption: employee only about $720,350 at 4% or $480,233 at 6%; with 50% employer match about $480,233 at 4% or $320,156 at 6%; with 100% employer match about $360,175 at 4% or $240,117 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $715,431 | $57,628 | $28,814iApproximate average salary by contribution assumption: employee only about $720,350 at 4% or $480,233 at 6%; with 50% employer match about $480,233 at 4% or $320,156 at 6%; with 100% employer match about $360,175 at 4% or $240,117 at 6%. |
| 2013 | 1 | 3 | $600,801 | $25,572 | $8,524iApproximate average salary by contribution assumption: employee only about $213,100 at 4% or $142,067 at 6%; with 50% employer match about $142,067 at 4% or $94,711 at 6%; with 100% employer match about $106,550 at 4% or $71,033 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 3 | $600,801 | $25,572 | $8,524iApproximate average salary by contribution assumption: employee only about $213,100 at 4% or $142,067 at 6%; with 50% employer match about $142,067 at 4% or $94,711 at 6%; with 100% employer match about $106,550 at 4% or $71,033 at 6%. |
| 2012 | 1 | 2 | $465,265 | $50,104 | $25,052iApproximate average salary by contribution assumption: employee only about $626,300 at 4% or $417,533 at 6%; with 50% employer match about $417,533 at 4% or $278,356 at 6%; with 100% employer match about $313,150 at 4% or $208,767 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 2 | $465,265 | $50,104 | $25,052iApproximate average salary by contribution assumption: employee only about $626,300 at 4% or $417,533 at 6%; with 50% employer match about $417,533 at 4% or $278,356 at 6%; with 100% employer match about $313,150 at 4% or $208,767 at 6%. |
| 2011 | 1 | 3 | $367,118 | $44,409 | $14,803iApproximate average salary by contribution assumption: employee only about $370,075 at 4% or $246,717 at 6%; with 50% employer match about $246,717 at 4% or $164,478 at 6%; with 100% employer match about $185,038 at 4% or $123,358 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 3 | $367,118 | $44,409 | $14,803iApproximate average salary by contribution assumption: employee only about $370,075 at 4% or $246,717 at 6%; with 50% employer match about $246,717 at 4% or $164,478 at 6%; with 100% employer match about $185,038 at 4% or $123,358 at 6%. |
| 2010 | 1 | 3 | $327,700 | $69,700 | $23,233iApproximate average salary by contribution assumption: employee only about $580,833 at 4% or $387,222 at 6%; with 50% employer match about $387,222 at 4% or $258,148 at 6%; with 100% employer match about $290,417 at 4% or $193,611 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 3 | $327,700 | $69,700 | $23,233iApproximate average salary by contribution assumption: employee only about $580,833 at 4% or $387,222 at 6%; with 50% employer match about $387,222 at 4% or $258,148 at 6%; with 100% employer match about $290,417 at 4% or $193,611 at 6%. |
| 2009 | 1 | 3 | $235,344 | $82,772 | $27,591iApproximate average salary by contribution assumption: employee only about $689,767 at 4% or $459,844 at 6%; with 50% employer match about $459,844 at 4% or $306,563 at 6%; with 100% employer match about $344,883 at 4% or $229,922 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 3 | $235,344 | $82,772 | $27,591iApproximate average salary by contribution assumption: employee only about $689,767 at 4% or $459,844 at 6%; with 50% employer match about $459,844 at 4% or $306,563 at 6%; with 100% employer match about $344,883 at 4% or $229,922 at 6%. |
| 2008 | 1 | 3 | $113,846 | $62,459 | $20,820iApproximate average salary by contribution assumption: employee only about $520,492 at 4% or $346,994 at 6%; with 50% employer match about $346,994 at 4% or $231,330 at 6%; with 100% employer match about $260,246 at 4% or $173,497 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 3 | $113,846 | $62,459 | $20,820iApproximate average salary by contribution assumption: employee only about $520,492 at 4% or $346,994 at 6%; with 50% employer match about $346,994 at 4% or $231,330 at 6%; with 100% employer match about $260,246 at 4% or $173,497 at 6%. |
| 2007 | 1 | 3 | $111,369 | $63,388 | $21,129iApproximate average salary by contribution assumption: employee only about $528,233 at 4% or $352,156 at 6%; with 50% employer match about $352,156 at 4% or $234,770 at 6%; with 100% employer match about $264,117 at 4% or $176,078 at 6%. |
| Koenig & Associates LLC Retirement Plan | - | 3 | $111,369 | $63,388 | $21,129iApproximate average salary by contribution assumption: employee only about $528,233 at 4% or $352,156 at 6%; with 50% employer match about $352,156 at 4% or $234,770 at 6%; with 100% employer match about $264,117 at 4% or $176,078 at 6%. |