Civic Intelligence

Kauffmann & Associates, PLLC

Plan context: Kauffmann & Associates 401(K) Plan

EIN 20-5444655 • Louisville, KY • 14 filings • 3 plans

2722 Avenue Of The WoodsLouisville, KY 40241
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$1,735,399

2021 Contributions

$76,795

Historical Graphs

Total Assets Over Time

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

$1,735,399$867,700$0200820142020YearValue
$1,735,399Latest year 2020

Participants Over Time

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

420200820142020YearValue
3Latest 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
202110$0$0-
Kauffmann & Associates 401(K) Plan-0$0--
202013$1,735,399$76,795$25,598iApproximate average salary by contribution assumption: employee only about $639,958 at 4% or $426,639 at 6%; with 50% employer match about $426,639 at 4% or $284,426 at 6%; with 100% employer match about $319,979 at 4% or $213,319 at 6%.
Kauffmann & Associates 401(K) Plan-3$1,735,399$76,795$25,598iApproximate average salary by contribution assumption: employee only about $639,958 at 4% or $426,639 at 6%; with 50% employer match about $426,639 at 4% or $284,426 at 6%; with 100% employer match about $319,979 at 4% or $213,319 at 6%.
201913$1,384,549$73,621$24,540iApproximate average salary by contribution assumption: employee only about $613,508 at 4% or $409,006 at 6%; with 50% employer match about $409,006 at 4% or $272,670 at 6%; with 100% employer match about $306,754 at 4% or $204,503 at 6%.
Kauffmann & Associates 401(K) Plan-3$1,384,549$73,621$24,540iApproximate average salary by contribution assumption: employee only about $613,508 at 4% or $409,006 at 6%; with 50% employer match about $409,006 at 4% or $272,670 at 6%; with 100% employer match about $306,754 at 4% or $204,503 at 6%.
201813$1,056,681$33,492$11,164iApproximate average salary by contribution assumption: employee only about $279,100 at 4% or $186,067 at 6%; with 50% employer match about $186,067 at 4% or $124,044 at 6%; with 100% employer match about $139,550 at 4% or $93,033 at 6%.
Kauffmann & Associates 401(K) Plan-3$1,056,681$33,492$11,164iApproximate average salary by contribution assumption: employee only about $279,100 at 4% or $186,067 at 6%; with 50% employer match about $186,067 at 4% or $124,044 at 6%; with 100% employer match about $139,550 at 4% or $93,033 at 6%.
201714$1,076,402$94,457$23,614iApproximate average salary by contribution assumption: employee only about $590,356 at 4% or $393,571 at 6%; with 50% employer match about $393,571 at 4% or $262,381 at 6%; with 100% employer match about $295,178 at 4% or $196,785 at 6%.
Kauffmann & Associates 401(K) Plan-4$1,076,402$94,457$23,614iApproximate average salary by contribution assumption: employee only about $590,356 at 4% or $393,571 at 6%; with 50% employer match about $393,571 at 4% or $262,381 at 6%; with 100% employer match about $295,178 at 4% or $196,785 at 6%.
201614$841,430$90,058$22,515iApproximate average salary by contribution assumption: employee only about $562,863 at 4% or $375,242 at 6%; with 50% employer match about $375,242 at 4% or $250,161 at 6%; with 100% employer match about $281,431 at 4% or $187,621 at 6%.
Kauffmann & Associates 401(K) Plan-4$841,430$90,058$22,515iApproximate average salary by contribution assumption: employee only about $562,863 at 4% or $375,242 at 6%; with 50% employer match about $375,242 at 4% or $250,161 at 6%; with 100% employer match about $281,431 at 4% or $187,621 at 6%.
201514$705,408$95,535$23,884iApproximate average salary by contribution assumption: employee only about $597,094 at 4% or $398,063 at 6%; with 50% employer match about $398,063 at 4% or $265,375 at 6%; with 100% employer match about $298,547 at 4% or $199,031 at 6%.
Kauffmann & Associates 401(K) Plan-4$705,408$95,535$23,884iApproximate average salary by contribution assumption: employee only about $597,094 at 4% or $398,063 at 6%; with 50% employer match about $398,063 at 4% or $265,375 at 6%; with 100% employer match about $298,547 at 4% or $199,031 at 6%.
201414$628,139$85,570$21,393iApproximate average salary by contribution assumption: employee only about $534,813 at 4% or $356,542 at 6%; with 50% employer match about $356,542 at 4% or $237,694 at 6%; with 100% employer match about $267,406 at 4% or $178,271 at 6%.
Kauffmann & Associates 401(K) Plan-4$628,139$85,570$21,393iApproximate average salary by contribution assumption: employee only about $534,813 at 4% or $356,542 at 6%; with 50% employer match about $356,542 at 4% or $237,694 at 6%; with 100% employer match about $267,406 at 4% or $178,271 at 6%.
201314$522,703$145,799$36,450iApproximate average salary by contribution assumption: employee only about $911,244 at 4% or $607,496 at 6%; with 50% employer match about $607,496 at 4% or $404,997 at 6%; with 100% employer match about $455,622 at 4% or $303,748 at 6%.
Kauffmann & Associates 401(K) Plan-4$522,703$145,799$36,450iApproximate average salary by contribution assumption: employee only about $911,244 at 4% or $607,496 at 6%; with 50% employer match about $607,496 at 4% or $404,997 at 6%; with 100% employer match about $455,622 at 4% or $303,748 at 6%.
201214$348,215$81,438$20,360iApproximate average salary by contribution assumption: employee only about $508,988 at 4% or $339,325 at 6%; with 50% employer match about $339,325 at 4% or $226,217 at 6%; with 100% employer match about $254,494 at 4% or $169,663 at 6%.
Kauffmann & Associates 401(K) Plan-4$348,215$81,438$20,360iApproximate average salary by contribution assumption: employee only about $508,988 at 4% or $339,325 at 6%; with 50% employer match about $339,325 at 4% or $226,217 at 6%; with 100% employer match about $254,494 at 4% or $169,663 at 6%.
201113$227,492$77,695$25,898iApproximate average salary by contribution assumption: employee only about $647,458 at 4% or $431,639 at 6%; with 50% employer match about $431,639 at 4% or $287,759 at 6%; with 100% employer match about $323,729 at 4% or $215,819 at 6%.
Kauffmann & Associates 401(K) Plan-3$227,492$77,695$25,898iApproximate average salary by contribution assumption: employee only about $647,458 at 4% or $431,639 at 6%; with 50% employer match about $431,639 at 4% or $287,759 at 6%; with 100% employer match about $323,729 at 4% or $215,819 at 6%.
201014$152,459$73,453$18,363iApproximate average salary by contribution assumption: employee only about $459,081 at 4% or $306,054 at 6%; with 50% employer match about $306,054 at 4% or $204,036 at 6%; with 100% employer match about $229,541 at 4% or $153,027 at 6%.
Kauffmann & Associates 401(K) Plan-4$152,459$73,453$18,363iApproximate average salary by contribution assumption: employee only about $459,081 at 4% or $306,054 at 6%; with 50% employer match about $306,054 at 4% or $204,036 at 6%; with 100% employer match about $229,541 at 4% or $153,027 at 6%.
200914$70,758$56,937$14,234iApproximate average salary by contribution assumption: employee only about $355,856 at 4% or $237,238 at 6%; with 50% employer match about $237,238 at 4% or $158,158 at 6%; with 100% employer match about $177,928 at 4% or $118,619 at 6%.
Kauffmann & Associates 401(K) Plan-4$70,758$56,937$14,234iApproximate average salary by contribution assumption: employee only about $355,856 at 4% or $237,238 at 6%; with 50% employer match about $237,238 at 4% or $158,158 at 6%; with 100% employer match about $177,928 at 4% or $118,619 at 6%.
200813$5,396$6,530$2,177iApproximate average salary by contribution assumption: employee only about $54,417 at 4% or $36,278 at 6%; with 50% employer match about $36,278 at 4% or $24,185 at 6%; with 100% employer match about $27,208 at 4% or $18,139 at 6%.
Kauffmann & Associates 401(K) Plan-3$5,396$6,530$2,177iApproximate average salary by contribution assumption: employee only about $54,417 at 4% or $36,278 at 6%; with 50% employer match about $36,278 at 4% or $24,185 at 6%; with 100% employer match about $27,208 at 4% or $18,139 at 6%.