Civic Intelligence

KELFER & ASSOCIATES, LLP

Plan context: KELFER & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-5487559 • Granada Hills, CA • 8 filings • 3 plans

17425 Chatsworth St Ste 200Granada Hills, CA 91344-9805
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$260,757

2025 Contributions

$25,435

Historical Graphs

Total Assets Over Time

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

$1,243,686$621,843$0200820222025YearValue
$260,757Latest year 2025

Participants Over Time

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

950200820222025YearValue
4Latest year 2025

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
202514$260,757$0-
KELFER & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST-4$260,757$0-
202416$1,243,686$25,435$4,239iApproximate average salary by contribution assumption: employee only about $105,979 at 4% or $70,653 at 6%; with 50% employer match about $70,653 at 4% or $47,102 at 6%; with 100% employer match about $52,990 at 4% or $35,326 at 6%.
KELFER & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST-6$1,243,686$25,435$4,239iApproximate average salary by contribution assumption: employee only about $105,979 at 4% or $70,653 at 6%; with 50% employer match about $70,653 at 4% or $47,102 at 6%; with 100% employer match about $52,990 at 4% or $35,326 at 6%.
202316$1,020,540$105,646$17,608iApproximate average salary by contribution assumption: employee only about $440,192 at 4% or $293,461 at 6%; with 50% employer match about $293,461 at 4% or $195,641 at 6%; with 100% employer match about $220,096 at 4% or $146,731 at 6%.
KELFER & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST-6$1,020,540$105,646$17,608iApproximate average salary by contribution assumption: employee only about $440,192 at 4% or $293,461 at 6%; with 50% employer match about $293,461 at 4% or $195,641 at 6%; with 100% employer match about $220,096 at 4% or $146,731 at 6%.
202217$931,795$205,933$29,419iApproximate average salary by contribution assumption: employee only about $735,475 at 4% or $490,317 at 6%; with 50% employer match about $490,317 at 4% or $326,878 at 6%; with 100% employer match about $367,738 at 4% or $245,158 at 6%.
KELFER & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST-7$931,795$205,933$29,419iApproximate average salary by contribution assumption: employee only about $735,475 at 4% or $490,317 at 6%; with 50% employer match about $490,317 at 4% or $326,878 at 6%; with 100% employer match about $367,738 at 4% or $245,158 at 6%.
202119$1,026,518$161,452$17,939iApproximate average salary by contribution assumption: employee only about $448,478 at 4% or $298,985 at 6%; with 50% employer match about $298,985 at 4% or $199,323 at 6%; with 100% employer match about $224,239 at 4% or $149,493 at 6%.
KELFER & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST-9$1,026,518$161,452$17,939iApproximate average salary by contribution assumption: employee only about $448,478 at 4% or $298,985 at 6%; with 50% employer match about $298,985 at 4% or $199,323 at 6%; with 100% employer match about $224,239 at 4% or $149,493 at 6%.
202019$1,014,176$173,045$19,227iApproximate average salary by contribution assumption: employee only about $480,681 at 4% or $320,454 at 6%; with 50% employer match about $320,454 at 4% or $213,636 at 6%; with 100% employer match about $240,340 at 4% or $160,227 at 6%.
KELFER & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST-9$1,014,176$173,045$19,227iApproximate average salary by contribution assumption: employee only about $480,681 at 4% or $320,454 at 6%; with 50% employer match about $320,454 at 4% or $213,636 at 6%; with 100% employer match about $240,340 at 4% or $160,227 at 6%.
200913$6,705$788$263iApproximate average salary by contribution assumption: employee only about $6,567 at 4% or $4,378 at 6%; with 50% employer match about $4,378 at 4% or $2,919 at 6%; with 100% employer match about $3,283 at 4% or $2,189 at 6%.
KELFER AND ASSOCIATES, LLP 401(K) PLAN-3$6,705$788$263iApproximate average salary by contribution assumption: employee only about $6,567 at 4% or $4,378 at 6%; with 50% employer match about $4,378 at 4% or $2,919 at 6%; with 100% employer match about $3,283 at 4% or $2,189 at 6%.
200816$6,816$8,583$1,431iApproximate average salary by contribution assumption: employee only about $35,763 at 4% or $23,842 at 6%; with 50% employer match about $23,842 at 4% or $15,894 at 6%; with 100% employer match about $17,881 at 4% or $11,921 at 6%.
KELFER & ASSOCIATES, LLP 401K PLAN-6$6,816$8,583$1,431iApproximate average salary by contribution assumption: employee only about $35,763 at 4% or $23,842 at 6%; with 50% employer match about $23,842 at 4% or $15,894 at 6%; with 100% employer match about $17,881 at 4% or $11,921 at 6%.