Civic Intelligence

Kurt Kesler & Associates

Plan context: Kurt Kesler & Associates Defined Benefit Plan & Trust

EIN 20-8159254 • Charleston, SC • 22 filings • 2 plans

P.O. Box 1072Charleston, SC 29402
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,637,987

2024 Contributions

$232,500

Historical Graphs

Total Assets Over Time

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

$2,637,987$1,318,994$0201420192024YearValue
$2,637,987Latest year 2024

Participants Over Time

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

420201420192024YearValue
4Latest 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
202424$2,637,987$232,500$58,125iApproximate average salary by contribution assumption: employee only about $1,453,125 at 4% or $968,750 at 6%; with 50% employer match about $968,750 at 4% or $645,833 at 6%; with 100% employer match about $726,563 at 4% or $484,375 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$2,317,686$180,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$320,301$52,500$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
202324$2,141,061$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$1,897,467$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$243,594$0-
202224$1,880,663$0-
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$1,655,587$0-
Kurt Kesler & Associates 401(K) Plan & Trust-4$225,076$0-
202124$1,977,090$172,500$43,125iApproximate average salary by contribution assumption: employee only about $1,078,125 at 4% or $718,750 at 6%; with 50% employer match about $718,750 at 4% or $479,167 at 6%; with 100% employer match about $539,063 at 4% or $359,375 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$1,732,997$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$244,093$52,500$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
202024$1,580,714$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$1,419,059$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$161,655$0-
201924$1,367,907$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$1,214,183$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$153,724$0-
201824$1,074,669$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$941,868$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$132,801$0-
201724$1,006,433$132,240$33,060iApproximate average salary by contribution assumption: employee only about $826,500 at 4% or $551,000 at 6%; with 50% employer match about $551,000 at 4% or $367,333 at 6%; with 100% employer match about $413,250 at 4% or $275,500 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$864,682$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$141,751$12,240$3,060iApproximate average salary by contribution assumption: employee only about $76,500 at 4% or $51,000 at 6%; with 50% employer match about $51,000 at 4% or $34,000 at 6%; with 100% employer match about $38,250 at 4% or $25,500 at 6%.
201624$815,135$292,720$73,180iApproximate average salary by contribution assumption: employee only about $1,829,500 at 4% or $1,219,667 at 6%; with 50% employer match about $1,219,667 at 4% or $813,111 at 6%; with 100% employer match about $914,750 at 4% or $609,833 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$696,860$256,720$64,180iApproximate average salary by contribution assumption: employee only about $1,604,500 at 4% or $1,069,667 at 6%; with 50% employer match about $1,069,667 at 4% or $713,111 at 6%; with 100% employer match about $802,250 at 4% or $534,833 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$118,275$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201524$517,472$268,838$67,210iApproximate average salary by contribution assumption: employee only about $1,680,238 at 4% or $1,120,158 at 6%; with 50% employer match about $1,120,158 at 4% or $746,772 at 6%; with 100% employer match about $840,119 at 4% or $560,079 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$437,057$232,838$58,210iApproximate average salary by contribution assumption: employee only about $1,455,238 at 4% or $970,158 at 6%; with 50% employer match about $970,158 at 4% or $646,772 at 6%; with 100% employer match about $727,619 at 4% or $485,079 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$80,415$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201424$257,199$257,200$64,300iApproximate average salary by contribution assumption: employee only about $1,607,500 at 4% or $1,071,667 at 6%; with 50% employer match about $1,071,667 at 4% or $714,444 at 6%; with 100% employer match about $803,750 at 4% or $535,833 at 6%.
Kurt Kesler & Associates Defined Benefit Plan & Trust-4$209,977$209,977$52,494iApproximate average salary by contribution assumption: employee only about $1,312,356 at 4% or $874,904 at 6%; with 50% employer match about $874,904 at 4% or $583,269 at 6%; with 100% employer match about $656,178 at 4% or $437,452 at 6%.
Kurt Kesler & Associates 401(K) Plan & Trust-4$47,222$47,223$11,806iApproximate average salary by contribution assumption: employee only about $295,144 at 4% or $196,763 at 6%; with 50% employer match about $196,763 at 4% or $131,175 at 6%; with 100% employer match about $147,572 at 4% or $98,381 at 6%.