Kugman Partners, Inc.
Plan context: Kugman Partners Inc. 401(K) Plan
EIN 20-8600618 • Lake Forest, IL • 5 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$44,667
2024 Contributions
$50,823
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 | 4 | $44,667 | $50,823 | $12,706iApproximate average salary by contribution assumption: employee only about $317,644 at 4% or $211,763 at 6%; with 50% employer match about $211,763 at 4% or $141,175 at 6%; with 100% employer match about $158,822 at 4% or $105,881 at 6%. |
| Kugman Partners Inc. 401(K) Plan | - | 4 | $44,667 | $50,823 | $12,706iApproximate average salary by contribution assumption: employee only about $317,644 at 4% or $211,763 at 6%; with 50% employer match about $211,763 at 4% or $141,175 at 6%; with 100% employer match about $158,822 at 4% or $105,881 at 6%. |
| 2011 | 1 | 0 | $0 | $12,185 | - |
| Kugman Partners Inc. 401(K) Plan | - | 0 | $0 | $12,185 | - |
| 2010 | 1 | 6 | $155,424 | $80,031 | $13,339iApproximate average salary by contribution assumption: employee only about $333,463 at 4% or $222,308 at 6%; with 50% employer match about $222,308 at 4% or $148,206 at 6%; with 100% employer match about $166,731 at 4% or $111,154 at 6%. |
| Kugman Partners Inc. 401(K) Plan | - | 6 | $155,424 | $80,031 | $13,339iApproximate average salary by contribution assumption: employee only about $333,463 at 4% or $222,308 at 6%; with 50% employer match about $222,308 at 4% or $148,206 at 6%; with 100% employer match about $166,731 at 4% or $111,154 at 6%. |
| 2009 | 1 | 6 | $59,172 | $32,009 | $5,335iApproximate average salary by contribution assumption: employee only about $133,371 at 4% or $88,914 at 6%; with 50% employer match about $88,914 at 4% or $59,276 at 6%; with 100% employer match about $66,685 at 4% or $44,457 at 6%. |
| Kugman Partners Inc. 401(K) Plan | - | 6 | $59,172 | $32,009 | $5,335iApproximate average salary by contribution assumption: employee only about $133,371 at 4% or $88,914 at 6%; with 50% employer match about $88,914 at 4% or $59,276 at 6%; with 100% employer match about $66,685 at 4% or $44,457 at 6%. |
| 2008 | 1 | 4 | $11,548 | $14,360 | $3,590iApproximate average salary by contribution assumption: employee only about $89,750 at 4% or $59,833 at 6%; with 50% employer match about $59,833 at 4% or $39,889 at 6%; with 100% employer match about $44,875 at 4% or $29,917 at 6%. |
| Kugman Partners Inc. 401(K) Plan | - | 4 | $11,548 | $14,360 | $3,590iApproximate average salary by contribution assumption: employee only about $89,750 at 4% or $59,833 at 6%; with 50% employer match about $59,833 at 4% or $39,889 at 6%; with 100% employer match about $44,875 at 4% or $29,917 at 6%. |