Mclafferty & Kroberger PC.
Plan context: Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC.
EIN 23-1735417 • Erdenheim, PA • 40 filings • 11 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$1,022,294
2025 Contributions
$20,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $1,022,294 | $20,000 | $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%. |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 1 | $1,022,294 | $20,000 | $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%. |
| 2024 | 1 | 2 | $8,350,261 | $23,255 | $11,628iApproximate average salary by contribution assumption: employee only about $290,688 at 4% or $193,792 at 6%; with 50% employer match about $193,792 at 4% or $129,194 at 6%; with 100% employer match about $145,344 at 4% or $96,896 at 6%. |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 2 | $8,350,261 | $23,255 | $11,628iApproximate average salary by contribution assumption: employee only about $290,688 at 4% or $193,792 at 6%; with 50% employer match about $193,792 at 4% or $129,194 at 6%; with 100% employer match about $145,344 at 4% or $96,896 at 6%. |
| 2023 | 1 | 2 | $7,122,375 | $22,880 | $11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%. |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 2 | $7,122,375 | $22,880 | $11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%. |
| 2022 | 1 | 2 | $6,114,246 | $22,880 | $11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%. |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 2 | $6,114,246 | $22,880 | $11,440iApproximate average salary by contribution assumption: employee only about $286,000 at 4% or $190,667 at 6%; with 50% employer match about $190,667 at 4% or $127,111 at 6%; with 100% employer match about $143,000 at 4% or $95,333 at 6%. |
| 2021 | 1 | 2 | $7,734,451 | $21,630 | $10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%. |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 2 | $7,734,451 | $21,630 | $10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%. |
| 2020 | 1 | 2 | $6,910,491 | $21,630 | $10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%. |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 2 | $6,910,491 | $21,630 | $10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%. |
| 2019 | 2 | 2 | $6,596,447 | $21,630 | $10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%. |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 2 | $6,596,447 | $21,630 | $10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 0 | $0 | - | - |
| 2018 | 1 | 6 | $8,148,183 | $0 | - |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $8,148,183 | - | - |
| 2017 | 1 | 6 | $8,741,451 | $25,919 | $4,320iApproximate average salary by contribution assumption: employee only about $107,996 at 4% or $71,997 at 6%; with 50% employer match about $71,997 at 4% or $47,998 at 6%; with 100% employer match about $53,998 at 4% or $35,999 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $8,741,451 | $25,919 | $4,320iApproximate average salary by contribution assumption: employee only about $107,996 at 4% or $71,997 at 6%; with 50% employer match about $71,997 at 4% or $47,998 at 6%; with 100% employer match about $53,998 at 4% or $35,999 at 6%. |
| 2016 | 1 | 6 | $7,457,981 | $46,323 | $7,721iApproximate average salary by contribution assumption: employee only about $193,013 at 4% or $128,675 at 6%; with 50% employer match about $128,675 at 4% or $85,783 at 6%; with 100% employer match about $96,506 at 4% or $64,338 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $7,457,981 | $46,323 | $7,721iApproximate average salary by contribution assumption: employee only about $193,013 at 4% or $128,675 at 6%; with 50% employer match about $128,675 at 4% or $85,783 at 6%; with 100% employer match about $96,506 at 4% or $64,338 at 6%. |
| 2015 | 1 | 6 | $6,783,726 | $29,161 | $4,860iApproximate average salary by contribution assumption: employee only about $121,504 at 4% or $81,003 at 6%; with 50% employer match about $81,003 at 4% or $54,002 at 6%; with 100% employer match about $60,752 at 4% or $40,501 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $6,783,726 | $29,161 | $4,860iApproximate average salary by contribution assumption: employee only about $121,504 at 4% or $81,003 at 6%; with 50% employer match about $81,003 at 4% or $54,002 at 6%; with 100% employer match about $60,752 at 4% or $40,501 at 6%. |
| 2014 | 2 | 6 | $7,181,462 | $57,016 | $9,503iApproximate average salary by contribution assumption: employee only about $237,567 at 4% or $158,378 at 6%; with 50% employer match about $158,378 at 4% or $105,585 at 6%; with 100% employer match about $118,783 at 4% or $79,189 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $7,181,462 | $28,508 | $4,751iApproximate average salary by contribution assumption: employee only about $118,783 at 4% or $79,189 at 6%; with 50% employer match about $79,189 at 4% or $52,793 at 6%; with 100% employer match about $59,392 at 4% or $39,594 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $0 | $28,508 | $4,751iApproximate average salary by contribution assumption: employee only about $118,783 at 4% or $79,189 at 6%; with 50% employer match about $79,189 at 4% or $52,793 at 6%; with 100% employer match about $59,392 at 4% or $39,594 at 6%. |
| 2013 | 1 | 6 | $6,790,785 | $34,018 | $5,670iApproximate average salary by contribution assumption: employee only about $141,742 at 4% or $94,494 at 6%; with 50% employer match about $94,494 at 4% or $62,996 at 6%; with 100% employer match about $70,871 at 4% or $47,247 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $6,790,785 | $34,018 | $5,670iApproximate average salary by contribution assumption: employee only about $141,742 at 4% or $94,494 at 6%; with 50% employer match about $94,494 at 4% or $62,996 at 6%; with 100% employer match about $70,871 at 4% or $47,247 at 6%. |
| 2012 | 1 | 6 | $5,577,503 | $88,325 | $14,721iApproximate average salary by contribution assumption: employee only about $368,021 at 4% or $245,347 at 6%; with 50% employer match about $245,347 at 4% or $163,565 at 6%; with 100% employer match about $184,010 at 4% or $122,674 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $5,577,503 | $88,325 | $14,721iApproximate average salary by contribution assumption: employee only about $368,021 at 4% or $245,347 at 6%; with 50% employer match about $245,347 at 4% or $163,565 at 6%; with 100% employer match about $184,010 at 4% or $122,674 at 6%. |
| 2011 | 1 | 6 | $5,271,365 | $34,030 | $5,672iApproximate average salary by contribution assumption: employee only about $141,792 at 4% or $94,528 at 6%; with 50% employer match about $94,528 at 4% or $63,019 at 6%; with 100% employer match about $70,896 at 4% or $47,264 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $5,271,365 | $34,030 | $5,672iApproximate average salary by contribution assumption: employee only about $141,792 at 4% or $94,528 at 6%; with 50% employer match about $94,528 at 4% or $63,019 at 6%; with 100% employer match about $70,896 at 4% or $47,264 at 6%. |
| 2010 | 1 | 6 | $5,397,693 | $34,030 | $5,672iApproximate average salary by contribution assumption: employee only about $141,792 at 4% or $94,528 at 6%; with 50% employer match about $94,528 at 4% or $63,019 at 6%; with 100% employer match about $70,896 at 4% or $47,264 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $5,397,693 | $34,030 | $5,672iApproximate average salary by contribution assumption: employee only about $141,792 at 4% or $94,528 at 6%; with 50% employer match about $94,528 at 4% or $63,019 at 6%; with 100% employer match about $70,896 at 4% or $47,264 at 6%. |
| 2009 | 2 | 6 | $5,130,384 | $92,868 | $15,478iApproximate average salary by contribution assumption: employee only about $386,950 at 4% or $257,967 at 6%; with 50% employer match about $257,967 at 4% or $171,978 at 6%; with 100% employer match about $193,475 at 4% or $128,983 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $5,130,384 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 0 | $0 | $92,868 | - |
| 2008 | 2 | 6 | $4,062,019 | $37,244 | $6,207iApproximate average salary by contribution assumption: employee only about $155,183 at 4% or $103,456 at 6%; with 50% employer match about $103,456 at 4% or $68,970 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 5 | $2,491,621 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $1,570,398 | $37,244 | $6,207iApproximate average salary by contribution assumption: employee only about $155,183 at 4% or $103,456 at 6%; with 50% employer match about $103,456 at 4% or $68,970 at 6%; with 100% employer match about $77,592 at 4% or $51,728 at 6%. |
| 2007 | 2 | 6 | $0 | $0 | - |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 5 | - | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | - | - | - |
| 2006 | 2 | 6 | $5,527,110 | $255,903 | $42,651iApproximate average salary by contribution assumption: employee only about $1,066,263 at 4% or $710,842 at 6%; with 50% employer match about $710,842 at 4% or $473,894 at 6%; with 100% employer match about $533,131 at 4% or $355,421 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 5 | $3,637,841 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $1,889,269 | $255,903 | $42,651iApproximate average salary by contribution assumption: employee only about $1,066,263 at 4% or $710,842 at 6%; with 50% employer match about $710,842 at 4% or $473,894 at 6%; with 100% employer match about $533,131 at 4% or $355,421 at 6%. |
| 2005 | 2 | 6 | $4,723,486 | $46,887 | $7,815iApproximate average salary by contribution assumption: employee only about $195,363 at 4% or $130,242 at 6%; with 50% employer match about $130,242 at 4% or $86,828 at 6%; with 100% employer match about $97,681 at 4% or $65,121 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $3,090,120 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $1,633,366 | $46,887 | $7,815iApproximate average salary by contribution assumption: employee only about $195,363 at 4% or $130,242 at 6%; with 50% employer match about $130,242 at 4% or $86,828 at 6%; with 100% employer match about $97,681 at 4% or $65,121 at 6%. |
| 2004 | 2 | 6 | $4,387,815 | $25,891 | $4,315iApproximate average salary by contribution assumption: employee only about $107,879 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $2,896,736 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $1,491,079 | $25,891 | $4,315iApproximate average salary by contribution assumption: employee only about $107,879 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%. |
| 2003 | 2 | 6 | $4,098,950 | $22,221 | $3,704iApproximate average salary by contribution assumption: employee only about $92,588 at 4% or $61,725 at 6%; with 50% employer match about $61,725 at 4% or $41,150 at 6%; with 100% employer match about $46,294 at 4% or $30,863 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $2,656,984 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $1,441,966 | $22,221 | $3,704iApproximate average salary by contribution assumption: employee only about $92,588 at 4% or $61,725 at 6%; with 50% employer match about $61,725 at 4% or $41,150 at 6%; with 100% employer match about $46,294 at 4% or $30,863 at 6%. |
| 2002 | 2 | 5 | $3,411,268 | $37,160 | $7,432iApproximate average salary by contribution assumption: employee only about $185,800 at 4% or $123,867 at 6%; with 50% employer match about $123,867 at 4% or $82,578 at 6%; with 100% employer match about $92,900 at 4% or $61,933 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 5 | $2,176,532 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 5 | $1,234,736 | $37,160 | $7,432iApproximate average salary by contribution assumption: employee only about $185,800 at 4% or $123,867 at 6%; with 50% employer match about $123,867 at 4% or $82,578 at 6%; with 100% employer match about $92,900 at 4% or $61,933 at 6%. |
| 2001 | 2 | 6 | $3,893,307 | $38,139 | $6,357iApproximate average salary by contribution assumption: employee only about $158,913 at 4% or $105,942 at 6%; with 50% employer match about $105,942 at 4% or $70,628 at 6%; with 100% employer match about $79,456 at 4% or $52,971 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $2,640,216 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $1,253,091 | $38,139 | $6,357iApproximate average salary by contribution assumption: employee only about $158,913 at 4% or $105,942 at 6%; with 50% employer match about $105,942 at 4% or $70,628 at 6%; with 100% employer match about $79,456 at 4% or $52,971 at 6%. |
| 2000 | 2 | 6 | $4,294,224 | $27,103 | $4,517iApproximate average salary by contribution assumption: employee only about $112,929 at 4% or $75,286 at 6%; with 50% employer match about $75,286 at 4% or $50,191 at 6%; with 100% employer match about $56,465 at 4% or $37,643 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $2,987,344 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 6 | $1,306,880 | $27,103 | $4,517iApproximate average salary by contribution assumption: employee only about $112,929 at 4% or $75,286 at 6%; with 50% employer match about $75,286 at 4% or $50,191 at 6%; with 100% employer match about $56,465 at 4% or $37,643 at 6%. |
| 1999 | 2 | 5 | $4,324,358 | $16,254 | $3,251iApproximate average salary by contribution assumption: employee only about $81,270 at 4% or $54,180 at 6%; with 50% employer match about $54,180 at 4% or $36,120 at 6%; with 100% employer match about $40,635 at 4% or $27,090 at 6%. |
| Profit Sharing Plan & Trust Agreement of Mclafferty & Kroberger PC. | - | 5 | $3,044,668 | - | - |
| Money Purchase Pension Plan and Trust Agreement of Mclafferty & Kroberger PC. | - | 5 | $1,279,690 | $16,254 | $3,251iApproximate average salary by contribution assumption: employee only about $81,270 at 4% or $54,180 at 6%; with 50% employer match about $54,180 at 4% or $36,120 at 6%; with 100% employer match about $40,635 at 4% or $27,090 at 6%. |