Koppel & Associates Inc.
Plan context: Koppel & Associates Inc. Age-Weighted Profit Sharing Plan & Trust
EIN 23-2513401 • 10 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
1
2003 Assets
$397,096
2003 Contributions
$62,500
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 |
|---|---|---|---|---|---|
| 2003 | 2 | 0 | $0 | $0 | - |
| Koppel & Associates Inc. Target Benefit Plan & Trust | - | 0 | - | - | - |
| Koppel & Associates Inc. Age-Weighted Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2002 | 2 | 1 | $397,096 | $0 | - |
| Koppel & Associates Inc. Age-Weighted Profit Sharing Plan & Trust | - | 1 | $285,415 | - | - |
| Koppel & Associates Inc. Target Benefit Plan & Trust | - | 1 | $111,681 | - | - |
| 2001 | 2 | 1 | $0 | $0 | - |
| Koppel & Associates Inc. Target Benefit Plan & Trust | - | 1 | - | - | - |
| Koppel & Associates Inc. Age-Weighted Profit Sharing Plan & Trust | - | 1 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Koppel & Associates Inc. Target Benefit Plan & Trust | - | 2 | - | - | - |
| Koppel & Associates Inc. Age-Weighted Profit Sharing Plan & Trust | - | 2 | - | - | - |
| 1999 | 2 | 2 | $1,029,388 | $62,500 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Koppel & Associates Inc. Age-Weighted Profit Sharing Plan & Trust | - | 2 | $712,112 | $8,361 | $4,181iApproximate average salary by contribution assumption: employee only about $104,513 at 4% or $69,675 at 6%; with 50% employer match about $69,675 at 4% or $46,450 at 6%; with 100% employer match about $52,256 at 4% or $34,838 at 6%. |
| Koppel & Associates Inc. Target Benefit Plan & Trust | - | 2 | $317,276 | $54,139 | $27,070iApproximate average salary by contribution assumption: employee only about $676,738 at 4% or $451,158 at 6%; with 50% employer match about $451,158 at 4% or $300,772 at 6%; with 100% employer match about $338,369 at 4% or $225,579 at 6%. |