Civic Intelligence

Kohlhepp Investment Advisors Ltd.

Plan context: Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan

EIN 23-2965652 • Doylestown, PA • 27 filings • 7 plans

3655 Route 202Suite 100Doylestown, PA 18902
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,109,004

2024 Contributions

$374,303

Historical Graphs

Total Assets Over Time

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

$3,109,004$1,554,502$0199920122024YearValue
$3,109,004Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest 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
202426$3,109,004$374,303$62,384iApproximate average salary by contribution assumption: employee only about $1,559,596 at 4% or $1,039,731 at 6%; with 50% employer match about $1,039,731 at 4% or $693,154 at 6%; with 100% employer match about $779,798 at 4% or $519,865 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$3,011,780$223,530$37,255iApproximate average salary by contribution assumption: employee only about $931,375 at 4% or $620,917 at 6%; with 50% employer match about $620,917 at 4% or $413,944 at 6%; with 100% employer match about $465,688 at 4% or $310,458 at 6%.
KOHLHEPP INVESTMENT ADVISOR LTD CASH BALANCE PLAN-6$97,224$150,773$25,129iApproximate average salary by contribution assumption: employee only about $628,221 at 4% or $418,814 at 6%; with 50% employer match about $418,814 at 4% or $279,209 at 6%; with 100% employer match about $314,110 at 4% or $209,407 at 6%.
202316$2,537,198$222,384$37,064iApproximate average salary by contribution assumption: employee only about $926,600 at 4% or $617,733 at 6%; with 50% employer match about $617,733 at 4% or $411,822 at 6%; with 100% employer match about $463,300 at 4% or $308,867 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$2,537,198$222,384$37,064iApproximate average salary by contribution assumption: employee only about $926,600 at 4% or $617,733 at 6%; with 50% employer match about $617,733 at 4% or $411,822 at 6%; with 100% employer match about $463,300 at 4% or $308,867 at 6%.
202217$2,242,393$225,888$32,270iApproximate average salary by contribution assumption: employee only about $806,743 at 4% or $537,829 at 6%; with 50% employer match about $537,829 at 4% or $358,552 at 6%; with 100% employer match about $403,371 at 4% or $268,914 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-7$2,242,393$225,888$32,270iApproximate average salary by contribution assumption: employee only about $806,743 at 4% or $537,829 at 6%; with 50% employer match about $537,829 at 4% or $358,552 at 6%; with 100% employer match about $403,371 at 4% or $268,914 at 6%.
202117$2,646,532$246,322$35,189iApproximate average salary by contribution assumption: employee only about $879,721 at 4% or $586,481 at 6%; with 50% employer match about $586,481 at 4% or $390,987 at 6%; with 100% employer match about $439,861 at 4% or $293,240 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-7$2,646,532$246,322$35,189iApproximate average salary by contribution assumption: employee only about $879,721 at 4% or $586,481 at 6%; with 50% employer match about $586,481 at 4% or $390,987 at 6%; with 100% employer match about $439,861 at 4% or $293,240 at 6%.
202016$2,100,512$174,788$29,131iApproximate average salary by contribution assumption: employee only about $728,283 at 4% or $485,522 at 6%; with 50% employer match about $485,522 at 4% or $323,681 at 6%; with 100% employer match about $364,142 at 4% or $242,761 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$2,100,512$174,788$29,131iApproximate average salary by contribution assumption: employee only about $728,283 at 4% or $485,522 at 6%; with 50% employer match about $485,522 at 4% or $323,681 at 6%; with 100% employer match about $364,142 at 4% or $242,761 at 6%.
201916$1,754,206$144,579$24,097iApproximate average salary by contribution assumption: employee only about $602,413 at 4% or $401,608 at 6%; with 50% employer match about $401,608 at 4% or $267,739 at 6%; with 100% employer match about $301,206 at 4% or $200,804 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$1,754,206$144,579$24,097iApproximate average salary by contribution assumption: employee only about $602,413 at 4% or $401,608 at 6%; with 50% employer match about $401,608 at 4% or $267,739 at 6%; with 100% employer match about $301,206 at 4% or $200,804 at 6%.
201816$1,326,441$159,724$26,621iApproximate average salary by contribution assumption: employee only about $665,517 at 4% or $443,678 at 6%; with 50% employer match about $443,678 at 4% or $295,785 at 6%; with 100% employer match about $332,758 at 4% or $221,839 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$1,326,441$159,724$26,621iApproximate average salary by contribution assumption: employee only about $665,517 at 4% or $443,678 at 6%; with 50% employer match about $443,678 at 4% or $295,785 at 6%; with 100% employer match about $332,758 at 4% or $221,839 at 6%.
201716$1,274,235$157,276$26,213iApproximate average salary by contribution assumption: employee only about $655,317 at 4% or $436,878 at 6%; with 50% employer match about $436,878 at 4% or $291,252 at 6%; with 100% employer match about $327,658 at 4% or $218,439 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$1,274,235$157,276$26,213iApproximate average salary by contribution assumption: employee only about $655,317 at 4% or $436,878 at 6%; with 50% employer match about $436,878 at 4% or $291,252 at 6%; with 100% employer match about $327,658 at 4% or $218,439 at 6%.
201616$974,796$145,818$24,303iApproximate average salary by contribution assumption: employee only about $607,575 at 4% or $405,050 at 6%; with 50% employer match about $405,050 at 4% or $270,033 at 6%; with 100% employer match about $303,788 at 4% or $202,525 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$974,796$145,818$24,303iApproximate average salary by contribution assumption: employee only about $607,575 at 4% or $405,050 at 6%; with 50% employer match about $405,050 at 4% or $270,033 at 6%; with 100% employer match about $303,788 at 4% or $202,525 at 6%.
201516$734,284$144,507$24,085iApproximate average salary by contribution assumption: employee only about $602,113 at 4% or $401,408 at 6%; with 50% employer match about $401,408 at 4% or $267,606 at 6%; with 100% employer match about $301,056 at 4% or $200,704 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$734,284$144,507$24,085iApproximate average salary by contribution assumption: employee only about $602,113 at 4% or $401,408 at 6%; with 50% employer match about $401,408 at 4% or $267,606 at 6%; with 100% employer match about $301,056 at 4% or $200,704 at 6%.
201416$667,406$138,503$23,084iApproximate average salary by contribution assumption: employee only about $577,096 at 4% or $384,731 at 6%; with 50% employer match about $384,731 at 4% or $256,487 at 6%; with 100% employer match about $288,548 at 4% or $192,365 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$667,406$138,503$23,084iApproximate average salary by contribution assumption: employee only about $577,096 at 4% or $384,731 at 6%; with 50% employer match about $384,731 at 4% or $256,487 at 6%; with 100% employer match about $288,548 at 4% or $192,365 at 6%.
201315$812,108$125,856$25,171iApproximate average salary by contribution assumption: employee only about $629,280 at 4% or $419,520 at 6%; with 50% employer match about $419,520 at 4% or $279,680 at 6%; with 100% employer match about $314,640 at 4% or $209,760 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-5$812,108$125,856$25,171iApproximate average salary by contribution assumption: employee only about $629,280 at 4% or $419,520 at 6%; with 50% employer match about $419,520 at 4% or $279,680 at 6%; with 100% employer match about $314,640 at 4% or $209,760 at 6%.
201215$760,429$134,581$26,916iApproximate average salary by contribution assumption: employee only about $672,905 at 4% or $448,603 at 6%; with 50% employer match about $448,603 at 4% or $299,069 at 6%; with 100% employer match about $336,453 at 4% or $224,302 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-5$760,429$134,581$26,916iApproximate average salary by contribution assumption: employee only about $672,905 at 4% or $448,603 at 6%; with 50% employer match about $448,603 at 4% or $299,069 at 6%; with 100% employer match about $336,453 at 4% or $224,302 at 6%.
201115$564,542$139,381$27,876iApproximate average salary by contribution assumption: employee only about $696,905 at 4% or $464,603 at 6%; with 50% employer match about $464,603 at 4% or $309,736 at 6%; with 100% employer match about $348,453 at 4% or $232,302 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-5$564,542$139,381$27,876iApproximate average salary by contribution assumption: employee only about $696,905 at 4% or $464,603 at 6%; with 50% employer match about $464,603 at 4% or $309,736 at 6%; with 100% employer match about $348,453 at 4% or $232,302 at 6%.
201016$645,044$110,190$18,365iApproximate average salary by contribution assumption: employee only about $459,125 at 4% or $306,083 at 6%; with 50% employer match about $306,083 at 4% or $204,056 at 6%; with 100% employer match about $229,563 at 4% or $153,042 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$645,044$110,190$18,365iApproximate average salary by contribution assumption: employee only about $459,125 at 4% or $306,083 at 6%; with 50% employer match about $306,083 at 4% or $204,056 at 6%; with 100% employer match about $229,563 at 4% or $153,042 at 6%.
200917$496,388$84,060$12,009iApproximate average salary by contribution assumption: employee only about $300,214 at 4% or $200,143 at 6%; with 50% employer match about $200,143 at 4% or $133,429 at 6%; with 100% employer match about $150,107 at 4% or $100,071 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-7$496,388$84,060$12,009iApproximate average salary by contribution assumption: employee only about $300,214 at 4% or $200,143 at 6%; with 50% employer match about $200,143 at 4% or $133,429 at 6%; with 100% employer match about $150,107 at 4% or $100,071 at 6%.
200814$453,923$100,751$25,188iApproximate average salary by contribution assumption: employee only about $629,694 at 4% or $419,796 at 6%; with 50% employer match about $419,796 at 4% or $279,864 at 6%; with 100% employer match about $314,847 at 4% or $209,898 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-4$453,923$100,751$25,188iApproximate average salary by contribution assumption: employee only about $629,694 at 4% or $419,796 at 6%; with 50% employer match about $419,796 at 4% or $279,864 at 6%; with 100% employer match about $314,847 at 4% or $209,898 at 6%.
200717$876,208$112,659$16,094iApproximate average salary by contribution assumption: employee only about $402,354 at 4% or $268,236 at 6%; with 50% employer match about $268,236 at 4% or $178,824 at 6%; with 100% employer match about $201,177 at 4% or $134,118 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-7$876,208$112,659$16,094iApproximate average salary by contribution assumption: employee only about $402,354 at 4% or $268,236 at 6%; with 50% employer match about $268,236 at 4% or $178,824 at 6%; with 100% employer match about $201,177 at 4% or $134,118 at 6%.
200617$689,740$97,578$13,940iApproximate average salary by contribution assumption: employee only about $348,493 at 4% or $232,329 at 6%; with 50% employer match about $232,329 at 4% or $154,886 at 6%; with 100% employer match about $174,246 at 4% or $116,164 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-7$689,740$97,578$13,940iApproximate average salary by contribution assumption: employee only about $348,493 at 4% or $232,329 at 6%; with 50% employer match about $232,329 at 4% or $154,886 at 6%; with 100% employer match about $174,246 at 4% or $116,164 at 6%.
200515$508,197$101,832$20,366iApproximate average salary by contribution assumption: employee only about $509,160 at 4% or $339,440 at 6%; with 50% employer match about $339,440 at 4% or $226,293 at 6%; with 100% employer match about $254,580 at 4% or $169,720 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-5$508,197$101,832$20,366iApproximate average salary by contribution assumption: employee only about $509,160 at 4% or $339,440 at 6%; with 50% employer match about $339,440 at 4% or $226,293 at 6%; with 100% employer match about $254,580 at 4% or $169,720 at 6%.
200415$434,216$50,839$10,168iApproximate average salary by contribution assumption: employee only about $254,195 at 4% or $169,463 at 6%; with 50% employer match about $169,463 at 4% or $112,976 at 6%; with 100% employer match about $127,097 at 4% or $84,732 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-5$434,216$50,839$10,168iApproximate average salary by contribution assumption: employee only about $254,195 at 4% or $169,463 at 6%; with 50% employer match about $169,463 at 4% or $112,976 at 6%; with 100% employer match about $127,097 at 4% or $84,732 at 6%.
200315$325,906$66,174$13,235iApproximate average salary by contribution assumption: employee only about $330,870 at 4% or $220,580 at 6%; with 50% employer match about $220,580 at 4% or $147,053 at 6%; with 100% employer match about $165,435 at 4% or $110,290 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-5$325,906$66,174$13,235iApproximate average salary by contribution assumption: employee only about $330,870 at 4% or $220,580 at 6%; with 50% employer match about $220,580 at 4% or $147,053 at 6%; with 100% employer match about $165,435 at 4% or $110,290 at 6%.
200216$200,348$39,812$6,635iApproximate average salary by contribution assumption: employee only about $165,883 at 4% or $110,589 at 6%; with 50% employer match about $110,589 at 4% or $73,726 at 6%; with 100% employer match about $82,942 at 4% or $55,294 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-6$200,348$39,812$6,635iApproximate average salary by contribution assumption: employee only about $165,883 at 4% or $110,589 at 6%; with 50% employer match about $110,589 at 4% or $73,726 at 6%; with 100% employer match about $82,942 at 4% or $55,294 at 6%.
200114$0$0-
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-4---
200014$200,771$19,932$4,983iApproximate average salary by contribution assumption: employee only about $124,575 at 4% or $83,050 at 6%; with 50% employer match about $83,050 at 4% or $55,367 at 6%; with 100% employer match about $62,288 at 4% or $41,525 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-4$200,771$19,932$4,983iApproximate average salary by contribution assumption: employee only about $124,575 at 4% or $83,050 at 6%; with 50% employer match about $83,050 at 4% or $55,367 at 6%; with 100% employer match about $62,288 at 4% or $41,525 at 6%.
199913$239,458$54,423$18,141iApproximate average salary by contribution assumption: employee only about $453,525 at 4% or $302,350 at 6%; with 50% employer match about $302,350 at 4% or $201,567 at 6%; with 100% employer match about $226,763 at 4% or $151,175 at 6%.
Kohlhepp Investment Advisors Ltd. 401(K) Profit Sharing Plan-3$239,458$54,423$18,141iApproximate average salary by contribution assumption: employee only about $453,525 at 4% or $302,350 at 6%; with 50% employer match about $302,350 at 4% or $201,567 at 6%; with 100% employer match about $226,763 at 4% or $151,175 at 6%.