KANNER FINANCIAL SERVICES LLC
Plan context: KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 26-0621225 • North Haven, CT • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$458,342
2025 Contributions
$74,192
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 | 4 | $458,342 | $74,192 | $18,548iApproximate average salary by contribution assumption: employee only about $463,700 at 4% or $309,133 at 6%; with 50% employer match about $309,133 at 4% or $206,089 at 6%; with 100% employer match about $231,850 at 4% or $154,567 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $458,342 | $74,192 | $18,548iApproximate average salary by contribution assumption: employee only about $463,700 at 4% or $309,133 at 6%; with 50% employer match about $309,133 at 4% or $206,089 at 6%; with 100% employer match about $231,850 at 4% or $154,567 at 6%. |
| 2024 | 1 | 3 | $331,315 | $52,499 | $17,500iApproximate average salary by contribution assumption: employee only about $437,492 at 4% or $291,661 at 6%; with 50% employer match about $291,661 at 4% or $194,441 at 6%; with 100% employer match about $218,746 at 4% or $145,831 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $331,315 | $52,499 | $17,500iApproximate average salary by contribution assumption: employee only about $437,492 at 4% or $291,661 at 6%; with 50% employer match about $291,661 at 4% or $194,441 at 6%; with 100% employer match about $218,746 at 4% or $145,831 at 6%. |
| 2023 | 1 | 3 | $242,857 | $50,476 | $16,825iApproximate average salary by contribution assumption: employee only about $420,633 at 4% or $280,422 at 6%; with 50% employer match about $280,422 at 4% or $186,948 at 6%; with 100% employer match about $210,317 at 4% or $140,211 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $242,857 | $50,476 | $16,825iApproximate average salary by contribution assumption: employee only about $420,633 at 4% or $280,422 at 6%; with 50% employer match about $280,422 at 4% or $186,948 at 6%; with 100% employer match about $210,317 at 4% or $140,211 at 6%. |
| 2022 | 1 | 3 | $156,374 | $63,073 | $21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $156,374 | $63,073 | $21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%. |
| 2021 | 1 | 3 | $120,535 | $25,495 | $8,498iApproximate average salary by contribution assumption: employee only about $212,458 at 4% or $141,639 at 6%; with 50% employer match about $141,639 at 4% or $94,426 at 6%; with 100% employer match about $106,229 at 4% or $70,819 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $120,535 | $25,495 | $8,498iApproximate average salary by contribution assumption: employee only about $212,458 at 4% or $141,639 at 6%; with 50% employer match about $141,639 at 4% or $94,426 at 6%; with 100% employer match about $106,229 at 4% or $70,819 at 6%. |
| 2020 | 1 | 3 | $81,141 | $28,565 | $9,522iApproximate average salary by contribution assumption: employee only about $238,042 at 4% or $158,694 at 6%; with 50% employer match about $158,694 at 4% or $105,796 at 6%; with 100% employer match about $119,021 at 4% or $79,347 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $81,141 | $28,565 | $9,522iApproximate average salary by contribution assumption: employee only about $238,042 at 4% or $158,694 at 6%; with 50% employer match about $158,694 at 4% or $105,796 at 6%; with 100% employer match about $119,021 at 4% or $79,347 at 6%. |
| 2019 | 1 | 3 | $48,720 | $16,462 | $5,487iApproximate average salary by contribution assumption: employee only about $137,183 at 4% or $91,456 at 6%; with 50% employer match about $91,456 at 4% or $60,970 at 6%; with 100% employer match about $68,592 at 4% or $45,728 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $48,720 | $16,462 | $5,487iApproximate average salary by contribution assumption: employee only about $137,183 at 4% or $91,456 at 6%; with 50% employer match about $91,456 at 4% or $60,970 at 6%; with 100% employer match about $68,592 at 4% or $45,728 at 6%. |
| 2018 | 1 | 2 | $25,339 | $14,045 | $7,023iApproximate average salary by contribution assumption: employee only about $175,563 at 4% or $117,042 at 6%; with 50% employer match about $117,042 at 4% or $78,028 at 6%; with 100% employer match about $87,781 at 4% or $58,521 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $25,339 | $14,045 | $7,023iApproximate average salary by contribution assumption: employee only about $175,563 at 4% or $117,042 at 6%; with 50% employer match about $117,042 at 4% or $78,028 at 6%; with 100% employer match about $87,781 at 4% or $58,521 at 6%. |
| 2017 | 1 | 2 | $13,096 | $12,438 | $6,219iApproximate average salary by contribution assumption: employee only about $155,475 at 4% or $103,650 at 6%; with 50% employer match about $103,650 at 4% or $69,100 at 6%; with 100% employer match about $77,738 at 4% or $51,825 at 6%. |
| KANNER FINANCIAL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $13,096 | $12,438 | $6,219iApproximate average salary by contribution assumption: employee only about $155,475 at 4% or $103,650 at 6%; with 50% employer match about $103,650 at 4% or $69,100 at 6%; with 100% employer match about $77,738 at 4% or $51,825 at 6%. |