Civic Intelligence

ALBERO, KUPFERMAN & ASSOCIATES, LLC

Plan context: AKA ADVISORY, LLC 401(K) PROFIT SHARING PLAN

EIN 26-0645306 • Wilmington, DE • 16 filings • 2 plans

1701 Shallcross Avenue, Suite DWilmington, DE 19806
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$6,986,570

2024 Contributions

$909,071

Historical Graphs

Total Assets Over Time

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

$6,986,570$3,493,285$0200920172024YearValue
$6,986,570Latest year 2024

Participants Over Time

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

46230200920172024YearValue
46Latest 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
2024146$6,986,570$909,071$19,762iApproximate average salary by contribution assumption: employee only about $494,060 at 4% or $329,374 at 6%; with 50% employer match about $329,374 at 4% or $219,582 at 6%; with 100% employer match about $247,030 at 4% or $164,687 at 6%.
AKA ADVISORY, LLC 401(K) PROFIT SHARING PLAN-46$6,986,570$909,071$19,762iApproximate average salary by contribution assumption: employee only about $494,060 at 4% or $329,374 at 6%; with 50% employer match about $329,374 at 4% or $219,582 at 6%; with 100% employer match about $247,030 at 4% or $164,687 at 6%.
2023144$5,444,036$707,905$16,089iApproximate average salary by contribution assumption: employee only about $402,219 at 4% or $268,146 at 6%; with 50% employer match about $268,146 at 4% or $178,764 at 6%; with 100% employer match about $201,109 at 4% or $134,073 at 6%.
AKA ADVISORY, LLC 401(K) PROFIT SHARING PLAN-44$5,444,036$707,905$16,089iApproximate average salary by contribution assumption: employee only about $402,219 at 4% or $268,146 at 6%; with 50% employer match about $268,146 at 4% or $178,764 at 6%; with 100% employer match about $201,109 at 4% or $134,073 at 6%.
2022138$3,999,825$596,287$15,692iApproximate average salary by contribution assumption: employee only about $392,294 at 4% or $261,529 at 6%; with 50% employer match about $261,529 at 4% or $174,353 at 6%; with 100% employer match about $196,147 at 4% or $130,765 at 6%.
AKA ADVISORY, LLC 401(K) PROFIT SHARING PLAN-38$3,999,825$596,287$15,692iApproximate average salary by contribution assumption: employee only about $392,294 at 4% or $261,529 at 6%; with 50% employer match about $261,529 at 4% or $174,353 at 6%; with 100% employer match about $196,147 at 4% or $130,765 at 6%.
2021135$5,638,237$388,338$11,095iApproximate average salary by contribution assumption: employee only about $277,384 at 4% or $184,923 at 6%; with 50% employer match about $184,923 at 4% or $123,282 at 6%; with 100% employer match about $138,692 at 4% or $92,461 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-35$5,638,237$388,338$11,095iApproximate average salary by contribution assumption: employee only about $277,384 at 4% or $184,923 at 6%; with 50% employer match about $184,923 at 4% or $123,282 at 6%; with 100% employer match about $138,692 at 4% or $92,461 at 6%.
2020131$4,525,303$339,412$10,949iApproximate average salary by contribution assumption: employee only about $273,719 at 4% or $182,480 at 6%; with 50% employer match about $182,480 at 4% or $121,653 at 6%; with 100% employer match about $136,860 at 4% or $91,240 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-31$4,525,303$339,412$10,949iApproximate average salary by contribution assumption: employee only about $273,719 at 4% or $182,480 at 6%; with 50% employer match about $182,480 at 4% or $121,653 at 6%; with 100% employer match about $136,860 at 4% or $91,240 at 6%.
2019126$3,602,383$313,903$12,073iApproximate average salary by contribution assumption: employee only about $301,830 at 4% or $201,220 at 6%; with 50% employer match about $201,220 at 4% or $134,147 at 6%; with 100% employer match about $150,915 at 4% or $100,610 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-26$3,602,383$313,903$12,073iApproximate average salary by contribution assumption: employee only about $301,830 at 4% or $201,220 at 6%; with 50% employer match about $201,220 at 4% or $134,147 at 6%; with 100% employer match about $150,915 at 4% or $100,610 at 6%.
2018128$2,735,382$280,888$10,032iApproximate average salary by contribution assumption: employee only about $250,793 at 4% or $167,195 at 6%; with 50% employer match about $167,195 at 4% or $111,463 at 6%; with 100% employer match about $125,396 at 4% or $83,598 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-28$2,735,382$280,888$10,032iApproximate average salary by contribution assumption: employee only about $250,793 at 4% or $167,195 at 6%; with 50% employer match about $167,195 at 4% or $111,463 at 6%; with 100% employer match about $125,396 at 4% or $83,598 at 6%.
2017127$4,037,986$315,454$11,683iApproximate average salary by contribution assumption: employee only about $292,087 at 4% or $194,725 at 6%; with 50% employer match about $194,725 at 4% or $129,816 at 6%; with 100% employer match about $146,044 at 4% or $97,362 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-27$4,037,986$315,454$11,683iApproximate average salary by contribution assumption: employee only about $292,087 at 4% or $194,725 at 6%; with 50% employer match about $194,725 at 4% or $129,816 at 6%; with 100% employer match about $146,044 at 4% or $97,362 at 6%.
2016125$3,224,208$267,317$10,693iApproximate average salary by contribution assumption: employee only about $267,317 at 4% or $178,211 at 6%; with 50% employer match about $178,211 at 4% or $118,808 at 6%; with 100% employer match about $133,659 at 4% or $89,106 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-25$3,224,208$267,317$10,693iApproximate average salary by contribution assumption: employee only about $267,317 at 4% or $178,211 at 6%; with 50% employer match about $178,211 at 4% or $118,808 at 6%; with 100% employer match about $133,659 at 4% or $89,106 at 6%.
2015121$2,746,450$232,203$11,057iApproximate average salary by contribution assumption: employee only about $276,432 at 4% or $184,288 at 6%; with 50% employer match about $184,288 at 4% or $122,859 at 6%; with 100% employer match about $138,216 at 4% or $92,144 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-21$2,746,450$232,203$11,057iApproximate average salary by contribution assumption: employee only about $276,432 at 4% or $184,288 at 6%; with 50% employer match about $184,288 at 4% or $122,859 at 6%; with 100% employer match about $138,216 at 4% or $92,144 at 6%.
2014119$2,535,480$218,232$11,486iApproximate average salary by contribution assumption: employee only about $287,147 at 4% or $191,432 at 6%; with 50% employer match about $191,432 at 4% or $127,621 at 6%; with 100% employer match about $143,574 at 4% or $95,716 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-19$2,535,480$218,232$11,486iApproximate average salary by contribution assumption: employee only about $287,147 at 4% or $191,432 at 6%; with 50% employer match about $191,432 at 4% or $127,621 at 6%; with 100% employer match about $143,574 at 4% or $95,716 at 6%.
2013117$2,098,713$192,205$11,306iApproximate average salary by contribution assumption: employee only about $282,654 at 4% or $188,436 at 6%; with 50% employer match about $188,436 at 4% or $125,624 at 6%; with 100% employer match about $141,327 at 4% or $94,218 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-17$2,098,713$192,205$11,306iApproximate average salary by contribution assumption: employee only about $282,654 at 4% or $188,436 at 6%; with 50% employer match about $188,436 at 4% or $125,624 at 6%; with 100% employer match about $141,327 at 4% or $94,218 at 6%.
2012115$2,098,312$176,348$11,757iApproximate average salary by contribution assumption: employee only about $293,913 at 4% or $195,942 at 6%; with 50% employer match about $195,942 at 4% or $130,628 at 6%; with 100% employer match about $146,957 at 4% or $97,971 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-15$2,098,312$176,348$11,757iApproximate average salary by contribution assumption: employee only about $293,913 at 4% or $195,942 at 6%; with 50% employer match about $195,942 at 4% or $130,628 at 6%; with 100% employer match about $146,957 at 4% or $97,971 at 6%.
2011115$1,693,594$188,493$12,566iApproximate average salary by contribution assumption: employee only about $314,155 at 4% or $209,437 at 6%; with 50% employer match about $209,437 at 4% or $139,624 at 6%; with 100% employer match about $157,078 at 4% or $104,718 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-15$1,693,594$188,493$12,566iApproximate average salary by contribution assumption: employee only about $314,155 at 4% or $209,437 at 6%; with 50% employer match about $209,437 at 4% or $139,624 at 6%; with 100% employer match about $157,078 at 4% or $104,718 at 6%.
2010115$1,536,888$194,460$12,964iApproximate average salary by contribution assumption: employee only about $324,100 at 4% or $216,067 at 6%; with 50% employer match about $216,067 at 4% or $144,044 at 6%; with 100% employer match about $162,050 at 4% or $108,033 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-15$1,536,888$194,460$12,964iApproximate average salary by contribution assumption: employee only about $324,100 at 4% or $216,067 at 6%; with 50% employer match about $216,067 at 4% or $144,044 at 6%; with 100% employer match about $162,050 at 4% or $108,033 at 6%.
2009113$1,191,803$268,126$20,625iApproximate average salary by contribution assumption: employee only about $515,627 at 4% or $343,751 at 6%; with 50% employer match about $343,751 at 4% or $229,168 at 6%; with 100% employer match about $257,813 at 4% or $171,876 at 6%.
ALBERO, KUPFERMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-13$1,191,803$268,126$20,625iApproximate average salary by contribution assumption: employee only about $515,627 at 4% or $343,751 at 6%; with 50% employer match about $343,751 at 4% or $229,168 at 6%; with 100% employer match about $257,813 at 4% or $171,876 at 6%.