Civic Intelligence

Kauffman Wealth Services Inc.

Plan context: Kauffman Wealth Services Inc. 401(K) Plan

EIN 26-1620662 • Pasadena, CA • 12 filings • 4 plans

140 S Lake Ave, Suite 307Pasadena, CA 91101
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$4,298,823

2020 Contributions

$329,600

Historical Graphs

Total Assets Over Time

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

$4,298,823$2,149,412$0201320172020YearValue
$4,298,823Latest year 2020

Participants Over Time

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

630201320172020YearValue
2Latest year 2020

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
202022$4,298,823$329,600$164,800iApproximate average salary by contribution assumption: employee only about $4,120,000 at 4% or $2,746,667 at 6%; with 50% employer match about $2,746,667 at 4% or $1,831,111 at 6%; with 100% employer match about $2,060,000 at 4% or $1,373,333 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-2$3,134,074$29,600$14,800iApproximate average salary by contribution assumption: employee only about $370,000 at 4% or $246,667 at 6%; with 50% employer match about $246,667 at 4% or $164,444 at 6%; with 100% employer match about $185,000 at 4% or $123,333 at 6%.
KAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN-2$1,164,749$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201924$3,596,872$264,560$66,140iApproximate average salary by contribution assumption: employee only about $1,653,500 at 4% or $1,102,333 at 6%; with 50% employer match about $1,102,333 at 4% or $734,889 at 6%; with 100% employer match about $826,750 at 4% or $551,167 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-4$2,861,124$31,137$7,784iApproximate average salary by contribution assumption: employee only about $194,606 at 4% or $129,738 at 6%; with 50% employer match about $129,738 at 4% or $86,492 at 6%; with 100% employer match about $97,303 at 4% or $64,869 at 6%.
KAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN-3$735,748$233,423$77,808iApproximate average salary by contribution assumption: employee only about $1,945,192 at 4% or $1,296,794 at 6%; with 50% employer match about $1,296,794 at 4% or $864,530 at 6%; with 100% employer match about $972,596 at 4% or $648,397 at 6%.
201825$2,827,473$289,200$57,840iApproximate average salary by contribution assumption: employee only about $1,446,000 at 4% or $964,000 at 6%; with 50% employer match about $964,000 at 4% or $642,667 at 6%; with 100% employer match about $723,000 at 4% or $482,000 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-5$2,397,426$50,930$10,186iApproximate average salary by contribution assumption: employee only about $254,650 at 4% or $169,767 at 6%; with 50% employer match about $169,767 at 4% or $113,178 at 6%; with 100% employer match about $127,325 at 4% or $84,883 at 6%.
KAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN-4$430,047$238,270$59,568iApproximate average salary by contribution assumption: employee only about $1,489,188 at 4% or $992,792 at 6%; with 50% employer match about $992,792 at 4% or $661,861 at 6%; with 100% employer match about $744,594 at 4% or $496,396 at 6%.
201726$3,906,593$301,219$50,203iApproximate average salary by contribution assumption: employee only about $1,255,079 at 4% or $836,719 at 6%; with 50% employer match about $836,719 at 4% or $557,813 at 6%; with 100% employer match about $627,540 at 4% or $418,360 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-6$3,686,174$80,800$13,467iApproximate average salary by contribution assumption: employee only about $336,667 at 4% or $224,444 at 6%; with 50% employer match about $224,444 at 4% or $149,630 at 6%; with 100% employer match about $168,333 at 4% or $112,222 at 6%.
KAUFFMAN WEALTH MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN-4$220,419$220,419$55,105iApproximate average salary by contribution assumption: employee only about $1,377,619 at 4% or $918,413 at 6%; with 50% employer match about $918,413 at 4% or $612,275 at 6%; with 100% employer match about $688,809 at 4% or $459,206 at 6%.
201614$3,267,833$62,324$15,581iApproximate average salary by contribution assumption: employee only about $389,525 at 4% or $259,683 at 6%; with 50% employer match about $259,683 at 4% or $173,122 at 6%; with 100% employer match about $194,763 at 4% or $129,842 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-4$3,267,833$62,324$15,581iApproximate average salary by contribution assumption: employee only about $389,525 at 4% or $259,683 at 6%; with 50% employer match about $259,683 at 4% or $173,122 at 6%; with 100% employer match about $194,763 at 4% or $129,842 at 6%.
201513$3,009,594$39,906$13,302iApproximate average salary by contribution assumption: employee only about $332,550 at 4% or $221,700 at 6%; with 50% employer match about $221,700 at 4% or $147,800 at 6%; with 100% employer match about $166,275 at 4% or $110,850 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-3$3,009,594$39,906$13,302iApproximate average salary by contribution assumption: employee only about $332,550 at 4% or $221,700 at 6%; with 50% employer match about $221,700 at 4% or $147,800 at 6%; with 100% employer match about $166,275 at 4% or $110,850 at 6%.
201414$3,096,848$154,300$38,575iApproximate average salary by contribution assumption: employee only about $964,375 at 4% or $642,917 at 6%; with 50% employer match about $642,917 at 4% or $428,611 at 6%; with 100% employer match about $482,188 at 4% or $321,458 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-4$3,096,848$154,300$38,575iApproximate average salary by contribution assumption: employee only about $964,375 at 4% or $642,917 at 6%; with 50% employer match about $642,917 at 4% or $428,611 at 6%; with 100% employer match about $482,188 at 4% or $321,458 at 6%.
201312$2,765,259$67,459$33,730iApproximate average salary by contribution assumption: employee only about $843,238 at 4% or $562,158 at 6%; with 50% employer match about $562,158 at 4% or $374,772 at 6%; with 100% employer match about $421,619 at 4% or $281,079 at 6%.
Kauffman Wealth Services Inc. 401(K) Plan-2$2,765,259$67,459$33,730iApproximate average salary by contribution assumption: employee only about $843,238 at 4% or $562,158 at 6%; with 50% employer match about $562,158 at 4% or $374,772 at 6%; with 100% employer match about $421,619 at 4% or $281,079 at 6%.