Civic Intelligence

Kollath & Associates CPA LLC

Plan context: Kollath & Associates CPA LLC 401K Plan

EIN 26-2064862 • Prairie Du Sac, WI • 9 filings • 2 plans

421 Water St Ste 111Prairie Du Sac, WI 53578-2109
Current Snapshot

Latest Year

2018

2018 Participants

29

2018 Assets

$1,592,036

2018 Contributions

$225,570

Historical Graphs

Total Assets Over Time

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

$1,654,411$827,206$0200920142018YearValue
$1,592,036Latest year 2018

Participants Over Time

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

34170200920142018YearValue
29Latest year 2018

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
2018129$1,592,036$225,570$7,778iApproximate average salary by contribution assumption: employee only about $194,457 at 4% or $129,638 at 6%; with 50% employer match about $129,638 at 4% or $86,425 at 6%; with 100% employer match about $97,228 at 4% or $64,819 at 6%.
Kollath & Associates CPA LLC 401K Plan-29$1,592,036$225,570$7,778iApproximate average salary by contribution assumption: employee only about $194,457 at 4% or $129,638 at 6%; with 50% employer match about $129,638 at 4% or $86,425 at 6%; with 100% employer match about $97,228 at 4% or $64,819 at 6%.
2017124$1,654,411$334,978$13,957iApproximate average salary by contribution assumption: employee only about $348,935 at 4% or $232,624 at 6%; with 50% employer match about $232,624 at 4% or $155,082 at 6%; with 100% employer match about $174,468 at 4% or $116,312 at 6%.
Kollath & Associates CPA LLC 401K Plan-24$1,654,411$334,978$13,957iApproximate average salary by contribution assumption: employee only about $348,935 at 4% or $232,624 at 6%; with 50% employer match about $232,624 at 4% or $155,082 at 6%; with 100% employer match about $174,468 at 4% or $116,312 at 6%.
2016134$1,332,066$230,966$6,793iApproximate average salary by contribution assumption: employee only about $169,828 at 4% or $113,219 at 6%; with 50% employer match about $113,219 at 4% or $75,479 at 6%; with 100% employer match about $84,914 at 4% or $56,609 at 6%.
Kollath & Associates CPA LLC 401K Plan-34$1,332,066$230,966$6,793iApproximate average salary by contribution assumption: employee only about $169,828 at 4% or $113,219 at 6%; with 50% employer match about $113,219 at 4% or $75,479 at 6%; with 100% employer match about $84,914 at 4% or $56,609 at 6%.
2015130$1,008,322$138,733$4,624iApproximate average salary by contribution assumption: employee only about $115,611 at 4% or $77,074 at 6%; with 50% employer match about $77,074 at 4% or $51,383 at 6%; with 100% employer match about $57,805 at 4% or $38,537 at 6%.
Kollath & Associates CPA LLC 401K Plan-30$1,008,322$138,733$4,624iApproximate average salary by contribution assumption: employee only about $115,611 at 4% or $77,074 at 6%; with 50% employer match about $77,074 at 4% or $51,383 at 6%; with 100% employer match about $57,805 at 4% or $38,537 at 6%.
2014113$912,380$71,646$5,511iApproximate average salary by contribution assumption: employee only about $137,781 at 4% or $91,854 at 6%; with 50% employer match about $91,854 at 4% or $61,236 at 6%; with 100% employer match about $68,890 at 4% or $45,927 at 6%.
Kollath & Associates CPA LLC 401K Plan-13$912,380$71,646$5,511iApproximate average salary by contribution assumption: employee only about $137,781 at 4% or $91,854 at 6%; with 50% employer match about $91,854 at 4% or $61,236 at 6%; with 100% employer match about $68,890 at 4% or $45,927 at 6%.
2013113$848,515$63,125$4,856iApproximate average salary by contribution assumption: employee only about $121,394 at 4% or $80,929 at 6%; with 50% employer match about $80,929 at 4% or $53,953 at 6%; with 100% employer match about $60,697 at 4% or $40,465 at 6%.
Kollath & Associates CPA LLC 401K Plan-13$848,515$63,125$4,856iApproximate average salary by contribution assumption: employee only about $121,394 at 4% or $80,929 at 6%; with 50% employer match about $80,929 at 4% or $53,953 at 6%; with 100% employer match about $60,697 at 4% or $40,465 at 6%.
2012111$690,523$60,993$5,545iApproximate average salary by contribution assumption: employee only about $138,620 at 4% or $92,414 at 6%; with 50% employer match about $92,414 at 4% or $61,609 at 6%; with 100% employer match about $69,310 at 4% or $46,207 at 6%.
Kollath & Associates CPA LLC 401K Plan-11$690,523$60,993$5,545iApproximate average salary by contribution assumption: employee only about $138,620 at 4% or $92,414 at 6%; with 50% employer match about $92,414 at 4% or $61,609 at 6%; with 100% employer match about $69,310 at 4% or $46,207 at 6%.
2011113$583,533$43,061$3,312iApproximate average salary by contribution assumption: employee only about $82,810 at 4% or $55,206 at 6%; with 50% employer match about $55,206 at 4% or $36,804 at 6%; with 100% employer match about $41,405 at 4% or $27,603 at 6%.
Kollath & Associates CPA LLC 401K Plan-13$583,533$43,061$3,312iApproximate average salary by contribution assumption: employee only about $82,810 at 4% or $55,206 at 6%; with 50% employer match about $55,206 at 4% or $36,804 at 6%; with 100% employer match about $41,405 at 4% or $27,603 at 6%.
200918$360,278$39,527$4,941iApproximate average salary by contribution assumption: employee only about $123,522 at 4% or $82,348 at 6%; with 50% employer match about $82,348 at 4% or $54,899 at 6%; with 100% employer match about $61,761 at 4% or $41,174 at 6%.
Kollath & Associates CPA LLC 401K Plan-8$360,278$39,527$4,941iApproximate average salary by contribution assumption: employee only about $123,522 at 4% or $82,348 at 6%; with 50% employer match about $82,348 at 4% or $54,899 at 6%; with 100% employer match about $61,761 at 4% or $41,174 at 6%.