Civic Intelligence

Kramer Financial LLC

Plan context: Kramer Financial LLC 401 K Profit Sharing Plan Trust

EIN 26-3858442 • Frederick, MD • 14 filings • 2 plans

9099 Ridgefield Dr Suite 101Frederick, MD 21701
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,826,785

2024 Contributions

$210,219

Historical Graphs

Total Assets Over Time

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

$2,826,785$1,413,393$0201120182024YearValue
$2,826,785Latest year 2024

Participants Over Time

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

1050201120182024YearValue
10Latest 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
2024110$2,826,785$210,219$21,022iApproximate average salary by contribution assumption: employee only about $525,548 at 4% or $350,365 at 6%; with 50% employer match about $350,365 at 4% or $233,577 at 6%; with 100% employer match about $262,774 at 4% or $175,183 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-10$2,826,785$210,219$21,022iApproximate average salary by contribution assumption: employee only about $525,548 at 4% or $350,365 at 6%; with 50% employer match about $350,365 at 4% or $233,577 at 6%; with 100% employer match about $262,774 at 4% or $175,183 at 6%.
2023110$2,301,450$238,018$23,802iApproximate average salary by contribution assumption: employee only about $595,045 at 4% or $396,697 at 6%; with 50% employer match about $396,697 at 4% or $264,464 at 6%; with 100% employer match about $297,523 at 4% or $198,348 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-10$2,301,450$238,018$23,802iApproximate average salary by contribution assumption: employee only about $595,045 at 4% or $396,697 at 6%; with 50% employer match about $396,697 at 4% or $264,464 at 6%; with 100% employer match about $297,523 at 4% or $198,348 at 6%.
2022110$1,755,902$254,909$25,491iApproximate average salary by contribution assumption: employee only about $637,273 at 4% or $424,848 at 6%; with 50% employer match about $424,848 at 4% or $283,232 at 6%; with 100% employer match about $318,636 at 4% or $212,424 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-10$1,755,902$254,909$25,491iApproximate average salary by contribution assumption: employee only about $637,273 at 4% or $424,848 at 6%; with 50% employer match about $424,848 at 4% or $283,232 at 6%; with 100% employer match about $318,636 at 4% or $212,424 at 6%.
202119$1,937,115$196,496$21,833iApproximate average salary by contribution assumption: employee only about $545,822 at 4% or $363,881 at 6%; with 50% employer match about $363,881 at 4% or $242,588 at 6%; with 100% employer match about $272,911 at 4% or $181,941 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-9$1,937,115$196,496$21,833iApproximate average salary by contribution assumption: employee only about $545,822 at 4% or $363,881 at 6%; with 50% employer match about $363,881 at 4% or $242,588 at 6%; with 100% employer match about $272,911 at 4% or $181,941 at 6%.
202019$1,486,113$148,291$16,477iApproximate average salary by contribution assumption: employee only about $411,919 at 4% or $274,613 at 6%; with 50% employer match about $274,613 at 4% or $183,075 at 6%; with 100% employer match about $205,960 at 4% or $137,306 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-9$1,486,113$148,291$16,477iApproximate average salary by contribution assumption: employee only about $411,919 at 4% or $274,613 at 6%; with 50% employer match about $274,613 at 4% or $183,075 at 6%; with 100% employer match about $205,960 at 4% or $137,306 at 6%.
201919$1,109,734$195,320$21,702iApproximate average salary by contribution assumption: employee only about $542,556 at 4% or $361,704 at 6%; with 50% employer match about $361,704 at 4% or $241,136 at 6%; with 100% employer match about $271,278 at 4% or $180,852 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-9$1,109,734$195,320$21,702iApproximate average salary by contribution assumption: employee only about $542,556 at 4% or $361,704 at 6%; with 50% employer match about $361,704 at 4% or $241,136 at 6%; with 100% employer match about $271,278 at 4% or $180,852 at 6%.
201818$750,068$143,654$17,957iApproximate average salary by contribution assumption: employee only about $448,919 at 4% or $299,279 at 6%; with 50% employer match about $299,279 at 4% or $199,519 at 6%; with 100% employer match about $224,459 at 4% or $149,640 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-8$750,068$143,654$17,957iApproximate average salary by contribution assumption: employee only about $448,919 at 4% or $299,279 at 6%; with 50% employer match about $299,279 at 4% or $199,519 at 6%; with 100% employer match about $224,459 at 4% or $149,640 at 6%.
201718$669,222$131,042$16,380iApproximate average salary by contribution assumption: employee only about $409,506 at 4% or $273,004 at 6%; with 50% employer match about $273,004 at 4% or $182,003 at 6%; with 100% employer match about $204,753 at 4% or $136,502 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-8$669,222$131,042$16,380iApproximate average salary by contribution assumption: employee only about $409,506 at 4% or $273,004 at 6%; with 50% employer match about $273,004 at 4% or $182,003 at 6%; with 100% employer match about $204,753 at 4% or $136,502 at 6%.
201617$466,081$103,998$14,857iApproximate average salary by contribution assumption: employee only about $371,421 at 4% or $247,614 at 6%; with 50% employer match about $247,614 at 4% or $165,076 at 6%; with 100% employer match about $185,711 at 4% or $123,807 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-7$466,081$103,998$14,857iApproximate average salary by contribution assumption: employee only about $371,421 at 4% or $247,614 at 6%; with 50% employer match about $247,614 at 4% or $165,076 at 6%; with 100% employer match about $185,711 at 4% or $123,807 at 6%.
201518$344,425$94,716$11,840iApproximate average salary by contribution assumption: employee only about $295,988 at 4% or $197,325 at 6%; with 50% employer match about $197,325 at 4% or $131,550 at 6%; with 100% employer match about $147,994 at 4% or $98,663 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-8$344,425$94,716$11,840iApproximate average salary by contribution assumption: employee only about $295,988 at 4% or $197,325 at 6%; with 50% employer match about $197,325 at 4% or $131,550 at 6%; with 100% employer match about $147,994 at 4% or $98,663 at 6%.
201418$259,975$85,052$10,632iApproximate average salary by contribution assumption: employee only about $265,788 at 4% or $177,192 at 6%; with 50% employer match about $177,192 at 4% or $118,128 at 6%; with 100% employer match about $132,894 at 4% or $88,596 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-8$259,975$85,052$10,632iApproximate average salary by contribution assumption: employee only about $265,788 at 4% or $177,192 at 6%; with 50% employer match about $177,192 at 4% or $118,128 at 6%; with 100% employer match about $132,894 at 4% or $88,596 at 6%.
201315$169,545$64,156$12,831iApproximate average salary by contribution assumption: employee only about $320,780 at 4% or $213,853 at 6%; with 50% employer match about $213,853 at 4% or $142,569 at 6%; with 100% employer match about $160,390 at 4% or $106,927 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-5$169,545$64,156$12,831iApproximate average salary by contribution assumption: employee only about $320,780 at 4% or $213,853 at 6%; with 50% employer match about $213,853 at 4% or $142,569 at 6%; with 100% employer match about $160,390 at 4% or $106,927 at 6%.
201215$84,374$37,042$7,408iApproximate average salary by contribution assumption: employee only about $185,210 at 4% or $123,473 at 6%; with 50% employer match about $123,473 at 4% or $82,316 at 6%; with 100% employer match about $92,605 at 4% or $61,737 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-5$84,374$37,042$7,408iApproximate average salary by contribution assumption: employee only about $185,210 at 4% or $123,473 at 6%; with 50% employer match about $123,473 at 4% or $82,316 at 6%; with 100% employer match about $92,605 at 4% or $61,737 at 6%.
201115$36,465$38,232$7,646iApproximate average salary by contribution assumption: employee only about $191,160 at 4% or $127,440 at 6%; with 50% employer match about $127,440 at 4% or $84,960 at 6%; with 100% employer match about $95,580 at 4% or $63,720 at 6%.
Kramer Financial LLC 401 K Profit Sharing Plan Trust-5$36,465$38,232$7,646iApproximate average salary by contribution assumption: employee only about $191,160 at 4% or $127,440 at 6%; with 50% employer match about $127,440 at 4% or $84,960 at 6%; with 100% employer match about $95,580 at 4% or $63,720 at 6%.