Civic Intelligence

Caparella-Kraemer and Associates LLC

Plan context: Caparella-Kraemer and Associates LLC 401(K) Plan

EIN 27-0868820 • West Chester, OH • 14 filings • 2 plans

4841-a Rialto RoadWest Chester, OH 45069
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,029,483

2024 Contributions

$181,251

Historical Graphs

Total Assets Over Time

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

$1,029,483$514,742$0201120182024YearValue
$1,029,483Latest 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
7Latest 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
202417$1,029,483$181,251$25,893iApproximate average salary by contribution assumption: employee only about $647,325 at 4% or $431,550 at 6%; with 50% employer match about $431,550 at 4% or $287,700 at 6%; with 100% employer match about $323,663 at 4% or $215,775 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-7$1,029,483$181,251$25,893iApproximate average salary by contribution assumption: employee only about $647,325 at 4% or $431,550 at 6%; with 50% employer match about $431,550 at 4% or $287,700 at 6%; with 100% employer match about $323,663 at 4% or $215,775 at 6%.
202316$741,638$74,186$12,364iApproximate average salary by contribution assumption: employee only about $309,108 at 4% or $206,072 at 6%; with 50% employer match about $206,072 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-6$741,638$74,186$12,364iApproximate average salary by contribution assumption: employee only about $309,108 at 4% or $206,072 at 6%; with 50% employer match about $206,072 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%.
202218$595,634$68,855$8,607iApproximate average salary by contribution assumption: employee only about $215,172 at 4% or $143,448 at 6%; with 50% employer match about $143,448 at 4% or $95,632 at 6%; with 100% employer match about $107,586 at 4% or $71,724 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-8$595,634$68,855$8,607iApproximate average salary by contribution assumption: employee only about $215,172 at 4% or $143,448 at 6%; with 50% employer match about $143,448 at 4% or $95,632 at 6%; with 100% employer match about $107,586 at 4% or $71,724 at 6%.
202118$645,753$69,161$8,645iApproximate average salary by contribution assumption: employee only about $216,128 at 4% or $144,085 at 6%; with 50% employer match about $144,085 at 4% or $96,057 at 6%; with 100% employer match about $108,064 at 4% or $72,043 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-8$645,753$69,161$8,645iApproximate average salary by contribution assumption: employee only about $216,128 at 4% or $144,085 at 6%; with 50% employer match about $144,085 at 4% or $96,057 at 6%; with 100% employer match about $108,064 at 4% or $72,043 at 6%.
202018$497,859$65,547$8,193iApproximate average salary by contribution assumption: employee only about $204,834 at 4% or $136,556 at 6%; with 50% employer match about $136,556 at 4% or $91,038 at 6%; with 100% employer match about $102,417 at 4% or $68,278 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-8$497,859$65,547$8,193iApproximate average salary by contribution assumption: employee only about $204,834 at 4% or $136,556 at 6%; with 50% employer match about $136,556 at 4% or $91,038 at 6%; with 100% employer match about $102,417 at 4% or $68,278 at 6%.
201918$367,422$68,960$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-8$367,422$68,960$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.
201818$246,062$45,776$5,722iApproximate average salary by contribution assumption: employee only about $143,050 at 4% or $95,367 at 6%; with 50% employer match about $95,367 at 4% or $63,578 at 6%; with 100% employer match about $71,525 at 4% or $47,683 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-8$246,062$45,776$5,722iApproximate average salary by contribution assumption: employee only about $143,050 at 4% or $95,367 at 6%; with 50% employer match about $95,367 at 4% or $63,578 at 6%; with 100% employer match about $71,525 at 4% or $47,683 at 6%.
201719$222,730$49,672$5,519iApproximate average salary by contribution assumption: employee only about $137,978 at 4% or $91,985 at 6%; with 50% employer match about $91,985 at 4% or $61,323 at 6%; with 100% employer match about $68,989 at 4% or $45,993 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-9$222,730$49,672$5,519iApproximate average salary by contribution assumption: employee only about $137,978 at 4% or $91,985 at 6%; with 50% employer match about $91,985 at 4% or $61,323 at 6%; with 100% employer match about $68,989 at 4% or $45,993 at 6%.
201618$143,931$36,369$4,546iApproximate average salary by contribution assumption: employee only about $113,653 at 4% or $75,769 at 6%; with 50% employer match about $75,769 at 4% or $50,513 at 6%; with 100% employer match about $56,827 at 4% or $37,884 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-8$143,931$36,369$4,546iApproximate average salary by contribution assumption: employee only about $113,653 at 4% or $75,769 at 6%; with 50% employer match about $75,769 at 4% or $50,513 at 6%; with 100% employer match about $56,827 at 4% or $37,884 at 6%.
201516$100,656$25,095$4,183iApproximate average salary by contribution assumption: employee only about $104,563 at 4% or $69,708 at 6%; with 50% employer match about $69,708 at 4% or $46,472 at 6%; with 100% employer match about $52,281 at 4% or $34,854 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-6$100,656$25,095$4,183iApproximate average salary by contribution assumption: employee only about $104,563 at 4% or $69,708 at 6%; with 50% employer match about $69,708 at 4% or $46,472 at 6%; with 100% employer match about $52,281 at 4% or $34,854 at 6%.
201416$76,388$22,562$3,760iApproximate average salary by contribution assumption: employee only about $94,008 at 4% or $62,672 at 6%; with 50% employer match about $62,672 at 4% or $41,781 at 6%; with 100% employer match about $47,004 at 4% or $31,336 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-6$76,388$22,562$3,760iApproximate average salary by contribution assumption: employee only about $94,008 at 4% or $62,672 at 6%; with 50% employer match about $62,672 at 4% or $41,781 at 6%; with 100% employer match about $47,004 at 4% or $31,336 at 6%.
201317$71,728$26,348$3,764iApproximate average salary by contribution assumption: employee only about $94,100 at 4% or $62,733 at 6%; with 50% employer match about $62,733 at 4% or $41,822 at 6%; with 100% employer match about $47,050 at 4% or $31,367 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-7$71,728$26,348$3,764iApproximate average salary by contribution assumption: employee only about $94,100 at 4% or $62,733 at 6%; with 50% employer match about $62,733 at 4% or $41,822 at 6%; with 100% employer match about $47,050 at 4% or $31,367 at 6%.
2012110$53,380$33,372$3,337iApproximate average salary by contribution assumption: employee only about $83,430 at 4% or $55,620 at 6%; with 50% employer match about $55,620 at 4% or $37,080 at 6%; with 100% employer match about $41,715 at 4% or $27,810 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-10$53,380$33,372$3,337iApproximate average salary by contribution assumption: employee only about $83,430 at 4% or $55,620 at 6%; with 50% employer match about $55,620 at 4% or $37,080 at 6%; with 100% employer match about $41,715 at 4% or $27,810 at 6%.
201118$17,071$17,573$2,197iApproximate average salary by contribution assumption: employee only about $54,916 at 4% or $36,610 at 6%; with 50% employer match about $36,610 at 4% or $24,407 at 6%; with 100% employer match about $27,458 at 4% or $18,305 at 6%.
Caparella-Kraemer and Associates LLC 401(K) Plan-8$17,071$17,573$2,197iApproximate average salary by contribution assumption: employee only about $54,916 at 4% or $36,610 at 6%; with 50% employer match about $36,610 at 4% or $24,407 at 6%; with 100% employer match about $27,458 at 4% or $18,305 at 6%.