Civic Intelligence

Kmetz, Elwell, Graham & Associates,

Plan context: Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan

EIN 27-1238921 • Vero Beach, FL • 15 filings • 2 plans

2800 Ocean DriveVero Beach, FL 32963
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$3,447,811

2024 Contributions

$339,950

Historical Graphs

Total Assets Over Time

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

$3,447,811$1,723,906$0201020172024YearValue
$3,447,811Latest year 2024

Participants Over Time

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

41210201020172024YearValue
32Latest 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
2024132$3,447,811$339,950$10,623iApproximate average salary by contribution assumption: employee only about $265,586 at 4% or $177,057 at 6%; with 50% employer match about $177,057 at 4% or $118,038 at 6%; with 100% employer match about $132,793 at 4% or $88,529 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-32$3,447,811$339,950$10,623iApproximate average salary by contribution assumption: employee only about $265,586 at 4% or $177,057 at 6%; with 50% employer match about $177,057 at 4% or $118,038 at 6%; with 100% employer match about $132,793 at 4% or $88,529 at 6%.
2023141$3,018,041$340,376$8,302iApproximate average salary by contribution assumption: employee only about $207,546 at 4% or $138,364 at 6%; with 50% employer match about $138,364 at 4% or $92,243 at 6%; with 100% employer match about $103,773 at 4% or $69,182 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-41$3,018,041$340,376$8,302iApproximate average salary by contribution assumption: employee only about $207,546 at 4% or $138,364 at 6%; with 50% employer match about $138,364 at 4% or $92,243 at 6%; with 100% employer match about $103,773 at 4% or $69,182 at 6%.
2022138$2,385,787$331,210$8,716iApproximate average salary by contribution assumption: employee only about $217,901 at 4% or $145,268 at 6%; with 50% employer match about $145,268 at 4% or $96,845 at 6%; with 100% employer match about $108,951 at 4% or $72,634 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-38$2,385,787$331,210$8,716iApproximate average salary by contribution assumption: employee only about $217,901 at 4% or $145,268 at 6%; with 50% employer match about $145,268 at 4% or $96,845 at 6%; with 100% employer match about $108,951 at 4% or $72,634 at 6%.
2021133$3,034,134$355,747$10,780iApproximate average salary by contribution assumption: employee only about $269,505 at 4% or $179,670 at 6%; with 50% employer match about $179,670 at 4% or $119,780 at 6%; with 100% employer match about $134,753 at 4% or $89,835 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-33$3,034,134$355,747$10,780iApproximate average salary by contribution assumption: employee only about $269,505 at 4% or $179,670 at 6%; with 50% employer match about $179,670 at 4% or $119,780 at 6%; with 100% employer match about $134,753 at 4% or $89,835 at 6%.
2020127$2,451,300$187,039$6,927iApproximate average salary by contribution assumption: employee only about $173,184 at 4% or $115,456 at 6%; with 50% employer match about $115,456 at 4% or $76,971 at 6%; with 100% employer match about $86,592 at 4% or $57,728 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-27$2,451,300$187,039$6,927iApproximate average salary by contribution assumption: employee only about $173,184 at 4% or $115,456 at 6%; with 50% employer match about $115,456 at 4% or $76,971 at 6%; with 100% employer match about $86,592 at 4% or $57,728 at 6%.
2019124$2,149,813$134,609$5,609iApproximate average salary by contribution assumption: employee only about $140,218 at 4% or $93,478 at 6%; with 50% employer match about $93,478 at 4% or $62,319 at 6%; with 100% employer match about $70,109 at 4% or $46,739 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-24$2,149,813$134,609$5,609iApproximate average salary by contribution assumption: employee only about $140,218 at 4% or $93,478 at 6%; with 50% employer match about $93,478 at 4% or $62,319 at 6%; with 100% employer match about $70,109 at 4% or $46,739 at 6%.
2018116$2,201,901$155,160$9,698iApproximate average salary by contribution assumption: employee only about $242,438 at 4% or $161,625 at 6%; with 50% employer match about $161,625 at 4% or $107,750 at 6%; with 100% employer match about $121,219 at 4% or $80,813 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-16$2,201,901$155,160$9,698iApproximate average salary by contribution assumption: employee only about $242,438 at 4% or $161,625 at 6%; with 50% employer match about $161,625 at 4% or $107,750 at 6%; with 100% employer match about $121,219 at 4% or $80,813 at 6%.
2017119$2,142,952$152,841$8,044iApproximate average salary by contribution assumption: employee only about $201,107 at 4% or $134,071 at 6%; with 50% employer match about $134,071 at 4% or $89,381 at 6%; with 100% employer match about $100,553 at 4% or $67,036 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-19$2,142,952$152,841$8,044iApproximate average salary by contribution assumption: employee only about $201,107 at 4% or $134,071 at 6%; with 50% employer match about $134,071 at 4% or $89,381 at 6%; with 100% employer match about $100,553 at 4% or $67,036 at 6%.
2016116$1,725,480$121,875$7,617iApproximate average salary by contribution assumption: employee only about $190,430 at 4% or $126,953 at 6%; with 50% employer match about $126,953 at 4% or $84,635 at 6%; with 100% employer match about $95,215 at 4% or $63,477 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-16$1,725,480$121,875$7,617iApproximate average salary by contribution assumption: employee only about $190,430 at 4% or $126,953 at 6%; with 50% employer match about $126,953 at 4% or $84,635 at 6%; with 100% employer match about $95,215 at 4% or $63,477 at 6%.
2015117$1,487,226$116,136$6,832iApproximate average salary by contribution assumption: employee only about $170,788 at 4% or $113,859 at 6%; with 50% employer match about $113,859 at 4% or $75,906 at 6%; with 100% employer match about $85,394 at 4% or $56,929 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-17$1,487,226$116,136$6,832iApproximate average salary by contribution assumption: employee only about $170,788 at 4% or $113,859 at 6%; with 50% employer match about $113,859 at 4% or $75,906 at 6%; with 100% employer match about $85,394 at 4% or $56,929 at 6%.
2014115$1,424,657$92,776$6,185iApproximate average salary by contribution assumption: employee only about $154,627 at 4% or $103,084 at 6%; with 50% employer match about $103,084 at 4% or $68,723 at 6%; with 100% employer match about $77,313 at 4% or $51,542 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-15$1,424,657$92,776$6,185iApproximate average salary by contribution assumption: employee only about $154,627 at 4% or $103,084 at 6%; with 50% employer match about $103,084 at 4% or $68,723 at 6%; with 100% employer match about $77,313 at 4% or $51,542 at 6%.
2013116$1,242,852$70,357$4,397iApproximate average salary by contribution assumption: employee only about $109,933 at 4% or $73,289 at 6%; with 50% employer match about $73,289 at 4% or $48,859 at 6%; with 100% employer match about $54,966 at 4% or $36,644 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-16$1,242,852$70,357$4,397iApproximate average salary by contribution assumption: employee only about $109,933 at 4% or $73,289 at 6%; with 50% employer match about $73,289 at 4% or $48,859 at 6%; with 100% employer match about $54,966 at 4% or $36,644 at 6%.
2012113$1,206,616$59,293$4,561iApproximate average salary by contribution assumption: employee only about $114,025 at 4% or $76,017 at 6%; with 50% employer match about $76,017 at 4% or $50,678 at 6%; with 100% employer match about $57,013 at 4% or $38,008 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-13$1,206,616$59,293$4,561iApproximate average salary by contribution assumption: employee only about $114,025 at 4% or $76,017 at 6%; with 50% employer match about $76,017 at 4% or $50,678 at 6%; with 100% employer match about $57,013 at 4% or $38,008 at 6%.
2011113$997,273$28,815$2,217iApproximate average salary by contribution assumption: employee only about $55,413 at 4% or $36,942 at 6%; with 50% employer match about $36,942 at 4% or $24,628 at 6%; with 100% employer match about $27,707 at 4% or $18,471 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-13$997,273$28,815$2,217iApproximate average salary by contribution assumption: employee only about $55,413 at 4% or $36,942 at 6%; with 50% employer match about $36,942 at 4% or $24,628 at 6%; with 100% employer match about $27,707 at 4% or $18,471 at 6%.
2010114$981,310$51,033$3,645iApproximate average salary by contribution assumption: employee only about $91,130 at 4% or $60,754 at 6%; with 50% employer match about $60,754 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,377 at 6%.
Kmetz, Elwell, Graham & Associates PLLC 401(K) Profit Sharing Plan-14$981,310$51,033$3,645iApproximate average salary by contribution assumption: employee only about $91,130 at 4% or $60,754 at 6%; with 50% employer match about $60,754 at 4% or $40,502 at 6%; with 100% employer match about $45,565 at 4% or $30,377 at 6%.