Civic Intelligence

Kathleen M Belknap Consulting

Plan context: Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust

EIN 27-2371919 • Brewster, MA • 12 filings • 2 plans

PO Box 1163Brewster, MA 02631
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$1,151,617

2024 Contributions

$74,000

Historical Graphs

Total Assets Over Time

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

$1,151,617$575,809$0201220182024YearValue
$1,151,617Latest year 2024

Participants Over Time

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

110201220182024YearValue
1Latest 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
202411$1,151,617$74,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$1,151,617$74,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
202311$982,182$74,200$74,200iApproximate average salary by contribution assumption: employee only about $1,855,000 at 4% or $1,236,667 at 6%; with 50% employer match about $1,236,667 at 4% or $824,444 at 6%; with 100% employer match about $927,500 at 4% or $618,333 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$982,182$74,200$74,200iApproximate average salary by contribution assumption: employee only about $1,855,000 at 4% or $1,236,667 at 6%; with 50% employer match about $1,236,667 at 4% or $824,444 at 6%; with 100% employer match about $927,500 at 4% or $618,333 at 6%.
202211$795,448$65,500$65,500iApproximate average salary by contribution assumption: employee only about $1,637,500 at 4% or $1,091,667 at 6%; with 50% employer match about $1,091,667 at 4% or $727,778 at 6%; with 100% employer match about $818,750 at 4% or $545,833 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$795,448$65,500$65,500iApproximate average salary by contribution assumption: employee only about $1,637,500 at 4% or $1,091,667 at 6%; with 50% employer match about $1,091,667 at 4% or $727,778 at 6%; with 100% employer match about $818,750 at 4% or $545,833 at 6%.
202111$876,126$63,200$63,200iApproximate average salary by contribution assumption: employee only about $1,580,000 at 4% or $1,053,333 at 6%; with 50% employer match about $1,053,333 at 4% or $702,222 at 6%; with 100% employer match about $790,000 at 4% or $526,667 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$876,126$63,200$63,200iApproximate average salary by contribution assumption: employee only about $1,580,000 at 4% or $1,053,333 at 6%; with 50% employer match about $1,053,333 at 4% or $702,222 at 6%; with 100% employer match about $790,000 at 4% or $526,667 at 6%.
201911$529,131$61,500$61,500iApproximate average salary by contribution assumption: employee only about $1,537,500 at 4% or $1,025,000 at 6%; with 50% employer match about $1,025,000 at 4% or $683,333 at 6%; with 100% employer match about $768,750 at 4% or $512,500 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$529,131$61,500$61,500iApproximate average salary by contribution assumption: employee only about $1,537,500 at 4% or $1,025,000 at 6%; with 50% employer match about $1,025,000 at 4% or $683,333 at 6%; with 100% employer match about $768,750 at 4% or $512,500 at 6%.
201811$373,200$60,500$60,500iApproximate average salary by contribution assumption: employee only about $1,512,500 at 4% or $1,008,333 at 6%; with 50% employer match about $1,008,333 at 4% or $672,222 at 6%; with 100% employer match about $756,250 at 4% or $504,167 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$373,200$60,500$60,500iApproximate average salary by contribution assumption: employee only about $1,512,500 at 4% or $1,008,333 at 6%; with 50% employer match about $1,008,333 at 4% or $672,222 at 6%; with 100% employer match about $756,250 at 4% or $504,167 at 6%.
201711$331,823$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$331,823$31,200$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
201611$256,647$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$256,647$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201511$181,077$58,500$58,500iApproximate average salary by contribution assumption: employee only about $1,462,500 at 4% or $975,000 at 6%; with 50% employer match about $975,000 at 4% or $650,000 at 6%; with 100% employer match about $731,250 at 4% or $487,500 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$181,077$58,500$58,500iApproximate average salary by contribution assumption: employee only about $1,462,500 at 4% or $975,000 at 6%; with 50% employer match about $975,000 at 4% or $650,000 at 6%; with 100% employer match about $731,250 at 4% or $487,500 at 6%.
201411$124,345$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$124,345$56,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
201311$57,511$26,600$26,600iApproximate average salary by contribution assumption: employee only about $665,000 at 4% or $443,333 at 6%; with 50% employer match about $443,333 at 4% or $295,556 at 6%; with 100% employer match about $332,500 at 4% or $221,667 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$57,511$26,600$26,600iApproximate average salary by contribution assumption: employee only about $665,000 at 4% or $443,333 at 6%; with 50% employer match about $443,333 at 4% or $295,556 at 6%; with 100% employer match about $332,500 at 4% or $221,667 at 6%.
201211$22,581$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Kathleen M Belknap Consulting 401 K Profit Sharing Plan Trust-1$22,581$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.