Civic Intelligence

Koerner & Associates

Plan context: Koerner & Associates 401K Plan

EIN 27-2628475 • Wall, NJ • 13 filings • 1 plans

3350 Highway 138Bldg 2suite 228Wall, NJ 07719
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$429,044

2024 Contributions

$59,648

Historical Graphs

Total Assets Over Time

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

$429,044$214,522$0201220182024YearValue
$429,044Latest year 2024

Participants Over Time

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

950201220182024YearValue
8Latest 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
202418$429,044$59,648$7,456iApproximate average salary by contribution assumption: employee only about $186,400 at 4% or $124,267 at 6%; with 50% employer match about $124,267 at 4% or $82,844 at 6%; with 100% employer match about $93,200 at 4% or $62,133 at 6%.
Koerner & Associates 401K Plan-8$429,044$59,648$7,456iApproximate average salary by contribution assumption: employee only about $186,400 at 4% or $124,267 at 6%; with 50% employer match about $124,267 at 4% or $82,844 at 6%; with 100% employer match about $93,200 at 4% or $62,133 at 6%.
202318$414,748$56,905$7,113iApproximate average salary by contribution assumption: employee only about $177,828 at 4% or $118,552 at 6%; with 50% employer match about $118,552 at 4% or $79,035 at 6%; with 100% employer match about $88,914 at 4% or $59,276 at 6%.
Koerner & Associates 401K Plan-8$414,748$56,905$7,113iApproximate average salary by contribution assumption: employee only about $177,828 at 4% or $118,552 at 6%; with 50% employer match about $118,552 at 4% or $79,035 at 6%; with 100% employer match about $88,914 at 4% or $59,276 at 6%.
202218$313,082$59,890$7,486iApproximate average salary by contribution assumption: employee only about $187,156 at 4% or $124,771 at 6%; with 50% employer match about $124,771 at 4% or $83,181 at 6%; with 100% employer match about $93,578 at 4% or $62,385 at 6%.
Koerner & Associates 401K Plan-8$313,082$59,890$7,486iApproximate average salary by contribution assumption: employee only about $187,156 at 4% or $124,771 at 6%; with 50% employer match about $124,771 at 4% or $83,181 at 6%; with 100% employer match about $93,578 at 4% or $62,385 at 6%.
202118$295,154$41,795$5,224iApproximate average salary by contribution assumption: employee only about $130,609 at 4% or $87,073 at 6%; with 50% employer match about $87,073 at 4% or $58,049 at 6%; with 100% employer match about $65,305 at 4% or $43,536 at 6%.
Koerner & Associates 401K Plan-8$295,154$41,795$5,224iApproximate average salary by contribution assumption: employee only about $130,609 at 4% or $87,073 at 6%; with 50% employer match about $87,073 at 4% or $58,049 at 6%; with 100% employer match about $65,305 at 4% or $43,536 at 6%.
202018$259,042$44,291$5,536iApproximate average salary by contribution assumption: employee only about $138,409 at 4% or $92,273 at 6%; with 50% employer match about $92,273 at 4% or $61,515 at 6%; with 100% employer match about $69,205 at 4% or $46,136 at 6%.
Koerner & Associates 401K Plan-8$259,042$44,291$5,536iApproximate average salary by contribution assumption: employee only about $138,409 at 4% or $92,273 at 6%; with 50% employer match about $92,273 at 4% or $61,515 at 6%; with 100% employer match about $69,205 at 4% or $46,136 at 6%.
201919$217,345$22,360$2,484iApproximate average salary by contribution assumption: employee only about $62,111 at 4% or $41,407 at 6%; with 50% employer match about $41,407 at 4% or $27,605 at 6%; with 100% employer match about $31,056 at 4% or $20,704 at 6%.
Koerner & Associates 401K Plan-9$217,345$22,360$2,484iApproximate average salary by contribution assumption: employee only about $62,111 at 4% or $41,407 at 6%; with 50% employer match about $41,407 at 4% or $27,605 at 6%; with 100% employer match about $31,056 at 4% or $20,704 at 6%.
201817$171,434$25,031$3,576iApproximate average salary by contribution assumption: employee only about $89,396 at 4% or $59,598 at 6%; with 50% employer match about $59,598 at 4% or $39,732 at 6%; with 100% employer match about $44,698 at 4% or $29,799 at 6%.
Koerner & Associates 401K Plan-7$171,434$25,031$3,576iApproximate average salary by contribution assumption: employee only about $89,396 at 4% or $59,598 at 6%; with 50% employer match about $59,598 at 4% or $39,732 at 6%; with 100% employer match about $44,698 at 4% or $29,799 at 6%.
201717$154,833$24,175$3,454iApproximate average salary by contribution assumption: employee only about $86,339 at 4% or $57,560 at 6%; with 50% employer match about $57,560 at 4% or $38,373 at 6%; with 100% employer match about $43,170 at 4% or $28,780 at 6%.
Koerner & Associates 401K Plan-7$154,833$24,175$3,454iApproximate average salary by contribution assumption: employee only about $86,339 at 4% or $57,560 at 6%; with 50% employer match about $57,560 at 4% or $38,373 at 6%; with 100% employer match about $43,170 at 4% or $28,780 at 6%.
201617$119,378$26,753$3,822iApproximate average salary by contribution assumption: employee only about $95,546 at 4% or $63,698 at 6%; with 50% employer match about $63,698 at 4% or $42,465 at 6%; with 100% employer match about $47,773 at 4% or $31,849 at 6%.
Koerner & Associates 401K Plan-7$119,378$26,753$3,822iApproximate average salary by contribution assumption: employee only about $95,546 at 4% or $63,698 at 6%; with 50% employer match about $63,698 at 4% or $42,465 at 6%; with 100% employer match about $47,773 at 4% or $31,849 at 6%.
201517$117,585$26,563$3,795iApproximate average salary by contribution assumption: employee only about $94,868 at 4% or $63,245 at 6%; with 50% employer match about $63,245 at 4% or $42,163 at 6%; with 100% employer match about $47,434 at 4% or $31,623 at 6%.
Koerner & Associates 401K Plan-7$117,585$26,563$3,795iApproximate average salary by contribution assumption: employee only about $94,868 at 4% or $63,245 at 6%; with 50% employer match about $63,245 at 4% or $42,163 at 6%; with 100% employer match about $47,434 at 4% or $31,623 at 6%.
201417$91,453$30,605$4,372iApproximate average salary by contribution assumption: employee only about $109,304 at 4% or $72,869 at 6%; with 50% employer match about $72,869 at 4% or $48,579 at 6%; with 100% employer match about $54,652 at 4% or $36,435 at 6%.
Koerner & Associates 401K Plan-7$91,453$30,605$4,372iApproximate average salary by contribution assumption: employee only about $109,304 at 4% or $72,869 at 6%; with 50% employer match about $72,869 at 4% or $48,579 at 6%; with 100% employer match about $54,652 at 4% or $36,435 at 6%.
201317$58,376$25,373$3,625iApproximate average salary by contribution assumption: employee only about $90,618 at 4% or $60,412 at 6%; with 50% employer match about $60,412 at 4% or $40,275 at 6%; with 100% employer match about $45,309 at 4% or $30,206 at 6%.
Koerner & Associates 401K Plan-7$58,376$25,373$3,625iApproximate average salary by contribution assumption: employee only about $90,618 at 4% or $60,412 at 6%; with 50% employer match about $60,412 at 4% or $40,275 at 6%; with 100% employer match about $45,309 at 4% or $30,206 at 6%.
201216$29,141$28,719$4,787iApproximate average salary by contribution assumption: employee only about $119,663 at 4% or $79,775 at 6%; with 50% employer match about $79,775 at 4% or $53,183 at 6%; with 100% employer match about $59,831 at 4% or $39,888 at 6%.
Koerner & Associates 401K Plan-6$29,141$28,719$4,787iApproximate average salary by contribution assumption: employee only about $119,663 at 4% or $79,775 at 6%; with 50% employer match about $79,775 at 4% or $53,183 at 6%; with 100% employer match about $59,831 at 4% or $39,888 at 6%.
Koerner & Associates | EIN 27-2628475 | 2024 Form 5500 Company Profile