Kbw & Associates Inc.
Plan context: Kbw & Associates Retirement Plan
EIN 27-3285460 • 12 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$286,301
2021 Contributions
$250,653
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Kbw & Associates Retirement Plan | - | 0 | - | - | - |
| 2020 | 1 | 1 | $286,301 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $286,301 | - | - |
| 2019 | 1 | 1 | $266,309 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $266,309 | - | - |
| 2018 | 1 | 1 | $295,548 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $295,548 | - | - |
| 2017 | 1 | 1 | $313,475 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $313,475 | - | - |
| 2016 | 1 | 1 | $129,301 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $129,301 | - | - |
| 2015 | 1 | 1 | $129,300 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $129,300 | - | - |
| 2014 | 1 | 1 | $138,609 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $138,609 | - | - |
| 2013 | 1 | 1 | $138,083 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $138,083 | - | - |
| 2012 | 1 | 1 | $180,910 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $180,910 | - | - |
| 2011 | 1 | 1 | $250,659 | $0 | - |
| Kbw & Associates Retirement Plan | - | 1 | $250,659 | - | - |
| 2010 | 1 | 1 | $250,658 | $250,653 | $250,653iApproximate average salary by contribution assumption: employee only about $6,266,325 at 4% or $4,177,550 at 6%; with 50% employer match about $4,177,550 at 4% or $2,785,033 at 6%; with 100% employer match about $3,133,163 at 4% or $2,088,775 at 6%. |
| Kbw & Associates Retirement Plan | - | 1 | $250,658 | $250,653 | $250,653iApproximate average salary by contribution assumption: employee only about $6,266,325 at 4% or $4,177,550 at 6%; with 50% employer match about $4,177,550 at 4% or $2,785,033 at 6%; with 100% employer match about $3,133,163 at 4% or $2,088,775 at 6%. |