Civic Intelligence

Koehler Fitzgerald LLC

Plan context: Koehler Fitzgerald LLC 401(K) Profit Sharing Plan

EIN 27-4209347 • Cleveland, OH • 12 filings • 3 plans

1111 Superior Avenue EastSuite 1360Cleveland, OH 44114
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,706,252

2024 Contributions

$1,523,023

Historical Graphs

Total Assets Over Time

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

$2,706,252$1,353,126$0201320192024YearValue
$2,706,252Latest year 2024

Participants Over Time

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

26130201320192024YearValue
12Latest 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
2024112$2,706,252$1,523,023$126,919iApproximate average salary by contribution assumption: employee only about $3,172,965 at 4% or $2,115,310 at 6%; with 50% employer match about $2,115,310 at 4% or $1,410,206 at 6%; with 100% employer match about $1,586,482 at 4% or $1,057,655 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-12$2,706,252$1,523,023$126,919iApproximate average salary by contribution assumption: employee only about $3,172,965 at 4% or $2,115,310 at 6%; with 50% employer match about $2,115,310 at 4% or $1,410,206 at 6%; with 100% employer match about $1,586,482 at 4% or $1,057,655 at 6%.
2023113$1,153,227$203,581$15,660iApproximate average salary by contribution assumption: employee only about $391,502 at 4% or $261,001 at 6%; with 50% employer match about $261,001 at 4% or $174,001 at 6%; with 100% employer match about $195,751 at 4% or $130,501 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-13$1,153,227$203,581$15,660iApproximate average salary by contribution assumption: employee only about $391,502 at 4% or $261,001 at 6%; with 50% employer match about $261,001 at 4% or $174,001 at 6%; with 100% employer match about $195,751 at 4% or $130,501 at 6%.
2022112$835,244$171,224$14,269iApproximate average salary by contribution assumption: employee only about $356,717 at 4% or $237,811 at 6%; with 50% employer match about $237,811 at 4% or $158,541 at 6%; with 100% employer match about $178,358 at 4% or $118,906 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-12$835,244$171,224$14,269iApproximate average salary by contribution assumption: employee only about $356,717 at 4% or $237,811 at 6%; with 50% employer match about $237,811 at 4% or $158,541 at 6%; with 100% employer match about $178,358 at 4% or $118,906 at 6%.
2021118$869,605$160,606$8,923iApproximate average salary by contribution assumption: employee only about $223,064 at 4% or $148,709 at 6%; with 50% employer match about $148,709 at 4% or $99,140 at 6%; with 100% employer match about $111,532 at 4% or $74,355 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-18$869,605$160,606$8,923iApproximate average salary by contribution assumption: employee only about $223,064 at 4% or $148,709 at 6%; with 50% employer match about $148,709 at 4% or $99,140 at 6%; with 100% employer match about $111,532 at 4% or $74,355 at 6%.
2020122$677,026$23,582$1,072iApproximate average salary by contribution assumption: employee only about $26,798 at 4% or $17,865 at 6%; with 50% employer match about $17,865 at 4% or $11,910 at 6%; with 100% employer match about $13,399 at 4% or $8,933 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-22$677,026$23,582$1,072iApproximate average salary by contribution assumption: employee only about $26,798 at 4% or $17,865 at 6%; with 50% employer match about $17,865 at 4% or $11,910 at 6%; with 100% employer match about $13,399 at 4% or $8,933 at 6%.
2019126$766,226$45,714$1,758iApproximate average salary by contribution assumption: employee only about $43,956 at 4% or $29,304 at 6%; with 50% employer match about $29,304 at 4% or $19,536 at 6%; with 100% employer match about $21,978 at 4% or $14,652 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-26$766,226$45,714$1,758iApproximate average salary by contribution assumption: employee only about $43,956 at 4% or $29,304 at 6%; with 50% employer match about $29,304 at 4% or $19,536 at 6%; with 100% employer match about $21,978 at 4% or $14,652 at 6%.
2018122$613,111$149,520$6,796iApproximate average salary by contribution assumption: employee only about $169,909 at 4% or $113,273 at 6%; with 50% employer match about $113,273 at 4% or $75,515 at 6%; with 100% employer match about $84,955 at 4% or $56,636 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-22$613,111$149,520$6,796iApproximate average salary by contribution assumption: employee only about $169,909 at 4% or $113,273 at 6%; with 50% employer match about $113,273 at 4% or $75,515 at 6%; with 100% employer match about $84,955 at 4% or $56,636 at 6%.
2017117$503,233$88,461$5,204iApproximate average salary by contribution assumption: employee only about $130,090 at 4% or $86,726 at 6%; with 50% employer match about $86,726 at 4% or $57,818 at 6%; with 100% employer match about $65,045 at 4% or $43,363 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-17$503,233$88,461$5,204iApproximate average salary by contribution assumption: employee only about $130,090 at 4% or $86,726 at 6%; with 50% employer match about $86,726 at 4% or $57,818 at 6%; with 100% employer match about $65,045 at 4% or $43,363 at 6%.
2016115$348,983$150,624$10,042iApproximate average salary by contribution assumption: employee only about $251,040 at 4% or $167,360 at 6%; with 50% employer match about $167,360 at 4% or $111,573 at 6%; with 100% employer match about $125,520 at 4% or $83,680 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-15$348,983$150,624$10,042iApproximate average salary by contribution assumption: employee only about $251,040 at 4% or $167,360 at 6%; with 50% employer match about $167,360 at 4% or $111,573 at 6%; with 100% employer match about $125,520 at 4% or $83,680 at 6%.
2015110$184,742$85,367$8,537iApproximate average salary by contribution assumption: employee only about $213,418 at 4% or $142,278 at 6%; with 50% employer match about $142,278 at 4% or $94,852 at 6%; with 100% employer match about $106,709 at 4% or $71,139 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-10$184,742$85,367$8,537iApproximate average salary by contribution assumption: employee only about $213,418 at 4% or $142,278 at 6%; with 50% employer match about $142,278 at 4% or $94,852 at 6%; with 100% employer match about $106,709 at 4% or $71,139 at 6%.
201419$106,410$71,393$7,933iApproximate average salary by contribution assumption: employee only about $198,314 at 4% or $132,209 at 6%; with 50% employer match about $132,209 at 4% or $88,140 at 6%; with 100% employer match about $99,157 at 4% or $66,105 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-9$106,410$71,393$7,933iApproximate average salary by contribution assumption: employee only about $198,314 at 4% or $132,209 at 6%; with 50% employer match about $132,209 at 4% or $88,140 at 6%; with 100% employer match about $99,157 at 4% or $66,105 at 6%.
201317$35,217$35,217$5,031iApproximate average salary by contribution assumption: employee only about $125,775 at 4% or $83,850 at 6%; with 50% employer match about $83,850 at 4% or $55,900 at 6%; with 100% employer match about $62,888 at 4% or $41,925 at 6%.
Koehler Fitzgerald LLC 401(K) Profit Sharing Plan-7$35,217$35,217$5,031iApproximate average salary by contribution assumption: employee only about $125,775 at 4% or $83,850 at 6%; with 50% employer match about $83,850 at 4% or $55,900 at 6%; with 100% employer match about $62,888 at 4% or $41,925 at 6%.