Koffman Associates LLC
Plan context: Koffman Associates LLC 401(K) Profit Sharing Plan & Trust
EIN 27-4296544 • Andover, MA • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$489,169
2024 Contributions
$75,110
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $489,169 | $75,110 | $37,555iApproximate average salary by contribution assumption: employee only about $938,875 at 4% or $625,917 at 6%; with 50% employer match about $625,917 at 4% or $417,278 at 6%; with 100% employer match about $469,438 at 4% or $312,958 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $489,169 | $75,110 | $37,555iApproximate average salary by contribution assumption: employee only about $938,875 at 4% or $625,917 at 6%; with 50% employer match about $625,917 at 4% or $417,278 at 6%; with 100% employer match about $469,438 at 4% or $312,958 at 6%. |
| 2023 | 1 | 2 | $348,638 | $12,475 | $6,238iApproximate average salary by contribution assumption: employee only about $155,938 at 4% or $103,958 at 6%; with 50% employer match about $103,958 at 4% or $69,306 at 6%; with 100% employer match about $77,969 at 4% or $51,979 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $348,638 | $12,475 | $6,238iApproximate average salary by contribution assumption: employee only about $155,938 at 4% or $103,958 at 6%; with 50% employer match about $103,958 at 4% or $69,306 at 6%; with 100% employer match about $77,969 at 4% or $51,979 at 6%. |
| 2022 | 1 | 2 | $307,759 | $62,841 | $31,421iApproximate average salary by contribution assumption: employee only about $785,513 at 4% or $523,675 at 6%; with 50% employer match about $523,675 at 4% or $349,117 at 6%; with 100% employer match about $392,756 at 4% or $261,838 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $307,759 | $62,841 | $31,421iApproximate average salary by contribution assumption: employee only about $785,513 at 4% or $523,675 at 6%; with 50% employer match about $523,675 at 4% or $349,117 at 6%; with 100% employer match about $392,756 at 4% or $261,838 at 6%. |
| 2021 | 1 | 2 | $282,535 | $15,847 | $7,924iApproximate average salary by contribution assumption: employee only about $198,088 at 4% or $132,058 at 6%; with 50% employer match about $132,058 at 4% or $88,039 at 6%; with 100% employer match about $99,044 at 4% or $66,029 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $282,535 | $15,847 | $7,924iApproximate average salary by contribution assumption: employee only about $198,088 at 4% or $132,058 at 6%; with 50% employer match about $132,058 at 4% or $88,039 at 6%; with 100% employer match about $99,044 at 4% or $66,029 at 6%. |
| 2020 | 1 | 2 | $253,534 | $21,073 | $10,537iApproximate average salary by contribution assumption: employee only about $263,413 at 4% or $175,608 at 6%; with 50% employer match about $175,608 at 4% or $117,072 at 6%; with 100% employer match about $131,706 at 4% or $87,804 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $253,534 | $21,073 | $10,537iApproximate average salary by contribution assumption: employee only about $263,413 at 4% or $175,608 at 6%; with 50% employer match about $175,608 at 4% or $117,072 at 6%; with 100% employer match about $131,706 at 4% or $87,804 at 6%. |
| 2019 | 1 | 2 | $212,630 | $26,137 | $13,069iApproximate average salary by contribution assumption: employee only about $326,713 at 4% or $217,808 at 6%; with 50% employer match about $217,808 at 4% or $145,206 at 6%; with 100% employer match about $163,356 at 4% or $108,904 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $212,630 | $26,137 | $13,069iApproximate average salary by contribution assumption: employee only about $326,713 at 4% or $217,808 at 6%; with 50% employer match about $217,808 at 4% or $145,206 at 6%; with 100% employer match about $163,356 at 4% or $108,904 at 6%. |
| 2018 | 1 | 3 | $223,069 | $34,768 | $11,589iApproximate average salary by contribution assumption: employee only about $289,733 at 4% or $193,156 at 6%; with 50% employer match about $193,156 at 4% or $128,770 at 6%; with 100% employer match about $144,867 at 4% or $96,578 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $223,069 | $34,768 | $11,589iApproximate average salary by contribution assumption: employee only about $289,733 at 4% or $193,156 at 6%; with 50% employer match about $193,156 at 4% or $128,770 at 6%; with 100% employer match about $144,867 at 4% or $96,578 at 6%. |
| 2017 | 1 | 3 | $206,450 | $44,436 | $14,812iApproximate average salary by contribution assumption: employee only about $370,300 at 4% or $246,867 at 6%; with 50% employer match about $246,867 at 4% or $164,578 at 6%; with 100% employer match about $185,150 at 4% or $123,433 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $206,450 | $44,436 | $14,812iApproximate average salary by contribution assumption: employee only about $370,300 at 4% or $246,867 at 6%; with 50% employer match about $246,867 at 4% or $164,578 at 6%; with 100% employer match about $185,150 at 4% or $123,433 at 6%. |
| 2016 | 1 | 3 | $134,631 | $40,156 | $13,385iApproximate average salary by contribution assumption: employee only about $334,633 at 4% or $223,089 at 6%; with 50% employer match about $223,089 at 4% or $148,726 at 6%; with 100% employer match about $167,317 at 4% or $111,544 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $134,631 | $40,156 | $13,385iApproximate average salary by contribution assumption: employee only about $334,633 at 4% or $223,089 at 6%; with 50% employer match about $223,089 at 4% or $148,726 at 6%; with 100% employer match about $167,317 at 4% or $111,544 at 6%. |
| 2015 | 1 | 3 | $84,827 | $44,022 | $14,674iApproximate average salary by contribution assumption: employee only about $366,850 at 4% or $244,567 at 6%; with 50% employer match about $244,567 at 4% or $163,044 at 6%; with 100% employer match about $183,425 at 4% or $122,283 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $84,827 | $44,022 | $14,674iApproximate average salary by contribution assumption: employee only about $366,850 at 4% or $244,567 at 6%; with 50% employer match about $244,567 at 4% or $163,044 at 6%; with 100% employer match about $183,425 at 4% or $122,283 at 6%. |
| 2014 | 1 | 3 | $45,372 | $41,414 | $13,805iApproximate average salary by contribution assumption: employee only about $345,117 at 4% or $230,078 at 6%; with 50% employer match about $230,078 at 4% or $153,385 at 6%; with 100% employer match about $172,558 at 4% or $115,039 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $45,372 | $41,414 | $13,805iApproximate average salary by contribution assumption: employee only about $345,117 at 4% or $230,078 at 6%; with 50% employer match about $230,078 at 4% or $153,385 at 6%; with 100% employer match about $172,558 at 4% or $115,039 at 6%. |
| 2013 | 1 | 2 | $3,849 | $3,756 | $1,878iApproximate average salary by contribution assumption: employee only about $46,950 at 4% or $31,300 at 6%; with 50% employer match about $31,300 at 4% or $20,867 at 6%; with 100% employer match about $23,475 at 4% or $15,650 at 6%. |
| Koffman Associates LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $3,849 | $3,756 | $1,878iApproximate average salary by contribution assumption: employee only about $46,950 at 4% or $31,300 at 6%; with 50% employer match about $31,300 at 4% or $20,867 at 6%; with 100% employer match about $23,475 at 4% or $15,650 at 6%. |