Kurtz Homes Naples LLC
Plan context: Kurtz Homes 401(K) Profit Sharing Plan
EIN 27-4826970 • Naples, FL • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$2,611,469
2024 Contributions
$332,836
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 | 35 | $2,611,469 | $332,836 | $9,510iApproximate average salary by contribution assumption: employee only about $237,740 at 4% or $158,493 at 6%; with 50% employer match about $158,493 at 4% or $105,662 at 6%; with 100% employer match about $118,870 at 4% or $79,247 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 35 | $2,611,469 | $332,836 | $9,510iApproximate average salary by contribution assumption: employee only about $237,740 at 4% or $158,493 at 6%; with 50% employer match about $158,493 at 4% or $105,662 at 6%; with 100% employer match about $118,870 at 4% or $79,247 at 6%. |
| 2023 | 1 | 38 | $3,458,710 | $345,666 | $9,096iApproximate average salary by contribution assumption: employee only about $227,412 at 4% or $151,608 at 6%; with 50% employer match about $151,608 at 4% or $101,072 at 6%; with 100% employer match about $113,706 at 4% or $75,804 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 38 | $3,458,710 | $345,666 | $9,096iApproximate average salary by contribution assumption: employee only about $227,412 at 4% or $151,608 at 6%; with 50% employer match about $151,608 at 4% or $101,072 at 6%; with 100% employer match about $113,706 at 4% or $75,804 at 6%. |
| 2022 | 1 | 38 | $2,983,495 | $383,503 | $10,092iApproximate average salary by contribution assumption: employee only about $252,305 at 4% or $168,203 at 6%; with 50% employer match about $168,203 at 4% or $112,135 at 6%; with 100% employer match about $126,152 at 4% or $84,102 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 38 | $2,983,495 | $383,503 | $10,092iApproximate average salary by contribution assumption: employee only about $252,305 at 4% or $168,203 at 6%; with 50% employer match about $168,203 at 4% or $112,135 at 6%; with 100% employer match about $126,152 at 4% or $84,102 at 6%. |
| 2021 | 1 | 36 | $3,147,767 | $236,257 | $6,563iApproximate average salary by contribution assumption: employee only about $164,067 at 4% or $109,378 at 6%; with 50% employer match about $109,378 at 4% or $72,919 at 6%; with 100% employer match about $82,034 at 4% or $54,689 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 36 | $3,147,767 | $236,257 | $6,563iApproximate average salary by contribution assumption: employee only about $164,067 at 4% or $109,378 at 6%; with 50% employer match about $109,378 at 4% or $72,919 at 6%; with 100% employer match about $82,034 at 4% or $54,689 at 6%. |
| 2020 | 1 | 31 | $2,955,170 | $178,412 | $5,755iApproximate average salary by contribution assumption: employee only about $143,881 at 4% or $95,920 at 6%; with 50% employer match about $95,920 at 4% or $63,947 at 6%; with 100% employer match about $71,940 at 4% or $47,960 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 31 | $2,955,170 | $178,412 | $5,755iApproximate average salary by contribution assumption: employee only about $143,881 at 4% or $95,920 at 6%; with 50% employer match about $95,920 at 4% or $63,947 at 6%; with 100% employer match about $71,940 at 4% or $47,960 at 6%. |
| 2019 | 1 | 27 | $2,525,639 | $179,990 | $6,666iApproximate average salary by contribution assumption: employee only about $166,657 at 4% or $111,105 at 6%; with 50% employer match about $111,105 at 4% or $74,070 at 6%; with 100% employer match about $83,329 at 4% or $55,552 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 27 | $2,525,639 | $179,990 | $6,666iApproximate average salary by contribution assumption: employee only about $166,657 at 4% or $111,105 at 6%; with 50% employer match about $111,105 at 4% or $74,070 at 6%; with 100% employer match about $83,329 at 4% or $55,552 at 6%. |
| 2018 | 1 | 23 | $2,526,698 | $190,919 | $8,301iApproximate average salary by contribution assumption: employee only about $207,521 at 4% or $138,347 at 6%; with 50% employer match about $138,347 at 4% or $92,231 at 6%; with 100% employer match about $103,760 at 4% or $69,174 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 23 | $2,526,698 | $190,919 | $8,301iApproximate average salary by contribution assumption: employee only about $207,521 at 4% or $138,347 at 6%; with 50% employer match about $138,347 at 4% or $92,231 at 6%; with 100% employer match about $103,760 at 4% or $69,174 at 6%. |
| 2017 | 1 | 23 | $2,575,143 | $179,013 | $7,783iApproximate average salary by contribution assumption: employee only about $194,579 at 4% or $129,720 at 6%; with 50% employer match about $129,720 at 4% or $86,480 at 6%; with 100% employer match about $97,290 at 4% or $64,860 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 23 | $2,575,143 | $179,013 | $7,783iApproximate average salary by contribution assumption: employee only about $194,579 at 4% or $129,720 at 6%; with 50% employer match about $129,720 at 4% or $86,480 at 6%; with 100% employer match about $97,290 at 4% or $64,860 at 6%. |
| 2016 | 1 | 24 | $2,407,081 | $199,154 | $8,298iApproximate average salary by contribution assumption: employee only about $207,452 at 4% or $138,301 at 6%; with 50% employer match about $138,301 at 4% or $92,201 at 6%; with 100% employer match about $103,726 at 4% or $69,151 at 6%. |
| Kurtz Homes 401(K) Profit Sharing Plan | - | 24 | $2,407,081 | $199,154 | $8,298iApproximate average salary by contribution assumption: employee only about $207,452 at 4% or $138,301 at 6%; with 50% employer match about $138,301 at 4% or $92,201 at 6%; with 100% employer match about $103,726 at 4% or $69,151 at 6%. |