Cohen, Todd, Kite & Stanford LLC
Plan context: Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan
EIN 31-0527214 • 27 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$22,271,678
2024 Contributions
$272,534
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 | 17 | $22,271,678 | $272,534 | $16,031iApproximate average salary by contribution assumption: employee only about $400,785 at 4% or $267,190 at 6%; with 50% employer match about $267,190 at 4% or $178,127 at 6%; with 100% employer match about $200,393 at 4% or $133,595 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 17 | $22,271,678 | $272,534 | $16,031iApproximate average salary by contribution assumption: employee only about $400,785 at 4% or $267,190 at 6%; with 50% employer match about $267,190 at 4% or $178,127 at 6%; with 100% employer match about $200,393 at 4% or $133,595 at 6%. |
| 2023 | 1 | 17 | $19,187,520 | $214,680 | $12,628iApproximate average salary by contribution assumption: employee only about $315,706 at 4% or $210,471 at 6%; with 50% employer match about $210,471 at 4% or $140,314 at 6%; with 100% employer match about $157,853 at 4% or $105,235 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 17 | $19,187,520 | $214,680 | $12,628iApproximate average salary by contribution assumption: employee only about $315,706 at 4% or $210,471 at 6%; with 50% employer match about $210,471 at 4% or $140,314 at 6%; with 100% employer match about $157,853 at 4% or $105,235 at 6%. |
| 2022 | 1 | 18 | $17,359,182 | $287,977 | $15,999iApproximate average salary by contribution assumption: employee only about $399,968 at 4% or $266,645 at 6%; with 50% employer match about $266,645 at 4% or $177,764 at 6%; with 100% employer match about $199,984 at 4% or $133,323 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 18 | $17,359,182 | $287,977 | $15,999iApproximate average salary by contribution assumption: employee only about $399,968 at 4% or $266,645 at 6%; with 50% employer match about $266,645 at 4% or $177,764 at 6%; with 100% employer match about $199,984 at 4% or $133,323 at 6%. |
| 2021 | 1 | 20 | $19,769,065 | $251,855 | $12,593iApproximate average salary by contribution assumption: employee only about $314,819 at 4% or $209,879 at 6%; with 50% employer match about $209,879 at 4% or $139,919 at 6%; with 100% employer match about $157,409 at 4% or $104,940 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 20 | $19,769,065 | $251,855 | $12,593iApproximate average salary by contribution assumption: employee only about $314,819 at 4% or $209,879 at 6%; with 50% employer match about $209,879 at 4% or $139,919 at 6%; with 100% employer match about $157,409 at 4% or $104,940 at 6%. |
| 2020 | 1 | 22 | $17,833,302 | $308,874 | $14,040iApproximate average salary by contribution assumption: employee only about $350,993 at 4% or $233,995 at 6%; with 50% employer match about $233,995 at 4% or $155,997 at 6%; with 100% employer match about $175,497 at 4% or $116,998 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 22 | $17,833,302 | $308,874 | $14,040iApproximate average salary by contribution assumption: employee only about $350,993 at 4% or $233,995 at 6%; with 50% employer match about $233,995 at 4% or $155,997 at 6%; with 100% employer match about $175,497 at 4% or $116,998 at 6%. |
| 2019 | 1 | 20 | $16,439,296 | $277,555 | $13,878iApproximate average salary by contribution assumption: employee only about $346,944 at 4% or $231,296 at 6%; with 50% employer match about $231,296 at 4% or $154,197 at 6%; with 100% employer match about $173,472 at 4% or $115,648 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 20 | $16,439,296 | $277,555 | $13,878iApproximate average salary by contribution assumption: employee only about $346,944 at 4% or $231,296 at 6%; with 50% employer match about $231,296 at 4% or $154,197 at 6%; with 100% employer match about $173,472 at 4% or $115,648 at 6%. |
| 2018 | 1 | 21 | $13,296,192 | $181,855 | $8,660iApproximate average salary by contribution assumption: employee only about $216,494 at 4% or $144,329 at 6%; with 50% employer match about $144,329 at 4% or $96,220 at 6%; with 100% employer match about $108,247 at 4% or $72,165 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 21 | $13,296,192 | $181,855 | $8,660iApproximate average salary by contribution assumption: employee only about $216,494 at 4% or $144,329 at 6%; with 50% employer match about $144,329 at 4% or $96,220 at 6%; with 100% employer match about $108,247 at 4% or $72,165 at 6%. |
| 2017 | 1 | 21 | $14,342,508 | $201,607 | $9,600iApproximate average salary by contribution assumption: employee only about $240,008 at 4% or $160,006 at 6%; with 50% employer match about $160,006 at 4% or $106,670 at 6%; with 100% employer match about $120,004 at 4% or $80,003 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 21 | $14,342,508 | $201,607 | $9,600iApproximate average salary by contribution assumption: employee only about $240,008 at 4% or $160,006 at 6%; with 50% employer match about $160,006 at 4% or $106,670 at 6%; with 100% employer match about $120,004 at 4% or $80,003 at 6%. |
| 2016 | 1 | 20 | $12,375,253 | $187,079 | $9,354iApproximate average salary by contribution assumption: employee only about $233,849 at 4% or $155,899 at 6%; with 50% employer match about $155,899 at 4% or $103,933 at 6%; with 100% employer match about $116,924 at 4% or $77,950 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 20 | $12,375,253 | $187,079 | $9,354iApproximate average salary by contribution assumption: employee only about $233,849 at 4% or $155,899 at 6%; with 50% employer match about $155,899 at 4% or $103,933 at 6%; with 100% employer match about $116,924 at 4% or $77,950 at 6%. |
| 2015 | 1 | 26 | $11,394,092 | $36,084 | $1,388iApproximate average salary by contribution assumption: employee only about $34,696 at 4% or $23,131 at 6%; with 50% employer match about $23,131 at 4% or $15,421 at 6%; with 100% employer match about $17,348 at 4% or $11,565 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 26 | $11,394,092 | $36,084 | $1,388iApproximate average salary by contribution assumption: employee only about $34,696 at 4% or $23,131 at 6%; with 50% employer match about $23,131 at 4% or $15,421 at 6%; with 100% employer match about $17,348 at 4% or $11,565 at 6%. |
| 2014 | 1 | 25 | $11,758,417 | $213,994 | $8,560iApproximate average salary by contribution assumption: employee only about $213,994 at 4% or $142,663 at 6%; with 50% employer match about $142,663 at 4% or $95,108 at 6%; with 100% employer match about $106,997 at 4% or $71,331 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 25 | $11,758,417 | $213,994 | $8,560iApproximate average salary by contribution assumption: employee only about $213,994 at 4% or $142,663 at 6%; with 50% employer match about $142,663 at 4% or $95,108 at 6%; with 100% employer match about $106,997 at 4% or $71,331 at 6%. |
| 2013 | 1 | 27 | $11,210,614 | $208,806 | $7,734iApproximate average salary by contribution assumption: employee only about $193,339 at 4% or $128,893 at 6%; with 50% employer match about $128,893 at 4% or $85,928 at 6%; with 100% employer match about $96,669 at 4% or $64,446 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 27 | $11,210,614 | $208,806 | $7,734iApproximate average salary by contribution assumption: employee only about $193,339 at 4% or $128,893 at 6%; with 50% employer match about $128,893 at 4% or $85,928 at 6%; with 100% employer match about $96,669 at 4% or $64,446 at 6%. |
| 2012 | 1 | 33 | $9,901,050 | $247,202 | $7,491iApproximate average salary by contribution assumption: employee only about $187,274 at 4% or $124,849 at 6%; with 50% employer match about $124,849 at 4% or $83,233 at 6%; with 100% employer match about $93,637 at 4% or $62,425 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 33 | $9,901,050 | $247,202 | $7,491iApproximate average salary by contribution assumption: employee only about $187,274 at 4% or $124,849 at 6%; with 50% employer match about $124,849 at 4% or $83,233 at 6%; with 100% employer match about $93,637 at 4% or $62,425 at 6%. |
| 2011 | 1 | 35 | $8,915,667 | $269,007 | $7,686iApproximate average salary by contribution assumption: employee only about $192,148 at 4% or $128,099 at 6%; with 50% employer match about $128,099 at 4% or $85,399 at 6%; with 100% employer match about $96,074 at 4% or $64,049 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 35 | $8,915,667 | $269,007 | $7,686iApproximate average salary by contribution assumption: employee only about $192,148 at 4% or $128,099 at 6%; with 50% employer match about $128,099 at 4% or $85,399 at 6%; with 100% employer match about $96,074 at 4% or $64,049 at 6%. |
| 2010 | 1 | 35 | $8,844,412 | $225,731 | $6,449iApproximate average salary by contribution assumption: employee only about $161,236 at 4% or $107,491 at 6%; with 50% employer match about $107,491 at 4% or $71,661 at 6%; with 100% employer match about $80,618 at 4% or $53,745 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 35 | $8,844,412 | $225,731 | $6,449iApproximate average salary by contribution assumption: employee only about $161,236 at 4% or $107,491 at 6%; with 50% employer match about $107,491 at 4% or $71,661 at 6%; with 100% employer match about $80,618 at 4% or $53,745 at 6%. |
| 2009 | 2 | 33 | $8,055,930 | $251,960 | $7,635iApproximate average salary by contribution assumption: employee only about $190,879 at 4% or $127,253 at 6%; with 50% employer match about $127,253 at 4% or $84,835 at 6%; with 100% employer match about $95,439 at 4% or $63,626 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 33 | $8,055,930 | $251,960 | $7,635iApproximate average salary by contribution assumption: employee only about $190,879 at 4% or $127,253 at 6%; with 50% employer match about $127,253 at 4% or $84,835 at 6%; with 100% employer match about $95,439 at 4% or $63,626 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | - | - | - | - |
| 2008 | 1 | 29 | $0 | $0 | - |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 29 | - | - | - |
| 2007 | 1 | 33 | $0 | $0 | - |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 33 | - | - | - |
| 2006 | 1 | 32 | $11,298,238 | $303,389 | $9,481iApproximate average salary by contribution assumption: employee only about $237,023 at 4% or $158,015 at 6%; with 50% employer match about $158,015 at 4% or $105,343 at 6%; with 100% employer match about $118,511 at 4% or $79,008 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 32 | $11,298,238 | $303,389 | $9,481iApproximate average salary by contribution assumption: employee only about $237,023 at 4% or $158,015 at 6%; with 50% employer match about $158,015 at 4% or $105,343 at 6%; with 100% employer match about $118,511 at 4% or $79,008 at 6%. |
| 2005 | 1 | 32 | $10,801,069 | $348,398 | $10,887iApproximate average salary by contribution assumption: employee only about $272,186 at 4% or $181,457 at 6%; with 50% employer match about $181,457 at 4% or $120,972 at 6%; with 100% employer match about $136,093 at 4% or $90,729 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 32 | $10,801,069 | $348,398 | $10,887iApproximate average salary by contribution assumption: employee only about $272,186 at 4% or $181,457 at 6%; with 50% employer match about $181,457 at 4% or $120,972 at 6%; with 100% employer match about $136,093 at 4% or $90,729 at 6%. |
| 2004 | 1 | 35 | $11,097,658 | $395,099 | $11,289iApproximate average salary by contribution assumption: employee only about $282,214 at 4% or $188,142 at 6%; with 50% employer match about $188,142 at 4% or $125,428 at 6%; with 100% employer match about $141,107 at 4% or $94,071 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 35 | $11,097,658 | $395,099 | $11,289iApproximate average salary by contribution assumption: employee only about $282,214 at 4% or $188,142 at 6%; with 50% employer match about $188,142 at 4% or $125,428 at 6%; with 100% employer match about $141,107 at 4% or $94,071 at 6%. |
| 2003 | 1 | 44 | $10,012,435 | $428,270 | $9,733iApproximate average salary by contribution assumption: employee only about $243,335 at 4% or $162,223 at 6%; with 50% employer match about $162,223 at 4% or $108,149 at 6%; with 100% employer match about $121,668 at 4% or $81,112 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 44 | $10,012,435 | $428,270 | $9,733iApproximate average salary by contribution assumption: employee only about $243,335 at 4% or $162,223 at 6%; with 50% employer match about $162,223 at 4% or $108,149 at 6%; with 100% employer match about $121,668 at 4% or $81,112 at 6%. |
| 2002 | 1 | 43 | $8,855,121 | $451,636 | $10,503iApproximate average salary by contribution assumption: employee only about $262,579 at 4% or $175,053 at 6%; with 50% employer match about $175,053 at 4% or $116,702 at 6%; with 100% employer match about $131,290 at 4% or $87,526 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 43 | $8,855,121 | $451,636 | $10,503iApproximate average salary by contribution assumption: employee only about $262,579 at 4% or $175,053 at 6%; with 50% employer match about $175,053 at 4% or $116,702 at 6%; with 100% employer match about $131,290 at 4% or $87,526 at 6%. |
| 2001 | 1 | 48 | $0 | $0 | - |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 48 | - | - | - |
| 2000 | 1 | 47 | $9,891,414 | $445,876 | $9,487iApproximate average salary by contribution assumption: employee only about $237,168 at 4% or $158,112 at 6%; with 50% employer match about $158,112 at 4% or $105,408 at 6%; with 100% employer match about $118,584 at 4% or $79,056 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 47 | $9,891,414 | $445,876 | $9,487iApproximate average salary by contribution assumption: employee only about $237,168 at 4% or $158,112 at 6%; with 50% employer match about $158,112 at 4% or $105,408 at 6%; with 100% employer match about $118,584 at 4% or $79,056 at 6%. |
| 1999 | 1 | 44 | $10,402,105 | $543,602 | $12,355iApproximate average salary by contribution assumption: employee only about $308,865 at 4% or $205,910 at 6%; with 50% employer match about $205,910 at 4% or $137,273 at 6%; with 100% employer match about $154,432 at 4% or $102,955 at 6%. |
| Cohen, Todd, Kite & Stanford 401K Profit Sharing Plan | - | 44 | $10,402,105 | $543,602 | $12,355iApproximate average salary by contribution assumption: employee only about $308,865 at 4% or $205,910 at 6%; with 50% employer match about $205,910 at 4% or $137,273 at 6%; with 100% employer match about $154,432 at 4% or $102,955 at 6%. |