Civic Intelligence

Kb&P Financial Partners

Plan context: Kb&P Financial Partners 401(K) Profit Sharing Plan

EIN 31-1047533 • Springfield, OH • 26 filings • 5 plans

49 East College Avenue, Suite 200Springfield, OH 45504
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,006,610

2024 Contributions

$133,674

Historical Graphs

Total Assets Over Time

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

$2,006,610$1,003,305$0199920122024YearValue
$2,006,610Latest year 2024

Participants Over Time

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

1160199920122024YearValue
7Latest 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
202417$2,006,610$133,674$19,096iApproximate average salary by contribution assumption: employee only about $477,407 at 4% or $318,271 at 6%; with 50% employer match about $318,271 at 4% or $212,181 at 6%; with 100% employer match about $238,704 at 4% or $159,136 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-7$2,006,610$133,674$19,096iApproximate average salary by contribution assumption: employee only about $477,407 at 4% or $318,271 at 6%; with 50% employer match about $318,271 at 4% or $212,181 at 6%; with 100% employer match about $238,704 at 4% or $159,136 at 6%.
202318$1,590,574$126,476$15,810iApproximate average salary by contribution assumption: employee only about $395,238 at 4% or $263,492 at 6%; with 50% employer match about $263,492 at 4% or $175,661 at 6%; with 100% employer match about $197,619 at 4% or $131,746 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-8$1,590,574$126,476$15,810iApproximate average salary by contribution assumption: employee only about $395,238 at 4% or $263,492 at 6%; with 50% employer match about $263,492 at 4% or $175,661 at 6%; with 100% employer match about $197,619 at 4% or $131,746 at 6%.
2022110$1,271,415$153,051$15,305iApproximate average salary by contribution assumption: employee only about $382,628 at 4% or $255,085 at 6%; with 50% employer match about $255,085 at 4% or $170,057 at 6%; with 100% employer match about $191,314 at 4% or $127,543 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-10$1,271,415$153,051$15,305iApproximate average salary by contribution assumption: employee only about $382,628 at 4% or $255,085 at 6%; with 50% employer match about $255,085 at 4% or $170,057 at 6%; with 100% employer match about $191,314 at 4% or $127,543 at 6%.
2021110$1,585,555$132,780$13,278iApproximate average salary by contribution assumption: employee only about $331,950 at 4% or $221,300 at 6%; with 50% employer match about $221,300 at 4% or $147,533 at 6%; with 100% employer match about $165,975 at 4% or $110,650 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-10$1,585,555$132,780$13,278iApproximate average salary by contribution assumption: employee only about $331,950 at 4% or $221,300 at 6%; with 50% employer match about $221,300 at 4% or $147,533 at 6%; with 100% employer match about $165,975 at 4% or $110,650 at 6%.
2020111$1,381,142$117,832$10,712iApproximate average salary by contribution assumption: employee only about $267,800 at 4% or $178,533 at 6%; with 50% employer match about $178,533 at 4% or $119,022 at 6%; with 100% employer match about $133,900 at 4% or $89,267 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-11$1,381,142$117,832$10,712iApproximate average salary by contribution assumption: employee only about $267,800 at 4% or $178,533 at 6%; with 50% employer match about $178,533 at 4% or $119,022 at 6%; with 100% employer match about $133,900 at 4% or $89,267 at 6%.
201918$940,570$116,855$14,607iApproximate average salary by contribution assumption: employee only about $365,172 at 4% or $243,448 at 6%; with 50% employer match about $243,448 at 4% or $162,299 at 6%; with 100% employer match about $182,586 at 4% or $121,724 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-8$940,570$116,855$14,607iApproximate average salary by contribution assumption: employee only about $365,172 at 4% or $243,448 at 6%; with 50% employer match about $243,448 at 4% or $162,299 at 6%; with 100% employer match about $182,586 at 4% or $121,724 at 6%.
201817$673,783$51,339$7,334iApproximate average salary by contribution assumption: employee only about $183,354 at 4% or $122,236 at 6%; with 50% employer match about $122,236 at 4% or $81,490 at 6%; with 100% employer match about $91,677 at 4% or $61,118 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-7$673,783$51,339$7,334iApproximate average salary by contribution assumption: employee only about $183,354 at 4% or $122,236 at 6%; with 50% employer match about $122,236 at 4% or $81,490 at 6%; with 100% employer match about $91,677 at 4% or $61,118 at 6%.
201717$659,195$45,630$6,519iApproximate average salary by contribution assumption: employee only about $162,964 at 4% or $108,643 at 6%; with 50% employer match about $108,643 at 4% or $72,429 at 6%; with 100% employer match about $81,482 at 4% or $54,321 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-7$659,195$45,630$6,519iApproximate average salary by contribution assumption: employee only about $162,964 at 4% or $108,643 at 6%; with 50% employer match about $108,643 at 4% or $72,429 at 6%; with 100% employer match about $81,482 at 4% or $54,321 at 6%.
201618$510,151$63,938$7,992iApproximate average salary by contribution assumption: employee only about $199,806 at 4% or $133,204 at 6%; with 50% employer match about $133,204 at 4% or $88,803 at 6%; with 100% employer match about $99,903 at 4% or $66,602 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-8$510,151$63,938$7,992iApproximate average salary by contribution assumption: employee only about $199,806 at 4% or $133,204 at 6%; with 50% employer match about $133,204 at 4% or $88,803 at 6%; with 100% employer match about $99,903 at 4% or $66,602 at 6%.
201518$412,514$59,866$7,483iApproximate average salary by contribution assumption: employee only about $187,081 at 4% or $124,721 at 6%; with 50% employer match about $124,721 at 4% or $83,147 at 6%; with 100% employer match about $93,541 at 4% or $62,360 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-8$412,514$59,866$7,483iApproximate average salary by contribution assumption: employee only about $187,081 at 4% or $124,721 at 6%; with 50% employer match about $124,721 at 4% or $83,147 at 6%; with 100% employer match about $93,541 at 4% or $62,360 at 6%.
201417$370,950$76,218$10,888iApproximate average salary by contribution assumption: employee only about $272,207 at 4% or $181,471 at 6%; with 50% employer match about $181,471 at 4% or $120,981 at 6%; with 100% employer match about $136,104 at 4% or $90,736 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-7$370,950$76,218$10,888iApproximate average salary by contribution assumption: employee only about $272,207 at 4% or $181,471 at 6%; with 50% employer match about $181,471 at 4% or $120,981 at 6%; with 100% employer match about $136,104 at 4% or $90,736 at 6%.
201316$289,109$68,816$11,469iApproximate average salary by contribution assumption: employee only about $286,733 at 4% or $191,156 at 6%; with 50% employer match about $191,156 at 4% or $127,437 at 6%; with 100% employer match about $143,367 at 4% or $95,578 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-6$289,109$68,816$11,469iApproximate average salary by contribution assumption: employee only about $286,733 at 4% or $191,156 at 6%; with 50% employer match about $191,156 at 4% or $127,437 at 6%; with 100% employer match about $143,367 at 4% or $95,578 at 6%.
201215$182,251$39,376$7,875iApproximate average salary by contribution assumption: employee only about $196,880 at 4% or $131,253 at 6%; with 50% employer match about $131,253 at 4% or $87,502 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-5$182,251$39,376$7,875iApproximate average salary by contribution assumption: employee only about $196,880 at 4% or $131,253 at 6%; with 50% employer match about $131,253 at 4% or $87,502 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%.
201114$165,273$14,190$3,548iApproximate average salary by contribution assumption: employee only about $88,688 at 4% or $59,125 at 6%; with 50% employer match about $59,125 at 4% or $39,417 at 6%; with 100% employer match about $44,344 at 4% or $29,563 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-4$165,273$14,190$3,548iApproximate average salary by contribution assumption: employee only about $88,688 at 4% or $59,125 at 6%; with 50% employer match about $59,125 at 4% or $39,417 at 6%; with 100% employer match about $44,344 at 4% or $29,563 at 6%.
201015$153,603$53,990$10,798iApproximate average salary by contribution assumption: employee only about $269,950 at 4% or $179,967 at 6%; with 50% employer match about $179,967 at 4% or $119,978 at 6%; with 100% employer match about $134,975 at 4% or $89,983 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-5$153,603$53,990$10,798iApproximate average salary by contribution assumption: employee only about $269,950 at 4% or $179,967 at 6%; with 50% employer match about $179,967 at 4% or $119,978 at 6%; with 100% employer match about $134,975 at 4% or $89,983 at 6%.
200918$344,980$24,722$3,090iApproximate average salary by contribution assumption: employee only about $77,256 at 4% or $51,504 at 6%; with 50% employer match about $51,504 at 4% or $34,336 at 6%; with 100% employer match about $38,628 at 4% or $25,752 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-8$344,980$24,722$3,090iApproximate average salary by contribution assumption: employee only about $77,256 at 4% or $51,504 at 6%; with 50% employer match about $51,504 at 4% or $34,336 at 6%; with 100% employer match about $38,628 at 4% or $25,752 at 6%.
200817$587,597$57,310$8,187iApproximate average salary by contribution assumption: employee only about $204,679 at 4% or $136,452 at 6%; with 50% employer match about $136,452 at 4% or $90,968 at 6%; with 100% employer match about $102,339 at 4% or $68,226 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-7$587,597$57,310$8,187iApproximate average salary by contribution assumption: employee only about $204,679 at 4% or $136,452 at 6%; with 50% employer match about $136,452 at 4% or $90,968 at 6%; with 100% employer match about $102,339 at 4% or $68,226 at 6%.
2007110$732,593$117,007$11,701iApproximate average salary by contribution assumption: employee only about $292,518 at 4% or $195,012 at 6%; with 50% employer match about $195,012 at 4% or $130,008 at 6%; with 100% employer match about $146,259 at 4% or $97,506 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-10$732,593$117,007$11,701iApproximate average salary by contribution assumption: employee only about $292,518 at 4% or $195,012 at 6%; with 50% employer match about $195,012 at 4% or $130,008 at 6%; with 100% employer match about $146,259 at 4% or $97,506 at 6%.
200619$0$0-
Kb&P Financial Partners 401(K) Profit Sharing Plan-9---
200512$406,130$51,770$25,885iApproximate average salary by contribution assumption: employee only about $647,125 at 4% or $431,417 at 6%; with 50% employer match about $431,417 at 4% or $287,611 at 6%; with 100% employer match about $323,563 at 4% or $215,708 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-2$406,130$51,770$25,885iApproximate average salary by contribution assumption: employee only about $647,125 at 4% or $431,417 at 6%; with 50% employer match about $431,417 at 4% or $287,611 at 6%; with 100% employer match about $323,563 at 4% or $215,708 at 6%.
200413$379,743$57,679$19,226iApproximate average salary by contribution assumption: employee only about $480,658 at 4% or $320,439 at 6%; with 50% employer match about $320,439 at 4% or $213,626 at 6%; with 100% employer match about $240,329 at 4% or $160,219 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-3$379,743$57,679$19,226iApproximate average salary by contribution assumption: employee only about $480,658 at 4% or $320,439 at 6%; with 50% employer match about $320,439 at 4% or $213,626 at 6%; with 100% employer match about $240,329 at 4% or $160,219 at 6%.
200314$269,195$62,665$15,666iApproximate average salary by contribution assumption: employee only about $391,656 at 4% or $261,104 at 6%; with 50% employer match about $261,104 at 4% or $174,069 at 6%; with 100% employer match about $195,828 at 4% or $130,552 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-4$269,195$62,665$15,666iApproximate average salary by contribution assumption: employee only about $391,656 at 4% or $261,104 at 6%; with 50% employer match about $261,104 at 4% or $174,069 at 6%; with 100% employer match about $195,828 at 4% or $130,552 at 6%.
200215$157,032$65,427$13,085iApproximate average salary by contribution assumption: employee only about $327,135 at 4% or $218,090 at 6%; with 50% employer match about $218,090 at 4% or $145,393 at 6%; with 100% employer match about $163,568 at 4% or $109,045 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-5$157,032$65,427$13,085iApproximate average salary by contribution assumption: employee only about $327,135 at 4% or $218,090 at 6%; with 50% employer match about $218,090 at 4% or $145,393 at 6%; with 100% employer match about $163,568 at 4% or $109,045 at 6%.
200114$135,946$45,532$11,383iApproximate average salary by contribution assumption: employee only about $284,575 at 4% or $189,717 at 6%; with 50% employer match about $189,717 at 4% or $126,478 at 6%; with 100% employer match about $142,288 at 4% or $94,858 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-4$135,946$45,532$11,383iApproximate average salary by contribution assumption: employee only about $284,575 at 4% or $189,717 at 6%; with 50% employer match about $189,717 at 4% or $126,478 at 6%; with 100% employer match about $142,288 at 4% or $94,858 at 6%.
200013$93,681$81,082$27,027iApproximate average salary by contribution assumption: employee only about $675,683 at 4% or $450,456 at 6%; with 50% employer match about $450,456 at 4% or $300,304 at 6%; with 100% employer match about $337,842 at 4% or $225,228 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-3$93,681$81,082$27,027iApproximate average salary by contribution assumption: employee only about $675,683 at 4% or $450,456 at 6%; with 50% employer match about $450,456 at 4% or $300,304 at 6%; with 100% employer match about $337,842 at 4% or $225,228 at 6%.
199912$13,976$1,621$811iApproximate average salary by contribution assumption: employee only about $20,263 at 4% or $13,508 at 6%; with 50% employer match about $13,508 at 4% or $9,006 at 6%; with 100% employer match about $10,131 at 4% or $6,754 at 6%.
Kb&P Financial Partners 401(K) Profit Sharing Plan-2$13,976$1,621$811iApproximate average salary by contribution assumption: employee only about $20,263 at 4% or $13,508 at 6%; with 50% employer match about $13,508 at 4% or $9,006 at 6%; with 100% employer match about $10,131 at 4% or $6,754 at 6%.