Civic Intelligence

Kephart Fisher LLC

Plan context: Kephart & Fisher Profit Sharing Plan

EIN 31-1337454 • Columbus, OH • 36 filings • 8 plans

207 N. 4th StColumbus, OH 43215
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,074,678

2024 Contributions

$436,759

Historical Graphs

Total Assets Over Time

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

$6,074,678$3,037,339$0199920122024YearValue
$6,074,678Latest year 2024

Participants Over Time

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

19100199920122024YearValue
15Latest 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
2024215$6,074,678$436,759$29,117iApproximate average salary by contribution assumption: employee only about $727,932 at 4% or $485,288 at 6%; with 50% employer match about $485,288 at 4% or $323,525 at 6%; with 100% employer match about $363,966 at 4% or $242,644 at 6%.
Kephart & Fisher Profit Sharing Plan-15$4,491,054$299,259$19,951iApproximate average salary by contribution assumption: employee only about $498,765 at 4% or $332,510 at 6%; with 50% employer match about $332,510 at 4% or $221,673 at 6%; with 100% employer match about $249,382 at 4% or $166,255 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-11$1,583,624$137,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2023219$5,456,321$466,775$24,567iApproximate average salary by contribution assumption: employee only about $614,178 at 4% or $409,452 at 6%; with 50% employer match about $409,452 at 4% or $272,968 at 6%; with 100% employer match about $307,089 at 4% or $204,726 at 6%.
Kephart & Fisher Profit Sharing Plan-19$4,088,656$270,122$14,217iApproximate average salary by contribution assumption: employee only about $355,424 at 4% or $236,949 at 6%; with 50% employer match about $236,949 at 4% or $157,966 at 6%; with 100% employer match about $177,712 at 4% or $118,475 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-11$1,367,665$196,653$17,878iApproximate average salary by contribution assumption: employee only about $446,939 at 4% or $297,959 at 6%; with 50% employer match about $297,959 at 4% or $198,639 at 6%; with 100% employer match about $223,469 at 4% or $148,980 at 6%.
2022219$4,471,545$528,566$27,819iApproximate average salary by contribution assumption: employee only about $695,482 at 4% or $463,654 at 6%; with 50% employer match about $463,654 at 4% or $309,103 at 6%; with 100% employer match about $347,741 at 4% or $231,827 at 6%.
Kephart & Fisher Profit Sharing Plan-19$3,380,525$328,566$17,293iApproximate average salary by contribution assumption: employee only about $432,324 at 4% or $288,216 at 6%; with 50% employer match about $288,216 at 4% or $192,144 at 6%; with 100% employer match about $216,162 at 4% or $144,108 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-11$1,091,020$200,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
2021219$4,600,117$543,079$28,583iApproximate average salary by contribution assumption: employee only about $714,578 at 4% or $476,385 at 6%; with 50% employer match about $476,385 at 4% or $317,590 at 6%; with 100% employer match about $357,289 at 4% or $238,193 at 6%.
Kephart & Fisher Profit Sharing Plan-19$3,624,959$307,794$16,200iApproximate average salary by contribution assumption: employee only about $404,992 at 4% or $269,995 at 6%; with 50% employer match about $269,995 at 4% or $179,996 at 6%; with 100% employer match about $202,496 at 4% or $134,997 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-11$975,158$235,285$21,390iApproximate average salary by contribution assumption: employee only about $534,739 at 4% or $356,492 at 6%; with 50% employer match about $356,492 at 4% or $237,662 at 6%; with 100% employer match about $267,369 at 4% or $178,246 at 6%.
2020218$4,198,739$484,640$26,924iApproximate average salary by contribution assumption: employee only about $673,111 at 4% or $448,741 at 6%; with 50% employer match about $448,741 at 4% or $299,160 at 6%; with 100% employer match about $336,556 at 4% or $224,370 at 6%.
Kephart & Fisher Profit Sharing Plan-18$3,491,015$221,385$12,299iApproximate average salary by contribution assumption: employee only about $307,479 at 4% or $204,986 at 6%; with 50% employer match about $204,986 at 4% or $136,657 at 6%; with 100% employer match about $153,740 at 4% or $102,493 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-9$707,724$263,255$29,251iApproximate average salary by contribution assumption: employee only about $731,264 at 4% or $487,509 at 6%; with 50% employer match about $487,509 at 4% or $325,006 at 6%; with 100% employer match about $365,632 at 4% or $243,755 at 6%.
2019216$3,372,118$456,918$28,557iApproximate average salary by contribution assumption: employee only about $713,934 at 4% or $475,956 at 6%; with 50% employer match about $475,956 at 4% or $317,304 at 6%; with 100% employer match about $356,967 at 4% or $237,978 at 6%.
Kephart & Fisher Profit Sharing Plan-16$2,951,908$252,536$15,784iApproximate average salary by contribution assumption: employee only about $394,588 at 4% or $263,058 at 6%; with 50% employer match about $263,058 at 4% or $175,372 at 6%; with 100% employer match about $197,294 at 4% or $131,529 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-8$420,210$204,382$25,548iApproximate average salary by contribution assumption: employee only about $638,694 at 4% or $425,796 at 6%; with 50% employer match about $425,796 at 4% or $283,864 at 6%; with 100% employer match about $319,347 at 4% or $212,898 at 6%.
2018213$2,503,320$429,323$33,025iApproximate average salary by contribution assumption: employee only about $825,621 at 4% or $550,414 at 6%; with 50% employer match about $550,414 at 4% or $366,943 at 6%; with 100% employer match about $412,811 at 4% or $275,207 at 6%.
Kephart & Fisher Profit Sharing Plan-13$2,296,320$222,323$17,102iApproximate average salary by contribution assumption: employee only about $427,544 at 4% or $285,029 at 6%; with 50% employer match about $285,029 at 4% or $190,020 at 6%; with 100% employer match about $213,772 at 4% or $142,515 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-7$207,000$207,000$29,571iApproximate average salary by contribution assumption: employee only about $739,286 at 4% or $492,857 at 6%; with 50% employer match about $492,857 at 4% or $328,571 at 6%; with 100% employer match about $369,643 at 4% or $246,429 at 6%.
2017111$2,285,302$173,959$15,814iApproximate average salary by contribution assumption: employee only about $395,361 at 4% or $263,574 at 6%; with 50% employer match about $263,574 at 4% or $175,716 at 6%; with 100% employer match about $197,681 at 4% or $131,787 at 6%.
Kephart & Fisher Profit Sharing Plan-11$2,285,302$173,959$15,814iApproximate average salary by contribution assumption: employee only about $395,361 at 4% or $263,574 at 6%; with 50% employer match about $263,574 at 4% or $175,716 at 6%; with 100% employer match about $197,681 at 4% or $131,787 at 6%.
2016113$1,926,648$160,200$12,323iApproximate average salary by contribution assumption: employee only about $308,077 at 4% or $205,385 at 6%; with 50% employer match about $205,385 at 4% or $136,923 at 6%; with 100% employer match about $154,038 at 4% or $102,692 at 6%.
Kephart & Fisher Profit Sharing Plan-13$1,926,648$160,200$12,323iApproximate average salary by contribution assumption: employee only about $308,077 at 4% or $205,385 at 6%; with 50% employer match about $205,385 at 4% or $136,923 at 6%; with 100% employer match about $154,038 at 4% or $102,692 at 6%.
2015112$1,660,633$112,336$9,361iApproximate average salary by contribution assumption: employee only about $234,033 at 4% or $156,022 at 6%; with 50% employer match about $156,022 at 4% or $104,015 at 6%; with 100% employer match about $117,017 at 4% or $78,011 at 6%.
Kephart & Fisher Profit Sharing Plan-12$1,660,633$112,336$9,361iApproximate average salary by contribution assumption: employee only about $234,033 at 4% or $156,022 at 6%; with 50% employer match about $156,022 at 4% or $104,015 at 6%; with 100% employer match about $117,017 at 4% or $78,011 at 6%.
2014111$1,594,510$334,907$30,446iApproximate average salary by contribution assumption: employee only about $761,152 at 4% or $507,435 at 6%; with 50% employer match about $507,435 at 4% or $338,290 at 6%; with 100% employer match about $380,576 at 4% or $253,717 at 6%.
Kephart & Fisher Profit Sharing Plan-11$1,594,510$334,907$30,446iApproximate average salary by contribution assumption: employee only about $761,152 at 4% or $507,435 at 6%; with 50% employer match about $507,435 at 4% or $338,290 at 6%; with 100% employer match about $380,576 at 4% or $253,717 at 6%.
2013110$1,608,585$160,330$16,033iApproximate average salary by contribution assumption: employee only about $400,825 at 4% or $267,217 at 6%; with 50% employer match about $267,217 at 4% or $178,144 at 6%; with 100% employer match about $200,413 at 4% or $133,608 at 6%.
Kephart & Fisher Profit Sharing Plan-10$1,608,585$160,330$16,033iApproximate average salary by contribution assumption: employee only about $400,825 at 4% or $267,217 at 6%; with 50% employer match about $267,217 at 4% or $178,144 at 6%; with 100% employer match about $200,413 at 4% or $133,608 at 6%.
2012115$1,520,159$135,480$9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,356 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%.
Kephart & Fisher Profit Sharing Plan-15$1,520,159$135,480$9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,356 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%.
2011111$1,262,213$99,785$9,071iApproximate average salary by contribution assumption: employee only about $226,784 at 4% or $151,189 at 6%; with 50% employer match about $151,189 at 4% or $100,793 at 6%; with 100% employer match about $113,392 at 4% or $75,595 at 6%.
Kephart & Fisher Profit Sharing Plan-11$1,262,213$99,785$9,071iApproximate average salary by contribution assumption: employee only about $226,784 at 4% or $151,189 at 6%; with 50% employer match about $151,189 at 4% or $100,793 at 6%; with 100% employer match about $113,392 at 4% or $75,595 at 6%.
2010113$1,295,360$88,581$6,814iApproximate average salary by contribution assumption: employee only about $170,348 at 4% or $113,565 at 6%; with 50% employer match about $113,565 at 4% or $75,710 at 6%; with 100% employer match about $85,174 at 4% or $56,783 at 6%.
Kephart & Fisher Profit Sharing Plan-13$1,295,360$88,581$6,814iApproximate average salary by contribution assumption: employee only about $170,348 at 4% or $113,565 at 6%; with 50% employer match about $113,565 at 4% or $75,710 at 6%; with 100% employer match about $85,174 at 4% or $56,783 at 6%.
2009113$1,074,371$122,296$9,407iApproximate average salary by contribution assumption: employee only about $235,185 at 4% or $156,790 at 6%; with 50% employer match about $156,790 at 4% or $104,526 at 6%; with 100% employer match about $117,592 at 4% or $78,395 at 6%.
Kephart & Fisher Profit Sharing Plan-13$1,074,371$122,296$9,407iApproximate average salary by contribution assumption: employee only about $235,185 at 4% or $156,790 at 6%; with 50% employer match about $156,790 at 4% or $104,526 at 6%; with 100% employer match about $117,592 at 4% or $78,395 at 6%.
200818$792,988$136,514$17,064iApproximate average salary by contribution assumption: employee only about $426,606 at 4% or $284,404 at 6%; with 50% employer match about $284,404 at 4% or $189,603 at 6%; with 100% employer match about $213,303 at 4% or $142,202 at 6%.
Kephart & Fisher Profit Sharing Plan-8$792,988$136,514$17,064iApproximate average salary by contribution assumption: employee only about $426,606 at 4% or $284,404 at 6%; with 50% employer match about $284,404 at 4% or $189,603 at 6%; with 100% employer match about $213,303 at 4% or $142,202 at 6%.
200718$994,948$135,988$16,999iApproximate average salary by contribution assumption: employee only about $424,963 at 4% or $283,308 at 6%; with 50% employer match about $283,308 at 4% or $188,872 at 6%; with 100% employer match about $212,481 at 4% or $141,654 at 6%.
Kephart & Fisher Profit Sharing Plan-8$994,948$135,988$16,999iApproximate average salary by contribution assumption: employee only about $424,963 at 4% or $283,308 at 6%; with 50% employer match about $283,308 at 4% or $188,872 at 6%; with 100% employer match about $212,481 at 4% or $141,654 at 6%.
200616$840,759$117,063$19,511iApproximate average salary by contribution assumption: employee only about $487,763 at 4% or $325,175 at 6%; with 50% employer match about $325,175 at 4% or $216,783 at 6%; with 100% employer match about $243,881 at 4% or $162,588 at 6%.
Kephart & Fisher Profit Sharing Plan-6$840,759$117,063$19,511iApproximate average salary by contribution assumption: employee only about $487,763 at 4% or $325,175 at 6%; with 50% employer match about $325,175 at 4% or $216,783 at 6%; with 100% employer match about $243,881 at 4% or $162,588 at 6%.
200516$652,874$104,739$17,457iApproximate average salary by contribution assumption: employee only about $436,413 at 4% or $290,942 at 6%; with 50% employer match about $290,942 at 4% or $193,961 at 6%; with 100% employer match about $218,206 at 4% or $145,471 at 6%.
Kephart & Fisher Profit Sharing Plan-6$652,874$104,739$17,457iApproximate average salary by contribution assumption: employee only about $436,413 at 4% or $290,942 at 6%; with 50% employer match about $290,942 at 4% or $193,961 at 6%; with 100% employer match about $218,206 at 4% or $145,471 at 6%.
200413$510,782$79,256$26,419iApproximate average salary by contribution assumption: employee only about $660,467 at 4% or $440,311 at 6%; with 50% employer match about $440,311 at 4% or $293,541 at 6%; with 100% employer match about $330,233 at 4% or $220,156 at 6%.
Kephart & Fisher Profit Sharing Plan-3$510,782$79,256$26,419iApproximate average salary by contribution assumption: employee only about $660,467 at 4% or $440,311 at 6%; with 50% employer match about $440,311 at 4% or $293,541 at 6%; with 100% employer match about $330,233 at 4% or $220,156 at 6%.
200313$750,999$91,484$30,495iApproximate average salary by contribution assumption: employee only about $762,367 at 4% or $508,244 at 6%; with 50% employer match about $508,244 at 4% or $338,830 at 6%; with 100% employer match about $381,183 at 4% or $254,122 at 6%.
Kephart & Fisher Profit Sharing Plan-3$750,999$91,484$30,495iApproximate average salary by contribution assumption: employee only about $762,367 at 4% or $508,244 at 6%; with 50% employer match about $508,244 at 4% or $338,830 at 6%; with 100% employer match about $381,183 at 4% or $254,122 at 6%.
200216$719,550$175,417$29,236iApproximate average salary by contribution assumption: employee only about $730,904 at 4% or $487,269 at 6%; with 50% employer match about $487,269 at 4% or $324,846 at 6%; with 100% employer match about $365,452 at 4% or $243,635 at 6%.
Kephart & Fisher Profit Sharing Plan-6$719,550$175,417$29,236iApproximate average salary by contribution assumption: employee only about $730,904 at 4% or $487,269 at 6%; with 50% employer match about $487,269 at 4% or $324,846 at 6%; with 100% employer match about $365,452 at 4% or $243,635 at 6%.
200126$0$0-
Kephart Fisher LLC Cash Balance Pension Plan-6---
Kephart & Fisher Profit Sharing Plan-6---
200027$794,122$46,739$6,677iApproximate average salary by contribution assumption: employee only about $166,925 at 4% or $111,283 at 6%; with 50% employer match about $111,283 at 4% or $74,189 at 6%; with 100% employer match about $83,463 at 4% or $55,642 at 6%.
Kephart & Fisher Profit Sharing Plan-7$744,678$41,273$5,896iApproximate average salary by contribution assumption: employee only about $147,404 at 4% or $98,269 at 6%; with 50% employer match about $98,269 at 4% or $65,513 at 6%; with 100% employer match about $73,702 at 4% or $49,135 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-7$49,444$5,466$781iApproximate average salary by contribution assumption: employee only about $19,521 at 4% or $13,014 at 6%; with 50% employer match about $13,014 at 4% or $8,676 at 6%; with 100% employer match about $9,761 at 4% or $6,507 at 6%.
199928$888,198$108,822$13,603iApproximate average salary by contribution assumption: employee only about $340,069 at 4% or $226,713 at 6%; with 50% employer match about $226,713 at 4% or $151,142 at 6%; with 100% employer match about $170,034 at 4% or $113,356 at 6%.
Kephart & Fisher Profit Sharing Plan-8$834,331$83,726$10,466iApproximate average salary by contribution assumption: employee only about $261,644 at 4% or $174,429 at 6%; with 50% employer match about $174,429 at 4% or $116,286 at 6%; with 100% employer match about $130,822 at 4% or $87,215 at 6%.
Kephart Fisher LLC Cash Balance Pension Plan-8$53,867$25,096$3,137iApproximate average salary by contribution assumption: employee only about $78,425 at 4% or $52,283 at 6%; with 50% employer match about $52,283 at 4% or $34,856 at 6%; with 100% employer match about $39,213 at 4% or $26,142 at 6%.