Civic Intelligence

Joseph S. Okeefe Inc.

Plan context: Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust

EIN 33-0621009 • San Diego, CA • 25 filings • 7 plans

7676 Hazard Center DriveSuite 700San Diego, CA 92108-4343
Current Snapshot

Latest Year

2022

2022 Participants

26

2022 Assets

$3,825,081

2022 Contributions

$6,812

Historical Graphs

Total Assets Over Time

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

$3,825,081$1,912,541$0199920122021YearValue
$3,825,081Latest year 2021

Participants Over Time

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

38190199920102021YearValue
26Latest year 2021

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
202210$0$6,812-
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-0$0$6,812-
2021126$3,825,081$308,273$11,857iApproximate average salary by contribution assumption: employee only about $296,416 at 4% or $197,611 at 6%; with 50% employer match about $197,611 at 4% or $131,741 at 6%; with 100% employer match about $148,208 at 4% or $98,805 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-26$3,825,081$308,273$11,857iApproximate average salary by contribution assumption: employee only about $296,416 at 4% or $197,611 at 6%; with 50% employer match about $197,611 at 4% or $131,741 at 6%; with 100% employer match about $148,208 at 4% or $98,805 at 6%.
2020128$3,762,895$302,451$10,802iApproximate average salary by contribution assumption: employee only about $270,046 at 4% or $180,030 at 6%; with 50% employer match about $180,030 at 4% or $120,020 at 6%; with 100% employer match about $135,023 at 4% or $90,015 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-28$3,762,895$302,451$10,802iApproximate average salary by contribution assumption: employee only about $270,046 at 4% or $180,030 at 6%; with 50% employer match about $180,030 at 4% or $120,020 at 6%; with 100% employer match about $135,023 at 4% or $90,015 at 6%.
2019127$3,098,305$274,498$10,167iApproximate average salary by contribution assumption: employee only about $254,165 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,722 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-27$3,098,305$274,498$10,167iApproximate average salary by contribution assumption: employee only about $254,165 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,722 at 6%.
2018125$2,419,910$266,842$10,674iApproximate average salary by contribution assumption: employee only about $266,842 at 4% or $177,895 at 6%; with 50% employer match about $177,895 at 4% or $118,596 at 6%; with 100% employer match about $133,421 at 4% or $88,947 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-25$2,419,910$266,842$10,674iApproximate average salary by contribution assumption: employee only about $266,842 at 4% or $177,895 at 6%; with 50% employer match about $177,895 at 4% or $118,596 at 6%; with 100% employer match about $133,421 at 4% or $88,947 at 6%.
2017131$3,759,446$254,103$8,197iApproximate average salary by contribution assumption: employee only about $204,922 at 4% or $136,615 at 6%; with 50% employer match about $136,615 at 4% or $91,076 at 6%; with 100% employer match about $102,461 at 4% or $68,307 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-31$3,759,446$254,103$8,197iApproximate average salary by contribution assumption: employee only about $204,922 at 4% or $136,615 at 6%; with 50% employer match about $136,615 at 4% or $91,076 at 6%; with 100% employer match about $102,461 at 4% or $68,307 at 6%.
2016135$3,094,760$266,014$7,600iApproximate average salary by contribution assumption: employee only about $190,010 at 4% or $126,673 at 6%; with 50% employer match about $126,673 at 4% or $84,449 at 6%; with 100% employer match about $95,005 at 4% or $63,337 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-35$3,094,760$266,014$7,600iApproximate average salary by contribution assumption: employee only about $190,010 at 4% or $126,673 at 6%; with 50% employer match about $126,673 at 4% or $84,449 at 6%; with 100% employer match about $95,005 at 4% or $63,337 at 6%.
2015135$2,793,325$241,459$6,899iApproximate average salary by contribution assumption: employee only about $172,471 at 4% or $114,980 at 6%; with 50% employer match about $114,980 at 4% or $76,654 at 6%; with 100% employer match about $86,235 at 4% or $57,490 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-35$2,793,325$241,459$6,899iApproximate average salary by contribution assumption: employee only about $172,471 at 4% or $114,980 at 6%; with 50% employer match about $114,980 at 4% or $76,654 at 6%; with 100% employer match about $86,235 at 4% or $57,490 at 6%.
2014135$2,608,964$247,779$7,079iApproximate average salary by contribution assumption: employee only about $176,985 at 4% or $117,990 at 6%; with 50% employer match about $117,990 at 4% or $78,660 at 6%; with 100% employer match about $88,493 at 4% or $58,995 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-35$2,608,964$247,779$7,079iApproximate average salary by contribution assumption: employee only about $176,985 at 4% or $117,990 at 6%; with 50% employer match about $117,990 at 4% or $78,660 at 6%; with 100% employer match about $88,493 at 4% or $58,995 at 6%.
2013137$2,452,392$245,523$6,636iApproximate average salary by contribution assumption: employee only about $165,894 at 4% or $110,596 at 6%; with 50% employer match about $110,596 at 4% or $73,731 at 6%; with 100% employer match about $82,947 at 4% or $55,298 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-37$2,452,392$245,523$6,636iApproximate average salary by contribution assumption: employee only about $165,894 at 4% or $110,596 at 6%; with 50% employer match about $110,596 at 4% or $73,731 at 6%; with 100% employer match about $82,947 at 4% or $55,298 at 6%.
2012138$1,947,674$198,901$5,234iApproximate average salary by contribution assumption: employee only about $130,856 at 4% or $87,237 at 6%; with 50% employer match about $87,237 at 4% or $58,158 at 6%; with 100% employer match about $65,428 at 4% or $43,619 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-38$1,947,674$198,901$5,234iApproximate average salary by contribution assumption: employee only about $130,856 at 4% or $87,237 at 6%; with 50% employer match about $87,237 at 4% or $58,158 at 6%; with 100% employer match about $65,428 at 4% or $43,619 at 6%.
2011134$1,636,920$204,527$6,016iApproximate average salary by contribution assumption: employee only about $150,388 at 4% or $100,258 at 6%; with 50% employer match about $100,258 at 4% or $66,839 at 6%; with 100% employer match about $75,194 at 4% or $50,129 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-34$1,636,920$204,527$6,016iApproximate average salary by contribution assumption: employee only about $150,388 at 4% or $100,258 at 6%; with 50% employer match about $100,258 at 4% or $66,839 at 6%; with 100% employer match about $75,194 at 4% or $50,129 at 6%.
2010134$1,575,824$182,983$5,382iApproximate average salary by contribution assumption: employee only about $134,546 at 4% or $89,698 at 6%; with 50% employer match about $89,698 at 4% or $59,798 at 6%; with 100% employer match about $67,273 at 4% or $44,849 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-34$1,575,824$182,983$5,382iApproximate average salary by contribution assumption: employee only about $134,546 at 4% or $89,698 at 6%; with 50% employer match about $89,698 at 4% or $59,798 at 6%; with 100% employer match about $67,273 at 4% or $44,849 at 6%.
2009134$1,516,505$189,319$5,568iApproximate average salary by contribution assumption: employee only about $139,205 at 4% or $92,803 at 6%; with 50% employer match about $92,803 at 4% or $61,869 at 6%; with 100% employer match about $69,603 at 4% or $46,402 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-34$1,516,505$189,319$5,568iApproximate average salary by contribution assumption: employee only about $139,205 at 4% or $92,803 at 6%; with 50% employer match about $92,803 at 4% or $61,869 at 6%; with 100% employer match about $69,603 at 4% or $46,402 at 6%.
2008121$1,224,332$177,130$8,435iApproximate average salary by contribution assumption: employee only about $210,869 at 4% or $140,579 at 6%; with 50% employer match about $140,579 at 4% or $93,720 at 6%; with 100% employer match about $105,435 at 4% or $70,290 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-21$1,224,332$177,130$8,435iApproximate average salary by contribution assumption: employee only about $210,869 at 4% or $140,579 at 6%; with 50% employer match about $140,579 at 4% or $93,720 at 6%; with 100% employer match about $105,435 at 4% or $70,290 at 6%.
2007122$0$0-
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-22---
2006126$1,264,893$248,622$9,562iApproximate average salary by contribution assumption: employee only about $239,060 at 4% or $159,373 at 6%; with 50% employer match about $159,373 at 4% or $106,249 at 6%; with 100% employer match about $119,530 at 4% or $79,687 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-26$1,264,893$248,622$9,562iApproximate average salary by contribution assumption: employee only about $239,060 at 4% or $159,373 at 6%; with 50% employer match about $159,373 at 4% or $106,249 at 6%; with 100% employer match about $119,530 at 4% or $79,687 at 6%.
2005122$930,531$238,245$10,829iApproximate average salary by contribution assumption: employee only about $270,733 at 4% or $180,489 at 6%; with 50% employer match about $180,489 at 4% or $120,326 at 6%; with 100% employer match about $135,366 at 4% or $90,244 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-22$930,531$238,245$10,829iApproximate average salary by contribution assumption: employee only about $270,733 at 4% or $180,489 at 6%; with 50% employer match about $180,489 at 4% or $120,326 at 6%; with 100% employer match about $135,366 at 4% or $90,244 at 6%.
2004119$793,886$197,101$10,374iApproximate average salary by contribution assumption: employee only about $259,343 at 4% or $172,896 at 6%; with 50% employer match about $172,896 at 4% or $115,264 at 6%; with 100% employer match about $129,672 at 4% or $86,448 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-19$793,886$197,101$10,374iApproximate average salary by contribution assumption: employee only about $259,343 at 4% or $172,896 at 6%; with 50% employer match about $172,896 at 4% or $115,264 at 6%; with 100% employer match about $129,672 at 4% or $86,448 at 6%.
2003121$767,011$160,266$7,632iApproximate average salary by contribution assumption: employee only about $190,793 at 4% or $127,195 at 6%; with 50% employer match about $127,195 at 4% or $84,797 at 6%; with 100% employer match about $95,396 at 4% or $63,598 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-21$767,011$160,266$7,632iApproximate average salary by contribution assumption: employee only about $190,793 at 4% or $127,195 at 6%; with 50% employer match about $127,195 at 4% or $84,797 at 6%; with 100% employer match about $95,396 at 4% or $63,598 at 6%.
2002122$534,565$151,814$6,901iApproximate average salary by contribution assumption: employee only about $172,516 at 4% or $115,011 at 6%; with 50% employer match about $115,011 at 4% or $76,674 at 6%; with 100% employer match about $86,258 at 4% or $57,505 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-22$534,565$151,814$6,901iApproximate average salary by contribution assumption: employee only about $172,516 at 4% or $115,011 at 6%; with 50% employer match about $115,011 at 4% or $76,674 at 6%; with 100% employer match about $86,258 at 4% or $57,505 at 6%.
2001126$0$0-
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-26---
2000121$0$0-
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-21---
1999216$999,603$123,396$7,712iApproximate average salary by contribution assumption: employee only about $192,806 at 4% or $128,538 at 6%; with 50% employer match about $128,538 at 4% or $85,692 at 6%; with 100% employer match about $96,403 at 4% or $64,269 at 6%.
Joseph S. Okeefe Inc. Profit Sharing Plan-1$636,380$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Kuhn & Koviak Inc. 401K Profit Sharing Plan & T Rust-16$363,223$118,396$7,400iApproximate average salary by contribution assumption: employee only about $184,994 at 4% or $123,329 at 6%; with 50% employer match about $123,329 at 4% or $82,219 at 6%; with 100% employer match about $92,497 at 4% or $61,665 at 6%.