Civic Intelligence

Susan Spath-Hegedus Inc.

Plan context: Kern & Co. Profit Sharing Plan

EIN 33-0641629 • Solana Beach, CA • 29 filings • 2 plans

130 South Cedros Ave, Suite 100Solana Beach, CA 92075
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$4,203,898

2024 Contributions

$202,128

Historical Graphs

Total Assets Over Time

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

$4,203,898$2,101,949$0200320152024YearValue
$4,203,898Latest year 2024

Participants Over Time

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

1580200120142024YearValue
14Latest 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
2024214$4,203,898$202,128$14,438iApproximate average salary by contribution assumption: employee only about $360,943 at 4% or $240,629 at 6%; with 50% employer match about $240,629 at 4% or $160,419 at 6%; with 100% employer match about $180,471 at 4% or $120,314 at 6%.
Kern & Co. Profit Sharing Plan-14$2,604,370$58,747$4,196iApproximate average salary by contribution assumption: employee only about $104,905 at 4% or $69,937 at 6%; with 50% employer match about $69,937 at 4% or $46,625 at 6%; with 100% employer match about $52,453 at 4% or $34,968 at 6%.
KERN & CO. CASH BALANCE PLAN-14$1,599,528$143,381$10,242iApproximate average salary by contribution assumption: employee only about $256,038 at 4% or $170,692 at 6%; with 50% employer match about $170,692 at 4% or $113,794 at 6%; with 100% employer match about $128,019 at 4% or $85,346 at 6%.
2023214$3,440,770$299,110$21,365iApproximate average salary by contribution assumption: employee only about $534,125 at 4% or $356,083 at 6%; with 50% employer match about $356,083 at 4% or $237,389 at 6%; with 100% employer match about $267,063 at 4% or $178,042 at 6%.
Kern & Co. Profit Sharing Plan-14$2,185,757$56,902$4,064iApproximate average salary by contribution assumption: employee only about $101,611 at 4% or $67,740 at 6%; with 50% employer match about $67,740 at 4% or $45,160 at 6%; with 100% employer match about $50,805 at 4% or $33,870 at 6%.
KERN & CO. CASH BALANCE PLAN-14$1,255,013$242,208$17,301iApproximate average salary by contribution assumption: employee only about $432,514 at 4% or $288,343 at 6%; with 50% employer match about $288,343 at 4% or $192,229 at 6%; with 100% employer match about $216,257 at 4% or $144,171 at 6%.
2022215$2,986,435$291,982$19,465iApproximate average salary by contribution assumption: employee only about $486,637 at 4% or $324,424 at 6%; with 50% employer match about $324,424 at 4% or $216,283 at 6%; with 100% employer match about $243,318 at 4% or $162,212 at 6%.
Kern & Co. Profit Sharing Plan-15$2,176,317$47,462$3,164iApproximate average salary by contribution assumption: employee only about $79,103 at 4% or $52,736 at 6%; with 50% employer match about $52,736 at 4% or $35,157 at 6%; with 100% employer match about $39,552 at 4% or $26,368 at 6%.
KERN & CO. CASH BALANCE PLAN-14$810,118$244,520$17,466iApproximate average salary by contribution assumption: employee only about $436,643 at 4% or $291,095 at 6%; with 50% employer match about $291,095 at 4% or $194,063 at 6%; with 100% employer match about $218,321 at 4% or $145,548 at 6%.
2021215$3,222,665$300,018$20,001iApproximate average salary by contribution assumption: employee only about $500,030 at 4% or $333,353 at 6%; with 50% employer match about $333,353 at 4% or $222,236 at 6%; with 100% employer match about $250,015 at 4% or $166,677 at 6%.
Kern & Co. Profit Sharing Plan-15$2,526,573$55,010$3,667iApproximate average salary by contribution assumption: employee only about $91,683 at 4% or $61,122 at 6%; with 50% employer match about $61,122 at 4% or $40,748 at 6%; with 100% employer match about $45,842 at 4% or $30,561 at 6%.
KERN & CO. CASH BALANCE PLAN-14$696,092$245,008$17,501iApproximate average salary by contribution assumption: employee only about $437,514 at 4% or $291,676 at 6%; with 50% employer match about $291,676 at 4% or $194,451 at 6%; with 100% employer match about $218,757 at 4% or $145,838 at 6%.
2020214$2,552,248$299,000$21,357iApproximate average salary by contribution assumption: employee only about $533,929 at 4% or $355,952 at 6%; with 50% employer match about $355,952 at 4% or $237,302 at 6%; with 100% employer match about $266,964 at 4% or $177,976 at 6%.
Kern & Co. Profit Sharing Plan-14$2,112,612$58,224$4,159iApproximate average salary by contribution assumption: employee only about $103,971 at 4% or $69,314 at 6%; with 50% employer match about $69,314 at 4% or $46,210 at 6%; with 100% employer match about $51,986 at 4% or $34,657 at 6%.
KERN & CO. CASH BALANCE PLAN-13$439,636$240,776$18,521iApproximate average salary by contribution assumption: employee only about $463,031 at 4% or $308,687 at 6%; with 50% employer match about $308,687 at 4% or $205,791 at 6%; with 100% employer match about $231,515 at 4% or $154,344 at 6%.
2019213$2,049,539$299,118$23,009iApproximate average salary by contribution assumption: employee only about $575,227 at 4% or $383,485 at 6%; with 50% employer match about $383,485 at 4% or $255,656 at 6%; with 100% employer match about $287,613 at 4% or $191,742 at 6%.
Kern & Co. Profit Sharing Plan-13$1,850,681$100,260$7,712iApproximate average salary by contribution assumption: employee only about $192,808 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 $96,404 at 4% or $64,269 at 6%.
KERN & CO. CASH BALANCE PLAN-10$198,858$198,858$19,886iApproximate average salary by contribution assumption: employee only about $497,145 at 4% or $331,430 at 6%; with 50% employer match about $331,430 at 4% or $220,953 at 6%; with 100% employer match about $248,573 at 4% or $165,715 at 6%.
2018113$1,527,634$86,657$6,666iApproximate average salary by contribution assumption: employee only about $166,648 at 4% or $111,099 at 6%; with 50% employer match about $111,099 at 4% or $74,066 at 6%; with 100% employer match about $83,324 at 4% or $55,549 at 6%.
Kern & Co. Profit Sharing Plan-13$1,527,634$86,657$6,666iApproximate average salary by contribution assumption: employee only about $166,648 at 4% or $111,099 at 6%; with 50% employer match about $111,099 at 4% or $74,066 at 6%; with 100% employer match about $83,324 at 4% or $55,549 at 6%.
2017113$1,539,054$86,929$6,687iApproximate average salary by contribution assumption: employee only about $167,171 at 4% or $111,447 at 6%; with 50% employer match about $111,447 at 4% or $74,298 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%.
Kern & Co. Profit Sharing Plan-13$1,539,054$86,929$6,687iApproximate average salary by contribution assumption: employee only about $167,171 at 4% or $111,447 at 6%; with 50% employer match about $111,447 at 4% or $74,298 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%.
2016110$1,317,488$107,879$10,788iApproximate average salary by contribution assumption: employee only about $269,698 at 4% or $179,798 at 6%; with 50% employer match about $179,798 at 4% or $119,866 at 6%; with 100% employer match about $134,849 at 4% or $89,899 at 6%.
Kern & Co. Profit Sharing Plan-10$1,317,488$107,879$10,788iApproximate average salary by contribution assumption: employee only about $269,698 at 4% or $179,798 at 6%; with 50% employer match about $179,798 at 4% or $119,866 at 6%; with 100% employer match about $134,849 at 4% or $89,899 at 6%.
2015110$1,207,739$108,116$10,812iApproximate average salary by contribution assumption: employee only about $270,290 at 4% or $180,193 at 6%; with 50% employer match about $180,193 at 4% or $120,129 at 6%; with 100% employer match about $135,145 at 4% or $90,097 at 6%.
Kern & Co. Profit Sharing Plan-10$1,207,739$108,116$10,812iApproximate average salary by contribution assumption: employee only about $270,290 at 4% or $180,193 at 6%; with 50% employer match about $180,193 at 4% or $120,129 at 6%; with 100% employer match about $135,145 at 4% or $90,097 at 6%.
201419$1,112,722$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Kern & Co. Profit Sharing Plan-9$1,112,722$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201319$959,173$40,000$4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%.
Kern & Co. Profit Sharing Plan-9$959,173$40,000$4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%.
201218$808,032$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Kern & Co. Profit Sharing Plan-8$808,032$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
201118$689,947$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Kern & Co. Profit Sharing Plan-8$689,947$75,000$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
2010110$607,031$77,124$7,712iApproximate average salary by contribution assumption: employee only about $192,810 at 4% or $128,540 at 6%; with 50% employer match about $128,540 at 4% or $85,693 at 6%; with 100% employer match about $96,405 at 4% or $64,270 at 6%.
Kern & Co. Profit Sharing Plan-10$607,031$77,124$7,712iApproximate average salary by contribution assumption: employee only about $192,810 at 4% or $128,540 at 6%; with 50% employer match about $128,540 at 4% or $85,693 at 6%; with 100% employer match about $96,405 at 4% or $64,270 at 6%.
200910$0$0-
Kern & Co. Profit Sharing Plan-----
200719$0$0-
Kern & Co. Profit Sharing Plan-9---
200619$521,085$76,882$8,542iApproximate average salary by contribution assumption: employee only about $213,561 at 4% or $142,374 at 6%; with 50% employer match about $142,374 at 4% or $94,916 at 6%; with 100% employer match about $106,781 at 4% or $71,187 at 6%.
Kern & Co. Profit Sharing Plan-9$521,085$76,882$8,542iApproximate average salary by contribution assumption: employee only about $213,561 at 4% or $142,374 at 6%; with 50% employer match about $142,374 at 4% or $94,916 at 6%; with 100% employer match about $106,781 at 4% or $71,187 at 6%.
200518$392,544$57,973$7,247iApproximate average salary by contribution assumption: employee only about $181,166 at 4% or $120,777 at 6%; with 50% employer match about $120,777 at 4% or $80,518 at 6%; with 100% employer match about $90,583 at 4% or $60,389 at 6%.
Kern & Co. Profit Sharing Plan-8$392,544$57,973$7,247iApproximate average salary by contribution assumption: employee only about $181,166 at 4% or $120,777 at 6%; with 50% employer match about $120,777 at 4% or $80,518 at 6%; with 100% employer match about $90,583 at 4% or $60,389 at 6%.
200416$325,553$81,880$13,647iApproximate average salary by contribution assumption: employee only about $341,167 at 4% or $227,444 at 6%; with 50% employer match about $227,444 at 4% or $151,630 at 6%; with 100% employer match about $170,583 at 4% or $113,722 at 6%.
Kern & Co. Profit Sharing Plan-6$325,553$81,880$13,647iApproximate average salary by contribution assumption: employee only about $341,167 at 4% or $227,444 at 6%; with 50% employer match about $227,444 at 4% or $151,630 at 6%; with 100% employer match about $170,583 at 4% or $113,722 at 6%.
200318$251,597$78,083$9,760iApproximate average salary by contribution assumption: employee only about $244,009 at 4% or $162,673 at 6%; with 50% employer match about $162,673 at 4% or $108,449 at 6%; with 100% employer match about $122,005 at 4% or $81,336 at 6%.
Kern & Co. Profit Sharing Plan-8$251,597$78,083$9,760iApproximate average salary by contribution assumption: employee only about $244,009 at 4% or $162,673 at 6%; with 50% employer match about $162,673 at 4% or $108,449 at 6%; with 100% employer match about $122,005 at 4% or $81,336 at 6%.
200218$0$0-
Kern & Co. Profit Sharing Plan-8---
200116$0$0-
Kern & Co. Profit Sharing Plan-6---