Amy Koellner
Plan context: Amy Koellner 401K Plan
EIN 33-0785615 • Long Beach, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$64,417
2025 Contributions
$15,031
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $64,417 | $15,031 | $5,010iApproximate average salary by contribution assumption: employee only about $125,258 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,670 at 6%; with 100% employer match about $62,629 at 4% or $41,753 at 6%. |
| Amy Koellner 401K Plan | - | 3 | $64,417 | $15,031 | $5,010iApproximate average salary by contribution assumption: employee only about $125,258 at 4% or $83,506 at 6%; with 50% employer match about $83,506 at 4% or $55,670 at 6%; with 100% employer match about $62,629 at 4% or $41,753 at 6%. |
| 2024 | 1 | 3 | $42,705 | $28,498 | $9,499iApproximate average salary by contribution assumption: employee only about $237,483 at 4% or $158,322 at 6%; with 50% employer match about $158,322 at 4% or $105,548 at 6%; with 100% employer match about $118,742 at 4% or $79,161 at 6%. |
| Amy Koellner 401K Plan | - | 3 | $42,705 | $28,498 | $9,499iApproximate average salary by contribution assumption: employee only about $237,483 at 4% or $158,322 at 6%; with 50% employer match about $158,322 at 4% or $105,548 at 6%; with 100% employer match about $118,742 at 4% or $79,161 at 6%. |
| 2023 | 1 | 3 | $11,712 | $11,001 | $3,667iApproximate average salary by contribution assumption: employee only about $91,675 at 4% or $61,117 at 6%; with 50% employer match about $61,117 at 4% or $40,744 at 6%; with 100% employer match about $45,838 at 4% or $30,558 at 6%. |
| Amy Koellner 401K Plan | - | 3 | $11,712 | $11,001 | $3,667iApproximate average salary by contribution assumption: employee only about $91,675 at 4% or $61,117 at 6%; with 50% employer match about $61,117 at 4% or $40,744 at 6%; with 100% employer match about $45,838 at 4% or $30,558 at 6%. |