Civic Intelligence

KAIRIS PLANNING NETWORK, INC.

Plan context: KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN

EIN 33-0896319 • Laguna Beach, CA • 11 filings • 3 plans

668 N. Coast Highway, Suite 405Laguna Beach, CA 92651
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$77,638

2025 Contributions

$27,000

Historical Graphs

Total Assets Over Time

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

$175,232$87,616$0200020052024YearValue
$77,638Latest year 2024

Participants Over Time

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

210200020052024YearValue
2Latest 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
202510$0$0-
KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN-0$0--
202412$77,638$0-
KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN-2$77,638--
202312$69,508$0-
KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN-2$69,508--
202212$61,558$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN-2$61,558$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
202112$40,000$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
KAIRIS PLANNING NETWORK, INC., 401(K) PROFIT SHARING PLAN-2$40,000$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200511$175,232$15,659$15,659iApproximate average salary by contribution assumption: employee only about $391,475 at 4% or $260,983 at 6%; with 50% employer match about $260,983 at 4% or $173,989 at 6%; with 100% employer match about $195,738 at 4% or $130,492 at 6%.
KAIRIS PLANNING NETWORK INC EMPLOYEES DEFINED BENEFIT PENSION PLAN-1$175,232$15,659$15,659iApproximate average salary by contribution assumption: employee only about $391,475 at 4% or $260,983 at 6%; with 50% employer match about $260,983 at 4% or $173,989 at 6%; with 100% employer match about $195,738 at 4% or $130,492 at 6%.
200411$151,981$22,204$22,204iApproximate average salary by contribution assumption: employee only about $555,100 at 4% or $370,067 at 6%; with 50% employer match about $370,067 at 4% or $246,711 at 6%; with 100% employer match about $277,550 at 4% or $185,033 at 6%.
KAIRIS PLANNING NETWORK INC EMPLOYEES DEFINED BENEFIT PENSION PLAN-1$151,981$22,204$22,204iApproximate average salary by contribution assumption: employee only about $555,100 at 4% or $370,067 at 6%; with 50% employer match about $370,067 at 4% or $246,711 at 6%; with 100% employer match about $277,550 at 4% or $185,033 at 6%.
200311$118,273$22,873$22,873iApproximate average salary by contribution assumption: employee only about $571,825 at 4% or $381,217 at 6%; with 50% employer match about $381,217 at 4% or $254,144 at 6%; with 100% employer match about $285,913 at 4% or $190,608 at 6%.
KAIRIS PLANNING NETWORK INC EMPLOYEES DEFINED BENEFIT PENSION PLAN-1$118,273$22,873$22,873iApproximate average salary by contribution assumption: employee only about $571,825 at 4% or $381,217 at 6%; with 50% employer match about $381,217 at 4% or $254,144 at 6%; with 100% employer match about $285,913 at 4% or $190,608 at 6%.
200211$85,972$22,942$22,942iApproximate average salary by contribution assumption: employee only about $573,550 at 4% or $382,367 at 6%; with 50% employer match about $382,367 at 4% or $254,911 at 6%; with 100% employer match about $286,775 at 4% or $191,183 at 6%.
KAIRIS PLANNING NETWORK INC EMPLOYEES DEFINED BENEFIT PENSION PLAN-1$85,972$22,942$22,942iApproximate average salary by contribution assumption: employee only about $573,550 at 4% or $382,367 at 6%; with 50% employer match about $382,367 at 4% or $254,911 at 6%; with 100% employer match about $286,775 at 4% or $191,183 at 6%.
200111$62,428$22,539$22,539iApproximate average salary by contribution assumption: employee only about $563,475 at 4% or $375,650 at 6%; with 50% employer match about $375,650 at 4% or $250,433 at 6%; with 100% employer match about $281,738 at 4% or $187,825 at 6%.
KAIRIS PLANNING NETWORK INC EMPLOYEES DEFINED BENEFIT PENSION PLAN-1$62,428$22,539$22,539iApproximate average salary by contribution assumption: employee only about $563,475 at 4% or $375,650 at 6%; with 50% employer match about $375,650 at 4% or $250,433 at 6%; with 100% employer match about $281,738 at 4% or $187,825 at 6%.
200011$38,942$38,942$38,942iApproximate average salary by contribution assumption: employee only about $973,550 at 4% or $649,033 at 6%; with 50% employer match about $649,033 at 4% or $432,689 at 6%; with 100% employer match about $486,775 at 4% or $324,517 at 6%.
KAIRIS PLANNING NETWORK INC EMPLOYEES DEFINED BENE AND TRUST-1$38,942$38,942$38,942iApproximate average salary by contribution assumption: employee only about $973,550 at 4% or $649,033 at 6%; with 50% employer match about $649,033 at 4% or $432,689 at 6%; with 100% employer match about $486,775 at 4% or $324,517 at 6%.