Drs. Kest, Cohen & Levine Inc.
Plan context: Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust
EIN 34-1054140 • Willoughby, OH • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$6,377,575
2024 Contributions
$192,124
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 34 | $6,377,575 | $192,124 | $5,651iApproximate average salary by contribution assumption: employee only about $141,268 at 4% or $94,178 at 6%; with 50% employer match about $94,178 at 4% or $62,786 at 6%; with 100% employer match about $70,634 at 4% or $47,089 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 34 | $6,377,575 | $192,124 | $5,651iApproximate average salary by contribution assumption: employee only about $141,268 at 4% or $94,178 at 6%; with 50% employer match about $94,178 at 4% or $62,786 at 6%; with 100% employer match about $70,634 at 4% or $47,089 at 6%. |
| 2023 | 1 | 52 | $7,070,548 | $329,047 | $6,328iApproximate average salary by contribution assumption: employee only about $158,196 at 4% or $105,464 at 6%; with 50% employer match about $105,464 at 4% or $70,309 at 6%; with 100% employer match about $79,098 at 4% or $52,732 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 52 | $7,070,548 | $329,047 | $6,328iApproximate average salary by contribution assumption: employee only about $158,196 at 4% or $105,464 at 6%; with 50% employer match about $105,464 at 4% or $70,309 at 6%; with 100% employer match about $79,098 at 4% or $52,732 at 6%. |
| 2022 | 1 | 46 | $5,963,165 | $299,200 | $6,504iApproximate average salary by contribution assumption: employee only about $162,609 at 4% or $108,406 at 6%; with 50% employer match about $108,406 at 4% or $72,271 at 6%; with 100% employer match about $81,304 at 4% or $54,203 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 46 | $5,963,165 | $299,200 | $6,504iApproximate average salary by contribution assumption: employee only about $162,609 at 4% or $108,406 at 6%; with 50% employer match about $108,406 at 4% or $72,271 at 6%; with 100% employer match about $81,304 at 4% or $54,203 at 6%. |
| 2021 | 1 | 41 | $6,458,919 | $282,889 | $6,900iApproximate average salary by contribution assumption: employee only about $172,493 at 4% or $114,996 at 6%; with 50% employer match about $114,996 at 4% or $76,664 at 6%; with 100% employer match about $86,247 at 4% or $57,498 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 41 | $6,458,919 | $282,889 | $6,900iApproximate average salary by contribution assumption: employee only about $172,493 at 4% or $114,996 at 6%; with 50% employer match about $114,996 at 4% or $76,664 at 6%; with 100% employer match about $86,247 at 4% or $57,498 at 6%. |
| 2020 | 1 | 43 | $5,755,542 | $269,954 | $6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 43 | $5,755,542 | $269,954 | $6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%. |
| 2019 | 1 | 39 | $4,931,262 | $269,748 | $6,917iApproximate average salary by contribution assumption: employee only about $172,915 at 4% or $115,277 at 6%; with 50% employer match about $115,277 at 4% or $76,851 at 6%; with 100% employer match about $86,458 at 4% or $57,638 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 39 | $4,931,262 | $269,748 | $6,917iApproximate average salary by contribution assumption: employee only about $172,915 at 4% or $115,277 at 6%; with 50% employer match about $115,277 at 4% or $76,851 at 6%; with 100% employer match about $86,458 at 4% or $57,638 at 6%. |
| 2018 | 1 | 35 | $4,138,559 | $232,365 | $6,639iApproximate average salary by contribution assumption: employee only about $165,975 at 4% or $110,650 at 6%; with 50% employer match about $110,650 at 4% or $73,767 at 6%; with 100% employer match about $82,988 at 4% or $55,325 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 35 | $4,138,559 | $232,365 | $6,639iApproximate average salary by contribution assumption: employee only about $165,975 at 4% or $110,650 at 6%; with 50% employer match about $110,650 at 4% or $73,767 at 6%; with 100% employer match about $82,988 at 4% or $55,325 at 6%. |
| 2017 | 1 | 39 | $4,240,407 | $213,286 | $5,469iApproximate average salary by contribution assumption: employee only about $136,722 at 4% or $91,148 at 6%; with 50% employer match about $91,148 at 4% or $60,765 at 6%; with 100% employer match about $68,361 at 4% or $45,574 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 39 | $4,240,407 | $213,286 | $5,469iApproximate average salary by contribution assumption: employee only about $136,722 at 4% or $91,148 at 6%; with 50% employer match about $91,148 at 4% or $60,765 at 6%; with 100% employer match about $68,361 at 4% or $45,574 at 6%. |
| 2016 | 1 | 28 | $3,563,021 | $251,922 | $8,997iApproximate average salary by contribution assumption: employee only about $224,930 at 4% or $149,954 at 6%; with 50% employer match about $149,954 at 4% or $99,969 at 6%; with 100% employer match about $112,465 at 4% or $74,977 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 28 | $3,563,021 | $251,922 | $8,997iApproximate average salary by contribution assumption: employee only about $224,930 at 4% or $149,954 at 6%; with 50% employer match about $149,954 at 4% or $99,969 at 6%; with 100% employer match about $112,465 at 4% or $74,977 at 6%. |
| 2015 | 1 | 26 | $2,939,104 | $196,031 | $7,540iApproximate average salary by contribution assumption: employee only about $188,491 at 4% or $125,661 at 6%; with 50% employer match about $125,661 at 4% or $83,774 at 6%; with 100% employer match about $94,246 at 4% or $62,830 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 26 | $2,939,104 | $196,031 | $7,540iApproximate average salary by contribution assumption: employee only about $188,491 at 4% or $125,661 at 6%; with 50% employer match about $125,661 at 4% or $83,774 at 6%; with 100% employer match about $94,246 at 4% or $62,830 at 6%. |
| 2014 | 1 | 25 | $2,807,020 | $158,522 | $6,341iApproximate average salary by contribution assumption: employee only about $158,522 at 4% or $105,681 at 6%; with 50% employer match about $105,681 at 4% or $70,454 at 6%; with 100% employer match about $79,261 at 4% or $52,841 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 25 | $2,807,020 | $158,522 | $6,341iApproximate average salary by contribution assumption: employee only about $158,522 at 4% or $105,681 at 6%; with 50% employer match about $105,681 at 4% or $70,454 at 6%; with 100% employer match about $79,261 at 4% or $52,841 at 6%. |
| 2013 | 1 | 19 | $2,506,568 | $189,558 | $9,977iApproximate average salary by contribution assumption: employee only about $249,418 at 4% or $166,279 at 6%; with 50% employer match about $166,279 at 4% or $110,853 at 6%; with 100% employer match about $124,709 at 4% or $83,139 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 19 | $2,506,568 | $189,558 | $9,977iApproximate average salary by contribution assumption: employee only about $249,418 at 4% or $166,279 at 6%; with 50% employer match about $166,279 at 4% or $110,853 at 6%; with 100% employer match about $124,709 at 4% or $83,139 at 6%. |
| 2012 | 1 | 19 | $1,953,167 | $174,063 | $9,161iApproximate average salary by contribution assumption: employee only about $229,030 at 4% or $152,687 at 6%; with 50% employer match about $152,687 at 4% or $101,791 at 6%; with 100% employer match about $114,515 at 4% or $76,343 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 19 | $1,953,167 | $174,063 | $9,161iApproximate average salary by contribution assumption: employee only about $229,030 at 4% or $152,687 at 6%; with 50% employer match about $152,687 at 4% or $101,791 at 6%; with 100% employer match about $114,515 at 4% or $76,343 at 6%. |
| 2011 | 1 | 15 | $1,523,562 | $179,510 | $11,967iApproximate average salary by contribution assumption: employee only about $299,183 at 4% or $199,456 at 6%; with 50% employer match about $199,456 at 4% or $132,970 at 6%; with 100% employer match about $149,592 at 4% or $99,728 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $1,523,562 | $179,510 | $11,967iApproximate average salary by contribution assumption: employee only about $299,183 at 4% or $199,456 at 6%; with 50% employer match about $199,456 at 4% or $132,970 at 6%; with 100% employer match about $149,592 at 4% or $99,728 at 6%. |
| 2010 | 1 | 15 | $1,577,232 | $160,080 | $10,672iApproximate average salary by contribution assumption: employee only about $266,800 at 4% or $177,867 at 6%; with 50% employer match about $177,867 at 4% or $118,578 at 6%; with 100% employer match about $133,400 at 4% or $88,933 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $1,577,232 | $160,080 | $10,672iApproximate average salary by contribution assumption: employee only about $266,800 at 4% or $177,867 at 6%; with 50% employer match about $177,867 at 4% or $118,578 at 6%; with 100% employer match about $133,400 at 4% or $88,933 at 6%. |
| 2009 | 1 | 15 | $1,299,206 | $168,913 | $11,261iApproximate average salary by contribution assumption: employee only about $281,522 at 4% or $187,681 at 6%; with 50% employer match about $187,681 at 4% or $125,121 at 6%; with 100% employer match about $140,761 at 4% or $93,841 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $1,299,206 | $168,913 | $11,261iApproximate average salary by contribution assumption: employee only about $281,522 at 4% or $187,681 at 6%; with 50% employer match about $187,681 at 4% or $125,121 at 6%; with 100% employer match about $140,761 at 4% or $93,841 at 6%. |
| 2008 | 1 | 15 | $930,463 | $158,868 | $10,591iApproximate average salary by contribution assumption: employee only about $264,780 at 4% or $176,520 at 6%; with 50% employer match about $176,520 at 4% or $117,680 at 6%; with 100% employer match about $132,390 at 4% or $88,260 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $930,463 | $158,868 | $10,591iApproximate average salary by contribution assumption: employee only about $264,780 at 4% or $176,520 at 6%; with 50% employer match about $176,520 at 4% or $117,680 at 6%; with 100% employer match about $132,390 at 4% or $88,260 at 6%. |
| 2007 | 1 | 13 | $1,096,198 | $159,411 | $12,262iApproximate average salary by contribution assumption: employee only about $306,560 at 4% or $204,373 at 6%; with 50% employer match about $204,373 at 4% or $136,249 at 6%; with 100% employer match about $153,280 at 4% or $102,187 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 13 | $1,096,198 | $159,411 | $12,262iApproximate average salary by contribution assumption: employee only about $306,560 at 4% or $204,373 at 6%; with 50% employer match about $204,373 at 4% or $136,249 at 6%; with 100% employer match about $153,280 at 4% or $102,187 at 6%. |
| 2006 | 1 | 15 | $872,427 | $119,480 | $7,965iApproximate average salary by contribution assumption: employee only about $199,133 at 4% or $132,756 at 6%; with 50% employer match about $132,756 at 4% or $88,504 at 6%; with 100% employer match about $99,567 at 4% or $66,378 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $872,427 | $119,480 | $7,965iApproximate average salary by contribution assumption: employee only about $199,133 at 4% or $132,756 at 6%; with 50% employer match about $132,756 at 4% or $88,504 at 6%; with 100% employer match about $99,567 at 4% or $66,378 at 6%. |
| 2005 | 1 | 12 | $686,573 | $111,053 | $9,254iApproximate average salary by contribution assumption: employee only about $231,360 at 4% or $154,240 at 6%; with 50% employer match about $154,240 at 4% or $102,827 at 6%; with 100% employer match about $115,680 at 4% or $77,120 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 12 | $686,573 | $111,053 | $9,254iApproximate average salary by contribution assumption: employee only about $231,360 at 4% or $154,240 at 6%; with 50% employer match about $154,240 at 4% or $102,827 at 6%; with 100% employer match about $115,680 at 4% or $77,120 at 6%. |
| 2004 | 1 | 12 | $529,342 | $98,928 | $8,244iApproximate average salary by contribution assumption: employee only about $206,100 at 4% or $137,400 at 6%; with 50% employer match about $137,400 at 4% or $91,600 at 6%; with 100% employer match about $103,050 at 4% or $68,700 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 12 | $529,342 | $98,928 | $8,244iApproximate average salary by contribution assumption: employee only about $206,100 at 4% or $137,400 at 6%; with 50% employer match about $137,400 at 4% or $91,600 at 6%; with 100% employer match about $103,050 at 4% or $68,700 at 6%. |
| 2003 | 1 | 14 | $412,619 | $97,067 | $6,933iApproximate average salary by contribution assumption: employee only about $173,334 at 4% or $115,556 at 6%; with 50% employer match about $115,556 at 4% or $77,037 at 6%; with 100% employer match about $86,667 at 4% or $57,778 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 14 | $412,619 | $97,067 | $6,933iApproximate average salary by contribution assumption: employee only about $173,334 at 4% or $115,556 at 6%; with 50% employer match about $115,556 at 4% or $77,037 at 6%; with 100% employer match about $86,667 at 4% or $57,778 at 6%. |
| 2002 | 1 | 15 | $268,863 | $95,748 | $6,383iApproximate average salary by contribution assumption: employee only about $159,580 at 4% or $106,387 at 6%; with 50% employer match about $106,387 at 4% or $70,924 at 6%; with 100% employer match about $79,790 at 4% or $53,193 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $268,863 | $95,748 | $6,383iApproximate average salary by contribution assumption: employee only about $159,580 at 4% or $106,387 at 6%; with 50% employer match about $106,387 at 4% or $70,924 at 6%; with 100% employer match about $79,790 at 4% or $53,193 at 6%. |
| 2001 | 1 | 16 | $202,890 | $85,783 | $5,361iApproximate average salary by contribution assumption: employee only about $134,036 at 4% or $89,357 at 6%; with 50% employer match about $89,357 at 4% or $59,572 at 6%; with 100% employer match about $67,018 at 4% or $44,679 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 16 | $202,890 | $85,783 | $5,361iApproximate average salary by contribution assumption: employee only about $134,036 at 4% or $89,357 at 6%; with 50% employer match about $89,357 at 4% or $59,572 at 6%; with 100% employer match about $67,018 at 4% or $44,679 at 6%. |
| 2000 | 1 | 15 | $139,908 | $51,954 | $3,464iApproximate average salary by contribution assumption: employee only about $86,590 at 4% or $57,727 at 6%; with 50% employer match about $57,727 at 4% or $38,484 at 6%; with 100% employer match about $43,295 at 4% or $28,863 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $139,908 | $51,954 | $3,464iApproximate average salary by contribution assumption: employee only about $86,590 at 4% or $57,727 at 6%; with 50% employer match about $57,727 at 4% or $38,484 at 6%; with 100% employer match about $43,295 at 4% or $28,863 at 6%. |
| 1999 | 1 | 15 | $106,334 | $57,995 | $3,866iApproximate average salary by contribution assumption: employee only about $96,658 at 4% or $64,439 at 6%; with 50% employer match about $64,439 at 4% or $42,959 at 6%; with 100% employer match about $48,329 at 4% or $32,219 at 6%. |
| Drs. Kest, Cohen & Levine Inc. Profit Sharing Retirement Plan & Trust | - | 15 | $106,334 | $57,995 | $3,866iApproximate average salary by contribution assumption: employee only about $96,658 at 4% or $64,439 at 6%; with 50% employer match about $64,439 at 4% or $42,959 at 6%; with 100% employer match about $48,329 at 4% or $32,219 at 6%. |