Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$726,765
2016 Contributions
$16,791
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| David M Kagy | - | 0 | $0 | $0 | - |
| 2015 | 1 | 2 | $726,765 | $0 | - |
| David M Kagy | - | 2 | $726,765 | - | - |
| 2014 | 1 | 2 | $741,190 | $0 | - |
| David M Kagy | - | 2 | $741,190 | $0 | - |
| 2013 | 1 | 2 | $716,961 | $16,791 | $8,396iApproximate average salary by contribution assumption: employee only about $209,888 at 4% or $139,925 at 6%; with 50% employer match about $139,925 at 4% or $93,283 at 6%; with 100% employer match about $104,944 at 4% or $69,963 at 6%. |
| David M Kagy | - | 2 | $716,961 | $16,791 | $8,396iApproximate average salary by contribution assumption: employee only about $209,888 at 4% or $139,925 at 6%; with 50% employer match about $139,925 at 4% or $93,283 at 6%; with 100% employer match about $104,944 at 4% or $69,963 at 6%. |
| 2012 | 1 | 2 | $536,487 | $14,083 | $7,042iApproximate average salary by contribution assumption: employee only about $176,038 at 4% or $117,358 at 6%; with 50% employer match about $117,358 at 4% or $78,239 at 6%; with 100% employer match about $88,019 at 4% or $58,679 at 6%. |
| David M Kagy | - | 2 | $536,487 | $14,083 | $7,042iApproximate average salary by contribution assumption: employee only about $176,038 at 4% or $117,358 at 6%; with 50% employer match about $117,358 at 4% or $78,239 at 6%; with 100% employer match about $88,019 at 4% or $58,679 at 6%. |
| 2011 | 1 | 2 | $499,094 | $21,001 | $10,501iApproximate average salary by contribution assumption: employee only about $262,513 at 4% or $175,008 at 6%; with 50% employer match about $175,008 at 4% or $116,672 at 6%; with 100% employer match about $131,256 at 4% or $87,504 at 6%. |
| David M Kagy | - | 2 | $499,094 | $21,001 | $10,501iApproximate average salary by contribution assumption: employee only about $262,513 at 4% or $175,008 at 6%; with 50% employer match about $175,008 at 4% or $116,672 at 6%; with 100% employer match about $131,256 at 4% or $87,504 at 6%. |
| 2010 | 1 | 2 | $467,415 | $20,147 | $10,074iApproximate average salary by contribution assumption: employee only about $251,838 at 4% or $167,892 at 6%; with 50% employer match about $167,892 at 4% or $111,928 at 6%; with 100% employer match about $125,919 at 4% or $83,946 at 6%. |
| David M Kagy | - | 2 | $467,415 | $20,147 | $10,074iApproximate average salary by contribution assumption: employee only about $251,838 at 4% or $167,892 at 6%; with 50% employer match about $167,892 at 4% or $111,928 at 6%; with 100% employer match about $125,919 at 4% or $83,946 at 6%. |
| 2009 | 1 | 2 | $391,638 | $22,802 | $11,401iApproximate average salary by contribution assumption: employee only about $285,025 at 4% or $190,017 at 6%; with 50% employer match about $190,017 at 4% or $126,678 at 6%; with 100% employer match about $142,513 at 4% or $95,008 at 6%. |
| David M Kagy | - | 2 | $391,638 | $22,802 | $11,401iApproximate average salary by contribution assumption: employee only about $285,025 at 4% or $190,017 at 6%; with 50% employer match about $190,017 at 4% or $126,678 at 6%; with 100% employer match about $142,513 at 4% or $95,008 at 6%. |
| 2008 | 1 | 2 | $432,738 | $27,311 | $13,656iApproximate average salary by contribution assumption: employee only about $341,388 at 4% or $227,592 at 6%; with 50% employer match about $227,592 at 4% or $151,728 at 6%; with 100% employer match about $170,694 at 4% or $113,796 at 6%. |
| David M Kagy | - | 2 | $432,738 | $27,311 | $13,656iApproximate average salary by contribution assumption: employee only about $341,388 at 4% or $227,592 at 6%; with 50% employer match about $227,592 at 4% or $151,728 at 6%; with 100% employer match about $170,694 at 4% or $113,796 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| David M Kagy | - | 2 | - | - | - |
| 2006 | 1 | 2 | $403,347 | $20,771 | $10,386iApproximate average salary by contribution assumption: employee only about $259,638 at 4% or $173,092 at 6%; with 50% employer match about $173,092 at 4% or $115,394 at 6%; with 100% employer match about $129,819 at 4% or $86,546 at 6%. |
| David M Kagy | - | 2 | $403,347 | $20,771 | $10,386iApproximate average salary by contribution assumption: employee only about $259,638 at 4% or $173,092 at 6%; with 50% employer match about $173,092 at 4% or $115,394 at 6%; with 100% employer match about $129,819 at 4% or $86,546 at 6%. |
| 2005 | 1 | 2 | $335,008 | $26,583 | $13,292iApproximate average salary by contribution assumption: employee only about $332,288 at 4% or $221,525 at 6%; with 50% employer match about $221,525 at 4% or $147,683 at 6%; with 100% employer match about $166,144 at 4% or $110,763 at 6%. |
| David M Kagy | - | 2 | $335,008 | $26,583 | $13,292iApproximate average salary by contribution assumption: employee only about $332,288 at 4% or $221,525 at 6%; with 50% employer match about $221,525 at 4% or $147,683 at 6%; with 100% employer match about $166,144 at 4% or $110,763 at 6%. |
| 2004 | 1 | 2 | $274,871 | $25,167 | $12,584iApproximate average salary by contribution assumption: employee only about $314,588 at 4% or $209,725 at 6%; with 50% employer match about $209,725 at 4% or $139,817 at 6%; with 100% employer match about $157,294 at 4% or $104,863 at 6%. |
| David M Kagy | - | 2 | $274,871 | $25,167 | $12,584iApproximate average salary by contribution assumption: employee only about $314,588 at 4% or $209,725 at 6%; with 50% employer match about $209,725 at 4% or $139,817 at 6%; with 100% employer match about $157,294 at 4% or $104,863 at 6%. |
| 2003 | 1 | 2 | $249,078 | $25,247 | $12,624iApproximate average salary by contribution assumption: employee only about $315,588 at 4% or $210,392 at 6%; with 50% employer match about $210,392 at 4% or $140,261 at 6%; with 100% employer match about $157,794 at 4% or $105,196 at 6%. |
| David M Kagy | - | 2 | $249,078 | $25,247 | $12,624iApproximate average salary by contribution assumption: employee only about $315,588 at 4% or $210,392 at 6%; with 50% employer match about $210,392 at 4% or $140,261 at 6%; with 100% employer match about $157,794 at 4% or $105,196 at 6%. |
| 2002 | 1 | 2 | $175,581 | $16,636 | $8,318iApproximate average salary by contribution assumption: employee only about $207,950 at 4% or $138,633 at 6%; with 50% employer match about $138,633 at 4% or $92,422 at 6%; with 100% employer match about $103,975 at 4% or $69,317 at 6%. |
| David M Kagy | - | 2 | $175,581 | $16,636 | $8,318iApproximate average salary by contribution assumption: employee only about $207,950 at 4% or $138,633 at 6%; with 50% employer match about $138,633 at 4% or $92,422 at 6%; with 100% employer match about $103,975 at 4% or $69,317 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| David M Kagy | - | 2 | - | - | - |
| 2000 | 1 | 0 | $260,739 | $15,070 | - |
| David M Kagy | - | 0 | $260,739 | $15,070 | - |
| 1999 | 1 | 2 | $0 | $0 | - |
| David M Kagy | - | 2 | - | - | - |