David R. Kern Asset Management
Plan context: David R. Kern Asset Management 401(K) Plan
EIN 35-1706540 • Huntertown, IN • 6 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
2
2010 Assets
$185,741
2010 Contributions
$16,837
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| David R. Kern Asset Management 401(K) Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 2 | $185,741 | $16,837 | $8,419iApproximate average salary by contribution assumption: employee only about $210,463 at 4% or $140,308 at 6%; with 50% employer match about $140,308 at 4% or $93,539 at 6%; with 100% employer match about $105,231 at 4% or $70,154 at 6%. |
| David R. Kern Asset Management 401(K) Plan | - | 2 | $185,741 | $16,837 | $8,419iApproximate average salary by contribution assumption: employee only about $210,463 at 4% or $140,308 at 6%; with 50% employer match about $140,308 at 4% or $93,539 at 6%; with 100% employer match about $105,231 at 4% or $70,154 at 6%. |
| 2008 | 1 | 2 | $156,601 | $33,999 | $17,000iApproximate average salary by contribution assumption: employee only about $424,988 at 4% or $283,325 at 6%; with 50% employer match about $283,325 at 4% or $188,883 at 6%; with 100% employer match about $212,494 at 4% or $141,663 at 6%. |
| David R. Kern Asset Management 401(K) Plan | - | 2 | $156,601 | $33,999 | $17,000iApproximate average salary by contribution assumption: employee only about $424,988 at 4% or $283,325 at 6%; with 50% employer match about $283,325 at 4% or $188,883 at 6%; with 100% employer match about $212,494 at 4% or $141,663 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| David R. Kern Asset Management 401(K) Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $119,536 | $65,451 | $32,726iApproximate average salary by contribution assumption: employee only about $818,138 at 4% or $545,425 at 6%; with 50% employer match about $545,425 at 4% or $363,617 at 6%; with 100% employer match about $409,069 at 4% or $272,713 at 6%. |
| David R. Kern Asset Management 401(K) Plan | - | 2 | $119,536 | $65,451 | $32,726iApproximate average salary by contribution assumption: employee only about $818,138 at 4% or $545,425 at 6%; with 50% employer match about $545,425 at 4% or $363,617 at 6%; with 100% employer match about $409,069 at 4% or $272,713 at 6%. |
| 2005 | 1 | 2 | $50,155 | $48,969 | $24,485iApproximate average salary by contribution assumption: employee only about $612,113 at 4% or $408,075 at 6%; with 50% employer match about $408,075 at 4% or $272,050 at 6%; with 100% employer match about $306,056 at 4% or $204,038 at 6%. |
| David R. Kern Asset Management 401(K) Plan | - | 2 | $50,155 | $48,969 | $24,485iApproximate average salary by contribution assumption: employee only about $612,113 at 4% or $408,075 at 6%; with 50% employer match about $408,075 at 4% or $272,050 at 6%; with 100% employer match about $306,056 at 4% or $204,038 at 6%. |