Jerry a Kugler & Associates PC
Plan context: Jerry a. Kugler Associates PC Profit Sharing Plan
EIN 36-4155013 • Chicago, IL • 31 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,272,417
2024 Contributions
$41,875
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 | 3 | $1,272,417 | $41,875 | $13,958iApproximate average salary by contribution assumption: employee only about $348,958 at 4% or $232,639 at 6%; with 50% employer match about $232,639 at 4% or $155,093 at 6%; with 100% employer match about $174,479 at 4% or $116,319 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $1,272,417 | $41,875 | $13,958iApproximate average salary by contribution assumption: employee only about $348,958 at 4% or $232,639 at 6%; with 50% employer match about $232,639 at 4% or $155,093 at 6%; with 100% employer match about $174,479 at 4% or $116,319 at 6%. |
| 2023 | 1 | 3 | $1,077,910 | $56,125 | $18,708iApproximate average salary by contribution assumption: employee only about $467,708 at 4% or $311,806 at 6%; with 50% employer match about $311,806 at 4% or $207,870 at 6%; with 100% employer match about $233,854 at 4% or $155,903 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $1,077,910 | $56,125 | $18,708iApproximate average salary by contribution assumption: employee only about $467,708 at 4% or $311,806 at 6%; with 50% employer match about $311,806 at 4% or $207,870 at 6%; with 100% employer match about $233,854 at 4% or $155,903 at 6%. |
| 2022 | 1 | 3 | $875,809 | $42,711 | $14,237iApproximate average salary by contribution assumption: employee only about $355,925 at 4% or $237,283 at 6%; with 50% employer match about $237,283 at 4% or $158,189 at 6%; with 100% employer match about $177,963 at 4% or $118,642 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $875,809 | $42,711 | $14,237iApproximate average salary by contribution assumption: employee only about $355,925 at 4% or $237,283 at 6%; with 50% employer match about $237,283 at 4% or $158,189 at 6%; with 100% employer match about $177,963 at 4% or $118,642 at 6%. |
| 2021 | 1 | 3 | $1,024,440 | $43,510 | $14,503iApproximate average salary by contribution assumption: employee only about $362,583 at 4% or $241,722 at 6%; with 50% employer match about $241,722 at 4% or $161,148 at 6%; with 100% employer match about $181,292 at 4% or $120,861 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $1,024,440 | $43,510 | $14,503iApproximate average salary by contribution assumption: employee only about $362,583 at 4% or $241,722 at 6%; with 50% employer match about $241,722 at 4% or $161,148 at 6%; with 100% employer match about $181,292 at 4% or $120,861 at 6%. |
| 2020 | 1 | 3 | $881,245 | $39,700 | $13,233iApproximate average salary by contribution assumption: employee only about $330,833 at 4% or $220,556 at 6%; with 50% employer match about $220,556 at 4% or $147,037 at 6%; with 100% employer match about $165,417 at 4% or $110,278 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $881,245 | $39,700 | $13,233iApproximate average salary by contribution assumption: employee only about $330,833 at 4% or $220,556 at 6%; with 50% employer match about $220,556 at 4% or $147,037 at 6%; with 100% employer match about $165,417 at 4% or $110,278 at 6%. |
| 2019 | 1 | 3 | $703,756 | $43,400 | $14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $703,756 | $43,400 | $14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%. |
| 2018 | 1 | 3 | $539,584 | $43,400 | $14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $539,584 | $43,400 | $14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%. |
| 2017 | 1 | 3 | $538,989 | $43,400 | $14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $538,989 | $43,400 | $14,467iApproximate average salary by contribution assumption: employee only about $361,667 at 4% or $241,111 at 6%; with 50% employer match about $241,111 at 4% or $160,741 at 6%; with 100% employer match about $180,833 at 4% or $120,556 at 6%. |
| 2016 | 1 | 3 | $430,068 | $58,000 | $19,333iApproximate average salary by contribution assumption: employee only about $483,333 at 4% or $322,222 at 6%; with 50% employer match about $322,222 at 4% or $214,815 at 6%; with 100% employer match about $241,667 at 4% or $161,111 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $430,068 | $58,000 | $19,333iApproximate average salary by contribution assumption: employee only about $483,333 at 4% or $322,222 at 6%; with 50% employer match about $322,222 at 4% or $214,815 at 6%; with 100% employer match about $241,667 at 4% or $161,111 at 6%. |
| 2015 | 1 | 2 | $348,734 | $48,500 | $24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 2 | $348,734 | $48,500 | $24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%. |
| 2014 | 1 | 2 | $330,768 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 2 | $330,768 | $35,000 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2013 | 1 | 3 | $312,925 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $312,925 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2012 | 1 | 3 | $247,663 | $22,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $247,663 | $22,000 | $7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%. |
| 2011 | 1 | 3 | $233,195 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $233,195 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2010 | 1 | 3 | $225,556 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $225,556 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2009 | 1 | 3 | $199,392 | $6,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $199,392 | $6,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $145,562 | $39,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $145,562 | $39,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2005 | 1 | 2 | $125,351 | $16,550 | $8,275iApproximate average salary by contribution assumption: employee only about $206,875 at 4% or $137,917 at 6%; with 50% employer match about $137,917 at 4% or $91,944 at 6%; with 100% employer match about $103,438 at 4% or $68,958 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 2 | $125,351 | $16,550 | $8,275iApproximate average salary by contribution assumption: employee only about $206,875 at 4% or $137,917 at 6%; with 50% employer match about $137,917 at 4% or $91,944 at 6%; with 100% employer match about $103,438 at 4% or $68,958 at 6%. |
| 2004 | 1 | 2 | $106,626 | $13,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 2 | $106,626 | $13,000 | $6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%. |
| 2003 | 2 | 2 | $104,004 | $10,225 | $5,113iApproximate average salary by contribution assumption: employee only about $127,813 at 4% or $85,208 at 6%; with 50% employer match about $85,208 at 4% or $56,806 at 6%; with 100% employer match about $63,906 at 4% or $42,604 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 2 | $104,004 | $10,225 | $5,113iApproximate average salary by contribution assumption: employee only about $127,813 at 4% or $85,208 at 6%; with 50% employer match about $85,208 at 4% or $56,806 at 6%; with 100% employer match about $63,906 at 4% or $42,604 at 6%. |
| Jerry a Kugler & Associates PC Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 3 | $88,348 | $13,739 | $4,580iApproximate average salary by contribution assumption: employee only about $114,492 at 4% or $76,328 at 6%; with 50% employer match about $76,328 at 4% or $50,885 at 6%; with 100% employer match about $57,246 at 4% or $38,164 at 6%. |
| Jerry a Kugler & Associates PC Money Purchase Pension Plan | - | 3 | $62,379 | $8,450 | $2,817iApproximate average salary by contribution assumption: employee only about $70,417 at 4% or $46,944 at 6%; with 50% employer match about $46,944 at 4% or $31,296 at 6%; with 100% employer match about $35,208 at 4% or $23,472 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $25,969 | $5,289 | $1,763iApproximate average salary by contribution assumption: employee only about $44,075 at 4% or $29,383 at 6%; with 50% employer match about $29,383 at 4% or $19,589 at 6%; with 100% employer match about $22,038 at 4% or $14,692 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Jerry a Kugler & Associates PC Money Purchase Pension Plan | - | 3 | - | - | - |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $74,735 | $14,726 | $4,909iApproximate average salary by contribution assumption: employee only about $122,717 at 4% or $81,811 at 6%; with 50% employer match about $81,811 at 4% or $54,541 at 6%; with 100% employer match about $61,358 at 4% or $40,906 at 6%. |
| Jerry a Kugler & Associates PC Money Purchase Pension Plan | - | 3 | $48,646 | $13,726 | $4,575iApproximate average salary by contribution assumption: employee only about $114,383 at 4% or $76,256 at 6%; with 50% employer match about $76,256 at 4% or $50,837 at 6%; with 100% employer match about $57,192 at 4% or $38,128 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 3 | $26,089 | $1,000 | $333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%. |
| 1999 | 2 | 4 | $62,938 | $22,978 | $5,745iApproximate average salary by contribution assumption: employee only about $143,613 at 4% or $95,742 at 6%; with 50% employer match about $95,742 at 4% or $63,828 at 6%; with 100% employer match about $71,806 at 4% or $47,871 at 6%. |
| Jerry a Kugler & Associates PC Money Purchase Pension Plan | - | 4 | $33,456 | $15,978 | $3,995iApproximate average salary by contribution assumption: employee only about $99,863 at 4% or $66,575 at 6%; with 50% employer match about $66,575 at 4% or $44,383 at 6%; with 100% employer match about $49,931 at 4% or $33,288 at 6%. |
| Jerry a. Kugler Associates PC Profit Sharing Plan | - | 4 | $29,482 | $7,000 | $1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%. |