Kost & Kost
Plan context: Kost & Kost Self-Employed Retirement Plan
EIN 37-0862798 • 11 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
2
2011 Assets
$1,025,169
2011 Contributions
$15,000
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 0 | - | - | - |
| 2010 | 1 | 2 | $1,025,169 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 2 | $1,025,169 | - | - |
| 2009 | 1 | 8 | $975,510 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 8 | $975,510 | - | - |
| 2008 | 1 | 8 | $923,097 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 8 | $923,097 | - | - |
| 2007 | 1 | 7 | $1,455,819 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 7 | $1,455,819 | - | - |
| 2006 | 1 | 7 | $1,489,804 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 7 | $1,489,804 | - | - |
| 2005 | 1 | 7 | $1,397,307 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 7 | $1,397,307 | - | - |
| 2004 | 1 | 8 | $1,401,401 | $15,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| Kost & Kost Self-Employed Retirement Plan | - | 8 | $1,401,401 | $15,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| 2002 | 1 | 7 | $1,058,101 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 7 | $1,058,101 | - | - |
| 2000 | 1 | 7 | $1,491,922 | $0 | - |
| Kost & Kost Self-Employed Retirement Plan | - | 7 | $1,491,922 | - | - |
| 1999 | 1 | 8 | $2,108,970 | $2,410 | $301iApproximate average salary by contribution assumption: employee only about $7,531 at 4% or $5,021 at 6%; with 50% employer match about $5,021 at 4% or $3,347 at 6%; with 100% employer match about $3,766 at 4% or $2,510 at 6%. |
| Kost & Kost Self-Employed Retirement Plan | - | 8 | $2,108,970 | $2,410 | $301iApproximate average salary by contribution assumption: employee only about $7,531 at 4% or $5,021 at 6%; with 50% employer match about $5,021 at 4% or $3,347 at 6%; with 100% employer match about $3,766 at 4% or $2,510 at 6%. |