Kapur & Associates Inc.
Plan context: Kapur & Associates Inc. Employee Stock Ownership Plan
EIN 39-1420448 • Milwaukee, WI • 69 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
252
2024 Assets
$93,668,444
2024 Contributions
$6,968,414
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 | 252 | $0 | $0 | - |
| Kapur & Associates Inc. Health and Welfare Benefit Plan | - | 252 | - | - | - |
| 2023 | 3 | 394 | $93,668,444 | $6,968,414 | $17,686iApproximate average salary by contribution assumption: employee only about $442,158 at 4% or $294,772 at 6%; with 50% employer match about $294,772 at 4% or $196,515 at 6%; with 100% employer match about $221,079 at 4% or $147,386 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 222 | $48,685,298 | $4,140,000 | $18,649iApproximate average salary by contribution assumption: employee only about $466,216 at 4% or $310,811 at 6%; with 50% employer match about $310,811 at 4% or $207,207 at 6%; with 100% employer match about $233,108 at 4% or $155,405 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 394 | $44,983,146 | $2,828,414 | $7,179iApproximate average salary by contribution assumption: employee only about $179,468 at 4% or $119,645 at 6%; with 50% employer match about $119,645 at 4% or $79,764 at 6%; with 100% employer match about $89,734 at 4% or $59,823 at 6%. |
| Kapur & Associates Inc. Health and Welfare Benefit Plan | - | 221 | - | - | - |
| 2022 | 3 | 386 | $75,181,036 | $6,377,376 | $16,522iApproximate average salary by contribution assumption: employee only about $413,042 at 4% or $275,362 at 6%; with 50% employer match about $275,362 at 4% or $183,574 at 6%; with 100% employer match about $206,521 at 4% or $137,681 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 201 | $39,005,846 | $3,520,000 | $17,512iApproximate average salary by contribution assumption: employee only about $437,811 at 4% or $291,874 at 6%; with 50% employer match about $291,874 at 4% or $194,583 at 6%; with 100% employer match about $218,905 at 4% or $145,937 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 386 | $36,175,190 | $2,857,376 | $7,403iApproximate average salary by contribution assumption: employee only about $185,063 at 4% or $123,375 at 6%; with 50% employer match about $123,375 at 4% or $82,250 at 6%; with 100% employer match about $92,532 at 4% or $61,688 at 6%. |
| Kapur & Associates Inc. Health and Welfare Benefit Plan | - | 158 | - | - | - |
| 2021 | 5 | 339 | $60,848,827 | $4,511,322 | $13,308iApproximate average salary by contribution assumption: employee only about $332,693 at 4% or $221,796 at 6%; with 50% employer match about $221,796 at 4% or $147,864 at 6%; with 100% employer match about $166,347 at 4% or $110,898 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 176 | $30,737,537 | $2,000,000 | $11,364iApproximate average salary by contribution assumption: employee only about $284,091 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,045 at 4% or $94,697 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 339 | $30,111,290 | $2,511,322 | $7,408iApproximate average salary by contribution assumption: employee only about $185,201 at 4% or $123,467 at 6%; with 50% employer match about $123,467 at 4% or $82,311 at 6%; with 100% employer match about $92,600 at 4% or $61,734 at 6%. |
| KAPUR & ASSOCIATES, INC. LIFE AND DISABILITY PLAN | - | 0 | - | - | - |
| KAPUR & ASSOCIATES, INC. MEDICAL AND DENTAL PLAN | - | 0 | - | - | - |
| KAPUR & ASSOCIATES, INC. VISION PLAN | - | 0 | - | - | - |
| 2020 | 6 | 297 | $67,867,444 | $5,288,140 | $17,805iApproximate average salary by contribution assumption: employee only about $445,130 at 4% or $296,753 at 6%; with 50% employer match about $296,753 at 4% or $197,835 at 6%; with 100% employer match about $222,565 at 4% or $148,377 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 297 | $35,484,343 | $1,988,140 | $6,694iApproximate average salary by contribution assumption: employee only about $167,352 at 4% or $111,568 at 6%; with 50% employer match about $111,568 at 4% or $74,379 at 6%; with 100% employer match about $83,676 at 4% or $55,784 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 174 | $32,383,101 | $3,300,000 | $18,966iApproximate average salary by contribution assumption: employee only about $474,138 at 4% or $316,092 at 6%; with 50% employer match about $316,092 at 4% or $210,728 at 6%; with 100% employer match about $237,069 at 4% or $158,046 at 6%. |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 166 | - | - | - |
| KAPUR & ASSOCIATES, INC. VISION PLAN | - | 132 | - | - | - |
| KAPUR & ASSOCIATES, INC. MEDICAL AND DENTAL PLAN | - | 168 | - | - | - |
| KAPUR & ASSOCIATES, INC. LIFE AND DISABILITY PLAN | - | 153 | - | - | - |
| 2019 | 6 | 281 | $55,345,851 | $5,421,631 | $19,294iApproximate average salary by contribution assumption: employee only about $482,352 at 4% or $321,568 at 6%; with 50% employer match about $321,568 at 4% or $214,378 at 6%; with 100% employer match about $241,176 at 4% or $160,784 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 281 | $29,445,601 | $2,456,631 | $8,742iApproximate average salary by contribution assumption: employee only about $218,561 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,138 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 159 | $25,900,250 | $2,965,000 | $18,648iApproximate average salary by contribution assumption: employee only about $466,195 at 4% or $310,797 at 6%; with 50% employer match about $310,797 at 4% or $207,198 at 6%; with 100% employer match about $233,097 at 4% or $155,398 at 6%. |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 151 | - | - | - |
| KAPUR & ASSOCIATES, INC. VISION PLAN | - | 116 | - | - | - |
| KAPUR & ASSOCIATES, INC. MEDICAL AND DENTAL PLAN | - | 148 | - | - | - |
| KAPUR & ASSOCIATES, INC. LIFE AND DISABILITY PLAN | - | 154 | - | - | - |
| 2018 | 3 | 249 | $46,250,403 | $4,715,347 | $18,937iApproximate average salary by contribution assumption: employee only about $473,428 at 4% or $315,619 at 6%; with 50% employer match about $315,619 at 4% or $210,413 at 6%; with 100% employer match about $236,714 at 4% or $157,809 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 249 | $25,537,766 | $2,185,347 | $8,776iApproximate average salary by contribution assumption: employee only about $219,412 at 4% or $146,275 at 6%; with 50% employer match about $146,275 at 4% or $97,517 at 6%; with 100% employer match about $109,706 at 4% or $73,137 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 150 | $20,712,637 | $2,530,000 | $16,867iApproximate average salary by contribution assumption: employee only about $421,667 at 4% or $281,111 at 6%; with 50% employer match about $281,111 at 4% or $187,407 at 6%; with 100% employer match about $210,833 at 4% or $140,556 at 6%. |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 147 | - | - | - |
| 2017 | 4 | 236 | $43,033,331 | $8,491,322 | $35,980iApproximate average salary by contribution assumption: employee only about $899,504 at 4% or $599,670 at 6%; with 50% employer match about $599,670 at 4% or $399,780 at 6%; with 100% employer match about $449,752 at 4% or $299,835 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 236 | $24,295,659 | $5,390,122 | $22,840iApproximate average salary by contribution assumption: employee only about $570,988 at 4% or $380,658 at 6%; with 50% employer match about $380,658 at 4% or $253,772 at 6%; with 100% employer match about $285,494 at 4% or $190,329 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 134 | $18,737,672 | $2,530,000 | $18,881iApproximate average salary by contribution assumption: employee only about $472,015 at 4% or $314,677 at 6%; with 50% employer match about $314,677 at 4% or $209,784 at 6%; with 100% employer match about $236,007 at 4% or $157,338 at 6%. |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 139 | - | - | - |
| Kapur & Associates Inc. Pension Plan | - | 0 | - | $571,200 | - |
| 2016 | 4 | 202 | $41,426,568 | $3,950,529 | $19,557iApproximate average salary by contribution assumption: employee only about $488,927 at 4% or $325,951 at 6%; with 50% employer match about $325,951 at 4% or $217,301 at 6%; with 100% employer match about $244,463 at 4% or $162,976 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 202 | $18,243,190 | $1,240,029 | $6,139iApproximate average salary by contribution assumption: employee only about $153,469 at 4% or $102,313 at 6%; with 50% employer match about $102,313 at 4% or $68,208 at 6%; with 100% employer match about $76,734 at 4% or $51,156 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 138 | $16,063,991 | $2,110,500 | $15,293iApproximate average salary by contribution assumption: employee only about $382,337 at 4% or $254,891 at 6%; with 50% employer match about $254,891 at 4% or $169,928 at 6%; with 100% employer match about $191,168 at 4% or $127,446 at 6%. |
| Kapur & Associates Inc. Pension Plan | - | 122 | $7,119,387 | $600,000 | $4,918iApproximate average salary by contribution assumption: employee only about $122,951 at 4% or $81,967 at 6%; with 50% employer match about $81,967 at 4% or $54,645 at 6%; with 100% employer match about $61,475 at 4% or $40,984 at 6%. |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 128 | - | - | - |
| 2015 | 3 | 162 | $37,137,420 | $3,765,774 | $23,246iApproximate average salary by contribution assumption: employee only about $581,138 at 4% or $387,425 at 6%; with 50% employer match about $387,425 at 4% or $258,284 at 6%; with 100% employer match about $290,569 at 4% or $193,713 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 162 | $17,423,417 | $1,185,774 | $7,320iApproximate average salary by contribution assumption: employee only about $182,990 at 4% or $121,993 at 6%; with 50% employer match about $121,993 at 4% or $81,329 at 6%; with 100% employer match about $91,495 at 4% or $60,997 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 148 | $13,399,605 | $2,580,000 | $17,432iApproximate average salary by contribution assumption: employee only about $435,811 at 4% or $290,541 at 6%; with 50% employer match about $290,541 at 4% or $193,694 at 6%; with 100% employer match about $217,905 at 4% or $145,270 at 6%. |
| Kapur & Associates Inc. Pension Plan | - | 136 | $6,314,398 | - | - |
| 2014 | 4 | 179 | $32,952,757 | $2,753,925 | $15,385iApproximate average salary by contribution assumption: employee only about $384,626 at 4% or $256,418 at 6%; with 50% employer match about $256,418 at 4% or $170,945 at 6%; with 100% employer match about $192,313 at 4% or $128,209 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 179 | $15,216,333 | $2,073,925 | $11,586iApproximate average salary by contribution assumption: employee only about $289,654 at 4% or $193,103 at 6%; with 50% employer match about $193,103 at 4% or $128,735 at 6%; with 100% employer match about $144,827 at 4% or $96,551 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 142 | $11,753,520 | $680,000 | $4,789iApproximate average salary by contribution assumption: employee only about $119,718 at 4% or $79,812 at 6%; with 50% employer match about $79,812 at 4% or $53,208 at 6%; with 100% employer match about $59,859 at 4% or $39,906 at 6%. |
| Kapur & Associates Inc. Pension Plan | - | 141 | $5,982,904 | - | - |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 108 | - | - | - |
| 2013 | 4 | 171 | $32,412,590 | $4,549,875 | $26,607iApproximate average salary by contribution assumption: employee only about $665,186 at 4% or $443,458 at 6%; with 50% employer match about $443,458 at 4% or $295,638 at 6%; with 100% employer match about $332,593 at 4% or $221,729 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 171 | $14,888,260 | $1,621,297 | $9,481iApproximate average salary by contribution assumption: employee only about $237,032 at 4% or $158,021 at 6%; with 50% employer match about $158,021 at 4% or $105,347 at 6%; with 100% employer match about $118,516 at 4% or $79,011 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 138 | $11,429,610 | - | - |
| Kapur & Associates Inc. Pension Plan | - | 138 | $6,094,720 | $2,928,578 | $21,222iApproximate average salary by contribution assumption: employee only about $530,539 at 4% or $353,693 at 6%; with 50% employer match about $353,693 at 4% or $235,795 at 6%; with 100% employer match about $265,270 at 4% or $176,846 at 6%. |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 108 | - | - | - |
| 2012 | 4 | 155 | $24,873,394 | $4,975,290 | $32,099iApproximate average salary by contribution assumption: employee only about $802,466 at 4% or $534,977 at 6%; with 50% employer match about $534,977 at 4% or $356,652 at 6%; with 100% employer match about $401,233 at 4% or $267,489 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 155 | $12,506,265 | $1,975,290 | $12,744iApproximate average salary by contribution assumption: employee only about $318,595 at 4% or $212,397 at 6%; with 50% employer match about $212,397 at 4% or $141,598 at 6%; with 100% employer match about $159,298 at 4% or $106,198 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 129 | $9,367,129 | - | - |
| Kapur & Associates Inc. Pension Plan | - | 129 | $3,000,000 | $3,000,000 | $23,256iApproximate average salary by contribution assumption: employee only about $581,395 at 4% or $387,597 at 6%; with 50% employer match about $387,597 at 4% or $258,398 at 6%; with 100% employer match about $290,698 at 4% or $193,798 at 6%. |
| Kapur & Associates Inc. Section 105 Health Reimbursement Arrangement | - | 109 | - | - | - |
| 2011 | 2 | 138 | $18,508,200 | $1,677,272 | $12,154iApproximate average salary by contribution assumption: employee only about $303,854 at 4% or $202,569 at 6%; with 50% employer match about $202,569 at 4% or $135,046 at 6%; with 100% employer match about $151,927 at 4% or $101,285 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 138 | $10,463,665 | $677,272 | $4,908iApproximate average salary by contribution assumption: employee only about $122,694 at 4% or $81,796 at 6%; with 50% employer match about $81,796 at 4% or $54,531 at 6%; with 100% employer match about $61,347 at 4% or $40,898 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 111 | $8,044,535 | $1,000,000 | $9,009iApproximate average salary by contribution assumption: employee only about $225,225 at 4% or $150,150 at 6%; with 50% employer match about $150,150 at 4% or $100,100 at 6%; with 100% employer match about $112,613 at 4% or $75,075 at 6%. |
| 2010 | 2 | 110 | $15,736,384 | $1,220,540 | $11,096iApproximate average salary by contribution assumption: employee only about $277,395 at 4% or $184,930 at 6%; with 50% employer match about $184,930 at 4% or $123,287 at 6%; with 100% employer match about $138,698 at 4% or $92,465 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 110 | $8,787,683 | $571,272 | $5,193iApproximate average salary by contribution assumption: employee only about $129,835 at 4% or $86,556 at 6%; with 50% employer match about $86,556 at 4% or $57,704 at 6%; with 100% employer match about $64,917 at 4% or $43,278 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 104 | $6,948,701 | $649,268 | $6,243iApproximate average salary by contribution assumption: employee only about $156,074 at 4% or $104,049 at 6%; with 50% employer match about $104,049 at 4% or $69,366 at 6%; with 100% employer match about $78,037 at 4% or $52,025 at 6%. |
| 2009 | 3 | 102 | $12,914,859 | $1,032,749 | $10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,562 at 4% or $84,375 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 102 | $8,874,786 | $547,616 | $5,369iApproximate average salary by contribution assumption: employee only about $134,220 at 4% or $89,480 at 6%; with 50% employer match about $89,480 at 4% or $59,653 at 6%; with 100% employer match about $67,110 at 4% or $44,740 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 91 | $4,040,073 | $485,133 | $5,331iApproximate average salary by contribution assumption: employee only about $133,278 at 4% or $88,852 at 6%; with 50% employer match about $88,852 at 4% or $59,235 at 6%; with 100% employer match about $66,639 at 4% or $44,426 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | - | - | - | - |
| 2007 | 2 | 87 | $0 | $0 | - |
| Kapur & Associates Inc. 401K Savings Plan | - | 87 | - | - | - |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 84 | - | - | - |
| 2006 | 2 | 101 | $11,529,737 | $702,124 | $6,952iApproximate average salary by contribution assumption: employee only about $173,793 at 4% or $115,862 at 6%; with 50% employer match about $115,862 at 4% or $77,241 at 6%; with 100% employer match about $86,897 at 4% or $57,931 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 101 | $9,346,699 | $532,244 | $5,270iApproximate average salary by contribution assumption: employee only about $131,744 at 4% or $87,829 at 6%; with 50% employer match about $87,829 at 4% or $58,553 at 6%; with 100% employer match about $65,872 at 4% or $43,915 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 81 | $2,183,038 | $169,880 | $2,097iApproximate average salary by contribution assumption: employee only about $52,432 at 4% or $34,955 at 6%; with 50% employer match about $34,955 at 4% or $23,303 at 6%; with 100% employer match about $26,216 at 4% or $17,477 at 6%. |
| 2005 | 2 | 80 | $9,796,464 | $629,537 | $7,869iApproximate average salary by contribution assumption: employee only about $196,730 at 4% or $131,154 at 6%; with 50% employer match about $131,154 at 4% or $87,436 at 6%; with 100% employer match about $98,365 at 4% or $65,577 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 80 | $7,626,249 | $467,023 | $5,838iApproximate average salary by contribution assumption: employee only about $145,945 at 4% or $97,296 at 6%; with 50% employer match about $97,296 at 4% or $64,864 at 6%; with 100% employer match about $72,972 at 4% or $48,648 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 78 | $2,170,215 | $162,514 | $2,084iApproximate average salary by contribution assumption: employee only about $52,088 at 4% or $34,725 at 6%; with 50% employer match about $34,725 at 4% or $23,150 at 6%; with 100% employer match about $26,044 at 4% or $17,363 at 6%. |
| 2004 | 2 | 95 | $8,440,820 | $1,104,290 | $11,624iApproximate average salary by contribution assumption: employee only about $290,603 at 4% or $193,735 at 6%; with 50% employer match about $193,735 at 4% or $129,157 at 6%; with 100% employer match about $145,301 at 4% or $96,868 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 85 | $6,844,820 | $436,652 | $5,137iApproximate average salary by contribution assumption: employee only about $128,427 at 4% or $85,618 at 6%; with 50% employer match about $85,618 at 4% or $57,079 at 6%; with 100% employer match about $64,214 at 4% or $42,809 at 6%. |
| Kapur & Associates Inc. Employee Stock Ownership Plan | - | 95 | $1,596,000 | $667,638 | $7,028iApproximate average salary by contribution assumption: employee only about $175,694 at 4% or $117,129 at 6%; with 50% employer match about $117,129 at 4% or $78,086 at 6%; with 100% employer match about $87,847 at 4% or $58,565 at 6%. |
| 2003 | 1 | 93 | $5,551,733 | $421,322 | $4,530iApproximate average salary by contribution assumption: employee only about $113,259 at 4% or $75,506 at 6%; with 50% employer match about $75,506 at 4% or $50,337 at 6%; with 100% employer match about $56,629 at 4% or $37,753 at 6%. |
| Kapur & Associates Inc. 401K Savings Plan | - | 93 | $5,551,733 | $421,322 | $4,530iApproximate average salary by contribution assumption: employee only about $113,259 at 4% or $75,506 at 6%; with 50% employer match about $75,506 at 4% or $50,337 at 6%; with 100% employer match about $56,629 at 4% or $37,753 at 6%. |
| 2002 | 1 | 92 | $0 | $0 | - |
| Kapur & Associates Inc. 401K Savings Plan | - | 92 | - | - | - |
| 2001 | 1 | 100 | $0 | $0 | - |
| Kapur & Associates Inc. 401K Savings Plan | - | 100 | - | - | - |
| 2000 | 1 | 92 | $0 | $0 | - |
| Kapur & Associates Inc. 401K Savings Plan | - | 92 | - | - | - |