Russell & Kolitz, L.C.
Plan context: Russell & Kolitz, L.C. Retirement Plan and Trust
EIN 41-2171137 • Miami, FL • 20 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$704,658
2024 Contributions
$29,999
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 | $704,658 | $0 | - |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $704,658 | $0 | - |
| 2023 | 1 | 3 | $682,326 | $0 | - |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $682,326 | $0 | - |
| 2022 | 1 | 3 | $649,930 | $29,999 | $10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $649,930 | $29,999 | $10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%. |
| 2021 | 1 | 3 | $669,252 | $31,629 | $10,543iApproximate average salary by contribution assumption: employee only about $263,575 at 4% or $175,717 at 6%; with 50% employer match about $175,717 at 4% or $117,144 at 6%; with 100% employer match about $131,788 at 4% or $87,858 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $669,252 | $31,629 | $10,543iApproximate average salary by contribution assumption: employee only about $263,575 at 4% or $175,717 at 6%; with 50% employer match about $175,717 at 4% or $117,144 at 6%; with 100% employer match about $131,788 at 4% or $87,858 at 6%. |
| 2020 | 1 | 3 | $639,458 | $35,010 | $11,670iApproximate average salary by contribution assumption: employee only about $291,750 at 4% or $194,500 at 6%; with 50% employer match about $194,500 at 4% or $129,667 at 6%; with 100% employer match about $145,875 at 4% or $97,250 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $639,458 | $35,010 | $11,670iApproximate average salary by contribution assumption: employee only about $291,750 at 4% or $194,500 at 6%; with 50% employer match about $194,500 at 4% or $129,667 at 6%; with 100% employer match about $145,875 at 4% or $97,250 at 6%. |
| 2019 | 1 | 3 | $585,365 | $38,052 | $12,684iApproximate average salary by contribution assumption: employee only about $317,100 at 4% or $211,400 at 6%; with 50% employer match about $211,400 at 4% or $140,933 at 6%; with 100% employer match about $158,550 at 4% or $105,700 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $585,365 | $38,052 | $12,684iApproximate average salary by contribution assumption: employee only about $317,100 at 4% or $211,400 at 6%; with 50% employer match about $211,400 at 4% or $140,933 at 6%; with 100% employer match about $158,550 at 4% or $105,700 at 6%. |
| 2018 | 1 | 3 | $531,151 | $37,000 | $12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $531,151 | $37,000 | $12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%. |
| 2017 | 1 | 3 | $551,592 | $32,600 | $10,867iApproximate average salary by contribution assumption: employee only about $271,667 at 4% or $181,111 at 6%; with 50% employer match about $181,111 at 4% or $120,741 at 6%; with 100% employer match about $135,833 at 4% or $90,556 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $551,592 | $32,600 | $10,867iApproximate average salary by contribution assumption: employee only about $271,667 at 4% or $181,111 at 6%; with 50% employer match about $181,111 at 4% or $120,741 at 6%; with 100% employer match about $135,833 at 4% or $90,556 at 6%. |
| 2016 | 1 | 3 | $476,584 | $33,275 | $11,092iApproximate average salary by contribution assumption: employee only about $277,292 at 4% or $184,861 at 6%; with 50% employer match about $184,861 at 4% or $123,241 at 6%; with 100% employer match about $138,646 at 4% or $92,431 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $476,584 | $33,275 | $11,092iApproximate average salary by contribution assumption: employee only about $277,292 at 4% or $184,861 at 6%; with 50% employer match about $184,861 at 4% or $123,241 at 6%; with 100% employer match about $138,646 at 4% or $92,431 at 6%. |
| 2015 | 1 | 3 | $436,870 | $28,975 | $9,658iApproximate average salary by contribution assumption: employee only about $241,458 at 4% or $160,972 at 6%; with 50% employer match about $160,972 at 4% or $107,315 at 6%; with 100% employer match about $120,729 at 4% or $80,486 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $436,870 | $28,975 | $9,658iApproximate average salary by contribution assumption: employee only about $241,458 at 4% or $160,972 at 6%; with 50% employer match about $160,972 at 4% or $107,315 at 6%; with 100% employer match about $120,729 at 4% or $80,486 at 6%. |
| 2014 | 1 | 3 | $431,225 | $29,645 | $9,882iApproximate average salary by contribution assumption: employee only about $247,042 at 4% or $164,694 at 6%; with 50% employer match about $164,694 at 4% or $109,796 at 6%; with 100% employer match about $123,521 at 4% or $82,347 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $431,225 | $29,645 | $9,882iApproximate average salary by contribution assumption: employee only about $247,042 at 4% or $164,694 at 6%; with 50% employer match about $164,694 at 4% or $109,796 at 6%; with 100% employer match about $123,521 at 4% or $82,347 at 6%. |
| 2013 | 1 | 2 | $400,565 | $19,600 | $9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 2 | $400,565 | $19,600 | $9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%. |
| 2012 | 1 | 3 | $378,747 | $23,200 | $7,733iApproximate average salary by contribution assumption: employee only about $193,333 at 4% or $128,889 at 6%; with 50% employer match about $128,889 at 4% or $85,926 at 6%; with 100% employer match about $96,667 at 4% or $64,444 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $378,747 | $23,200 | $7,733iApproximate average salary by contribution assumption: employee only about $193,333 at 4% or $128,889 at 6%; with 50% employer match about $128,889 at 4% or $85,926 at 6%; with 100% employer match about $96,667 at 4% or $64,444 at 6%. |
| 2011 | 1 | 3 | $376,966 | $16,800 | $5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $376,966 | $16,800 | $5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%. |
| 2010 | 1 | 3 | $373,196 | $17,398 | $5,799iApproximate average salary by contribution assumption: employee only about $144,983 at 4% or $96,656 at 6%; with 50% employer match about $96,656 at 4% or $64,437 at 6%; with 100% employer match about $72,492 at 4% or $48,328 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $373,196 | $17,398 | $5,799iApproximate average salary by contribution assumption: employee only about $144,983 at 4% or $96,656 at 6%; with 50% employer match about $96,656 at 4% or $64,437 at 6%; with 100% employer match about $72,492 at 4% or $48,328 at 6%. |
| 2009 | 1 | 3 | $349,183 | $3,600 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $349,183 | $3,600 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| 2008 | 1 | 3 | $331,060 | $20,367 | $6,789iApproximate average salary by contribution assumption: employee only about $169,725 at 4% or $113,150 at 6%; with 50% employer match about $113,150 at 4% or $75,433 at 6%; with 100% employer match about $84,863 at 4% or $56,575 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $331,060 | $20,367 | $6,789iApproximate average salary by contribution assumption: employee only about $169,725 at 4% or $113,150 at 6%; with 50% employer match about $113,150 at 4% or $75,433 at 6%; with 100% employer match about $84,863 at 4% or $56,575 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $281,223 | $21,750 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $281,223 | $21,750 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| 2005 | 1 | 3 | $243,576 | $41,833 | $13,944iApproximate average salary by contribution assumption: employee only about $348,608 at 4% or $232,406 at 6%; with 50% employer match about $232,406 at 4% or $154,937 at 6%; with 100% employer match about $174,304 at 4% or $116,203 at 6%. |
| Russell & Kolitz, L.C. Retirement Plan and Trust | - | 3 | $243,576 | $41,833 | $13,944iApproximate average salary by contribution assumption: employee only about $348,608 at 4% or $232,406 at 6%; with 50% employer match about $232,406 at 4% or $154,937 at 6%; with 100% employer match about $174,304 at 4% or $116,203 at 6%. |