Kapaun & Brown Inc.
Plan context: Kapaun & Brown Inc. Profit Sharing 401K Plan
EIN 42-1025801 • Marshalltown, IA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$908,835
2024 Contributions
$73,288
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 | 15 | $908,835 | $73,288 | $4,886iApproximate average salary by contribution assumption: employee only about $122,147 at 4% or $81,431 at 6%; with 50% employer match about $81,431 at 4% or $54,287 at 6%; with 100% employer match about $61,073 at 4% or $40,716 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 15 | $908,835 | $73,288 | $4,886iApproximate average salary by contribution assumption: employee only about $122,147 at 4% or $81,431 at 6%; with 50% employer match about $81,431 at 4% or $54,287 at 6%; with 100% employer match about $61,073 at 4% or $40,716 at 6%. |
| 2023 | 1 | 18 | $1,650,559 | $94,737 | $5,263iApproximate average salary by contribution assumption: employee only about $131,579 at 4% or $87,719 at 6%; with 50% employer match about $87,719 at 4% or $58,480 at 6%; with 100% employer match about $65,790 at 4% or $43,860 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 18 | $1,650,559 | $94,737 | $5,263iApproximate average salary by contribution assumption: employee only about $131,579 at 4% or $87,719 at 6%; with 50% employer match about $87,719 at 4% or $58,480 at 6%; with 100% employer match about $65,790 at 4% or $43,860 at 6%. |
| 2022 | 1 | 18 | $1,490,110 | $98,883 | $5,494iApproximate average salary by contribution assumption: employee only about $137,338 at 4% or $91,558 at 6%; with 50% employer match about $91,558 at 4% or $61,039 at 6%; with 100% employer match about $68,669 at 4% or $45,779 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 18 | $1,490,110 | $98,883 | $5,494iApproximate average salary by contribution assumption: employee only about $137,338 at 4% or $91,558 at 6%; with 50% employer match about $91,558 at 4% or $61,039 at 6%; with 100% employer match about $68,669 at 4% or $45,779 at 6%. |
| 2021 | 1 | 20 | $1,524,554 | $106,454 | $5,323iApproximate average salary by contribution assumption: employee only about $133,068 at 4% or $88,712 at 6%; with 50% employer match about $88,712 at 4% or $59,141 at 6%; with 100% employer match about $66,534 at 4% or $44,356 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 20 | $1,524,554 | $106,454 | $5,323iApproximate average salary by contribution assumption: employee only about $133,068 at 4% or $88,712 at 6%; with 50% employer match about $88,712 at 4% or $59,141 at 6%; with 100% employer match about $66,534 at 4% or $44,356 at 6%. |
| 2020 | 1 | 21 | $1,429,898 | $102,958 | $4,903iApproximate average salary by contribution assumption: employee only about $122,569 at 4% or $81,713 at 6%; with 50% employer match about $81,713 at 4% or $54,475 at 6%; with 100% employer match about $61,285 at 4% or $40,856 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 21 | $1,429,898 | $102,958 | $4,903iApproximate average salary by contribution assumption: employee only about $122,569 at 4% or $81,713 at 6%; with 50% employer match about $81,713 at 4% or $54,475 at 6%; with 100% employer match about $61,285 at 4% or $40,856 at 6%. |
| 2019 | 1 | 19 | $1,079,728 | $73,019 | $3,843iApproximate average salary by contribution assumption: employee only about $96,078 at 4% or $64,052 at 6%; with 50% employer match about $64,052 at 4% or $42,701 at 6%; with 100% employer match about $48,039 at 4% or $32,026 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 19 | $1,079,728 | $73,019 | $3,843iApproximate average salary by contribution assumption: employee only about $96,078 at 4% or $64,052 at 6%; with 50% employer match about $64,052 at 4% or $42,701 at 6%; with 100% employer match about $48,039 at 4% or $32,026 at 6%. |
| 2018 | 1 | 19 | $1,063,198 | $73,721 | $3,880iApproximate average salary by contribution assumption: employee only about $97,001 at 4% or $64,668 at 6%; with 50% employer match about $64,668 at 4% or $43,112 at 6%; with 100% employer match about $48,501 at 4% or $32,334 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 19 | $1,063,198 | $73,721 | $3,880iApproximate average salary by contribution assumption: employee only about $97,001 at 4% or $64,668 at 6%; with 50% employer match about $64,668 at 4% or $43,112 at 6%; with 100% employer match about $48,501 at 4% or $32,334 at 6%. |
| 2017 | 1 | 15 | $1,048,892 | $74,894 | $4,993iApproximate average salary by contribution assumption: employee only about $124,823 at 4% or $83,216 at 6%; with 50% employer match about $83,216 at 4% or $55,477 at 6%; with 100% employer match about $62,412 at 4% or $41,608 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 15 | $1,048,892 | $74,894 | $4,993iApproximate average salary by contribution assumption: employee only about $124,823 at 4% or $83,216 at 6%; with 50% employer match about $83,216 at 4% or $55,477 at 6%; with 100% employer match about $62,412 at 4% or $41,608 at 6%. |
| 2016 | 1 | 18 | $1,815,751 | $97,717 | $5,429iApproximate average salary by contribution assumption: employee only about $135,718 at 4% or $90,479 at 6%; with 50% employer match about $90,479 at 4% or $60,319 at 6%; with 100% employer match about $67,859 at 4% or $45,239 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 18 | $1,815,751 | $97,717 | $5,429iApproximate average salary by contribution assumption: employee only about $135,718 at 4% or $90,479 at 6%; with 50% employer match about $90,479 at 4% or $60,319 at 6%; with 100% employer match about $67,859 at 4% or $45,239 at 6%. |
| 2015 | 1 | 20 | $1,807,765 | $107,074 | $5,354iApproximate average salary by contribution assumption: employee only about $133,843 at 4% or $89,228 at 6%; with 50% employer match about $89,228 at 4% or $59,486 at 6%; with 100% employer match about $66,921 at 4% or $44,614 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 20 | $1,807,765 | $107,074 | $5,354iApproximate average salary by contribution assumption: employee only about $133,843 at 4% or $89,228 at 6%; with 50% employer match about $89,228 at 4% or $59,486 at 6%; with 100% employer match about $66,921 at 4% or $44,614 at 6%. |
| 2014 | 1 | 26 | $2,304,181 | $126,452 | $4,864iApproximate average salary by contribution assumption: employee only about $121,588 at 4% or $81,059 at 6%; with 50% employer match about $81,059 at 4% or $54,039 at 6%; with 100% employer match about $60,794 at 4% or $40,529 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 26 | $2,304,181 | $126,452 | $4,864iApproximate average salary by contribution assumption: employee only about $121,588 at 4% or $81,059 at 6%; with 50% employer match about $81,059 at 4% or $54,039 at 6%; with 100% employer match about $60,794 at 4% or $40,529 at 6%. |
| 2013 | 1 | 28 | $4,431,081 | $142,966 | $5,106iApproximate average salary by contribution assumption: employee only about $127,648 at 4% or $85,099 at 6%; with 50% employer match about $85,099 at 4% or $56,733 at 6%; with 100% employer match about $63,824 at 4% or $42,549 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 28 | $4,431,081 | $142,966 | $5,106iApproximate average salary by contribution assumption: employee only about $127,648 at 4% or $85,099 at 6%; with 50% employer match about $85,099 at 4% or $56,733 at 6%; with 100% employer match about $63,824 at 4% or $42,549 at 6%. |
| 2012 | 1 | 30 | $4,418,942 | $143,095 | $4,770iApproximate average salary by contribution assumption: employee only about $119,246 at 4% or $79,497 at 6%; with 50% employer match about $79,497 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,749 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 30 | $4,418,942 | $143,095 | $4,770iApproximate average salary by contribution assumption: employee only about $119,246 at 4% or $79,497 at 6%; with 50% employer match about $79,497 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,749 at 6%. |
| 2011 | 1 | 29 | $3,914,805 | $125,602 | $4,331iApproximate average salary by contribution assumption: employee only about $108,278 at 4% or $72,185 at 6%; with 50% employer match about $72,185 at 4% or $48,123 at 6%; with 100% employer match about $54,139 at 4% or $36,093 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 29 | $3,914,805 | $125,602 | $4,331iApproximate average salary by contribution assumption: employee only about $108,278 at 4% or $72,185 at 6%; with 50% employer match about $72,185 at 4% or $48,123 at 6%; with 100% employer match about $54,139 at 4% or $36,093 at 6%. |
| 2010 | 1 | 28 | $3,902,029 | $162,960 | $5,820iApproximate average salary by contribution assumption: employee only about $145,500 at 4% or $97,000 at 6%; with 50% employer match about $97,000 at 4% or $64,667 at 6%; with 100% employer match about $72,750 at 4% or $48,500 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 28 | $3,902,029 | $162,960 | $5,820iApproximate average salary by contribution assumption: employee only about $145,500 at 4% or $97,000 at 6%; with 50% employer match about $97,000 at 4% or $64,667 at 6%; with 100% employer match about $72,750 at 4% or $48,500 at 6%. |
| 2009 | 1 | 32 | $4,259,164 | $139,103 | $4,347iApproximate average salary by contribution assumption: employee only about $108,674 at 4% or $72,449 at 6%; with 50% employer match about $72,449 at 4% or $48,300 at 6%; with 100% employer match about $54,337 at 4% or $36,225 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 32 | $4,259,164 | $139,103 | $4,347iApproximate average salary by contribution assumption: employee only about $108,674 at 4% or $72,449 at 6%; with 50% employer match about $72,449 at 4% or $48,300 at 6%; with 100% employer match about $54,337 at 4% or $36,225 at 6%. |
| 2008 | 1 | 37 | $3,671,175 | $217,679 | $5,883iApproximate average salary by contribution assumption: employee only about $147,080 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,369 at 6%; with 100% employer match about $73,540 at 4% or $49,027 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 37 | $3,671,175 | $217,679 | $5,883iApproximate average salary by contribution assumption: employee only about $147,080 at 4% or $98,054 at 6%; with 50% employer match about $98,054 at 4% or $65,369 at 6%; with 100% employer match about $73,540 at 4% or $49,027 at 6%. |
| 2007 | 1 | 35 | $0 | $0 | - |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 35 | - | - | - |
| 2006 | 1 | 40 | $4,265,441 | $202,771 | $5,069iApproximate average salary by contribution assumption: employee only about $126,732 at 4% or $84,488 at 6%; with 50% employer match about $84,488 at 4% or $56,325 at 6%; with 100% employer match about $63,366 at 4% or $42,244 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 40 | $4,265,441 | $202,771 | $5,069iApproximate average salary by contribution assumption: employee only about $126,732 at 4% or $84,488 at 6%; with 50% employer match about $84,488 at 4% or $56,325 at 6%; with 100% employer match about $63,366 at 4% or $42,244 at 6%. |
| 2005 | 1 | 41 | $3,883,434 | $169,907 | $4,144iApproximate average salary by contribution assumption: employee only about $103,602 at 4% or $69,068 at 6%; with 50% employer match about $69,068 at 4% or $46,045 at 6%; with 100% employer match about $51,801 at 4% or $34,534 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 41 | $3,883,434 | $169,907 | $4,144iApproximate average salary by contribution assumption: employee only about $103,602 at 4% or $69,068 at 6%; with 50% employer match about $69,068 at 4% or $46,045 at 6%; with 100% employer match about $51,801 at 4% or $34,534 at 6%. |
| 2004 | 1 | 39 | $3,479,358 | $214,627 | $5,503iApproximate average salary by contribution assumption: employee only about $137,581 at 4% or $91,721 at 6%; with 50% employer match about $91,721 at 4% or $61,147 at 6%; with 100% employer match about $68,791 at 4% or $45,860 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 39 | $3,479,358 | $214,627 | $5,503iApproximate average salary by contribution assumption: employee only about $137,581 at 4% or $91,721 at 6%; with 50% employer match about $91,721 at 4% or $61,147 at 6%; with 100% employer match about $68,791 at 4% or $45,860 at 6%. |
| 2003 | 1 | 46 | $3,458,204 | $198,988 | $4,326iApproximate average salary by contribution assumption: employee only about $108,146 at 4% or $72,097 at 6%; with 50% employer match about $72,097 at 4% or $48,065 at 6%; with 100% employer match about $54,073 at 4% or $36,049 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 46 | $3,458,204 | $198,988 | $4,326iApproximate average salary by contribution assumption: employee only about $108,146 at 4% or $72,097 at 6%; with 50% employer match about $72,097 at 4% or $48,065 at 6%; with 100% employer match about $54,073 at 4% or $36,049 at 6%. |
| 2002 | 1 | 47 | $3,530,846 | $191,103 | $4,066iApproximate average salary by contribution assumption: employee only about $101,651 at 4% or $67,767 at 6%; with 50% employer match about $67,767 at 4% or $45,178 at 6%; with 100% employer match about $50,825 at 4% or $33,884 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 47 | $3,530,846 | $191,103 | $4,066iApproximate average salary by contribution assumption: employee only about $101,651 at 4% or $67,767 at 6%; with 50% employer match about $67,767 at 4% or $45,178 at 6%; with 100% employer match about $50,825 at 4% or $33,884 at 6%. |
| 2001 | 1 | 50 | $0 | $0 | - |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 50 | - | - | - |
| 2000 | 1 | 54 | $0 | $0 | - |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 54 | - | - | - |
| 1999 | 1 | 46 | $3,254,860 | $200,280 | $4,354iApproximate average salary by contribution assumption: employee only about $108,848 at 4% or $72,565 at 6%; with 50% employer match about $72,565 at 4% or $48,377 at 6%; with 100% employer match about $54,424 at 4% or $36,283 at 6%. |
| Kapaun & Brown Inc. Profit Sharing 401K Plan | - | 46 | $3,254,860 | $200,280 | $4,354iApproximate average salary by contribution assumption: employee only about $108,848 at 4% or $72,565 at 6%; with 50% employer match about $72,565 at 4% or $48,377 at 6%; with 100% employer match about $54,424 at 4% or $36,283 at 6%. |