Civic Intelligence

KIMBERLEE JO KUPS BENSON

Plan context: KIMBERLEE JO KUPS BENSON 401(K) PROFIT SHARING PLAN & TRUST

EIN 42-1354205 • Montour, IA • 3 filings • 1 plans

PO Box 85Montour, IA 50173-0085
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$5,494

2025 Contributions

$3,406

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,494$2,747$0202320242025YearValue
$5,494Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260202320242025YearValue
12Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$5,494$3,406$284iApproximate average salary by contribution assumption: employee only about $7,096 at 4% or $4,731 at 6%; with 50% employer match about $4,731 at 4% or $3,154 at 6%; with 100% employer match about $3,548 at 4% or $2,365 at 6%.
KIMBERLEE JO KUPS BENSON 401(K) PROFIT SHARING PLAN & TRUST-12$5,494$3,406$284iApproximate average salary by contribution assumption: employee only about $7,096 at 4% or $4,731 at 6%; with 50% employer match about $4,731 at 4% or $3,154 at 6%; with 100% employer match about $3,548 at 4% or $2,365 at 6%.
202411$2,507$2,400$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
KIMBERLEE JO KUPS BENSON 401(K) PROFIT SHARING PLAN & TRUST-1$2,507$2,400$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
202311$465$1,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
KIMBERLEE JO KUPS BENSON 401(K) PROFIT SHARING PLAN & TRUST-1$465$1,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.