Kavalier & Associates P C
Plan context: Kavalier & Associates PC 401K Plan
EIN 42-1446311 • West Des Moines, IA • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,768,180
2024 Contributions
$152,661
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 | 11 | $2,768,180 | $152,661 | $13,878iApproximate average salary by contribution assumption: employee only about $346,957 at 4% or $231,305 at 6%; with 50% employer match about $231,305 at 4% or $154,203 at 6%; with 100% employer match about $173,478 at 4% or $115,652 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 11 | $2,768,180 | $152,661 | $13,878iApproximate average salary by contribution assumption: employee only about $346,957 at 4% or $231,305 at 6%; with 50% employer match about $231,305 at 4% or $154,203 at 6%; with 100% employer match about $173,478 at 4% or $115,652 at 6%. |
| 2023 | 1 | 10 | $2,333,455 | $150,787 | $15,079iApproximate average salary by contribution assumption: employee only about $376,968 at 4% or $251,312 at 6%; with 50% employer match about $251,312 at 4% or $167,541 at 6%; with 100% employer match about $188,484 at 4% or $125,656 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 10 | $2,333,455 | $150,787 | $15,079iApproximate average salary by contribution assumption: employee only about $376,968 at 4% or $251,312 at 6%; with 50% employer match about $251,312 at 4% or $167,541 at 6%; with 100% employer match about $188,484 at 4% or $125,656 at 6%. |
| 2022 | 1 | 12 | $1,857,937 | $136,699 | $11,392iApproximate average salary by contribution assumption: employee only about $284,790 at 4% or $189,860 at 6%; with 50% employer match about $189,860 at 4% or $126,573 at 6%; with 100% employer match about $142,395 at 4% or $94,930 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 12 | $1,857,937 | $136,699 | $11,392iApproximate average salary by contribution assumption: employee only about $284,790 at 4% or $189,860 at 6%; with 50% employer match about $189,860 at 4% or $126,573 at 6%; with 100% employer match about $142,395 at 4% or $94,930 at 6%. |
| 2021 | 1 | 11 | $2,684,765 | $135,691 | $12,336iApproximate average salary by contribution assumption: employee only about $308,389 at 4% or $205,592 at 6%; with 50% employer match about $205,592 at 4% or $137,062 at 6%; with 100% employer match about $154,194 at 4% or $102,796 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 11 | $2,684,765 | $135,691 | $12,336iApproximate average salary by contribution assumption: employee only about $308,389 at 4% or $205,592 at 6%; with 50% employer match about $205,592 at 4% or $137,062 at 6%; with 100% employer match about $154,194 at 4% or $102,796 at 6%. |
| 2020 | 1 | 12 | $2,248,350 | $79,422 | $6,619iApproximate average salary by contribution assumption: employee only about $165,463 at 4% or $110,308 at 6%; with 50% employer match about $110,308 at 4% or $73,539 at 6%; with 100% employer match about $82,731 at 4% or $55,154 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 12 | $2,248,350 | $79,422 | $6,619iApproximate average salary by contribution assumption: employee only about $165,463 at 4% or $110,308 at 6%; with 50% employer match about $110,308 at 4% or $73,539 at 6%; with 100% employer match about $82,731 at 4% or $55,154 at 6%. |
| 2019 | 1 | 10 | $2,021,074 | $65,883 | $6,588iApproximate average salary by contribution assumption: employee only about $164,708 at 4% or $109,805 at 6%; with 50% employer match about $109,805 at 4% or $73,203 at 6%; with 100% employer match about $82,354 at 4% or $54,903 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 10 | $2,021,074 | $65,883 | $6,588iApproximate average salary by contribution assumption: employee only about $164,708 at 4% or $109,805 at 6%; with 50% employer match about $109,805 at 4% or $73,203 at 6%; with 100% employer match about $82,354 at 4% or $54,903 at 6%. |
| 2018 | 1 | 15 | $1,590,719 | $78,189 | $5,213iApproximate average salary by contribution assumption: employee only about $130,315 at 4% or $86,877 at 6%; with 50% employer match about $86,877 at 4% or $57,918 at 6%; with 100% employer match about $65,158 at 4% or $43,438 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 15 | $1,590,719 | $78,189 | $5,213iApproximate average salary by contribution assumption: employee only about $130,315 at 4% or $86,877 at 6%; with 50% employer match about $86,877 at 4% or $57,918 at 6%; with 100% employer match about $65,158 at 4% or $43,438 at 6%. |
| 2017 | 1 | 16 | $1,677,751 | $78,888 | $4,931iApproximate average salary by contribution assumption: employee only about $123,263 at 4% or $82,175 at 6%; with 50% employer match about $82,175 at 4% or $54,783 at 6%; with 100% employer match about $61,631 at 4% or $41,088 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 16 | $1,677,751 | $78,888 | $4,931iApproximate average salary by contribution assumption: employee only about $123,263 at 4% or $82,175 at 6%; with 50% employer match about $82,175 at 4% or $54,783 at 6%; with 100% employer match about $61,631 at 4% or $41,088 at 6%. |
| 2016 | 1 | 12 | $1,540,837 | $77,416 | $6,451iApproximate average salary by contribution assumption: employee only about $161,283 at 4% or $107,522 at 6%; with 50% employer match about $107,522 at 4% or $71,681 at 6%; with 100% employer match about $80,642 at 4% or $53,761 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 12 | $1,540,837 | $77,416 | $6,451iApproximate average salary by contribution assumption: employee only about $161,283 at 4% or $107,522 at 6%; with 50% employer match about $107,522 at 4% or $71,681 at 6%; with 100% employer match about $80,642 at 4% or $53,761 at 6%. |
| 2015 | 1 | 14 | $1,409,487 | $81,946 | $5,853iApproximate average salary by contribution assumption: employee only about $146,332 at 4% or $97,555 at 6%; with 50% employer match about $97,555 at 4% or $65,037 at 6%; with 100% employer match about $73,166 at 4% or $48,777 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 14 | $1,409,487 | $81,946 | $5,853iApproximate average salary by contribution assumption: employee only about $146,332 at 4% or $97,555 at 6%; with 50% employer match about $97,555 at 4% or $65,037 at 6%; with 100% employer match about $73,166 at 4% or $48,777 at 6%. |
| 2014 | 1 | 15 | $1,376,877 | $111,730 | $7,449iApproximate average salary by contribution assumption: employee only about $186,217 at 4% or $124,144 at 6%; with 50% employer match about $124,144 at 4% or $82,763 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 15 | $1,376,877 | $111,730 | $7,449iApproximate average salary by contribution assumption: employee only about $186,217 at 4% or $124,144 at 6%; with 50% employer match about $124,144 at 4% or $82,763 at 6%; with 100% employer match about $93,108 at 4% or $62,072 at 6%. |
| 2013 | 1 | 14 | $1,368,184 | $59,343 | $4,239iApproximate average salary by contribution assumption: employee only about $105,970 at 4% or $70,646 at 6%; with 50% employer match about $70,646 at 4% or $47,098 at 6%; with 100% employer match about $52,985 at 4% or $35,323 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 14 | $1,368,184 | $59,343 | $4,239iApproximate average salary by contribution assumption: employee only about $105,970 at 4% or $70,646 at 6%; with 50% employer match about $70,646 at 4% or $47,098 at 6%; with 100% employer match about $52,985 at 4% or $35,323 at 6%. |
| 2012 | 1 | 14 | $1,070,366 | $71,872 | $5,134iApproximate average salary by contribution assumption: employee only about $128,343 at 4% or $85,562 at 6%; with 50% employer match about $85,562 at 4% or $57,041 at 6%; with 100% employer match about $64,171 at 4% or $42,781 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 14 | $1,070,366 | $71,872 | $5,134iApproximate average salary by contribution assumption: employee only about $128,343 at 4% or $85,562 at 6%; with 50% employer match about $85,562 at 4% or $57,041 at 6%; with 100% employer match about $64,171 at 4% or $42,781 at 6%. |
| 2011 | 2 | 15 | $964,918 | $74,026 | $4,935iApproximate average salary by contribution assumption: employee only about $123,377 at 4% or $82,251 at 6%; with 50% employer match about $82,251 at 4% or $54,834 at 6%; with 100% employer match about $61,688 at 4% or $41,126 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 15 | $964,918 | $74,026 | $4,935iApproximate average salary by contribution assumption: employee only about $123,377 at 4% or $82,251 at 6%; with 50% employer match about $82,251 at 4% or $54,834 at 6%; with 100% employer match about $61,688 at 4% or $41,126 at 6%. |
| KAVALIER & ASSOCIATES DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2010 | 2 | 18 | $1,371,482 | $82,143 | $4,564iApproximate average salary by contribution assumption: employee only about $114,088 at 4% or $76,058 at 6%; with 50% employer match about $76,058 at 4% or $50,706 at 6%; with 100% employer match about $57,044 at 4% or $38,029 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 18 | $1,265,698 | $82,143 | $4,564iApproximate average salary by contribution assumption: employee only about $114,088 at 4% or $76,058 at 6%; with 50% employer match about $76,058 at 4% or $50,706 at 6%; with 100% employer match about $57,044 at 4% or $38,029 at 6%. |
| KAVALIER & ASSOCIATES DEFINED BENEFIT PLAN | - | 11 | $105,784 | - | - |
| 2009 | 2 | 24 | $1,475,666 | $87,300 | $3,638iApproximate average salary by contribution assumption: employee only about $90,938 at 4% or $60,625 at 6%; with 50% employer match about $60,625 at 4% or $40,417 at 6%; with 100% employer match about $45,469 at 4% or $30,313 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 24 | $1,358,413 | $87,300 | $3,638iApproximate average salary by contribution assumption: employee only about $90,938 at 4% or $60,625 at 6%; with 50% employer match about $60,625 at 4% or $40,417 at 6%; with 100% employer match about $45,469 at 4% or $30,313 at 6%. |
| KAVALIER & ASSOCIATES DEFINED BENEFIT PLAN | - | 12 | $117,253 | - | - |
| 2008 | 2 | 27 | $1,099,324 | $111,236 | $4,120iApproximate average salary by contribution assumption: employee only about $102,996 at 4% or $68,664 at 6%; with 50% employer match about $68,664 at 4% or $45,776 at 6%; with 100% employer match about $51,498 at 4% or $34,332 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 27 | $1,099,324 | $111,236 | $4,120iApproximate average salary by contribution assumption: employee only about $102,996 at 4% or $68,664 at 6%; with 50% employer match about $68,664 at 4% or $45,776 at 6%; with 100% employer match about $51,498 at 4% or $34,332 at 6%. |
| KAVALIER & ASSOCIATES DEFINED BENEFIT PLAN | - | 10 | - | - | - |
| 2007 | 1 | 26 | $1,547,309 | $261,731 | $10,067iApproximate average salary by contribution assumption: employee only about $251,664 at 4% or $167,776 at 6%; with 50% employer match about $167,776 at 4% or $111,851 at 6%; with 100% employer match about $125,832 at 4% or $83,888 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 26 | $1,547,309 | $261,731 | $10,067iApproximate average salary by contribution assumption: employee only about $251,664 at 4% or $167,776 at 6%; with 50% employer match about $167,776 at 4% or $111,851 at 6%; with 100% employer match about $125,832 at 4% or $83,888 at 6%. |
| 2006 | 2 | 25 | $1,397,326 | $176,678 | $7,067iApproximate average salary by contribution assumption: employee only about $176,678 at 4% or $117,785 at 6%; with 50% employer match about $117,785 at 4% or $78,524 at 6%; with 100% employer match about $88,339 at 4% or $58,893 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 25 | $1,287,528 | $176,678 | $7,067iApproximate average salary by contribution assumption: employee only about $176,678 at 4% or $117,785 at 6%; with 50% employer match about $117,785 at 4% or $78,524 at 6%; with 100% employer match about $88,339 at 4% or $58,893 at 6%. |
| KAVALIER & ASSOCIATES DEFINED BENEFIT PLAN | - | 12 | $109,798 | - | - |
| 2005 | 2 | 27 | $1,129,549 | $297,271 | $11,010iApproximate average salary by contribution assumption: employee only about $275,251 at 4% or $183,501 at 6%; with 50% employer match about $183,501 at 4% or $122,334 at 6%; with 100% employer match about $137,625 at 4% or $91,750 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 27 | $1,004,493 | $238,761 | $8,843iApproximate average salary by contribution assumption: employee only about $221,075 at 4% or $147,383 at 6%; with 50% employer match about $147,383 at 4% or $98,256 at 6%; with 100% employer match about $110,538 at 4% or $73,692 at 6%. |
| KAVALIER & ASSOCIATES DEFINED BENEFIT PLAN | - | 13 | $125,056 | $58,510 | $4,501iApproximate average salary by contribution assumption: employee only about $112,519 at 4% or $75,013 at 6%; with 50% employer match about $75,013 at 4% or $50,009 at 6%; with 100% employer match about $56,260 at 4% or $37,506 at 6%. |
| 2004 | 2 | 25 | $775,490 | $192,051 | $7,682iApproximate average salary by contribution assumption: employee only about $192,051 at 4% or $128,034 at 6%; with 50% employer match about $128,034 at 4% or $85,356 at 6%; with 100% employer match about $96,026 at 4% or $64,017 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 25 | $716,038 | $132,599 | $5,304iApproximate average salary by contribution assumption: employee only about $132,599 at 4% or $88,399 at 6%; with 50% employer match about $88,399 at 4% or $58,933 at 6%; with 100% employer match about $66,300 at 4% or $44,200 at 6%. |
| KAVALIER & ASSOCIATES DEFINED BENEFIT PLAN | - | 12 | $59,452 | $59,452 | $4,954iApproximate average salary by contribution assumption: employee only about $123,858 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| 2003 | 1 | 22 | $0 | $0 | - |
| Kavalier & Associates PC 401K Plan | - | 22 | - | - | - |
| 2002 | 1 | 25 | $296,344 | $106,920 | $4,277iApproximate average salary by contribution assumption: employee only about $106,920 at 4% or $71,280 at 6%; with 50% employer match about $71,280 at 4% or $47,520 at 6%; with 100% employer match about $53,460 at 4% or $35,640 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 25 | $296,344 | $106,920 | $4,277iApproximate average salary by contribution assumption: employee only about $106,920 at 4% or $71,280 at 6%; with 50% employer match about $71,280 at 4% or $47,520 at 6%; with 100% employer match about $53,460 at 4% or $35,640 at 6%. |
| 2001 | 1 | 21 | $0 | $0 | - |
| Kavalier & Associates PC 401K Plan | - | 21 | - | - | - |
| 2000 | 1 | 2 | $219,630 | $73,361 | $36,681iApproximate average salary by contribution assumption: employee only about $917,013 at 4% or $611,342 at 6%; with 50% employer match about $611,342 at 4% or $407,561 at 6%; with 100% employer match about $458,506 at 4% or $305,671 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 2 | $219,630 | $73,361 | $36,681iApproximate average salary by contribution assumption: employee only about $917,013 at 4% or $611,342 at 6%; with 50% employer match about $611,342 at 4% or $407,561 at 6%; with 100% employer match about $458,506 at 4% or $305,671 at 6%. |
| 1999 | 1 | 17 | $231,787 | $50,987 | $2,999iApproximate average salary by contribution assumption: employee only about $74,981 at 4% or $49,987 at 6%; with 50% employer match about $49,987 at 4% or $33,325 at 6%; with 100% employer match about $37,490 at 4% or $24,994 at 6%. |
| Kavalier & Associates PC 401K Plan | - | 17 | $231,787 | $50,987 | $2,999iApproximate average salary by contribution assumption: employee only about $74,981 at 4% or $49,987 at 6%; with 50% employer match about $49,987 at 4% or $33,325 at 6%; with 100% employer match about $37,490 at 4% or $24,994 at 6%. |