Holtkamp, Liese, Schultz & Kafoury PC.
Plan context: Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan
EIN 43-1059984 • Saint Louis, MO • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$5,110,476
2024 Contributions
$110,293
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 | 18 | $5,110,476 | $110,293 | $6,127iApproximate average salary by contribution assumption: employee only about $153,185 at 4% or $102,123 at 6%; with 50% employer match about $102,123 at 4% or $68,082 at 6%; with 100% employer match about $76,592 at 4% or $51,062 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 18 | $5,110,476 | $110,293 | $6,127iApproximate average salary by contribution assumption: employee only about $153,185 at 4% or $102,123 at 6%; with 50% employer match about $102,123 at 4% or $68,082 at 6%; with 100% employer match about $76,592 at 4% or $51,062 at 6%. |
| 2023 | 1 | 18 | $4,382,241 | $150,215 | $8,345iApproximate average salary by contribution assumption: employee only about $208,632 at 4% or $139,088 at 6%; with 50% employer match about $139,088 at 4% or $92,725 at 6%; with 100% employer match about $104,316 at 4% or $69,544 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 18 | $4,382,241 | $150,215 | $8,345iApproximate average salary by contribution assumption: employee only about $208,632 at 4% or $139,088 at 6%; with 50% employer match about $139,088 at 4% or $92,725 at 6%; with 100% employer match about $104,316 at 4% or $69,544 at 6%. |
| 2022 | 1 | 18 | $3,645,392 | $151,446 | $8,414iApproximate average salary by contribution assumption: employee only about $210,342 at 4% or $140,228 at 6%; with 50% employer match about $140,228 at 4% or $93,485 at 6%; with 100% employer match about $105,171 at 4% or $70,114 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 18 | $3,645,392 | $151,446 | $8,414iApproximate average salary by contribution assumption: employee only about $210,342 at 4% or $140,228 at 6%; with 50% employer match about $140,228 at 4% or $93,485 at 6%; with 100% employer match about $105,171 at 4% or $70,114 at 6%. |
| 2021 | 1 | 17 | $4,330,078 | $128,003 | $7,530iApproximate average salary by contribution assumption: employee only about $188,240 at 4% or $125,493 at 6%; with 50% employer match about $125,493 at 4% or $83,662 at 6%; with 100% employer match about $94,120 at 4% or $62,747 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 17 | $4,330,078 | $128,003 | $7,530iApproximate average salary by contribution assumption: employee only about $188,240 at 4% or $125,493 at 6%; with 50% employer match about $125,493 at 4% or $83,662 at 6%; with 100% employer match about $94,120 at 4% or $62,747 at 6%. |
| 2020 | 1 | 15 | $3,863,717 | $111,283 | $7,419iApproximate average salary by contribution assumption: employee only about $185,472 at 4% or $123,648 at 6%; with 50% employer match about $123,648 at 4% or $82,432 at 6%; with 100% employer match about $92,736 at 4% or $61,824 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 15 | $3,863,717 | $111,283 | $7,419iApproximate average salary by contribution assumption: employee only about $185,472 at 4% or $123,648 at 6%; with 50% employer match about $123,648 at 4% or $82,432 at 6%; with 100% employer match about $92,736 at 4% or $61,824 at 6%. |
| 2019 | 1 | 13 | $3,426,205 | $93,271 | $7,175iApproximate average salary by contribution assumption: employee only about $179,367 at 4% or $119,578 at 6%; with 50% employer match about $119,578 at 4% or $79,719 at 6%; with 100% employer match about $89,684 at 4% or $59,789 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 13 | $3,426,205 | $93,271 | $7,175iApproximate average salary by contribution assumption: employee only about $179,367 at 4% or $119,578 at 6%; with 50% employer match about $119,578 at 4% or $79,719 at 6%; with 100% employer match about $89,684 at 4% or $59,789 at 6%. |
| 2018 | 1 | 13 | $2,817,546 | $98,320 | $7,563iApproximate average salary by contribution assumption: employee only about $189,077 at 4% or $126,051 at 6%; with 50% employer match about $126,051 at 4% or $84,034 at 6%; with 100% employer match about $94,538 at 4% or $63,026 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 13 | $2,817,546 | $98,320 | $7,563iApproximate average salary by contribution assumption: employee only about $189,077 at 4% or $126,051 at 6%; with 50% employer match about $126,051 at 4% or $84,034 at 6%; with 100% employer match about $94,538 at 4% or $63,026 at 6%. |
| 2017 | 1 | 18 | $3,482,242 | $126,464 | $7,026iApproximate average salary by contribution assumption: employee only about $175,644 at 4% or $117,096 at 6%; with 50% employer match about $117,096 at 4% or $78,064 at 6%; with 100% employer match about $87,822 at 4% or $58,548 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 18 | $3,482,242 | $126,464 | $7,026iApproximate average salary by contribution assumption: employee only about $175,644 at 4% or $117,096 at 6%; with 50% employer match about $117,096 at 4% or $78,064 at 6%; with 100% employer match about $87,822 at 4% or $58,548 at 6%. |
| 2016 | 1 | 18 | $3,711,147 | $146,198 | $8,122iApproximate average salary by contribution assumption: employee only about $203,053 at 4% or $135,369 at 6%; with 50% employer match about $135,369 at 4% or $90,246 at 6%; with 100% employer match about $101,526 at 4% or $67,684 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 18 | $3,711,147 | $146,198 | $8,122iApproximate average salary by contribution assumption: employee only about $203,053 at 4% or $135,369 at 6%; with 50% employer match about $135,369 at 4% or $90,246 at 6%; with 100% employer match about $101,526 at 4% or $67,684 at 6%. |
| 2015 | 1 | 21 | $3,880,792 | $173,187 | $8,247iApproximate average salary by contribution assumption: employee only about $206,175 at 4% or $137,450 at 6%; with 50% employer match about $137,450 at 4% or $91,633 at 6%; with 100% employer match about $103,088 at 4% or $68,725 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 21 | $3,880,792 | $173,187 | $8,247iApproximate average salary by contribution assumption: employee only about $206,175 at 4% or $137,450 at 6%; with 50% employer match about $137,450 at 4% or $91,633 at 6%; with 100% employer match about $103,088 at 4% or $68,725 at 6%. |
| 2014 | 1 | 22 | $3,820,141 | $167,470 | $7,612iApproximate average salary by contribution assumption: employee only about $190,307 at 4% or $126,871 at 6%; with 50% employer match about $126,871 at 4% or $84,581 at 6%; with 100% employer match about $95,153 at 4% or $63,436 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 22 | $3,820,141 | $167,470 | $7,612iApproximate average salary by contribution assumption: employee only about $190,307 at 4% or $126,871 at 6%; with 50% employer match about $126,871 at 4% or $84,581 at 6%; with 100% employer match about $95,153 at 4% or $63,436 at 6%. |
| 2013 | 1 | 24 | $3,522,484 | $155,802 | $6,492iApproximate average salary by contribution assumption: employee only about $162,294 at 4% or $108,196 at 6%; with 50% employer match about $108,196 at 4% or $72,131 at 6%; with 100% employer match about $81,147 at 4% or $54,098 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 24 | $3,522,484 | $155,802 | $6,492iApproximate average salary by contribution assumption: employee only about $162,294 at 4% or $108,196 at 6%; with 50% employer match about $108,196 at 4% or $72,131 at 6%; with 100% employer match about $81,147 at 4% or $54,098 at 6%. |
| 2012 | 1 | 27 | $2,967,943 | $147,071 | $5,447iApproximate average salary by contribution assumption: employee only about $136,177 at 4% or $90,785 at 6%; with 50% employer match about $90,785 at 4% or $60,523 at 6%; with 100% employer match about $68,088 at 4% or $45,392 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 27 | $2,967,943 | $147,071 | $5,447iApproximate average salary by contribution assumption: employee only about $136,177 at 4% or $90,785 at 6%; with 50% employer match about $90,785 at 4% or $60,523 at 6%; with 100% employer match about $68,088 at 4% or $45,392 at 6%. |
| 2011 | 1 | 23 | $2,644,720 | $211,025 | $9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 23 | $2,644,720 | $211,025 | $9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%. |
| 2010 | 1 | 23 | $2,371,220 | $198,261 | $8,620iApproximate average salary by contribution assumption: employee only about $215,501 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,751 at 4% or $71,834 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 23 | $2,371,220 | $198,261 | $8,620iApproximate average salary by contribution assumption: employee only about $215,501 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,751 at 4% or $71,834 at 6%. |
| 2009 | 1 | 26 | $2,029,545 | $180,892 | $6,957iApproximate average salary by contribution assumption: employee only about $173,935 at 4% or $115,956 at 6%; with 50% employer match about $115,956 at 4% or $77,304 at 6%; with 100% employer match about $86,967 at 4% or $57,978 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 26 | $2,029,545 | $180,892 | $6,957iApproximate average salary by contribution assumption: employee only about $173,935 at 4% or $115,956 at 6%; with 50% employer match about $115,956 at 4% or $77,304 at 6%; with 100% employer match about $86,967 at 4% or $57,978 at 6%. |
| 2008 | 1 | 26 | $1,603,117 | $137,979 | $5,307iApproximate average salary by contribution assumption: employee only about $132,672 at 4% or $88,448 at 6%; with 50% employer match about $88,448 at 4% or $58,965 at 6%; with 100% employer match about $66,336 at 4% or $44,224 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 26 | $1,603,117 | $137,979 | $5,307iApproximate average salary by contribution assumption: employee only about $132,672 at 4% or $88,448 at 6%; with 50% employer match about $88,448 at 4% or $58,965 at 6%; with 100% employer match about $66,336 at 4% or $44,224 at 6%. |
| 2007 | 1 | 22 | $2,236,497 | $208,010 | $9,455iApproximate average salary by contribution assumption: employee only about $236,375 at 4% or $157,583 at 6%; with 50% employer match about $157,583 at 4% or $105,056 at 6%; with 100% employer match about $118,188 at 4% or $78,792 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 22 | $2,236,497 | $208,010 | $9,455iApproximate average salary by contribution assumption: employee only about $236,375 at 4% or $157,583 at 6%; with 50% employer match about $157,583 at 4% or $105,056 at 6%; with 100% employer match about $118,188 at 4% or $78,792 at 6%. |
| 2006 | 1 | 21 | $2,550,972 | $250,766 | $11,941iApproximate average salary by contribution assumption: employee only about $298,531 at 4% or $199,021 at 6%; with 50% employer match about $199,021 at 4% or $132,680 at 6%; with 100% employer match about $149,265 at 4% or $99,510 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 21 | $2,550,972 | $250,766 | $11,941iApproximate average salary by contribution assumption: employee only about $298,531 at 4% or $199,021 at 6%; with 50% employer match about $199,021 at 4% or $132,680 at 6%; with 100% employer match about $149,265 at 4% or $99,510 at 6%. |
| 2005 | 1 | 27 | $2,117,610 | $225,368 | $8,347iApproximate average salary by contribution assumption: employee only about $208,674 at 4% or $139,116 at 6%; with 50% employer match about $139,116 at 4% or $92,744 at 6%; with 100% employer match about $104,337 at 4% or $69,558 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 27 | $2,117,610 | $225,368 | $8,347iApproximate average salary by contribution assumption: employee only about $208,674 at 4% or $139,116 at 6%; with 50% employer match about $139,116 at 4% or $92,744 at 6%; with 100% employer match about $104,337 at 4% or $69,558 at 6%. |
| 2004 | 1 | 26 | $2,071,735 | $224,690 | $8,642iApproximate average salary by contribution assumption: employee only about $216,048 at 4% or $144,032 at 6%; with 50% employer match about $144,032 at 4% or $96,021 at 6%; with 100% employer match about $108,024 at 4% or $72,016 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 26 | $2,071,735 | $224,690 | $8,642iApproximate average salary by contribution assumption: employee only about $216,048 at 4% or $144,032 at 6%; with 50% employer match about $144,032 at 4% or $96,021 at 6%; with 100% employer match about $108,024 at 4% or $72,016 at 6%. |
| 2003 | 1 | 27 | $2,223,910 | $217,558 | $8,058iApproximate average salary by contribution assumption: employee only about $201,443 at 4% or $134,295 at 6%; with 50% employer match about $134,295 at 4% or $89,530 at 6%; with 100% employer match about $100,721 at 4% or $67,148 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 27 | $2,223,910 | $217,558 | $8,058iApproximate average salary by contribution assumption: employee only about $201,443 at 4% or $134,295 at 6%; with 50% employer match about $134,295 at 4% or $89,530 at 6%; with 100% employer match about $100,721 at 4% or $67,148 at 6%. |
| 2002 | 1 | 21 | $1,660,793 | $167,745 | $7,988iApproximate average salary by contribution assumption: employee only about $199,696 at 4% or $133,131 at 6%; with 50% employer match about $133,131 at 4% or $88,754 at 6%; with 100% employer match about $99,848 at 4% or $66,565 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 21 | $1,660,793 | $167,745 | $7,988iApproximate average salary by contribution assumption: employee only about $199,696 at 4% or $133,131 at 6%; with 50% employer match about $133,131 at 4% or $88,754 at 6%; with 100% employer match about $99,848 at 4% or $66,565 at 6%. |
| 2001 | 1 | 19 | $1,871,778 | $160,965 | $8,472iApproximate average salary by contribution assumption: employee only about $211,796 at 4% or $141,197 at 6%; with 50% employer match about $141,197 at 4% or $94,132 at 6%; with 100% employer match about $105,898 at 4% or $70,599 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 19 | $1,871,778 | $160,965 | $8,472iApproximate average salary by contribution assumption: employee only about $211,796 at 4% or $141,197 at 6%; with 50% employer match about $141,197 at 4% or $94,132 at 6%; with 100% employer match about $105,898 at 4% or $70,599 at 6%. |
| 2000 | 1 | 25 | $2,441,758 | $171,803 | $6,872iApproximate average salary by contribution assumption: employee only about $171,803 at 4% or $114,535 at 6%; with 50% employer match about $114,535 at 4% or $76,357 at 6%; with 100% employer match about $85,902 at 4% or $57,268 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 25 | $2,441,758 | $171,803 | $6,872iApproximate average salary by contribution assumption: employee only about $171,803 at 4% or $114,535 at 6%; with 50% employer match about $114,535 at 4% or $76,357 at 6%; with 100% employer match about $85,902 at 4% or $57,268 at 6%. |
| 1999 | 1 | 25 | $2,661,048 | $148,333 | $5,933iApproximate average salary by contribution assumption: employee only about $148,333 at 4% or $98,889 at 6%; with 50% employer match about $98,889 at 4% or $65,926 at 6%; with 100% employer match about $74,167 at 4% or $49,444 at 6%. |
| Holtkamp, Liese, Schultz & Kafoury PC. 401(K) Profit Sharing Plan | - | 25 | $2,661,048 | $148,333 | $5,933iApproximate average salary by contribution assumption: employee only about $148,333 at 4% or $98,889 at 6%; with 50% employer match about $98,889 at 4% or $65,926 at 6%; with 100% employer match about $74,167 at 4% or $49,444 at 6%. |