Civic Intelligence

Kbw Associates

Plan context: Kbw Associates 401K Plan

EIN 45-0361641 • Fargo, ND • 20 filings • 2 plans

4321 14th Avenue NWFargo, ND 58102
Current Snapshot

Latest Year

2018

2018 Participants

32

2018 Assets

$1,917,991

2018 Contributions

$73,459

Historical Graphs

Total Assets Over Time

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

$2,044,534$1,022,267$0199920092018YearValue
$1,917,991Latest year 2018

Participants Over Time

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

74370199920092018YearValue
32Latest year 2018

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
2018132$1,917,991$73,459$2,296iApproximate average salary by contribution assumption: employee only about $57,390 at 4% or $38,260 at 6%; with 50% employer match about $38,260 at 4% or $25,507 at 6%; with 100% employer match about $28,695 at 4% or $19,130 at 6%.
Kbw Associates 401K Plan-32$1,917,991$73,459$2,296iApproximate average salary by contribution assumption: employee only about $57,390 at 4% or $38,260 at 6%; with 50% employer match about $38,260 at 4% or $25,507 at 6%; with 100% employer match about $28,695 at 4% or $19,130 at 6%.
2017132$2,044,534$52,169$1,630iApproximate average salary by contribution assumption: employee only about $40,757 at 4% or $27,171 at 6%; with 50% employer match about $27,171 at 4% or $18,114 at 6%; with 100% employer match about $20,379 at 4% or $13,586 at 6%.
Kbw Associates 401K Plan-32$2,044,534$52,169$1,630iApproximate average salary by contribution assumption: employee only about $40,757 at 4% or $27,171 at 6%; with 50% employer match about $27,171 at 4% or $18,114 at 6%; with 100% employer match about $20,379 at 4% or $13,586 at 6%.
2016132$1,800,877$72,632$2,270iApproximate average salary by contribution assumption: employee only about $56,744 at 4% or $37,829 at 6%; with 50% employer match about $37,829 at 4% or $25,219 at 6%; with 100% employer match about $28,372 at 4% or $18,915 at 6%.
Kbw Associates 401K Plan-32$1,800,877$72,632$2,270iApproximate average salary by contribution assumption: employee only about $56,744 at 4% or $37,829 at 6%; with 50% employer match about $37,829 at 4% or $25,219 at 6%; with 100% employer match about $28,372 at 4% or $18,915 at 6%.
2015136$1,686,464$56,932$1,581iApproximate average salary by contribution assumption: employee only about $39,536 at 4% or $26,357 at 6%; with 50% employer match about $26,357 at 4% or $17,572 at 6%; with 100% employer match about $19,768 at 4% or $13,179 at 6%.
Kbw Associates 401K Plan-36$1,686,464$56,932$1,581iApproximate average salary by contribution assumption: employee only about $39,536 at 4% or $26,357 at 6%; with 50% employer match about $26,357 at 4% or $17,572 at 6%; with 100% employer match about $19,768 at 4% or $13,179 at 6%.
2014139$1,783,606$70,123$1,798iApproximate average salary by contribution assumption: employee only about $44,951 at 4% or $29,967 at 6%; with 50% employer match about $29,967 at 4% or $19,978 at 6%; with 100% employer match about $22,475 at 4% or $14,984 at 6%.
Kbw Associates 401K Plan-39$1,783,606$70,123$1,798iApproximate average salary by contribution assumption: employee only about $44,951 at 4% or $29,967 at 6%; with 50% employer match about $29,967 at 4% or $19,978 at 6%; with 100% employer match about $22,475 at 4% or $14,984 at 6%.
2013136$1,721,693$43,958$1,221iApproximate average salary by contribution assumption: employee only about $30,526 at 4% or $20,351 at 6%; with 50% employer match about $20,351 at 4% or $13,567 at 6%; with 100% employer match about $15,263 at 4% or $10,175 at 6%.
Kbw Associates 401K Plan-36$1,721,693$43,958$1,221iApproximate average salary by contribution assumption: employee only about $30,526 at 4% or $20,351 at 6%; with 50% employer match about $20,351 at 4% or $13,567 at 6%; with 100% employer match about $15,263 at 4% or $10,175 at 6%.
2012134$1,511,295$233,426$6,865iApproximate average salary by contribution assumption: employee only about $171,637 at 4% or $114,425 at 6%; with 50% employer match about $114,425 at 4% or $76,283 at 6%; with 100% employer match about $85,818 at 4% or $57,212 at 6%.
Kbw Associates 401K Plan-34$1,511,295$233,426$6,865iApproximate average salary by contribution assumption: employee only about $171,637 at 4% or $114,425 at 6%; with 50% employer match about $114,425 at 4% or $76,283 at 6%; with 100% employer match about $85,818 at 4% or $57,212 at 6%.
2011137$1,306,080$39,474$1,067iApproximate average salary by contribution assumption: employee only about $26,672 at 4% or $17,781 at 6%; with 50% employer match about $17,781 at 4% or $11,854 at 6%; with 100% employer match about $13,336 at 4% or $8,891 at 6%.
Kbw Associates 401K Plan-37$1,306,080$39,474$1,067iApproximate average salary by contribution assumption: employee only about $26,672 at 4% or $17,781 at 6%; with 50% employer match about $17,781 at 4% or $11,854 at 6%; with 100% employer match about $13,336 at 4% or $8,891 at 6%.
2010136$1,343,055$89,508$2,486iApproximate average salary by contribution assumption: employee only about $62,158 at 4% or $41,439 at 6%; with 50% employer match about $41,439 at 4% or $27,626 at 6%; with 100% employer match about $31,079 at 4% or $20,719 at 6%.
Kbw Associates 401K Plan-36$1,343,055$89,508$2,486iApproximate average salary by contribution assumption: employee only about $62,158 at 4% or $41,439 at 6%; with 50% employer match about $41,439 at 4% or $27,626 at 6%; with 100% employer match about $31,079 at 4% or $20,719 at 6%.
2009134$1,328,923$52,598$1,547iApproximate average salary by contribution assumption: employee only about $38,675 at 4% or $25,783 at 6%; with 50% employer match about $25,783 at 4% or $17,189 at 6%; with 100% employer match about $19,338 at 4% or $12,892 at 6%.
Kbw Associates 401K Plan-34$1,328,923$52,598$1,547iApproximate average salary by contribution assumption: employee only about $38,675 at 4% or $25,783 at 6%; with 50% employer match about $25,783 at 4% or $17,189 at 6%; with 100% employer match about $19,338 at 4% or $12,892 at 6%.
2008137$1,106,890$108,679$2,937iApproximate average salary by contribution assumption: employee only about $73,432 at 4% or $48,955 at 6%; with 50% employer match about $48,955 at 4% or $32,636 at 6%; with 100% employer match about $36,716 at 4% or $24,477 at 6%.
Kbw Associates 401K Plan-37$1,106,890$108,679$2,937iApproximate average salary by contribution assumption: employee only about $73,432 at 4% or $48,955 at 6%; with 50% employer match about $48,955 at 4% or $32,636 at 6%; with 100% employer match about $36,716 at 4% or $24,477 at 6%.
2007133$0$0-
Kbw Associates 401K Plan-33---
2006133$1,272,889$91,772$2,781iApproximate average salary by contribution assumption: employee only about $69,524 at 4% or $46,349 at 6%; with 50% employer match about $46,349 at 4% or $30,900 at 6%; with 100% employer match about $34,762 at 4% or $23,175 at 6%.
Kbw Associates 401K Plan-33$1,272,889$91,772$2,781iApproximate average salary by contribution assumption: employee only about $69,524 at 4% or $46,349 at 6%; with 50% employer match about $46,349 at 4% or $30,900 at 6%; with 100% employer match about $34,762 at 4% or $23,175 at 6%.
2005130$1,121,697$50,214$1,674iApproximate average salary by contribution assumption: employee only about $41,845 at 4% or $27,897 at 6%; with 50% employer match about $27,897 at 4% or $18,598 at 6%; with 100% employer match about $20,923 at 4% or $13,948 at 6%.
Kbw Associates 401K Plan-30$1,121,697$50,214$1,674iApproximate average salary by contribution assumption: employee only about $41,845 at 4% or $27,897 at 6%; with 50% employer match about $27,897 at 4% or $18,598 at 6%; with 100% employer match about $20,923 at 4% or $13,948 at 6%.
2004174$1,077,534$48,186$651iApproximate average salary by contribution assumption: employee only about $16,279 at 4% or $10,853 at 6%; with 50% employer match about $10,853 at 4% or $7,235 at 6%; with 100% employer match about $8,140 at 4% or $5,426 at 6%.
Kbw Associates 401K Plan-74$1,077,534$48,186$651iApproximate average salary by contribution assumption: employee only about $16,279 at 4% or $10,853 at 6%; with 50% employer match about $10,853 at 4% or $7,235 at 6%; with 100% employer match about $8,140 at 4% or $5,426 at 6%.
2003137$971,737$51,078$1,380iApproximate average salary by contribution assumption: employee only about $34,512 at 4% or $23,008 at 6%; with 50% employer match about $23,008 at 4% or $15,339 at 6%; with 100% employer match about $17,256 at 4% or $11,504 at 6%.
Kbw Associates 401K Plan-37$971,737$51,078$1,380iApproximate average salary by contribution assumption: employee only about $34,512 at 4% or $23,008 at 6%; with 50% employer match about $23,008 at 4% or $15,339 at 6%; with 100% employer match about $17,256 at 4% or $11,504 at 6%.
2002145$830,846$52,859$1,175iApproximate average salary by contribution assumption: employee only about $29,366 at 4% or $19,577 at 6%; with 50% employer match about $19,577 at 4% or $13,052 at 6%; with 100% employer match about $14,683 at 4% or $9,789 at 6%.
Kbw Associates 401K Plan-45$830,846$52,859$1,175iApproximate average salary by contribution assumption: employee only about $29,366 at 4% or $19,577 at 6%; with 50% employer match about $19,577 at 4% or $13,052 at 6%; with 100% employer match about $14,683 at 4% or $9,789 at 6%.
2001144$980,476$70,237$1,596iApproximate average salary by contribution assumption: employee only about $39,907 at 4% or $26,605 at 6%; with 50% employer match about $26,605 at 4% or $17,737 at 6%; with 100% employer match about $19,954 at 4% or $13,302 at 6%.
Kbw Associates 401K Plan-44$980,476$70,237$1,596iApproximate average salary by contribution assumption: employee only about $39,907 at 4% or $26,605 at 6%; with 50% employer match about $26,605 at 4% or $17,737 at 6%; with 100% employer match about $19,954 at 4% or $13,302 at 6%.
2000134$967,282$69,052$2,031iApproximate average salary by contribution assumption: employee only about $50,774 at 4% or $33,849 at 6%; with 50% employer match about $33,849 at 4% or $22,566 at 6%; with 100% employer match about $25,387 at 4% or $16,925 at 6%.
Kbw Associates 401K Plan-34$967,282$69,052$2,031iApproximate average salary by contribution assumption: employee only about $50,774 at 4% or $33,849 at 6%; with 50% employer match about $33,849 at 4% or $22,566 at 6%; with 100% employer match about $25,387 at 4% or $16,925 at 6%.
1999140$847,968$125,900$3,148iApproximate average salary by contribution assumption: employee only about $78,688 at 4% or $52,458 at 6%; with 50% employer match about $52,458 at 4% or $34,972 at 6%; with 100% employer match about $39,344 at 4% or $26,229 at 6%.
Kbw Associates 401K Plan-40$847,968$125,900$3,148iApproximate average salary by contribution assumption: employee only about $78,688 at 4% or $52,458 at 6%; with 50% employer match about $52,458 at 4% or $34,972 at 6%; with 100% employer match about $39,344 at 4% or $26,229 at 6%.