Kluger Healey LLC
Plan context: Kluger Healey LLC 401(K) Plan
EIN 45-3309623 • Lincroft, NJ • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,200,043
2024 Contributions
$194,715
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 | 8 | $2,200,043 | $194,715 | $24,339iApproximate average salary by contribution assumption: employee only about $608,484 at 4% or $405,656 at 6%; with 50% employer match about $405,656 at 4% or $270,438 at 6%; with 100% employer match about $304,242 at 4% or $202,828 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 8 | $2,200,043 | $194,715 | $24,339iApproximate average salary by contribution assumption: employee only about $608,484 at 4% or $405,656 at 6%; with 50% employer match about $405,656 at 4% or $270,438 at 6%; with 100% employer match about $304,242 at 4% or $202,828 at 6%. |
| 2023 | 1 | 8 | $1,770,910 | $190,629 | $23,829iApproximate average salary by contribution assumption: employee only about $595,716 at 4% or $397,144 at 6%; with 50% employer match about $397,144 at 4% or $264,763 at 6%; with 100% employer match about $297,858 at 4% or $198,572 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 8 | $1,770,910 | $190,629 | $23,829iApproximate average salary by contribution assumption: employee only about $595,716 at 4% or $397,144 at 6%; with 50% employer match about $397,144 at 4% or $264,763 at 6%; with 100% employer match about $297,858 at 4% or $198,572 at 6%. |
| 2022 | 1 | 8 | $1,344,886 | $176,046 | $22,006iApproximate average salary by contribution assumption: employee only about $550,144 at 4% or $366,763 at 6%; with 50% employer match about $366,763 at 4% or $244,508 at 6%; with 100% employer match about $275,072 at 4% or $183,381 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 8 | $1,344,886 | $176,046 | $22,006iApproximate average salary by contribution assumption: employee only about $550,144 at 4% or $366,763 at 6%; with 50% employer match about $366,763 at 4% or $244,508 at 6%; with 100% employer match about $275,072 at 4% or $183,381 at 6%. |
| 2021 | 1 | 8 | $1,441,168 | $160,497 | $20,062iApproximate average salary by contribution assumption: employee only about $501,553 at 4% or $334,369 at 6%; with 50% employer match about $334,369 at 4% or $222,913 at 6%; with 100% employer match about $250,777 at 4% or $167,184 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 8 | $1,441,168 | $160,497 | $20,062iApproximate average salary by contribution assumption: employee only about $501,553 at 4% or $334,369 at 6%; with 50% employer match about $334,369 at 4% or $222,913 at 6%; with 100% employer match about $250,777 at 4% or $167,184 at 6%. |
| 2020 | 1 | 7 | $1,124,698 | $132,870 | $18,981iApproximate average salary by contribution assumption: employee only about $474,536 at 4% or $316,357 at 6%; with 50% employer match about $316,357 at 4% or $210,905 at 6%; with 100% employer match about $237,268 at 4% or $158,179 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 7 | $1,124,698 | $132,870 | $18,981iApproximate average salary by contribution assumption: employee only about $474,536 at 4% or $316,357 at 6%; with 50% employer match about $316,357 at 4% or $210,905 at 6%; with 100% employer match about $237,268 at 4% or $158,179 at 6%. |
| 2019 | 1 | 7 | $964,595 | $131,862 | $18,837iApproximate average salary by contribution assumption: employee only about $470,936 at 4% or $313,957 at 6%; with 50% employer match about $313,957 at 4% or $209,305 at 6%; with 100% employer match about $235,468 at 4% or $156,979 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 7 | $964,595 | $131,862 | $18,837iApproximate average salary by contribution assumption: employee only about $470,936 at 4% or $313,957 at 6%; with 50% employer match about $313,957 at 4% or $209,305 at 6%; with 100% employer match about $235,468 at 4% or $156,979 at 6%. |
| 2018 | 1 | 6 | $696,668 | $127,645 | $21,274iApproximate average salary by contribution assumption: employee only about $531,854 at 4% or $354,569 at 6%; with 50% employer match about $354,569 at 4% or $236,380 at 6%; with 100% employer match about $265,927 at 4% or $177,285 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 6 | $696,668 | $127,645 | $21,274iApproximate average salary by contribution assumption: employee only about $531,854 at 4% or $354,569 at 6%; with 50% employer match about $354,569 at 4% or $236,380 at 6%; with 100% employer match about $265,927 at 4% or $177,285 at 6%. |
| 2017 | 1 | 6 | $614,064 | $124,355 | $20,726iApproximate average salary by contribution assumption: employee only about $518,146 at 4% or $345,431 at 6%; with 50% employer match about $345,431 at 4% or $230,287 at 6%; with 100% employer match about $259,073 at 4% or $172,715 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 6 | $614,064 | $124,355 | $20,726iApproximate average salary by contribution assumption: employee only about $518,146 at 4% or $345,431 at 6%; with 50% employer match about $345,431 at 4% or $230,287 at 6%; with 100% employer match about $259,073 at 4% or $172,715 at 6%. |
| 2016 | 1 | 6 | $417,125 | $115,660 | $19,277iApproximate average salary by contribution assumption: employee only about $481,917 at 4% or $321,278 at 6%; with 50% employer match about $321,278 at 4% or $214,185 at 6%; with 100% employer match about $240,958 at 4% or $160,639 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 6 | $417,125 | $115,660 | $19,277iApproximate average salary by contribution assumption: employee only about $481,917 at 4% or $321,278 at 6%; with 50% employer match about $321,278 at 4% or $214,185 at 6%; with 100% employer match about $240,958 at 4% or $160,639 at 6%. |
| 2015 | 1 | 6 | $323,807 | $111,122 | $18,520iApproximate average salary by contribution assumption: employee only about $463,008 at 4% or $308,672 at 6%; with 50% employer match about $308,672 at 4% or $205,781 at 6%; with 100% employer match about $231,504 at 4% or $154,336 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 6 | $323,807 | $111,122 | $18,520iApproximate average salary by contribution assumption: employee only about $463,008 at 4% or $308,672 at 6%; with 50% employer match about $308,672 at 4% or $205,781 at 6%; with 100% employer match about $231,504 at 4% or $154,336 at 6%. |
| 2014 | 1 | 6 | $220,646 | $92,867 | $15,478iApproximate average salary by contribution assumption: employee only about $386,946 at 4% or $257,964 at 6%; with 50% employer match about $257,964 at 4% or $171,976 at 6%; with 100% employer match about $193,473 at 4% or $128,982 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 6 | $220,646 | $92,867 | $15,478iApproximate average salary by contribution assumption: employee only about $386,946 at 4% or $257,964 at 6%; with 50% employer match about $257,964 at 4% or $171,976 at 6%; with 100% employer match about $193,473 at 4% or $128,982 at 6%. |
| 2013 | 1 | 6 | $130,903 | $121,982 | $20,330iApproximate average salary by contribution assumption: employee only about $508,258 at 4% or $338,839 at 6%; with 50% employer match about $338,839 at 4% or $225,893 at 6%; with 100% employer match about $254,129 at 4% or $169,419 at 6%. |
| Kluger Healey LLC 401(K) Plan | - | 6 | $130,903 | $121,982 | $20,330iApproximate average salary by contribution assumption: employee only about $508,258 at 4% or $338,839 at 6%; with 50% employer match about $338,839 at 4% or $225,893 at 6%; with 100% employer match about $254,129 at 4% or $169,419 at 6%. |