Civic Intelligence

Kern Wealth Management Inc.

Plan context: Kern Wealth Management 401(K) Profit Sharing Plan and Trust

EIN 46-0770410 • Camp Hill, PA • 10 filings • 1 plans

210 Grandview Avenue, Suite 101Camp Hill, PA 17011
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$524,190

2024 Contributions

$55,080

Historical Graphs

Total Assets Over Time

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

$524,190$262,095$0201520202024YearValue
$524,190Latest year 2024

Participants Over Time

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

320201520202024YearValue
2Latest year 2024

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
202412$524,190$0-
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-2$524,190--
202312$456,349$55,080$27,540iApproximate average salary by contribution assumption: employee only about $688,500 at 4% or $459,000 at 6%; with 50% employer match about $459,000 at 4% or $306,000 at 6%; with 100% employer match about $344,250 at 4% or $229,500 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-2$456,349$55,080$27,540iApproximate average salary by contribution assumption: employee only about $688,500 at 4% or $459,000 at 6%; with 50% employer match about $459,000 at 4% or $306,000 at 6%; with 100% employer match about $344,250 at 4% or $229,500 at 6%.
202212$331,151$50,867$25,434iApproximate average salary by contribution assumption: employee only about $635,838 at 4% or $423,892 at 6%; with 50% employer match about $423,892 at 4% or $282,594 at 6%; with 100% employer match about $317,919 at 4% or $211,946 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-2$331,151$50,867$25,434iApproximate average salary by contribution assumption: employee only about $635,838 at 4% or $423,892 at 6%; with 50% employer match about $423,892 at 4% or $282,594 at 6%; with 100% employer match about $317,919 at 4% or $211,946 at 6%.
202112$348,066$46,755$23,378iApproximate average salary by contribution assumption: employee only about $584,438 at 4% or $389,625 at 6%; with 50% employer match about $389,625 at 4% or $259,750 at 6%; with 100% employer match about $292,219 at 4% or $194,813 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-2$348,066$46,755$23,378iApproximate average salary by contribution assumption: employee only about $584,438 at 4% or $389,625 at 6%; with 50% employer match about $389,625 at 4% or $259,750 at 6%; with 100% employer match about $292,219 at 4% or $194,813 at 6%.
202013$290,687$2,672$891iApproximate average salary by contribution assumption: employee only about $22,267 at 4% or $14,844 at 6%; with 50% employer match about $14,844 at 4% or $9,896 at 6%; with 100% employer match about $11,133 at 4% or $7,422 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-3$290,687$2,672$891iApproximate average salary by contribution assumption: employee only about $22,267 at 4% or $14,844 at 6%; with 50% employer match about $14,844 at 4% or $9,896 at 6%; with 100% employer match about $11,133 at 4% or $7,422 at 6%.
201913$244,214$48,483$16,161iApproximate average salary by contribution assumption: employee only about $404,025 at 4% or $269,350 at 6%; with 50% employer match about $269,350 at 4% or $179,567 at 6%; with 100% employer match about $202,013 at 4% or $134,675 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-3$244,214$48,483$16,161iApproximate average salary by contribution assumption: employee only about $404,025 at 4% or $269,350 at 6%; with 50% employer match about $269,350 at 4% or $179,567 at 6%; with 100% employer match about $202,013 at 4% or $134,675 at 6%.
201813$156,261$45,440$15,147iApproximate average salary by contribution assumption: employee only about $378,667 at 4% or $252,444 at 6%; with 50% employer match about $252,444 at 4% or $168,296 at 6%; with 100% employer match about $189,333 at 4% or $126,222 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-3$156,261$45,440$15,147iApproximate average salary by contribution assumption: employee only about $378,667 at 4% or $252,444 at 6%; with 50% employer match about $252,444 at 4% or $168,296 at 6%; with 100% employer match about $189,333 at 4% or $126,222 at 6%.
201713$125,833$39,460$13,153iApproximate average salary by contribution assumption: employee only about $328,833 at 4% or $219,222 at 6%; with 50% employer match about $219,222 at 4% or $146,148 at 6%; with 100% employer match about $164,417 at 4% or $109,611 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-3$125,833$39,460$13,153iApproximate average salary by contribution assumption: employee only about $328,833 at 4% or $219,222 at 6%; with 50% employer match about $219,222 at 4% or $146,148 at 6%; with 100% employer match about $164,417 at 4% or $109,611 at 6%.
201612$68,767$25,204$12,602iApproximate average salary by contribution assumption: employee only about $315,050 at 4% or $210,033 at 6%; with 50% employer match about $210,033 at 4% or $140,022 at 6%; with 100% employer match about $157,525 at 4% or $105,017 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-2$68,767$25,204$12,602iApproximate average salary by contribution assumption: employee only about $315,050 at 4% or $210,033 at 6%; with 50% employer match about $210,033 at 4% or $140,022 at 6%; with 100% employer match about $157,525 at 4% or $105,017 at 6%.
201512$42,208$24,754$12,377iApproximate average salary by contribution assumption: employee only about $309,425 at 4% or $206,283 at 6%; with 50% employer match about $206,283 at 4% or $137,522 at 6%; with 100% employer match about $154,713 at 4% or $103,142 at 6%.
Kern Wealth Management 401(K) Profit Sharing Plan and Trust-2$42,208$24,754$12,377iApproximate average salary by contribution assumption: employee only about $309,425 at 4% or $206,283 at 6%; with 50% employer match about $206,283 at 4% or $137,522 at 6%; with 100% employer match about $154,713 at 4% or $103,142 at 6%.