Civic Intelligence

Kercheville Advisors LLC

Plan context: Kercheville Advisors LLC 401(K) Plan

EIN 46-3542675 • San Antonio, TX • 7 filings • 1 plans

15750 Ih 10 WestSan Antonio, TX 78249
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,155,095

2025 Contributions

$149,400

Historical Graphs

Total Assets Over Time

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

$2,155,095$1,077,548$0201920222025YearValue
$2,155,095Latest year 2025

Participants Over Time

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

740201920222025YearValue
5Latest year 2025

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
202515$2,155,095$149,400$29,880iApproximate average salary by contribution assumption: employee only about $747,000 at 4% or $498,000 at 6%; with 50% employer match about $498,000 at 4% or $332,000 at 6%; with 100% employer match about $373,500 at 4% or $249,000 at 6%.
Kercheville Advisors LLC 401(K) Plan-5$2,155,095$149,400$29,880iApproximate average salary by contribution assumption: employee only about $747,000 at 4% or $498,000 at 6%; with 50% employer match about $498,000 at 4% or $332,000 at 6%; with 100% employer match about $373,500 at 4% or $249,000 at 6%.
202416$1,509,400$150,802$25,134iApproximate average salary by contribution assumption: employee only about $628,342 at 4% or $418,894 at 6%; with 50% employer match about $418,894 at 4% or $279,263 at 6%; with 100% employer match about $314,171 at 4% or $209,447 at 6%.
Kercheville Advisors LLC 401(K) Plan-6$1,509,400$150,802$25,134iApproximate average salary by contribution assumption: employee only about $628,342 at 4% or $418,894 at 6%; with 50% employer match about $418,894 at 4% or $279,263 at 6%; with 100% employer match about $314,171 at 4% or $209,447 at 6%.
202317$1,291,875$141,112$20,159iApproximate average salary by contribution assumption: employee only about $503,971 at 4% or $335,981 at 6%; with 50% employer match about $335,981 at 4% or $223,987 at 6%; with 100% employer match about $251,986 at 4% or $167,990 at 6%.
Kercheville Advisors LLC 401(K) Plan-7$1,291,875$141,112$20,159iApproximate average salary by contribution assumption: employee only about $503,971 at 4% or $335,981 at 6%; with 50% employer match about $335,981 at 4% or $223,987 at 6%; with 100% employer match about $251,986 at 4% or $167,990 at 6%.
202217$875,820$127,622$18,232iApproximate average salary by contribution assumption: employee only about $455,793 at 4% or $303,862 at 6%; with 50% employer match about $303,862 at 4% or $202,575 at 6%; with 100% employer match about $227,896 at 4% or $151,931 at 6%.
Kercheville Advisors LLC 401(K) Plan-7$875,820$127,622$18,232iApproximate average salary by contribution assumption: employee only about $455,793 at 4% or $303,862 at 6%; with 50% employer match about $303,862 at 4% or $202,575 at 6%; with 100% employer match about $227,896 at 4% or $151,931 at 6%.
202116$963,784$125,780$20,963iApproximate average salary by contribution assumption: employee only about $524,083 at 4% or $349,389 at 6%; with 50% employer match about $349,389 at 4% or $232,926 at 6%; with 100% employer match about $262,042 at 4% or $174,694 at 6%.
Kercheville Advisors LLC 401(K) Plan-6$963,784$125,780$20,963iApproximate average salary by contribution assumption: employee only about $524,083 at 4% or $349,389 at 6%; with 50% employer match about $349,389 at 4% or $232,926 at 6%; with 100% employer match about $262,042 at 4% or $174,694 at 6%.
202016$868,450$114,839$19,140iApproximate average salary by contribution assumption: employee only about $478,496 at 4% or $318,997 at 6%; with 50% employer match about $318,997 at 4% or $212,665 at 6%; with 100% employer match about $239,248 at 4% or $159,499 at 6%.
Kercheville Advisors LLC 401(K) Plan-6$868,450$114,839$19,140iApproximate average salary by contribution assumption: employee only about $478,496 at 4% or $318,997 at 6%; with 50% employer match about $318,997 at 4% or $212,665 at 6%; with 100% employer match about $239,248 at 4% or $159,499 at 6%.
201916$648,306$103,137$17,190iApproximate average salary by contribution assumption: employee only about $429,738 at 4% or $286,492 at 6%; with 50% employer match about $286,492 at 4% or $190,994 at 6%; with 100% employer match about $214,869 at 4% or $143,246 at 6%.
Kercheville Advisors LLC 401(K) Plan-6$648,306$103,137$17,190iApproximate average salary by contribution assumption: employee only about $429,738 at 4% or $286,492 at 6%; with 50% employer match about $286,492 at 4% or $190,994 at 6%; with 100% employer match about $214,869 at 4% or $143,246 at 6%.