KV TAX GROUP, LLC
Plan context: KV TAX GROUP 401(K) RETIREMENT PLAN
EIN 46-3937008 • Baltimore, MD • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$389,367
2025 Contributions
$81,454
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $389,367 | $81,454 | $27,151iApproximate average salary by contribution assumption: employee only about $678,783 at 4% or $452,522 at 6%; with 50% employer match about $452,522 at 4% or $301,681 at 6%; with 100% employer match about $339,392 at 4% or $226,261 at 6%. |
| KV TAX GROUP 401(K) RETIREMENT PLAN | - | 3 | $389,367 | $81,454 | $27,151iApproximate average salary by contribution assumption: employee only about $678,783 at 4% or $452,522 at 6%; with 50% employer match about $452,522 at 4% or $301,681 at 6%; with 100% employer match about $339,392 at 4% or $226,261 at 6%. |
| 2024 | 1 | 3 | $262,669 | $83,701 | $27,900iApproximate average salary by contribution assumption: employee only about $697,508 at 4% or $465,006 at 6%; with 50% employer match about $465,006 at 4% or $310,004 at 6%; with 100% employer match about $348,754 at 4% or $232,503 at 6%. |
| KV TAX GROUP 401(K) RETIREMENT PLAN | - | 3 | $262,669 | $83,701 | $27,900iApproximate average salary by contribution assumption: employee only about $697,508 at 4% or $465,006 at 6%; with 50% employer match about $465,006 at 4% or $310,004 at 6%; with 100% employer match about $348,754 at 4% or $232,503 at 6%. |
| 2023 | 1 | 2 | $156,005 | $43,109 | $21,555iApproximate average salary by contribution assumption: employee only about $538,863 at 4% or $359,242 at 6%; with 50% employer match about $359,242 at 4% or $239,494 at 6%; with 100% employer match about $269,431 at 4% or $179,621 at 6%. |
| KV TAX GROUP 401(K) RETIREMENT PLAN | - | 2 | $156,005 | $43,109 | $21,555iApproximate average salary by contribution assumption: employee only about $538,863 at 4% or $359,242 at 6%; with 50% employer match about $359,242 at 4% or $239,494 at 6%; with 100% employer match about $269,431 at 4% or $179,621 at 6%. |
| 2022 | 1 | 2 | $93,752 | $29,181 | $14,591iApproximate average salary by contribution assumption: employee only about $364,763 at 4% or $243,175 at 6%; with 50% employer match about $243,175 at 4% or $162,117 at 6%; with 100% employer match about $182,381 at 4% or $121,588 at 6%. |
| KV TAX GROUP 401(K) RETIREMENT PLAN | - | 2 | $93,752 | $29,181 | $14,591iApproximate average salary by contribution assumption: employee only about $364,763 at 4% or $243,175 at 6%; with 50% employer match about $243,175 at 4% or $162,117 at 6%; with 100% employer match about $182,381 at 4% or $121,588 at 6%. |