Civic Intelligence

Koberstein Holdings Inc.

Plan context: Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust

EIN 46-4269767 • Evansville, IN • 20 filings • 4 plans

12600 Warrick County Line RoadEvansville, IN 47725
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$15,995,871

2024 Contributions

$297,922

Historical Graphs

Total Assets Over Time

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

$15,995,871$7,997,936$0201420192024YearValue
$15,995,871Latest year 2024

Participants Over Time

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

23120201420192024YearValue
23Latest 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
2024223$15,995,871$297,922$12,953iApproximate average salary by contribution assumption: employee only about $323,828 at 4% or $215,886 at 6%; with 50% employer match about $215,886 at 4% or $143,924 at 6%; with 100% employer match about $161,914 at 4% or $107,943 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-22$13,895,770$44,216$2,010iApproximate average salary by contribution assumption: employee only about $50,245 at 4% or $33,497 at 6%; with 50% employer match about $33,497 at 4% or $22,331 at 6%; with 100% employer match about $25,123 at 4% or $16,748 at 6%.
KOBERSTEIN HOLDINGS, INC. PROFIT SHARING & SAVINGS PLAN-23$2,100,101$253,706$11,031iApproximate average salary by contribution assumption: employee only about $275,767 at 4% or $183,845 at 6%; with 50% employer match about $183,845 at 4% or $122,563 at 6%; with 100% employer match about $137,884 at 4% or $91,922 at 6%.
2023321$12,432,774$433,632$20,649iApproximate average salary by contribution assumption: employee only about $516,229 at 4% or $344,152 at 6%; with 50% employer match about $344,152 at 4% or $229,435 at 6%; with 100% employer match about $258,114 at 4% or $172,076 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-21$10,595,474$44,216$2,106iApproximate average salary by contribution assumption: employee only about $52,638 at 4% or $35,092 at 6%; with 50% employer match about $35,092 at 4% or $23,395 at 6%; with 100% employer match about $26,319 at 4% or $17,546 at 6%.
KOBERSTEIN HOLDINGS, INC. PROFIT SHARING & SAVINGS PLAN-17$1,822,015$206,933$12,173iApproximate average salary by contribution assumption: employee only about $304,313 at 4% or $202,875 at 6%; with 50% employer match about $202,875 at 4% or $135,250 at 6%; with 100% employer match about $152,157 at 4% or $101,438 at 6%.
KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLAN-15$15,285$182,483$12,166iApproximate average salary by contribution assumption: employee only about $304,138 at 4% or $202,759 at 6%; with 50% employer match about $202,759 at 4% or $135,173 at 6%; with 100% employer match about $152,069 at 4% or $101,379 at 6%.
2022320$9,779,189$267,365$13,368iApproximate average salary by contribution assumption: employee only about $334,206 at 4% or $222,804 at 6%; with 50% employer match about $222,804 at 4% or $148,536 at 6%; with 100% employer match about $167,103 at 4% or $111,402 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-17$8,260,995$44,216$2,601iApproximate average salary by contribution assumption: employee only about $65,024 at 4% or $43,349 at 6%; with 50% employer match about $43,349 at 4% or $28,899 at 6%; with 100% employer match about $32,512 at 4% or $21,675 at 6%.
KOBERSTEIN CONTRACTING, INC. PROFIT SHARING & SAVINGS PLAN-20$1,510,757$128,723$6,436iApproximate average salary by contribution assumption: employee only about $160,904 at 4% or $107,269 at 6%; with 50% employer match about $107,269 at 4% or $71,513 at 6%; with 100% employer match about $80,452 at 4% or $53,635 at 6%.
KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLAN-14$7,437$94,426$6,745iApproximate average salary by contribution assumption: employee only about $168,618 at 4% or $112,412 at 6%; with 50% employer match about $112,412 at 4% or $74,941 at 6%; with 100% employer match about $84,309 at 4% or $56,206 at 6%.
2021216$9,270,883$173,787$10,862iApproximate average salary by contribution assumption: employee only about $271,542 at 4% or $181,028 at 6%; with 50% employer match about $181,028 at 4% or $120,685 at 6%; with 100% employer match about $135,771 at 4% or $90,514 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-13$6,976,550$44,216$3,401iApproximate average salary by contribution assumption: employee only about $85,031 at 4% or $56,687 at 6%; with 50% employer match about $56,687 at 4% or $37,791 at 6%; with 100% employer match about $42,515 at 4% or $28,344 at 6%.
KOBERSTEIN CONTRACTING, INC. PROFIT SHARING & SAVINGS PLAN-16$2,294,333$129,571$8,098iApproximate average salary by contribution assumption: employee only about $202,455 at 4% or $134,970 at 6%; with 50% employer match about $134,970 at 4% or $89,980 at 6%; with 100% employer match about $101,227 at 4% or $67,485 at 6%.
2020216$8,328,354$279,106$17,444iApproximate average salary by contribution assumption: employee only about $436,103 at 4% or $290,735 at 6%; with 50% employer match about $290,735 at 4% or $193,824 at 6%; with 100% employer match about $218,052 at 4% or $145,368 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-13$6,140,226$141,257$10,866iApproximate average salary by contribution assumption: employee only about $271,648 at 4% or $181,099 at 6%; with 50% employer match about $181,099 at 4% or $120,732 at 6%; with 100% employer match about $135,824 at 4% or $90,549 at 6%.
KOBERSTEIN CONTRACTING, INC. PROFIT SHARING & SAVINGS PLAN-16$2,188,128$137,849$8,616iApproximate average salary by contribution assumption: employee only about $215,389 at 4% or $143,593 at 6%; with 50% employer match about $143,593 at 4% or $95,728 at 6%; with 100% employer match about $107,695 at 4% or $71,796 at 6%.
2019217$8,789,555$305,171$17,951iApproximate average salary by contribution assumption: employee only about $448,781 at 4% or $299,187 at 6%; with 50% employer match about $299,187 at 4% or $199,458 at 6%; with 100% employer match about $224,390 at 4% or $149,594 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-17$5,773,235$141,257$8,309iApproximate average salary by contribution assumption: employee only about $207,731 at 4% or $138,487 at 6%; with 50% employer match about $138,487 at 4% or $92,325 at 6%; with 100% employer match about $103,865 at 4% or $69,244 at 6%.
KOBERSTEIN CONTRACTING, INC. PROFIT SHARING & SAVINGS PLAN-16$3,016,320$163,914$10,245iApproximate average salary by contribution assumption: employee only about $256,116 at 4% or $170,744 at 6%; with 50% employer match about $170,744 at 4% or $113,829 at 6%; with 100% employer match about $128,058 at 4% or $85,372 at 6%.
2018217$7,962,587$299,799$17,635iApproximate average salary by contribution assumption: employee only about $440,881 at 4% or $293,921 at 6%; with 50% employer match about $293,921 at 4% or $195,947 at 6%; with 100% employer match about $220,440 at 4% or $146,960 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-14$5,463,832$141,258$10,090iApproximate average salary by contribution assumption: employee only about $252,246 at 4% or $168,164 at 6%; with 50% employer match about $168,164 at 4% or $112,110 at 6%; with 100% employer match about $126,123 at 4% or $84,082 at 6%.
KOBERSTEIN CONTRACTING, INC. PROFIT SHARING & SAVINGS PLAN-17$2,498,755$158,541$9,326iApproximate average salary by contribution assumption: employee only about $233,149 at 4% or $155,432 at 6%; with 50% employer match about $155,432 at 4% or $103,622 at 6%; with 100% employer match about $116,574 at 4% or $77,716 at 6%.
2017116$4,916,559$141,257$8,829iApproximate average salary by contribution assumption: employee only about $220,714 at 4% or $147,143 at 6%; with 50% employer match about $147,143 at 4% or $98,095 at 6%; with 100% employer match about $110,357 at 4% or $73,571 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-16$4,916,559$141,257$8,829iApproximate average salary by contribution assumption: employee only about $220,714 at 4% or $147,143 at 6%; with 50% employer match about $147,143 at 4% or $98,095 at 6%; with 100% employer match about $110,357 at 4% or $73,571 at 6%.
2016116$3,982,495$150,352$9,397iApproximate average salary by contribution assumption: employee only about $234,925 at 4% or $156,617 at 6%; with 50% employer match about $156,617 at 4% or $104,411 at 6%; with 100% employer match about $117,463 at 4% or $78,308 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-16$3,982,495$150,352$9,397iApproximate average salary by contribution assumption: employee only about $234,925 at 4% or $156,617 at 6%; with 50% employer match about $156,617 at 4% or $104,411 at 6%; with 100% employer match about $117,463 at 4% or $78,308 at 6%.
2015112$2,639,400$158,848$13,237iApproximate average salary by contribution assumption: employee only about $330,933 at 4% or $220,622 at 6%; with 50% employer match about $220,622 at 4% or $147,081 at 6%; with 100% employer match about $165,467 at 4% or $110,311 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-12$2,639,400$158,848$13,237iApproximate average salary by contribution assumption: employee only about $330,933 at 4% or $220,622 at 6%; with 50% employer match about $220,622 at 4% or $147,081 at 6%; with 100% employer match about $165,467 at 4% or $110,311 at 6%.
2014114$2,419,616$196,849$14,061iApproximate average salary by contribution assumption: employee only about $351,516 at 4% or $234,344 at 6%; with 50% employer match about $234,344 at 4% or $156,229 at 6%; with 100% employer match about $175,758 at 4% or $117,172 at 6%.
Koberstein Holdings Inc. Employee Stock Ownership Plan & Trust-14$2,419,616$196,849$14,061iApproximate average salary by contribution assumption: employee only about $351,516 at 4% or $234,344 at 6%; with 50% employer match about $234,344 at 4% or $156,229 at 6%; with 100% employer match about $175,758 at 4% or $117,172 at 6%.