James P. Koehler DBA Tko Insurance Group
Plan context: The Koehler Organization 401(K) Plan
EIN 47-0650251 • 49 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
483
2024 Assets
$8,477,858
2024 Contributions
$1,146,564
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 | 2 | 483 | $8,477,858 | $1,146,564 | $2,374iApproximate average salary by contribution assumption: employee only about $59,346 at 4% or $39,564 at 6%; with 50% employer match about $39,564 at 4% or $26,376 at 6%; with 100% employer match about $29,673 at 4% or $19,782 at 6%. |
| The Koehler Organization 401(K) Plan | - | 483 | $8,477,858 | $1,146,564 | $2,374iApproximate average salary by contribution assumption: employee only about $59,346 at 4% or $39,564 at 6%; with 50% employer match about $39,564 at 4% or $26,376 at 6%; with 100% employer match about $29,673 at 4% or $19,782 at 6%. |
| Tko Health and Welfare Plan | - | 438 | - | - | - |
| 2023 | 2 | 488 | $7,211,404 | $1,059,594 | $2,171iApproximate average salary by contribution assumption: employee only about $54,282 at 4% or $36,188 at 6%; with 50% employer match about $36,188 at 4% or $24,126 at 6%; with 100% employer match about $27,141 at 4% or $18,094 at 6%. |
| The Koehler Organization 401(K) Plan | - | 488 | $7,211,404 | $1,059,594 | $2,171iApproximate average salary by contribution assumption: employee only about $54,282 at 4% or $36,188 at 6%; with 50% employer match about $36,188 at 4% or $24,126 at 6%; with 100% employer match about $27,141 at 4% or $18,094 at 6%. |
| Tko Health and Welfare Plan | - | 445 | - | - | - |
| 2022 | 2 | 449 | $6,725,890 | $932,234 | $2,076iApproximate average salary by contribution assumption: employee only about $51,906 at 4% or $34,604 at 6%; with 50% employer match about $34,604 at 4% or $23,069 at 6%; with 100% employer match about $25,953 at 4% or $17,302 at 6%. |
| The Koehler Organization 401(K) Plan | - | 371 | $6,725,890 | $932,234 | $2,513iApproximate average salary by contribution assumption: employee only about $62,819 at 4% or $41,879 at 6%; with 50% employer match about $41,879 at 4% or $27,920 at 6%; with 100% employer match about $31,410 at 4% or $20,940 at 6%. |
| Tko Health and Welfare Plan | - | 449 | - | - | - |
| 2021 | 2 | 442 | $8,090,743 | $577,593 | $1,307iApproximate average salary by contribution assumption: employee only about $32,669 at 4% or $21,780 at 6%; with 50% employer match about $21,780 at 4% or $14,520 at 6%; with 100% employer match about $16,335 at 4% or $10,890 at 6%. |
| The Koehler Organization 401(K) Plan | - | 345 | $8,090,743 | $577,593 | $1,674iApproximate average salary by contribution assumption: employee only about $41,855 at 4% or $27,903 at 6%; with 50% employer match about $27,903 at 4% or $18,602 at 6%; with 100% employer match about $20,927 at 4% or $13,952 at 6%. |
| Tko Health and Welfare Plan | - | 442 | - | - | - |
| 2020 | 2 | 444 | $7,114,938 | $590,306 | $1,330iApproximate average salary by contribution assumption: employee only about $33,238 at 4% or $22,159 at 6%; with 50% employer match about $22,159 at 4% or $14,772 at 6%; with 100% employer match about $16,619 at 4% or $11,079 at 6%. |
| The Koehler Organization 401(K) Plan | - | 398 | $7,114,938 | $590,306 | $1,483iApproximate average salary by contribution assumption: employee only about $37,080 at 4% or $24,720 at 6%; with 50% employer match about $24,720 at 4% or $16,480 at 6%; with 100% employer match about $18,540 at 4% or $12,360 at 6%. |
| Tko Health and Welfare Plan | - | 444 | - | - | - |
| 2019 | 2 | 524 | $5,893,805 | $688,797 | $1,314iApproximate average salary by contribution assumption: employee only about $32,862 at 4% or $21,908 at 6%; with 50% employer match about $21,908 at 4% or $14,606 at 6%; with 100% employer match about $16,431 at 4% or $10,954 at 6%. |
| The Koehler Organization 401(K) Plan | - | 385 | $5,893,805 | $688,797 | $1,789iApproximate average salary by contribution assumption: employee only about $44,727 at 4% or $29,818 at 6%; with 50% employer match about $29,818 at 4% or $19,879 at 6%; with 100% employer match about $22,364 at 4% or $14,909 at 6%. |
| Tko Health and Welfare Plan | - | 524 | - | - | - |
| 2018 | 2 | 504 | $4,998,956 | $682,803 | $1,355iApproximate average salary by contribution assumption: employee only about $33,869 at 4% or $22,579 at 6%; with 50% employer match about $22,579 at 4% or $15,053 at 6%; with 100% employer match about $16,935 at 4% or $11,290 at 6%. |
| The Koehler Organization 401(K) Plan | - | 504 | $4,998,956 | $682,803 | $1,355iApproximate average salary by contribution assumption: employee only about $33,869 at 4% or $22,579 at 6%; with 50% employer match about $22,579 at 4% or $15,053 at 6%; with 100% employer match about $16,935 at 4% or $11,290 at 6%. |
| Tko Health and Welfare Plan | - | 470 | - | - | - |
| 2017 | 5 | 392 | $5,072,534 | $702,111 | $1,791iApproximate average salary by contribution assumption: employee only about $44,777 at 4% or $29,852 at 6%; with 50% employer match about $29,852 at 4% or $19,901 at 6%; with 100% employer match about $22,389 at 4% or $14,926 at 6%. |
| The Koehler Organization 401(K) Plan | - | 392 | $5,072,534 | $702,111 | $1,791iApproximate average salary by contribution assumption: employee only about $44,777 at 4% or $29,852 at 6%; with 50% employer match about $29,852 at 4% or $19,901 at 6%; with 100% employer match about $22,389 at 4% or $14,926 at 6%. |
| Tko Health and Welfare Plan Medical Coverage | - | 0 | - | - | - |
| Tko Health and Welfare Life and Ad&D Plan | - | 0 | - | - | - |
| Tko Health and Welfare Dental Plan | - | 0 | - | - | - |
| Tko Health and Welfare Vision Plan | - | 0 | - | - | - |
| 2016 | 6 | 466 | $4,364,946 | $688,085 | $1,477iApproximate average salary by contribution assumption: employee only about $36,914 at 4% or $24,610 at 6%; with 50% employer match about $24,610 at 4% or $16,406 at 6%; with 100% employer match about $18,457 at 4% or $12,305 at 6%. |
| The Koehler Organization 401(K) Plan | - | 337 | $4,364,946 | $688,085 | $2,042iApproximate average salary by contribution assumption: employee only about $51,045 at 4% or $34,030 at 6%; with 50% employer match about $34,030 at 4% or $22,687 at 6%; with 100% employer match about $25,522 at 4% or $17,015 at 6%. |
| Tko Health and Welfare Plan Medical Coverage | - | 198 | - | - | - |
| Tko Health and Welfare Life and Ad&D Plan | - | 466 | - | - | - |
| Tko Health and Welfare Dental Plan | - | 166 | - | - | - |
| Tko Health and Welfare Vision Plan | - | 150 | - | - | - |
| Tko Health and Welfare Accident Plan | - | 97 | - | - | - |
| 2015 | 2 | 335 | $3,805,150 | $576,074 | $1,720iApproximate average salary by contribution assumption: employee only about $42,991 at 4% or $28,660 at 6%; with 50% employer match about $28,660 at 4% or $19,107 at 6%; with 100% employer match about $21,495 at 4% or $14,330 at 6%. |
| The Koehler Organization 401(K) Plan | - | 335 | $3,805,150 | $576,074 | $1,720iApproximate average salary by contribution assumption: employee only about $42,991 at 4% or $28,660 at 6%; with 50% employer match about $28,660 at 4% or $19,107 at 6%; with 100% employer match about $21,495 at 4% or $14,330 at 6%. |
| Tko Health and Welfare Plan Medical Coverage | - | 164 | - | - | - |
| 2014 | 3 | 364 | $3,574,935 | $502,086 | $1,379iApproximate average salary by contribution assumption: employee only about $34,484 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,242 at 4% or $11,495 at 6%. |
| The Koehler Organization 401(K) Plan | - | 364 | $3,574,935 | $502,086 | $1,379iApproximate average salary by contribution assumption: employee only about $34,484 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,242 at 4% or $11,495 at 6%. |
| Tko Health and Welfare Plan Medical Coverage | - | 113 | - | - | - |
| Tko Health and Welfare Life and Ad&D Plan | - | 119 | - | - | - |
| 2013 | 3 | 339 | $3,157,931 | $482,630 | $1,424iApproximate average salary by contribution assumption: employee only about $35,592 at 4% or $23,728 at 6%; with 50% employer match about $23,728 at 4% or $15,819 at 6%; with 100% employer match about $17,796 at 4% or $11,864 at 6%. |
| The Koehler Organization 401(K) Plan | - | 339 | $3,157,931 | $482,630 | $1,424iApproximate average salary by contribution assumption: employee only about $35,592 at 4% or $23,728 at 6%; with 50% employer match about $23,728 at 4% or $15,819 at 6%; with 100% employer match about $17,796 at 4% or $11,864 at 6%. |
| Tko Health and Welfare Plan Medical Coverage | - | 114 | - | - | - |
| Tko Health and Welfare Life and Ad&D Plan | - | 119 | - | - | - |
| 2012 | 3 | 337 | $2,363,993 | $436,505 | $1,295iApproximate average salary by contribution assumption: employee only about $32,382 at 4% or $21,588 at 6%; with 50% employer match about $21,588 at 4% or $14,392 at 6%; with 100% employer match about $16,191 at 4% or $10,794 at 6%. |
| The Koehler Organization 401(K) Plan | - | 337 | $2,363,993 | $436,505 | $1,295iApproximate average salary by contribution assumption: employee only about $32,382 at 4% or $21,588 at 6%; with 50% employer match about $21,588 at 4% or $14,392 at 6%; with 100% employer match about $16,191 at 4% or $10,794 at 6%. |
| Tko Health and Welfare Life and Ad&D Plan | - | 119 | - | - | - |
| Tko Health and Welfare Plan Medical Coverage | - | 103 | - | - | - |
| 2011 | 2 | 316 | $1,833,549 | $402,260 | $1,273iApproximate average salary by contribution assumption: employee only about $31,824 at 4% or $21,216 at 6%; with 50% employer match about $21,216 at 4% or $14,144 at 6%; with 100% employer match about $15,912 at 4% or $10,608 at 6%. |
| The Koehler Organization 401(K) Plan | - | 316 | $1,833,549 | $402,260 | $1,273iApproximate average salary by contribution assumption: employee only about $31,824 at 4% or $21,216 at 6%; with 50% employer match about $21,216 at 4% or $14,144 at 6%; with 100% employer match about $15,912 at 4% or $10,608 at 6%. |
| Tko Health and Welfare Life and Ad&D Plan | - | 114 | - | - | - |
| 2010 | 1 | 260 | $1,583,557 | $305,292 | $1,174iApproximate average salary by contribution assumption: employee only about $29,355 at 4% or $19,570 at 6%; with 50% employer match about $19,570 at 4% or $13,047 at 6%; with 100% employer match about $14,678 at 4% or $9,785 at 6%. |
| The Koehler Organization 401(K) Plan | - | 260 | $1,583,557 | $305,292 | $1,174iApproximate average salary by contribution assumption: employee only about $29,355 at 4% or $19,570 at 6%; with 50% employer match about $19,570 at 4% or $13,047 at 6%; with 100% employer match about $14,678 at 4% or $9,785 at 6%. |
| 2009 | 1 | 269 | $1,339,454 | $308,094 | $1,145iApproximate average salary by contribution assumption: employee only about $28,633 at 4% or $19,089 at 6%; with 50% employer match about $19,089 at 4% or $12,726 at 6%; with 100% employer match about $14,317 at 4% or $9,544 at 6%. |
| The Koehler Organization 401(K) Plan | - | 269 | $1,339,454 | $308,094 | $1,145iApproximate average salary by contribution assumption: employee only about $28,633 at 4% or $19,089 at 6%; with 50% employer match about $19,089 at 4% or $12,726 at 6%; with 100% employer match about $14,317 at 4% or $9,544 at 6%. |
| 2008 | 1 | 189 | $942,179 | $323,031 | $1,709iApproximate average salary by contribution assumption: employee only about $42,729 at 4% or $28,486 at 6%; with 50% employer match about $28,486 at 4% or $18,991 at 6%; with 100% employer match about $21,364 at 4% or $14,243 at 6%. |
| The Koehler Organization 401(K) Plan | - | 189 | $942,179 | $323,031 | $1,709iApproximate average salary by contribution assumption: employee only about $42,729 at 4% or $28,486 at 6%; with 50% employer match about $28,486 at 4% or $18,991 at 6%; with 100% employer match about $21,364 at 4% or $14,243 at 6%. |
| 2007 | 1 | 146 | $1,005,237 | $208,435 | $1,428iApproximate average salary by contribution assumption: employee only about $35,691 at 4% or $23,794 at 6%; with 50% employer match about $23,794 at 4% or $15,863 at 6%; with 100% employer match about $17,845 at 4% or $11,897 at 6%. |
| The Koehler Organization 401(K) Plan | - | 146 | $1,005,237 | $208,435 | $1,428iApproximate average salary by contribution assumption: employee only about $35,691 at 4% or $23,794 at 6%; with 50% employer match about $23,794 at 4% or $15,863 at 6%; with 100% employer match about $17,845 at 4% or $11,897 at 6%. |
| 2006 | 1 | 162 | $824,973 | $181,285 | $1,119iApproximate average salary by contribution assumption: employee only about $27,976 at 4% or $18,651 at 6%; with 50% employer match about $18,651 at 4% or $12,434 at 6%; with 100% employer match about $13,988 at 4% or $9,325 at 6%. |
| The Koehler Organization 401(K) Plan | - | 162 | $824,973 | $181,285 | $1,119iApproximate average salary by contribution assumption: employee only about $27,976 at 4% or $18,651 at 6%; with 50% employer match about $18,651 at 4% or $12,434 at 6%; with 100% employer match about $13,988 at 4% or $9,325 at 6%. |
| 2005 | 1 | 140 | $628,848 | $147,579 | $1,054iApproximate average salary by contribution assumption: employee only about $26,353 at 4% or $17,569 at 6%; with 50% employer match about $17,569 at 4% or $11,713 at 6%; with 100% employer match about $13,177 at 4% or $8,784 at 6%. |
| The Koehler Organization 401(K) Plan | - | 140 | $628,848 | $147,579 | $1,054iApproximate average salary by contribution assumption: employee only about $26,353 at 4% or $17,569 at 6%; with 50% employer match about $17,569 at 4% or $11,713 at 6%; with 100% employer match about $13,177 at 4% or $8,784 at 6%. |
| 2004 | 1 | 123 | $507,898 | $164,025 | $1,334iApproximate average salary by contribution assumption: employee only about $33,338 at 4% or $22,226 at 6%; with 50% employer match about $22,226 at 4% or $14,817 at 6%; with 100% employer match about $16,669 at 4% or $11,113 at 6%. |
| The Koehler Organization 401(K) Plan | - | 123 | $507,898 | $164,025 | $1,334iApproximate average salary by contribution assumption: employee only about $33,338 at 4% or $22,226 at 6%; with 50% employer match about $22,226 at 4% or $14,817 at 6%; with 100% employer match about $16,669 at 4% or $11,113 at 6%. |
| 2003 | 1 | 105 | $349,083 | $104,772 | $998iApproximate average salary by contribution assumption: employee only about $24,946 at 4% or $16,630 at 6%; with 50% employer match about $16,630 at 4% or $11,087 at 6%; with 100% employer match about $12,473 at 4% or $8,315 at 6%. |
| The Koehler Organization 401(K) Plan | - | 105 | $349,083 | $104,772 | $998iApproximate average salary by contribution assumption: employee only about $24,946 at 4% or $16,630 at 6%; with 50% employer match about $16,630 at 4% or $11,087 at 6%; with 100% employer match about $12,473 at 4% or $8,315 at 6%. |
| 2002 | 1 | 89 | $203,958 | $108,326 | $1,217iApproximate average salary by contribution assumption: employee only about $30,429 at 4% or $20,286 at 6%; with 50% employer match about $20,286 at 4% or $13,524 at 6%; with 100% employer match about $15,214 at 4% or $10,143 at 6%. |
| The Koehler Organization 401(K) Plan | - | 89 | $203,958 | $108,326 | $1,217iApproximate average salary by contribution assumption: employee only about $30,429 at 4% or $20,286 at 6%; with 50% employer match about $20,286 at 4% or $13,524 at 6%; with 100% employer match about $15,214 at 4% or $10,143 at 6%. |
| 2001 | 1 | 98 | $146,958 | $110,736 | $1,130iApproximate average salary by contribution assumption: employee only about $28,249 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,555 at 6%; with 100% employer match about $14,124 at 4% or $9,416 at 6%. |
| The Koehler Organization 401(K) Plan | - | 98 | $146,958 | $110,736 | $1,130iApproximate average salary by contribution assumption: employee only about $28,249 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,555 at 6%; with 100% employer match about $14,124 at 4% or $9,416 at 6%. |
| 2000 | 1 | 112 | $52,394 | $53,915 | $481iApproximate average salary by contribution assumption: employee only about $12,035 at 4% or $8,023 at 6%; with 50% employer match about $8,023 at 4% or $5,349 at 6%; with 100% employer match about $6,017 at 4% or $4,012 at 6%. |
| The Koehler Organization 401(K) Plan | - | 112 | $52,394 | $53,915 | $481iApproximate average salary by contribution assumption: employee only about $12,035 at 4% or $8,023 at 6%; with 50% employer match about $8,023 at 4% or $5,349 at 6%; with 100% employer match about $6,017 at 4% or $4,012 at 6%. |