Jovanovich, Kadlec & Athmann, Pa
Plan context: Jovanovich, Kadlec & Athmann, Pa 401(K) Plan
EIN 47-2599587 • St. Cloud, MN • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,108,549
2024 Contributions
$120,048
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 | 1 | 12 | $2,108,549 | $120,048 | $10,004iApproximate average salary by contribution assumption: employee only about $250,100 at 4% or $166,733 at 6%; with 50% employer match about $166,733 at 4% or $111,156 at 6%; with 100% employer match about $125,050 at 4% or $83,367 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 12 | $2,108,549 | $120,048 | $10,004iApproximate average salary by contribution assumption: employee only about $250,100 at 4% or $166,733 at 6%; with 50% employer match about $166,733 at 4% or $111,156 at 6%; with 100% employer match about $125,050 at 4% or $83,367 at 6%. |
| 2023 | 1 | 11 | $1,870,645 | $128,425 | $11,675iApproximate average salary by contribution assumption: employee only about $291,875 at 4% or $194,583 at 6%; with 50% employer match about $194,583 at 4% or $129,722 at 6%; with 100% employer match about $145,938 at 4% or $97,292 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 11 | $1,870,645 | $128,425 | $11,675iApproximate average salary by contribution assumption: employee only about $291,875 at 4% or $194,583 at 6%; with 50% employer match about $194,583 at 4% or $129,722 at 6%; with 100% employer match about $145,938 at 4% or $97,292 at 6%. |
| 2022 | 1 | 12 | $1,518,345 | $154,722 | $12,894iApproximate average salary by contribution assumption: employee only about $322,338 at 4% or $214,892 at 6%; with 50% employer match about $214,892 at 4% or $143,261 at 6%; with 100% employer match about $161,169 at 4% or $107,446 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 12 | $1,518,345 | $154,722 | $12,894iApproximate average salary by contribution assumption: employee only about $322,338 at 4% or $214,892 at 6%; with 50% employer match about $214,892 at 4% or $143,261 at 6%; with 100% employer match about $161,169 at 4% or $107,446 at 6%. |
| 2021 | 1 | 10 | $1,787,685 | $74,072 | $7,407iApproximate average salary by contribution assumption: employee only about $185,180 at 4% or $123,453 at 6%; with 50% employer match about $123,453 at 4% or $82,302 at 6%; with 100% employer match about $92,590 at 4% or $61,727 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 10 | $1,787,685 | $74,072 | $7,407iApproximate average salary by contribution assumption: employee only about $185,180 at 4% or $123,453 at 6%; with 50% employer match about $123,453 at 4% or $82,302 at 6%; with 100% employer match about $92,590 at 4% or $61,727 at 6%. |
| 2020 | 1 | 10 | $1,570,738 | $118,949 | $11,895iApproximate average salary by contribution assumption: employee only about $297,373 at 4% or $198,248 at 6%; with 50% employer match about $198,248 at 4% or $132,166 at 6%; with 100% employer match about $148,686 at 4% or $99,124 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 10 | $1,570,738 | $118,949 | $11,895iApproximate average salary by contribution assumption: employee only about $297,373 at 4% or $198,248 at 6%; with 50% employer match about $198,248 at 4% or $132,166 at 6%; with 100% employer match about $148,686 at 4% or $99,124 at 6%. |
| 2019 | 2 | 9 | $2,276,734 | $157,178 | $17,464iApproximate average salary by contribution assumption: employee only about $436,606 at 4% or $291,070 at 6%; with 50% employer match about $291,070 at 4% or $194,047 at 6%; with 100% employer match about $218,303 at 4% or $145,535 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 9 | $1,138,367 | $78,589 | $8,732iApproximate average salary by contribution assumption: employee only about $218,303 at 4% or $145,535 at 6%; with 50% employer match about $145,535 at 4% or $97,023 at 6%; with 100% employer match about $109,151 at 4% or $72,768 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 9 | $1,138,367 | $78,589 | $8,732iApproximate average salary by contribution assumption: employee only about $218,303 at 4% or $145,535 at 6%; with 50% employer match about $145,535 at 4% or $97,023 at 6%; with 100% employer match about $109,151 at 4% or $72,768 at 6%. |
| 2018 | 1 | 9 | $950,724 | $79,724 | $8,858iApproximate average salary by contribution assumption: employee only about $221,456 at 4% or $147,637 at 6%; with 50% employer match about $147,637 at 4% or $98,425 at 6%; with 100% employer match about $110,728 at 4% or $73,819 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 9 | $950,724 | $79,724 | $8,858iApproximate average salary by contribution assumption: employee only about $221,456 at 4% or $147,637 at 6%; with 50% employer match about $147,637 at 4% or $98,425 at 6%; with 100% employer match about $110,728 at 4% or $73,819 at 6%. |
| 2017 | 1 | 9 | $1,312,950 | $84,002 | $9,334iApproximate average salary by contribution assumption: employee only about $233,339 at 4% or $155,559 at 6%; with 50% employer match about $155,559 at 4% or $103,706 at 6%; with 100% employer match about $116,669 at 4% or $77,780 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 9 | $1,312,950 | $84,002 | $9,334iApproximate average salary by contribution assumption: employee only about $233,339 at 4% or $155,559 at 6%; with 50% employer match about $155,559 at 4% or $103,706 at 6%; with 100% employer match about $116,669 at 4% or $77,780 at 6%. |
| 2016 | 1 | 8 | $1,052,148 | $72,651 | $9,081iApproximate average salary by contribution assumption: employee only about $227,034 at 4% or $151,356 at 6%; with 50% employer match about $151,356 at 4% or $100,904 at 6%; with 100% employer match about $113,517 at 4% or $75,678 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 8 | $1,052,148 | $72,651 | $9,081iApproximate average salary by contribution assumption: employee only about $227,034 at 4% or $151,356 at 6%; with 50% employer match about $151,356 at 4% or $100,904 at 6%; with 100% employer match about $113,517 at 4% or $75,678 at 6%. |
| 2015 | 1 | 8 | $958,568 | $49,380 | $6,173iApproximate average salary by contribution assumption: employee only about $154,313 at 4% or $102,875 at 6%; with 50% employer match about $102,875 at 4% or $68,583 at 6%; with 100% employer match about $77,156 at 4% or $51,438 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 8 | $958,568 | $49,380 | $6,173iApproximate average salary by contribution assumption: employee only about $154,313 at 4% or $102,875 at 6%; with 50% employer match about $102,875 at 4% or $68,583 at 6%; with 100% employer match about $77,156 at 4% or $51,438 at 6%. |
| 2014 | 1 | 7 | $941,913 | $63,548 | $9,078iApproximate average salary by contribution assumption: employee only about $226,957 at 4% or $151,305 at 6%; with 50% employer match about $151,305 at 4% or $100,870 at 6%; with 100% employer match about $113,479 at 4% or $75,652 at 6%. |
| Jovanovich, Kadlec & Athmann, Pa 401(K) Plan | - | 7 | $941,913 | $63,548 | $9,078iApproximate average salary by contribution assumption: employee only about $226,957 at 4% or $151,305 at 6%; with 50% employer match about $151,305 at 4% or $100,870 at 6%; with 100% employer match about $113,479 at 4% or $75,652 at 6%. |