Civic Intelligence

Koonce Securities Inc.

Plan context: Koonce Securities Inc. 401K Plan

EIN 52-1175998 • 16 filings • 2 plans

Current Snapshot

Latest Year

2014

2014 Participants

15

2014 Assets

$11,386,740

2014 Contributions

$132,143

Historical Graphs

Total Assets Over Time

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

$11,386,740$5,693,370$0199920062013YearValue
$11,386,740Latest year 2013

Participants Over Time

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

22110199920062013YearValue
15Latest year 2013

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
201410$0$132,143-
Koonce Securities Inc. 401K Plan-0-$132,143-
2013115$11,386,740$198,215$13,214iApproximate average salary by contribution assumption: employee only about $330,358 at 4% or $220,239 at 6%; with 50% employer match about $220,239 at 4% or $146,826 at 6%; with 100% employer match about $165,179 at 4% or $110,119 at 6%.
Koonce Securities Inc. 401K Plan-15$11,386,740$198,215$13,214iApproximate average salary by contribution assumption: employee only about $330,358 at 4% or $220,239 at 6%; with 50% employer match about $220,239 at 4% or $146,826 at 6%; with 100% employer match about $165,179 at 4% or $110,119 at 6%.
2012116$9,153,456$194,620$12,164iApproximate average salary by contribution assumption: employee only about $304,094 at 4% or $202,729 at 6%; with 50% employer match about $202,729 at 4% or $135,153 at 6%; with 100% employer match about $152,047 at 4% or $101,365 at 6%.
Koonce Securities Inc. 401K Plan-16$9,153,456$194,620$12,164iApproximate average salary by contribution assumption: employee only about $304,094 at 4% or $202,729 at 6%; with 50% employer match about $202,729 at 4% or $135,153 at 6%; with 100% employer match about $152,047 at 4% or $101,365 at 6%.
2011115$7,872,066$187,870$12,525iApproximate average salary by contribution assumption: employee only about $313,117 at 4% or $208,744 at 6%; with 50% employer match about $208,744 at 4% or $139,163 at 6%; with 100% employer match about $156,558 at 4% or $104,372 at 6%.
Koonce Securities Inc. 401K Plan-15$7,872,066$187,870$12,525iApproximate average salary by contribution assumption: employee only about $313,117 at 4% or $208,744 at 6%; with 50% employer match about $208,744 at 4% or $139,163 at 6%; with 100% employer match about $156,558 at 4% or $104,372 at 6%.
2010115$7,755,899$196,568$13,105iApproximate average salary by contribution assumption: employee only about $327,613 at 4% or $218,409 at 6%; with 50% employer match about $218,409 at 4% or $145,606 at 6%; with 100% employer match about $163,807 at 4% or $109,204 at 6%.
Koonce Securities Inc. 401K Plan-15$7,755,899$196,568$13,105iApproximate average salary by contribution assumption: employee only about $327,613 at 4% or $218,409 at 6%; with 50% employer match about $218,409 at 4% or $145,606 at 6%; with 100% employer match about $163,807 at 4% or $109,204 at 6%.
2009116$5,368,979$202,752$12,672iApproximate average salary by contribution assumption: employee only about $316,800 at 4% or $211,200 at 6%; with 50% employer match about $211,200 at 4% or $140,800 at 6%; with 100% employer match about $158,400 at 4% or $105,600 at 6%.
Koonce Securities Inc. 401K Plan-16$5,368,979$202,752$12,672iApproximate average salary by contribution assumption: employee only about $316,800 at 4% or $211,200 at 6%; with 50% employer match about $211,200 at 4% or $140,800 at 6%; with 100% employer match about $158,400 at 4% or $105,600 at 6%.
2008116$4,861,681$169,890$10,618iApproximate average salary by contribution assumption: employee only about $265,453 at 4% or $176,969 at 6%; with 50% employer match about $176,969 at 4% or $117,979 at 6%; with 100% employer match about $132,727 at 4% or $88,484 at 6%.
Koonce Securities Inc. 401K Plan-16$4,861,681$169,890$10,618iApproximate average salary by contribution assumption: employee only about $265,453 at 4% or $176,969 at 6%; with 50% employer match about $176,969 at 4% or $117,979 at 6%; with 100% employer match about $132,727 at 4% or $88,484 at 6%.
2007114$0$0-
Koonce Securities Inc. 401K Plan-14---
2006114$4,459,889$182,032$13,002iApproximate average salary by contribution assumption: employee only about $325,057 at 4% or $216,705 at 6%; with 50% employer match about $216,705 at 4% or $144,470 at 6%; with 100% employer match about $162,529 at 4% or $108,352 at 6%.
Koonce Securities Inc. 401K Plan-14$4,459,889$182,032$13,002iApproximate average salary by contribution assumption: employee only about $325,057 at 4% or $216,705 at 6%; with 50% employer match about $216,705 at 4% or $144,470 at 6%; with 100% employer match about $162,529 at 4% or $108,352 at 6%.
2005114$3,619,877$90,782$6,484iApproximate average salary by contribution assumption: employee only about $162,111 at 4% or $108,074 at 6%; with 50% employer match about $108,074 at 4% or $72,049 at 6%; with 100% employer match about $81,055 at 4% or $54,037 at 6%.
Koonce Securities Inc. 401K Plan-14$3,619,877$90,782$6,484iApproximate average salary by contribution assumption: employee only about $162,111 at 4% or $108,074 at 6%; with 50% employer match about $108,074 at 4% or $72,049 at 6%; with 100% employer match about $81,055 at 4% or $54,037 at 6%.
2004115$3,525,845$124,962$8,331iApproximate average salary by contribution assumption: employee only about $208,270 at 4% or $138,847 at 6%; with 50% employer match about $138,847 at 4% or $92,564 at 6%; with 100% employer match about $104,135 at 4% or $69,423 at 6%.
Koonce Securities Inc. 401K Plan-15$3,525,845$124,962$8,331iApproximate average salary by contribution assumption: employee only about $208,270 at 4% or $138,847 at 6%; with 50% employer match about $138,847 at 4% or $92,564 at 6%; with 100% employer match about $104,135 at 4% or $69,423 at 6%.
2003118$2,889,550$105,179$5,843iApproximate average salary by contribution assumption: employee only about $146,082 at 4% or $97,388 at 6%; with 50% employer match about $97,388 at 4% or $64,925 at 6%; with 100% employer match about $73,041 at 4% or $48,694 at 6%.
Koonce Securities Inc. 401K Plan-18$2,889,550$105,179$5,843iApproximate average salary by contribution assumption: employee only about $146,082 at 4% or $97,388 at 6%; with 50% employer match about $97,388 at 4% or $64,925 at 6%; with 100% employer match about $73,041 at 4% or $48,694 at 6%.
2002116$2,236,921$91,819$5,739iApproximate average salary by contribution assumption: employee only about $143,467 at 4% or $95,645 at 6%; with 50% employer match about $95,645 at 4% or $63,763 at 6%; with 100% employer match about $71,734 at 4% or $47,822 at 6%.
Koonce Securities Inc. 401K Plan-16$2,236,921$91,819$5,739iApproximate average salary by contribution assumption: employee only about $143,467 at 4% or $95,645 at 6%; with 50% employer match about $95,645 at 4% or $63,763 at 6%; with 100% employer match about $71,734 at 4% or $47,822 at 6%.
2001120$0$0-
Koonce Securities Inc. 401K Plan-20---
2000122$1,917,873$57,997$2,636iApproximate average salary by contribution assumption: employee only about $65,906 at 4% or $43,937 at 6%; with 50% employer match about $43,937 at 4% or $29,291 at 6%; with 100% employer match about $32,953 at 4% or $21,969 at 6%.
Koonce Securities Inc. 401K Plan-22$1,917,873$57,997$2,636iApproximate average salary by contribution assumption: employee only about $65,906 at 4% or $43,937 at 6%; with 50% employer match about $43,937 at 4% or $29,291 at 6%; with 100% employer match about $32,953 at 4% or $21,969 at 6%.
1999122$2,046,749$115,620$5,255iApproximate average salary by contribution assumption: employee only about $131,386 at 4% or $87,591 at 6%; with 50% employer match about $87,591 at 4% or $58,394 at 6%; with 100% employer match about $65,693 at 4% or $43,795 at 6%.
Koonce Securities Inc. 401K Plan-22$2,046,749$115,620$5,255iApproximate average salary by contribution assumption: employee only about $131,386 at 4% or $87,591 at 6%; with 50% employer match about $87,591 at 4% or $58,394 at 6%; with 100% employer match about $65,693 at 4% or $43,795 at 6%.