Civic Intelligence

Kb Financial Advisors Inc.

Plan context: Kb Financial Advisors Inc Money Purchase Pension Plan

EIN 52-1939626 • 24 filings • 10 plans

Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$730,828

2017 Contributions

$15,802

Historical Graphs

Total Assets Over Time

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

$730,828$365,414$0199920082016YearValue
$730,828Latest year 2016

Participants Over Time

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

110199920082016YearValue
1Latest year 2016

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
201710$0$0-
Kb Financial Advisors Inc Money Purchase Pension Plan-0---
201611$730,828$15,802$15,802iApproximate average salary by contribution assumption: employee only about $395,050 at 4% or $263,367 at 6%; with 50% employer match about $263,367 at 4% or $175,578 at 6%; with 100% employer match about $197,525 at 4% or $131,683 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$730,828$15,802$15,802iApproximate average salary by contribution assumption: employee only about $395,050 at 4% or $263,367 at 6%; with 50% employer match about $263,367 at 4% or $175,578 at 6%; with 100% employer match about $197,525 at 4% or $131,683 at 6%.
201511$659,508$40,576$40,576iApproximate average salary by contribution assumption: employee only about $1,014,400 at 4% or $676,267 at 6%; with 50% employer match about $676,267 at 4% or $450,844 at 6%; with 100% employer match about $507,200 at 4% or $338,133 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$659,508$40,576$40,576iApproximate average salary by contribution assumption: employee only about $1,014,400 at 4% or $676,267 at 6%; with 50% employer match about $676,267 at 4% or $450,844 at 6%; with 100% employer match about $507,200 at 4% or $338,133 at 6%.
201411$618,717$40,963$40,963iApproximate average salary by contribution assumption: employee only about $1,024,075 at 4% or $682,717 at 6%; with 50% employer match about $682,717 at 4% or $455,144 at 6%; with 100% employer match about $512,038 at 4% or $341,358 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$618,717$40,963$40,963iApproximate average salary by contribution assumption: employee only about $1,024,075 at 4% or $682,717 at 6%; with 50% employer match about $682,717 at 4% or $455,144 at 6%; with 100% employer match about $512,038 at 4% or $341,358 at 6%.
201311$512,653$40,214$40,214iApproximate average salary by contribution assumption: employee only about $1,005,350 at 4% or $670,233 at 6%; with 50% employer match about $670,233 at 4% or $446,822 at 6%; with 100% employer match about $502,675 at 4% or $335,117 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$512,653$40,214$40,214iApproximate average salary by contribution assumption: employee only about $1,005,350 at 4% or $670,233 at 6%; with 50% employer match about $670,233 at 4% or $446,822 at 6%; with 100% employer match about $502,675 at 4% or $335,117 at 6%.
201211$428,001$39,400$39,400iApproximate average salary by contribution assumption: employee only about $985,000 at 4% or $656,667 at 6%; with 50% employer match about $656,667 at 4% or $437,778 at 6%; with 100% employer match about $492,500 at 4% or $328,333 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$428,001$39,400$39,400iApproximate average salary by contribution assumption: employee only about $985,000 at 4% or $656,667 at 6%; with 50% employer match about $656,667 at 4% or $437,778 at 6%; with 100% employer match about $492,500 at 4% or $328,333 at 6%.
201111$364,094$40,160$40,160iApproximate average salary by contribution assumption: employee only about $1,004,000 at 4% or $669,333 at 6%; with 50% employer match about $669,333 at 4% or $446,222 at 6%; with 100% employer match about $502,000 at 4% or $334,667 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$364,094$40,160$40,160iApproximate average salary by contribution assumption: employee only about $1,004,000 at 4% or $669,333 at 6%; with 50% employer match about $669,333 at 4% or $446,222 at 6%; with 100% employer match about $502,000 at 4% or $334,667 at 6%.
201011$339,846$39,700$39,700iApproximate average salary by contribution assumption: employee only about $992,500 at 4% or $661,667 at 6%; with 50% employer match about $661,667 at 4% or $441,111 at 6%; with 100% employer match about $496,250 at 4% or $330,833 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$339,846$39,700$39,700iApproximate average salary by contribution assumption: employee only about $992,500 at 4% or $661,667 at 6%; with 50% employer match about $661,667 at 4% or $441,111 at 6%; with 100% employer match about $496,250 at 4% or $330,833 at 6%.
200921$251,822$37,585$37,585iApproximate average salary by contribution assumption: employee only about $939,625 at 4% or $626,417 at 6%; with 50% employer match about $626,417 at 4% or $417,611 at 6%; with 100% employer match about $469,813 at 4% or $313,208 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$251,822$30,585$30,585iApproximate average salary by contribution assumption: employee only about $764,625 at 4% or $509,750 at 6%; with 50% employer match about $509,750 at 4% or $339,833 at 6%; with 100% employer match about $382,313 at 4% or $254,875 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-0-$7,000-
200811$170,042$20,825$20,825iApproximate average salary by contribution assumption: employee only about $520,625 at 4% or $347,083 at 6%; with 50% employer match about $347,083 at 4% or $231,389 at 6%; with 100% employer match about $260,313 at 4% or $173,542 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$170,042$20,825$20,825iApproximate average salary by contribution assumption: employee only about $520,625 at 4% or $347,083 at 6%; with 50% employer match about $347,083 at 4% or $231,389 at 6%; with 100% employer match about $260,313 at 4% or $173,542 at 6%.
200711$210,687$19,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$210,687$19,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
200611$167,474$16,750$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$167,474$16,750$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
200511$125,945$14,500$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$125,945$14,500$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
200411$101,367$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$101,367$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200311$76,336$8,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$76,336$8,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
200221$57,032$9,250$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$57,032$9,250$9,250iApproximate average salary by contribution assumption: employee only about $231,250 at 4% or $154,167 at 6%; with 50% employer match about $154,167 at 4% or $102,778 at 6%; with 100% employer match about $115,625 at 4% or $77,083 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-0---
200121$54,748$10,200$10,200iApproximate average salary by contribution assumption: employee only about $255,000 at 4% or $170,000 at 6%; with 50% employer match about $170,000 at 4% or $113,333 at 6%; with 100% employer match about $127,500 at 4% or $85,000 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$33,114$6,120$6,120iApproximate average salary by contribution assumption: employee only about $153,000 at 4% or $102,000 at 6%; with 50% employer match about $102,000 at 4% or $68,000 at 6%; with 100% employer match about $76,500 at 4% or $51,000 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$21,634$4,080$4,080iApproximate average salary by contribution assumption: employee only about $102,000 at 4% or $68,000 at 6%; with 50% employer match about $68,000 at 4% or $45,333 at 6%; with 100% employer match about $51,000 at 4% or $34,000 at 6%.
200021$48,134$10,400$10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$29,284$6,240$6,240iApproximate average salary by contribution assumption: employee only about $156,000 at 4% or $104,000 at 6%; with 50% employer match about $104,000 at 4% or $69,333 at 6%; with 100% employer match about $78,000 at 4% or $52,000 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$18,850$4,160$4,160iApproximate average salary by contribution assumption: employee only about $104,000 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $52,000 at 4% or $34,667 at 6%.
199921$36,222$10,450$10,450iApproximate average salary by contribution assumption: employee only about $261,250 at 4% or $174,167 at 6%; with 50% employer match about $174,167 at 4% or $116,111 at 6%; with 100% employer match about $130,625 at 4% or $87,083 at 6%.
Kb Financial Advisors Inc. Profit Sharing Plan-1$22,208$6,270$6,270iApproximate average salary by contribution assumption: employee only about $156,750 at 4% or $104,500 at 6%; with 50% employer match about $104,500 at 4% or $69,667 at 6%; with 100% employer match about $78,375 at 4% or $52,250 at 6%.
Kb Financial Advisors Inc Money Purchase Pension Plan-1$14,014$4,180$4,180iApproximate average salary by contribution assumption: employee only about $104,500 at 4% or $69,667 at 6%; with 50% employer match about $69,667 at 4% or $46,444 at 6%; with 100% employer match about $52,250 at 4% or $34,833 at 6%.