Kbm Financial Group LLC
Plan context: Kbm Financial Group LLC Profit Sharing Plan and Trust
EIN 52-2006453 • 8 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
5
2007 Assets
$305,225
2007 Contributions
$30,000
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 5 | $305,225 | $0 | - |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 5 | $305,225 | - | - |
| 2006 | 1 | 5 | $313,199 | $0 | - |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 5 | $313,199 | - | - |
| 2005 | 1 | 8 | $313,725 | $30,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 8 | $313,725 | $30,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2004 | 1 | 9 | $269,783 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 9 | $269,783 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2003 | 1 | 6 | $188,866 | $64,145 | $10,691iApproximate average salary by contribution assumption: employee only about $267,271 at 4% or $178,181 at 6%; with 50% employer match about $178,181 at 4% or $118,787 at 6%; with 100% employer match about $133,635 at 4% or $89,090 at 6%. |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 6 | $188,866 | $64,145 | $10,691iApproximate average salary by contribution assumption: employee only about $267,271 at 4% or $178,181 at 6%; with 50% employer match about $178,181 at 4% or $118,787 at 6%; with 100% employer match about $133,635 at 4% or $89,090 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Kbm Financial Group LLC Profit Sharing Plan and Trust | - | 3 | - | - | - |