Kb Financial Partners LLC
Plan context: Kb Financial Partners LLC 401(K) Plan
EIN 52-2220344 • Point Pleasant, NJ • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
19
2017 Assets
$1,527,920
2017 Contributions
$266,570
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 19 | $1,527,920 | $266,570 | $14,030iApproximate average salary by contribution assumption: employee only about $350,750 at 4% or $233,833 at 6%; with 50% employer match about $233,833 at 4% or $155,889 at 6%; with 100% employer match about $175,375 at 4% or $116,917 at 6%. |
| Kb Financial Partners LLC 401(K) Plan | - | 19 | $1,527,920 | $266,570 | $14,030iApproximate average salary by contribution assumption: employee only about $350,750 at 4% or $233,833 at 6%; with 50% employer match about $233,833 at 4% or $155,889 at 6%; with 100% employer match about $175,375 at 4% or $116,917 at 6%. |
| 2016 | 1 | 20 | $1,235,668 | $361,482 | $18,074iApproximate average salary by contribution assumption: employee only about $451,852 at 4% or $301,235 at 6%; with 50% employer match about $301,235 at 4% or $200,823 at 6%; with 100% employer match about $225,926 at 4% or $150,618 at 6%. |
| Kb Financial Partners LLC 401(K) Plan | - | 20 | $1,235,668 | $361,482 | $18,074iApproximate average salary by contribution assumption: employee only about $451,852 at 4% or $301,235 at 6%; with 50% employer match about $301,235 at 4% or $200,823 at 6%; with 100% employer match about $225,926 at 4% or $150,618 at 6%. |
| 2015 | 1 | 13 | $1,369,946 | $334,694 | $25,746iApproximate average salary by contribution assumption: employee only about $643,642 at 4% or $429,095 at 6%; with 50% employer match about $429,095 at 4% or $286,063 at 6%; with 100% employer match about $321,821 at 4% or $214,547 at 6%. |
| Kb Financial Partners LLC 401(K) Plan | - | 13 | $1,369,946 | $334,694 | $25,746iApproximate average salary by contribution assumption: employee only about $643,642 at 4% or $429,095 at 6%; with 50% employer match about $429,095 at 4% or $286,063 at 6%; with 100% employer match about $321,821 at 4% or $214,547 at 6%. |
| 2014 | 1 | 7 | $920,173 | $906,911 | $129,559iApproximate average salary by contribution assumption: employee only about $3,238,968 at 4% or $2,159,312 at 6%; with 50% employer match about $2,159,312 at 4% or $1,439,541 at 6%; with 100% employer match about $1,619,484 at 4% or $1,079,656 at 6%. |
| Kb Financial Partners LLC 401(K) Plan | - | 7 | $920,173 | $906,911 | $129,559iApproximate average salary by contribution assumption: employee only about $3,238,968 at 4% or $2,159,312 at 6%; with 50% employer match about $2,159,312 at 4% or $1,439,541 at 6%; with 100% employer match about $1,619,484 at 4% or $1,079,656 at 6%. |
| 2013 | 1 | 7 | $271,257 | $28,326 | $4,047iApproximate average salary by contribution assumption: employee only about $101,164 at 4% or $67,443 at 6%; with 50% employer match about $67,443 at 4% or $44,962 at 6%; with 100% employer match about $50,582 at 4% or $33,721 at 6%. |
| Kb Financial Partners LLC 401(K) Plan | - | 7 | $271,257 | $28,326 | $4,047iApproximate average salary by contribution assumption: employee only about $101,164 at 4% or $67,443 at 6%; with 50% employer match about $67,443 at 4% or $44,962 at 6%; with 100% employer match about $50,582 at 4% or $33,721 at 6%. |