Civic Intelligence

Kalman & Company Inc.

Plan context: Kalman & Company Inc. Employees Savings Trust

EIN 54-1231255 • 37 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

430

2024 Assets

$25,360,166

2024 Contributions

$2,419,353

Historical Graphs

Total Assets Over Time

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

$25,360,166$12,680,083$0199920132024YearValue
$25,360,166Latest year 2024

Participants Over Time

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

4302150199920122024YearValue
430Latest year 2024

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
20241430$25,360,166$2,419,353$5,626iApproximate average salary by contribution assumption: employee only about $140,660 at 4% or $93,773 at 6%; with 50% employer match about $93,773 at 4% or $62,516 at 6%; with 100% employer match about $70,330 at 4% or $46,887 at 6%.
Kalman & Company Inc. Employees Savings Trust-430$25,360,166$2,419,353$5,626iApproximate average salary by contribution assumption: employee only about $140,660 at 4% or $93,773 at 6%; with 50% employer match about $93,773 at 4% or $62,516 at 6%; with 100% employer match about $70,330 at 4% or $46,887 at 6%.
20232415$22,939,731$2,445,423$5,893iApproximate average salary by contribution assumption: employee only about $147,315 at 4% or $98,210 at 6%; with 50% employer match about $98,210 at 4% or $65,473 at 6%; with 100% employer match about $73,657 at 4% or $49,105 at 6%.
Kalman & Company Inc. Employees Savings Trust-415$22,939,731$2,445,423$5,893iApproximate average salary by contribution assumption: employee only about $147,315 at 4% or $98,210 at 6%; with 50% employer match about $98,210 at 4% or $65,473 at 6%; with 100% employer match about $73,657 at 4% or $49,105 at 6%.
KALMAN AND COMPANY, INC.-411---
20222406$18,706,338$2,512,734$6,189iApproximate average salary by contribution assumption: employee only about $154,725 at 4% or $103,150 at 6%; with 50% employer match about $103,150 at 4% or $68,767 at 6%; with 100% employer match about $77,363 at 4% or $51,575 at 6%.
Kalman & Company Inc. Employees Savings Trust-406$18,706,338$2,512,734$6,189iApproximate average salary by contribution assumption: employee only about $154,725 at 4% or $103,150 at 6%; with 50% employer match about $103,150 at 4% or $68,767 at 6%; with 100% employer match about $77,363 at 4% or $51,575 at 6%.
KALMAN AND COMPANY, INC.-399---
20212381$20,762,091$1,758,866$4,616iApproximate average salary by contribution assumption: employee only about $115,411 at 4% or $76,941 at 6%; with 50% employer match about $76,941 at 4% or $51,294 at 6%; with 100% employer match about $57,706 at 4% or $38,470 at 6%.
Kalman & Company Inc. Employees Savings Trust-342$20,762,091$1,758,866$5,143iApproximate average salary by contribution assumption: employee only about $128,572 at 4% or $85,715 at 6%; with 50% employer match about $85,715 at 4% or $57,143 at 6%; with 100% employer match about $64,286 at 4% or $42,857 at 6%.
KALMAN AND COMPANY, INC.-381---
20202330$17,153,585$1,647,055$4,991iApproximate average salary by contribution assumption: employee only about $124,777 at 4% or $83,185 at 6%; with 50% employer match about $83,185 at 4% or $55,456 at 6%; with 100% employer match about $62,388 at 4% or $41,592 at 6%.
Kalman & Company Inc. Employees Savings Trust-238$17,153,585$1,647,055$6,920iApproximate average salary by contribution assumption: employee only about $173,010 at 4% or $115,340 at 6%; with 50% employer match about $115,340 at 4% or $76,893 at 6%; with 100% employer match about $86,505 at 4% or $57,670 at 6%.
KALMAN AND COMPANY, INC.-330---
20192242$14,308,065$1,380,667$5,705iApproximate average salary by contribution assumption: employee only about $142,631 at 4% or $95,087 at 6%; with 50% employer match about $95,087 at 4% or $63,392 at 6%; with 100% employer match about $71,315 at 4% or $47,544 at 6%.
Kalman & Company Inc. Employees Savings Trust-242$14,308,065$1,380,667$5,705iApproximate average salary by contribution assumption: employee only about $142,631 at 4% or $95,087 at 6%; with 50% employer match about $95,087 at 4% or $63,392 at 6%; with 100% employer match about $71,315 at 4% or $47,544 at 6%.
KALMAN AND COMPANY, INC.-214---
20182240$11,435,229$1,558,828$6,495iApproximate average salary by contribution assumption: employee only about $162,378 at 4% or $108,252 at 6%; with 50% employer match about $108,252 at 4% or $72,168 at 6%; with 100% employer match about $81,189 at 4% or $54,126 at 6%.
Kalman & Company Inc. Employees Savings Trust-240$11,435,229$1,558,828$6,495iApproximate average salary by contribution assumption: employee only about $162,378 at 4% or $108,252 at 6%; with 50% employer match about $108,252 at 4% or $72,168 at 6%; with 100% employer match about $81,189 at 4% or $54,126 at 6%.
KALMAN AND COMPANY, INC.-189---
20172253$11,136,968$1,424,889$5,632iApproximate average salary by contribution assumption: employee only about $140,799 at 4% or $93,866 at 6%; with 50% employer match about $93,866 at 4% or $62,577 at 6%; with 100% employer match about $70,400 at 4% or $46,933 at 6%.
Kalman & Company Inc. Employees Savings Trust-180$11,136,968$1,424,889$7,916iApproximate average salary by contribution assumption: employee only about $197,901 at 4% or $131,934 at 6%; with 50% employer match about $131,934 at 4% or $87,956 at 6%; with 100% employer match about $98,951 at 4% or $65,967 at 6%.
KALMAN AND COMPANY, INC.-253---
20161113$9,220,998$1,023,205$9,055iApproximate average salary by contribution assumption: employee only about $226,373 at 4% or $150,915 at 6%; with 50% employer match about $150,915 at 4% or $100,610 at 6%; with 100% employer match about $113,186 at 4% or $75,458 at 6%.
Kalman & Company Inc. Employees Savings Trust-113$9,220,998$1,023,205$9,055iApproximate average salary by contribution assumption: employee only about $226,373 at 4% or $150,915 at 6%; with 50% employer match about $150,915 at 4% or $100,610 at 6%; with 100% employer match about $113,186 at 4% or $75,458 at 6%.
20151101$8,202,720$1,054,706$10,443iApproximate average salary by contribution assumption: employee only about $261,066 at 4% or $174,044 at 6%; with 50% employer match about $174,044 at 4% or $116,029 at 6%; with 100% employer match about $130,533 at 4% or $87,022 at 6%.
Kalman & Company Inc. Employees Savings Trust-101$8,202,720$1,054,706$10,443iApproximate average salary by contribution assumption: employee only about $261,066 at 4% or $174,044 at 6%; with 50% employer match about $174,044 at 4% or $116,029 at 6%; with 100% employer match about $130,533 at 4% or $87,022 at 6%.
20142112$9,238,332$1,328,723$11,864iApproximate average salary by contribution assumption: employee only about $296,590 at 4% or $197,727 at 6%; with 50% employer match about $197,727 at 4% or $131,818 at 6%; with 100% employer match about $148,295 at 4% or $98,863 at 6%.
Kalman & Company Inc. Employees Savings Trust-99$9,238,332$1,328,723$13,421iApproximate average salary by contribution assumption: employee only about $335,536 at 4% or $223,691 at 6%; with 50% employer match about $223,691 at 4% or $149,127 at 6%; with 100% employer match about $167,768 at 4% or $111,845 at 6%.
KALMAN AND COMPANY, INC.-112---
20132159$10,019,095$1,756,983$11,050iApproximate average salary by contribution assumption: employee only about $276,255 at 4% or $184,170 at 6%; with 50% employer match about $184,170 at 4% or $122,780 at 6%; with 100% employer match about $138,128 at 4% or $92,085 at 6%.
Kalman & Company Inc. Employees Savings Trust-159$10,019,095$1,756,983$11,050iApproximate average salary by contribution assumption: employee only about $276,255 at 4% or $184,170 at 6%; with 50% employer match about $184,170 at 4% or $122,780 at 6%; with 100% employer match about $138,128 at 4% or $92,085 at 6%.
KALMAN AND COMPANY, INC.-112---
20122196$8,866,802$1,966,630$10,034iApproximate average salary by contribution assumption: employee only about $250,846 at 4% or $167,230 at 6%; with 50% employer match about $167,230 at 4% or $111,487 at 6%; with 100% employer match about $125,423 at 4% or $83,615 at 6%.
Kalman & Company Inc. Employees Savings Trust-196$8,866,802$1,966,630$10,034iApproximate average salary by contribution assumption: employee only about $250,846 at 4% or $167,230 at 6%; with 50% employer match about $167,230 at 4% or $111,487 at 6%; with 100% employer match about $125,423 at 4% or $83,615 at 6%.
KALMAN AND COMPANY, INC.-138---
20112211$7,307,384$1,900,922$9,009iApproximate average salary by contribution assumption: employee only about $225,228 at 4% or $150,152 at 6%; with 50% employer match about $150,152 at 4% or $100,101 at 6%; with 100% employer match about $112,614 at 4% or $75,076 at 6%.
Kalman & Company Inc. Employees Savings Trust-211$7,307,384$1,900,922$9,009iApproximate average salary by contribution assumption: employee only about $225,228 at 4% or $150,152 at 6%; with 50% employer match about $150,152 at 4% or $100,101 at 6%; with 100% employer match about $112,614 at 4% or $75,076 at 6%.
KALMAN AND COMPANY, INC.-177---
20101167$6,663,929$1,737,342$10,403iApproximate average salary by contribution assumption: employee only about $260,081 at 4% or $173,387 at 6%; with 50% employer match about $173,387 at 4% or $115,592 at 6%; with 100% employer match about $130,041 at 4% or $86,694 at 6%.
Kalman & Company Inc. Employees Savings Trust-167$6,663,929$1,737,342$10,403iApproximate average salary by contribution assumption: employee only about $260,081 at 4% or $173,387 at 6%; with 50% employer match about $173,387 at 4% or $115,592 at 6%; with 100% employer match about $130,041 at 4% or $86,694 at 6%.
20091229$5,187,425$1,676,654$7,322iApproximate average salary by contribution assumption: employee only about $183,041 at 4% or $122,027 at 6%; with 50% employer match about $122,027 at 4% or $81,351 at 6%; with 100% employer match about $91,520 at 4% or $61,014 at 6%.
Kalman & Company Inc. Employees Savings Trust-229$5,187,425$1,676,654$7,322iApproximate average salary by contribution assumption: employee only about $183,041 at 4% or $122,027 at 6%; with 50% employer match about $122,027 at 4% or $81,351 at 6%; with 100% employer match about $91,520 at 4% or $61,014 at 6%.
20081209$3,116,497$1,475,775$7,061iApproximate average salary by contribution assumption: employee only about $176,528 at 4% or $117,685 at 6%; with 50% employer match about $117,685 at 4% or $78,457 at 6%; with 100% employer match about $88,264 at 4% or $58,843 at 6%.
Kalman & Company Inc. Employees Savings Trust-209$3,116,497$1,475,775$7,061iApproximate average salary by contribution assumption: employee only about $176,528 at 4% or $117,685 at 6%; with 50% employer match about $117,685 at 4% or $78,457 at 6%; with 100% employer match about $88,264 at 4% or $58,843 at 6%.
20071186$0$0-
Kalman & Company Inc. Employees Savings Trust-186---
2006186$1,782,525$638,359$7,423iApproximate average salary by contribution assumption: employee only about $185,569 at 4% or $123,713 at 6%; with 50% employer match about $123,713 at 4% or $82,475 at 6%; with 100% employer match about $92,785 at 4% or $61,856 at 6%.
Kalman & Company Inc. Employees Savings Trust-86$1,782,525$638,359$7,423iApproximate average salary by contribution assumption: employee only about $185,569 at 4% or $123,713 at 6%; with 50% employer match about $123,713 at 4% or $82,475 at 6%; with 100% employer match about $92,785 at 4% or $61,856 at 6%.
2005148$1,045,790$323,643$6,743iApproximate average salary by contribution assumption: employee only about $168,564 at 4% or $112,376 at 6%; with 50% employer match about $112,376 at 4% or $74,917 at 6%; with 100% employer match about $84,282 at 4% or $56,188 at 6%.
Kalman & Company Inc. Employees Savings Trust-48$1,045,790$323,643$6,743iApproximate average salary by contribution assumption: employee only about $168,564 at 4% or $112,376 at 6%; with 50% employer match about $112,376 at 4% or $74,917 at 6%; with 100% employer match about $84,282 at 4% or $56,188 at 6%.
2004129$682,352$233,722$8,059iApproximate average salary by contribution assumption: employee only about $201,484 at 4% or $134,323 at 6%; with 50% employer match about $134,323 at 4% or $89,549 at 6%; with 100% employer match about $100,742 at 4% or $67,161 at 6%.
Kalman & Company Inc. Employees Savings Trust-29$682,352$233,722$8,059iApproximate average salary by contribution assumption: employee only about $201,484 at 4% or $134,323 at 6%; with 50% employer match about $134,323 at 4% or $89,549 at 6%; with 100% employer match about $100,742 at 4% or $67,161 at 6%.
2003120$407,589$116,841$5,842iApproximate average salary by contribution assumption: employee only about $146,051 at 4% or $97,368 at 6%; with 50% employer match about $97,368 at 4% or $64,912 at 6%; with 100% employer match about $73,026 at 4% or $48,684 at 6%.
Kalman & Company Inc. Employees Savings Trust-20$407,589$116,841$5,842iApproximate average salary by contribution assumption: employee only about $146,051 at 4% or $97,368 at 6%; with 50% employer match about $97,368 at 4% or $64,912 at 6%; with 100% employer match about $73,026 at 4% or $48,684 at 6%.
200217$311,526$98,554$14,079iApproximate average salary by contribution assumption: employee only about $351,979 at 4% or $234,652 at 6%; with 50% employer match about $234,652 at 4% or $156,435 at 6%; with 100% employer match about $175,989 at 4% or $117,326 at 6%.
Kalman & Company Inc. Employees Savings Trust-7$311,526$98,554$14,079iApproximate average salary by contribution assumption: employee only about $351,979 at 4% or $234,652 at 6%; with 50% employer match about $234,652 at 4% or $156,435 at 6%; with 100% employer match about $175,989 at 4% or $117,326 at 6%.
2001116$0$0-
Kalman & Company Inc. Employees Savings Trust-16---
2000114$312,879$117,004$8,357iApproximate average salary by contribution assumption: employee only about $208,936 at 4% or $139,290 at 6%; with 50% employer match about $139,290 at 4% or $92,860 at 6%; with 100% employer match about $104,468 at 4% or $69,645 at 6%.
Kalman & Company Inc. Employees Savings Trust-14$312,879$117,004$8,357iApproximate average salary by contribution assumption: employee only about $208,936 at 4% or $139,290 at 6%; with 50% employer match about $139,290 at 4% or $92,860 at 6%; with 100% employer match about $104,468 at 4% or $69,645 at 6%.
1999112$197,418$86,921$7,243iApproximate average salary by contribution assumption: employee only about $181,085 at 4% or $120,724 at 6%; with 50% employer match about $120,724 at 4% or $80,482 at 6%; with 100% employer match about $90,543 at 4% or $60,362 at 6%.
Kalman & Company Inc. Employees Savings Trust-12$197,418$86,921$7,243iApproximate average salary by contribution assumption: employee only about $181,085 at 4% or $120,724 at 6%; with 50% employer match about $120,724 at 4% or $80,482 at 6%; with 100% employer match about $90,543 at 4% or $60,362 at 6%.