Civic Intelligence

Kaufman Strategic Advisors LLC

Plan context: KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN

EIN 56-2623824 • San Diego, CA • 26 filings • 4 plans

11440 West Bernardo Ct., Ste. 155San Diego, CA 92127
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$7,431,689

2020 Contributions

$12,390

Historical Graphs

Total Assets Over Time

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

$7,431,689$3,715,845$0200720132019YearValue
$7,431,689Latest year 2019

Participants Over Time

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

320200720132019YearValue
3Latest year 2019

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
202010$0$12,390-
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-0$0$12,390-
201913$7,431,689$5,528,467$1,842,822iApproximate average salary by contribution assumption: employee only about $46,070,558 at 4% or $30,713,706 at 6%; with 50% employer match about $30,713,706 at 4% or $20,475,804 at 6%; with 100% employer match about $23,035,279 at 4% or $15,356,853 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$7,431,689$5,528,467$1,842,822iApproximate average salary by contribution assumption: employee only about $46,070,558 at 4% or $30,713,706 at 6%; with 50% employer match about $30,713,706 at 4% or $20,475,804 at 6%; with 100% employer match about $23,035,279 at 4% or $15,356,853 at 6%.
201823$1,327,968$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$1,327,968$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-0$0$0-
201723$7,009,771$125,160$41,720iApproximate average salary by contribution assumption: employee only about $1,043,000 at 4% or $695,333 at 6%; with 50% employer match about $695,333 at 4% or $463,556 at 6%; with 100% employer match about $521,500 at 4% or $347,667 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$5,617,438$0-
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$1,392,333$125,160$41,720iApproximate average salary by contribution assumption: employee only about $1,043,000 at 4% or $695,333 at 6%; with 50% employer match about $695,333 at 4% or $463,556 at 6%; with 100% employer match about $521,500 at 4% or $347,667 at 6%.
201623$6,124,436$437,259$145,753iApproximate average salary by contribution assumption: employee only about $3,643,825 at 4% or $2,429,217 at 6%; with 50% employer match about $2,429,217 at 4% or $1,619,478 at 6%; with 100% employer match about $1,821,913 at 4% or $1,214,608 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$4,996,635$313,000$104,333iApproximate average salary by contribution assumption: employee only about $2,608,333 at 4% or $1,738,889 at 6%; with 50% employer match about $1,738,889 at 4% or $1,159,259 at 6%; with 100% employer match about $1,304,167 at 4% or $869,444 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$1,127,801$124,259$41,420iApproximate average salary by contribution assumption: employee only about $1,035,492 at 4% or $690,328 at 6%; with 50% employer match about $690,328 at 4% or $460,219 at 6%; with 100% employer match about $517,746 at 4% or $345,164 at 6%.
201523$5,236,770$912,017$304,006iApproximate average salary by contribution assumption: employee only about $7,600,142 at 4% or $5,066,761 at 6%; with 50% employer match about $5,066,761 at 4% or $3,377,841 at 6%; with 100% employer match about $3,800,071 at 4% or $2,533,381 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$4,313,659$800,000$266,667iApproximate average salary by contribution assumption: employee only about $6,666,667 at 4% or $4,444,444 at 6%; with 50% employer match about $4,444,444 at 4% or $2,962,963 at 6%; with 100% employer match about $3,333,333 at 4% or $2,222,222 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$923,111$112,017$37,339iApproximate average salary by contribution assumption: employee only about $933,475 at 4% or $622,317 at 6%; with 50% employer match about $622,317 at 4% or $414,878 at 6%; with 100% employer match about $466,738 at 4% or $311,158 at 6%.
201423$4,918,736$705,824$235,275iApproximate average salary by contribution assumption: employee only about $5,881,867 at 4% or $3,921,244 at 6%; with 50% employer match about $3,921,244 at 4% or $2,614,163 at 6%; with 100% employer match about $2,940,933 at 4% or $1,960,622 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$4,087,489$584,269$194,756iApproximate average salary by contribution assumption: employee only about $4,868,908 at 4% or $3,245,939 at 6%; with 50% employer match about $3,245,939 at 4% or $2,163,959 at 6%; with 100% employer match about $2,434,454 at 4% or $1,622,969 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$831,247$121,555$40,518iApproximate average salary by contribution assumption: employee only about $1,012,958 at 4% or $675,306 at 6%; with 50% employer match about $675,306 at 4% or $450,204 at 6%; with 100% employer match about $506,479 at 4% or $337,653 at 6%.
201323$3,994,520$638,793$212,931iApproximate average salary by contribution assumption: employee only about $5,323,275 at 4% or $3,548,850 at 6%; with 50% employer match about $3,548,850 at 4% or $2,365,900 at 6%; with 100% employer match about $2,661,638 at 4% or $1,774,425 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$3,320,444$517,166$172,389iApproximate average salary by contribution assumption: employee only about $4,309,717 at 4% or $2,873,144 at 6%; with 50% employer match about $2,873,144 at 4% or $1,915,430 at 6%; with 100% employer match about $2,154,858 at 4% or $1,436,572 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$674,076$121,627$40,542iApproximate average salary by contribution assumption: employee only about $1,013,558 at 4% or $675,706 at 6%; with 50% employer match about $675,706 at 4% or $450,470 at 6%; with 100% employer match about $506,779 at 4% or $337,853 at 6%.
201223$3,168,404$852,940$284,313iApproximate average salary by contribution assumption: employee only about $7,107,833 at 4% or $4,738,556 at 6%; with 50% employer match about $4,738,556 at 4% or $3,159,037 at 6%; with 100% employer match about $3,553,917 at 4% or $2,369,278 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$2,647,022$736,000$245,333iApproximate average salary by contribution assumption: employee only about $6,133,333 at 4% or $4,088,889 at 6%; with 50% employer match about $4,088,889 at 4% or $2,725,926 at 6%; with 100% employer match about $3,066,667 at 4% or $2,044,444 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$521,382$116,940$38,980iApproximate average salary by contribution assumption: employee only about $974,500 at 4% or $649,667 at 6%; with 50% employer match about $649,667 at 4% or $433,111 at 6%; with 100% employer match about $487,250 at 4% or $324,833 at 6%.
201123$2,133,870$457,296$152,432iApproximate average salary by contribution assumption: employee only about $3,810,800 at 4% or $2,540,533 at 6%; with 50% employer match about $2,540,533 at 4% or $1,693,689 at 6%; with 100% employer match about $1,905,400 at 4% or $1,270,267 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$1,759,861$341,000$113,667iApproximate average salary by contribution assumption: employee only about $2,841,667 at 4% or $1,894,444 at 6%; with 50% employer match about $1,894,444 at 4% or $1,262,963 at 6%; with 100% employer match about $1,420,833 at 4% or $947,222 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$374,009$116,296$38,765iApproximate average salary by contribution assumption: employee only about $969,133 at 4% or $646,089 at 6%; with 50% employer match about $646,089 at 4% or $430,726 at 6%; with 100% employer match about $484,567 at 4% or $323,044 at 6%.
201023$1,719,088$451,898$150,633iApproximate average salary by contribution assumption: employee only about $3,765,817 at 4% or $2,510,544 at 6%; with 50% employer match about $2,510,544 at 4% or $1,673,696 at 6%; with 100% employer match about $1,882,908 at 4% or $1,255,272 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$1,452,231$336,000$112,000iApproximate average salary by contribution assumption: employee only about $2,800,000 at 4% or $1,866,667 at 6%; with 50% employer match about $1,866,667 at 4% or $1,244,444 at 6%; with 100% employer match about $1,400,000 at 4% or $933,333 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$266,857$115,898$38,633iApproximate average salary by contribution assumption: employee only about $965,817 at 4% or $643,878 at 6%; with 50% employer match about $643,878 at 4% or $429,252 at 6%; with 100% employer match about $482,908 at 4% or $321,939 at 6%.
200923$1,136,817$368,400$122,800iApproximate average salary by contribution assumption: employee only about $3,070,000 at 4% or $2,046,667 at 6%; with 50% employer match about $2,046,667 at 4% or $1,364,444 at 6%; with 100% employer match about $1,535,000 at 4% or $1,023,333 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$1,001,020$292,000$97,333iApproximate average salary by contribution assumption: employee only about $2,433,333 at 4% or $1,622,222 at 6%; with 50% employer match about $1,622,222 at 4% or $1,081,481 at 6%; with 100% employer match about $1,216,667 at 4% or $811,111 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401(K) PROFIT SHARING PLAN-3$135,797$76,400$25,467iApproximate average salary by contribution assumption: employee only about $636,667 at 4% or $424,444 at 6%; with 50% employer match about $424,444 at 4% or $282,963 at 6%; with 100% employer match about $318,333 at 4% or $212,222 at 6%.
200823$605,996$362,509$120,836iApproximate average salary by contribution assumption: employee only about $3,020,908 at 4% or $2,013,939 at 6%; with 50% employer match about $2,013,939 at 4% or $1,342,626 at 6%; with 100% employer match about $1,510,454 at 4% or $1,006,969 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$558,492$332,209$110,736iApproximate average salary by contribution assumption: employee only about $2,768,408 at 4% or $1,845,606 at 6%; with 50% employer match about $1,845,606 at 4% or $1,230,404 at 6%; with 100% employer match about $1,384,204 at 4% or $922,803 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401K PROFIT SHARING PLAN-3$47,504$30,300$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
200723$343,493$343,493$114,498iApproximate average salary by contribution assumption: employee only about $2,862,442 at 4% or $1,908,294 at 6%; with 50% employer match about $1,908,294 at 4% or $1,272,196 at 6%; with 100% employer match about $1,431,221 at 4% or $954,147 at 6%.
Kaufman Strategic Adivsors LLC Defined Benefit Pension Plan-3$313,793$313,793$104,598iApproximate average salary by contribution assumption: employee only about $2,614,942 at 4% or $1,743,294 at 6%; with 50% employer match about $1,743,294 at 4% or $1,162,196 at 6%; with 100% employer match about $1,307,471 at 4% or $871,647 at 6%.
KAUFMAN STRATEGIC ADVISORS, LLC 401K PROFIT SHARING PLAN-3$29,700$29,700$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.