Civic Intelligence

Kern Coleman & Co LLC

Plan context: Kern-Coleman & Co LLC Investment Program

EIN 58-2631346 • 23 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,187,153

2024 Contributions

$57,359

Historical Graphs

Total Assets Over Time

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

$3,222,421$1,611,211$0200220142024YearValue
$1,187,153Latest year 2024

Participants Over Time

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

65330200220132024YearValue
20Latest 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
2024120$1,187,153$57,359$2,868iApproximate average salary by contribution assumption: employee only about $71,699 at 4% or $47,799 at 6%; with 50% employer match about $47,799 at 4% or $31,866 at 6%; with 100% employer match about $35,849 at 4% or $23,900 at 6%.
Kern-Coleman & Co LLC Investment Program-20$1,187,153$57,359$2,868iApproximate average salary by contribution assumption: employee only about $71,699 at 4% or $47,799 at 6%; with 50% employer match about $47,799 at 4% or $31,866 at 6%; with 100% employer match about $35,849 at 4% or $23,900 at 6%.
2023120$1,089,227$57,450$2,873iApproximate average salary by contribution assumption: employee only about $71,813 at 4% or $47,875 at 6%; with 50% employer match about $47,875 at 4% or $31,917 at 6%; with 100% employer match about $35,906 at 4% or $23,938 at 6%.
Kern-Coleman & Co LLC Investment Program-20$1,089,227$57,450$2,873iApproximate average salary by contribution assumption: employee only about $71,813 at 4% or $47,875 at 6%; with 50% employer match about $47,875 at 4% or $31,917 at 6%; with 100% employer match about $35,906 at 4% or $23,938 at 6%.
2022119$1,484,762$46,663$2,456iApproximate average salary by contribution assumption: employee only about $61,399 at 4% or $40,932 at 6%; with 50% employer match about $40,932 at 4% or $27,288 at 6%; with 100% employer match about $30,699 at 4% or $20,466 at 6%.
Kern-Coleman & Co LLC Investment Program-19$1,484,762$46,663$2,456iApproximate average salary by contribution assumption: employee only about $61,399 at 4% or $40,932 at 6%; with 50% employer match about $40,932 at 4% or $27,288 at 6%; with 100% employer match about $30,699 at 4% or $20,466 at 6%.
2021123$1,731,691$69,522$3,023iApproximate average salary by contribution assumption: employee only about $75,567 at 4% or $50,378 at 6%; with 50% employer match about $50,378 at 4% or $33,586 at 6%; with 100% employer match about $37,784 at 4% or $25,189 at 6%.
Kern-Coleman & Co LLC Investment Program-23$1,731,691$69,522$3,023iApproximate average salary by contribution assumption: employee only about $75,567 at 4% or $50,378 at 6%; with 50% employer match about $50,378 at 4% or $33,586 at 6%; with 100% employer match about $37,784 at 4% or $25,189 at 6%.
2020123$2,418,227$76,396$3,322iApproximate average salary by contribution assumption: employee only about $83,039 at 4% or $55,359 at 6%; with 50% employer match about $55,359 at 4% or $36,906 at 6%; with 100% employer match about $41,520 at 4% or $27,680 at 6%.
Kern-Coleman & Co LLC Investment Program-23$2,418,227$76,396$3,322iApproximate average salary by contribution assumption: employee only about $83,039 at 4% or $55,359 at 6%; with 50% employer match about $55,359 at 4% or $36,906 at 6%; with 100% employer match about $41,520 at 4% or $27,680 at 6%.
2019122$2,222,107$79,803$3,627iApproximate average salary by contribution assumption: employee only about $90,685 at 4% or $60,457 at 6%; with 50% employer match about $60,457 at 4% or $40,305 at 6%; with 100% employer match about $45,343 at 4% or $30,228 at 6%.
Kern-Coleman & Co LLC Investment Program-22$2,222,107$79,803$3,627iApproximate average salary by contribution assumption: employee only about $90,685 at 4% or $60,457 at 6%; with 50% employer match about $60,457 at 4% or $40,305 at 6%; with 100% employer match about $45,343 at 4% or $30,228 at 6%.
2018123$2,026,153$78,259$3,403iApproximate average salary by contribution assumption: employee only about $85,064 at 4% or $56,709 at 6%; with 50% employer match about $56,709 at 4% or $37,806 at 6%; with 100% employer match about $42,532 at 4% or $28,355 at 6%.
Kern-Coleman & Co LLC Investment Program-23$2,026,153$78,259$3,403iApproximate average salary by contribution assumption: employee only about $85,064 at 4% or $56,709 at 6%; with 50% employer match about $56,709 at 4% or $37,806 at 6%; with 100% employer match about $42,532 at 4% or $28,355 at 6%.
2017119$2,219,837$83,764$4,409iApproximate average salary by contribution assumption: employee only about $110,216 at 4% or $73,477 at 6%; with 50% employer match about $73,477 at 4% or $48,985 at 6%; with 100% employer match about $55,108 at 4% or $36,739 at 6%.
Kern-Coleman & Co LLC Investment Program-19$2,219,837$83,764$4,409iApproximate average salary by contribution assumption: employee only about $110,216 at 4% or $73,477 at 6%; with 50% employer match about $73,477 at 4% or $48,985 at 6%; with 100% employer match about $55,108 at 4% or $36,739 at 6%.
2016120$1,866,564$78,292$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,243 at 6%; with 50% employer match about $65,243 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
Kern-Coleman & Co LLC Investment Program-20$1,866,564$78,292$3,915iApproximate average salary by contribution assumption: employee only about $97,865 at 4% or $65,243 at 6%; with 50% employer match about $65,243 at 4% or $43,496 at 6%; with 100% employer match about $48,933 at 4% or $32,622 at 6%.
2015124$1,709,069$78,430$3,268iApproximate average salary by contribution assumption: employee only about $81,698 at 4% or $54,465 at 6%; with 50% employer match about $54,465 at 4% or $36,310 at 6%; with 100% employer match about $40,849 at 4% or $27,233 at 6%.
Kern-Coleman & Co LLC Investment Program-24$1,709,069$78,430$3,268iApproximate average salary by contribution assumption: employee only about $81,698 at 4% or $54,465 at 6%; with 50% employer match about $54,465 at 4% or $36,310 at 6%; with 100% employer match about $40,849 at 4% or $27,233 at 6%.
2014123$1,792,193$70,623$3,071iApproximate average salary by contribution assumption: employee only about $76,764 at 4% or $51,176 at 6%; with 50% employer match about $51,176 at 4% or $34,117 at 6%; with 100% employer match about $38,382 at 4% or $25,588 at 6%.
Kern-Coleman & Co LLC Investment Program-23$1,792,193$70,623$3,071iApproximate average salary by contribution assumption: employee only about $76,764 at 4% or $51,176 at 6%; with 50% employer match about $51,176 at 4% or $34,117 at 6%; with 100% employer match about $38,382 at 4% or $25,588 at 6%.
2013116$2,007,733$70,039$4,377iApproximate average salary by contribution assumption: employee only about $109,436 at 4% or $72,957 at 6%; with 50% employer match about $72,957 at 4% or $48,638 at 6%; with 100% employer match about $54,718 at 4% or $36,479 at 6%.
Kern-Coleman & Co LLC Investment Program-16$2,007,733$70,039$4,377iApproximate average salary by contribution assumption: employee only about $109,436 at 4% or $72,957 at 6%; with 50% employer match about $72,957 at 4% or $48,638 at 6%; with 100% employer match about $54,718 at 4% or $36,479 at 6%.
2012123$3,222,421$80,500$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Kern-Coleman & Co LLC Investment Program-23$3,222,421$80,500$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
2011127$2,969,229$101,261$3,750iApproximate average salary by contribution assumption: employee only about $93,760 at 4% or $62,507 at 6%; with 50% employer match about $62,507 at 4% or $41,671 at 6%; with 100% employer match about $46,880 at 4% or $31,253 at 6%.
Kern-Coleman & Co LLC Investment Program-27$2,969,229$101,261$3,750iApproximate average salary by contribution assumption: employee only about $93,760 at 4% or $62,507 at 6%; with 50% employer match about $62,507 at 4% or $41,671 at 6%; with 100% employer match about $46,880 at 4% or $31,253 at 6%.
2010129$3,056,428$160,285$5,527iApproximate average salary by contribution assumption: employee only about $138,177 at 4% or $92,118 at 6%; with 50% employer match about $92,118 at 4% or $61,412 at 6%; with 100% employer match about $69,088 at 4% or $46,059 at 6%.
Kern-Coleman & Co LLC Investment Program-29$3,056,428$160,285$5,527iApproximate average salary by contribution assumption: employee only about $138,177 at 4% or $92,118 at 6%; with 50% employer match about $92,118 at 4% or $61,412 at 6%; with 100% employer match about $69,088 at 4% or $46,059 at 6%.
2009135$2,869,393$325,580$9,302iApproximate average salary by contribution assumption: employee only about $232,557 at 4% or $155,038 at 6%; with 50% employer match about $155,038 at 4% or $103,359 at 6%; with 100% employer match about $116,279 at 4% or $77,519 at 6%.
Kern-Coleman & Co LLC Investment Program-35$2,869,393$325,580$9,302iApproximate average salary by contribution assumption: employee only about $232,557 at 4% or $155,038 at 6%; with 50% employer match about $155,038 at 4% or $103,359 at 6%; with 100% employer match about $116,279 at 4% or $77,519 at 6%.
2008150$2,297,614$437,190$8,744iApproximate average salary by contribution assumption: employee only about $218,595 at 4% or $145,730 at 6%; with 50% employer match about $145,730 at 4% or $97,153 at 6%; with 100% employer match about $109,297 at 4% or $72,865 at 6%.
Kern-Coleman & Co LLC Investment Program-50$2,297,614$437,190$8,744iApproximate average salary by contribution assumption: employee only about $218,595 at 4% or $145,730 at 6%; with 50% employer match about $145,730 at 4% or $97,153 at 6%; with 100% employer match about $109,297 at 4% or $72,865 at 6%.
2007165$0$0-
Kern-Coleman & Co LLC Investment Program-65---
2006151$2,263,249$424,150$8,317iApproximate average salary by contribution assumption: employee only about $207,917 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,306 at 6%.
Kern-Coleman & Co LLC Investment Program-51$2,263,249$424,150$8,317iApproximate average salary by contribution assumption: employee only about $207,917 at 4% or $138,611 at 6%; with 50% employer match about $138,611 at 4% or $92,407 at 6%; with 100% employer match about $103,958 at 4% or $69,306 at 6%.
2005140$1,568,267$321,966$8,049iApproximate average salary by contribution assumption: employee only about $201,229 at 4% or $134,153 at 6%; with 50% employer match about $134,153 at 4% or $89,435 at 6%; with 100% employer match about $100,614 at 4% or $67,076 at 6%.
Kern-Coleman & Co LLC Investment Program-40$1,568,267$321,966$8,049iApproximate average salary by contribution assumption: employee only about $201,229 at 4% or $134,153 at 6%; with 50% employer match about $134,153 at 4% or $89,435 at 6%; with 100% employer match about $100,614 at 4% or $67,076 at 6%.
2004136$1,219,097$267,471$7,430iApproximate average salary by contribution assumption: employee only about $185,744 at 4% or $123,829 at 6%; with 50% employer match about $123,829 at 4% or $82,553 at 6%; with 100% employer match about $92,872 at 4% or $61,915 at 6%.
Kern-Coleman & Co LLC Investment Program-36$1,219,097$267,471$7,430iApproximate average salary by contribution assumption: employee only about $185,744 at 4% or $123,829 at 6%; with 50% employer match about $123,829 at 4% or $82,553 at 6%; with 100% employer match about $92,872 at 4% or $61,915 at 6%.
2003139$896,454$219,437$5,627iApproximate average salary by contribution assumption: employee only about $140,665 at 4% or $93,776 at 6%; with 50% employer match about $93,776 at 4% or $62,518 at 6%; with 100% employer match about $70,332 at 4% or $46,888 at 6%.
Kern-Coleman & Co LLC Investment Program-39$896,454$219,437$5,627iApproximate average salary by contribution assumption: employee only about $140,665 at 4% or $93,776 at 6%; with 50% employer match about $93,776 at 4% or $62,518 at 6%; with 100% employer match about $70,332 at 4% or $46,888 at 6%.
2002128$549,052$222,274$7,938iApproximate average salary by contribution assumption: employee only about $198,459 at 4% or $132,306 at 6%; with 50% employer match about $132,306 at 4% or $88,204 at 6%; with 100% employer match about $99,229 at 4% or $66,153 at 6%.
Kern-Coleman & Co LLC Investment Program-28$549,052$222,274$7,938iApproximate average salary by contribution assumption: employee only about $198,459 at 4% or $132,306 at 6%; with 50% employer match about $132,306 at 4% or $88,204 at 6%; with 100% employer match about $99,229 at 4% or $66,153 at 6%.