Kessler & Fishman, Dds, Pa
Plan context: L.J. KESSLER RETIREMENT PLAN AND TRUST
EIN 59-1417529 • Boca Raton, FL • 34 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$824,748
2023 Contributions
$27,010
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2022 | 1 | 3 | $824,748 | $27,010 | $9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,056 at 6%; with 50% employer match about $150,056 at 4% or $100,037 at 6%; with 100% employer match about $112,542 at 4% or $75,028 at 6%. |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 3 | $824,748 | $27,010 | $9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,056 at 6%; with 50% employer match about $150,056 at 4% or $100,037 at 6%; with 100% employer match about $112,542 at 4% or $75,028 at 6%. |
| 2021 | 1 | 4 | $943,988 | $29,180 | $7,295iApproximate average salary by contribution assumption: employee only about $182,375 at 4% or $121,583 at 6%; with 50% employer match about $121,583 at 4% or $81,056 at 6%; with 100% employer match about $91,188 at 4% or $60,792 at 6%. |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 4 | $943,988 | $29,180 | $7,295iApproximate average salary by contribution assumption: employee only about $182,375 at 4% or $121,583 at 6%; with 50% employer match about $121,583 at 4% or $81,056 at 6%; with 100% employer match about $91,188 at 4% or $60,792 at 6%. |
| 2020 | 1 | 7 | $1,116,212 | $56,812 | $8,116iApproximate average salary by contribution assumption: employee only about $202,900 at 4% or $135,267 at 6%; with 50% employer match about $135,267 at 4% or $90,178 at 6%; with 100% employer match about $101,450 at 4% or $67,633 at 6%. |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 7 | $1,116,212 | $56,812 | $8,116iApproximate average salary by contribution assumption: employee only about $202,900 at 4% or $135,267 at 6%; with 50% employer match about $135,267 at 4% or $90,178 at 6%; with 100% employer match about $101,450 at 4% or $67,633 at 6%. |
| 2019 | 1 | 7 | $1,124,057 | $102,132 | $14,590iApproximate average salary by contribution assumption: employee only about $364,757 at 4% or $243,171 at 6%; with 50% employer match about $243,171 at 4% or $162,114 at 6%; with 100% employer match about $182,379 at 4% or $121,586 at 6%. |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 7 | $1,124,057 | $102,132 | $14,590iApproximate average salary by contribution assumption: employee only about $364,757 at 4% or $243,171 at 6%; with 50% employer match about $243,171 at 4% or $162,114 at 6%; with 100% employer match about $182,379 at 4% or $121,586 at 6%. |
| 2018 | 1 | 7 | $960,342 | $100,311 | $14,330iApproximate average salary by contribution assumption: employee only about $358,254 at 4% or $238,836 at 6%; with 50% employer match about $238,836 at 4% or $159,224 at 6%; with 100% employer match about $179,127 at 4% or $119,418 at 6%. |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 7 | $960,342 | $100,311 | $14,330iApproximate average salary by contribution assumption: employee only about $358,254 at 4% or $238,836 at 6%; with 50% employer match about $238,836 at 4% or $159,224 at 6%; with 100% employer match about $179,127 at 4% or $119,418 at 6%. |
| 2017 | 1 | 7 | $921,318 | $88,399 | $12,628iApproximate average salary by contribution assumption: employee only about $315,711 at 4% or $210,474 at 6%; with 50% employer match about $210,474 at 4% or $140,316 at 6%; with 100% employer match about $157,855 at 4% or $105,237 at 6%. |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 7 | $921,318 | $88,399 | $12,628iApproximate average salary by contribution assumption: employee only about $315,711 at 4% or $210,474 at 6%; with 50% employer match about $210,474 at 4% or $140,316 at 6%; with 100% employer match about $157,855 at 4% or $105,237 at 6%. |
| 2016 | 1 | 7 | $926,695 | $81,560 | $11,651iApproximate average salary by contribution assumption: employee only about $291,286 at 4% or $194,190 at 6%; with 50% employer match about $194,190 at 4% or $129,460 at 6%; with 100% employer match about $145,643 at 4% or $97,095 at 6%. |
| L.J. KESSLER RETIREMENT PLAN AND TRUST | - | 7 | $926,695 | $81,560 | $11,651iApproximate average salary by contribution assumption: employee only about $291,286 at 4% or $194,190 at 6%; with 50% employer match about $194,190 at 4% or $129,460 at 6%; with 100% employer match about $145,643 at 4% or $97,095 at 6%. |
| 2015 | 1 | 7 | $814,432 | $105,059 | $15,008iApproximate average salary by contribution assumption: employee only about $375,211 at 4% or $250,140 at 6%; with 50% employer match about $250,140 at 4% or $166,760 at 6%; with 100% employer match about $187,605 at 4% or $125,070 at 6%. |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 7 | $814,432 | $105,059 | $15,008iApproximate average salary by contribution assumption: employee only about $375,211 at 4% or $250,140 at 6%; with 50% employer match about $250,140 at 4% or $166,760 at 6%; with 100% employer match about $187,605 at 4% or $125,070 at 6%. |
| 2014 | 1 | 15 | $1,480,408 | $29,470 | $1,965iApproximate average salary by contribution assumption: employee only about $49,117 at 4% or $32,744 at 6%; with 50% employer match about $32,744 at 4% or $21,830 at 6%; with 100% employer match about $24,558 at 4% or $16,372 at 6%. |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 15 | $1,480,408 | $29,470 | $1,965iApproximate average salary by contribution assumption: employee only about $49,117 at 4% or $32,744 at 6%; with 50% employer match about $32,744 at 4% or $21,830 at 6%; with 100% employer match about $24,558 at 4% or $16,372 at 6%. |
| 2013 | 1 | 15 | $1,479,389 | $81,495 | $5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,913 at 4% or $45,275 at 6%. |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 15 | $1,479,389 | $81,495 | $5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,913 at 4% or $45,275 at 6%. |
| 2012 | 1 | 14 | $1,327,828 | $61,148 | $4,368iApproximate average salary by contribution assumption: employee only about $109,193 at 4% or $72,795 at 6%; with 50% employer match about $72,795 at 4% or $48,530 at 6%; with 100% employer match about $54,596 at 4% or $36,398 at 6%. |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 14 | $1,327,828 | $61,148 | $4,368iApproximate average salary by contribution assumption: employee only about $109,193 at 4% or $72,795 at 6%; with 50% employer match about $72,795 at 4% or $48,530 at 6%; with 100% employer match about $54,596 at 4% or $36,398 at 6%. |
| 2011 | 2 | 16 | $1,214,804 | $116,373 | $7,273iApproximate average salary by contribution assumption: employee only about $181,833 at 4% or $121,222 at 6%; with 50% employer match about $121,222 at 4% or $80,815 at 6%; with 100% employer match about $90,916 at 4% or $60,611 at 6%. |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 16 | $1,214,804 | $116,373 | $7,273iApproximate average salary by contribution assumption: employee only about $181,833 at 4% or $121,222 at 6%; with 50% employer match about $121,222 at 4% or $80,815 at 6%; with 100% employer match about $90,916 at 4% or $60,611 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 0 | - | - | - |
| 2010 | 2 | 16 | $5,363,760 | $115,262 | $7,204iApproximate average salary by contribution assumption: employee only about $180,097 at 4% or $120,065 at 6%; with 50% employer match about $120,065 at 4% or $80,043 at 6%; with 100% employer match about $90,048 at 4% or $60,032 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 11 | $4,286,126 | - | - |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 16 | $1,077,634 | $115,262 | $7,204iApproximate average salary by contribution assumption: employee only about $180,097 at 4% or $120,065 at 6%; with 50% employer match about $120,065 at 4% or $80,043 at 6%; with 100% employer match about $90,048 at 4% or $60,032 at 6%. |
| 2009 | 2 | 17 | $6,113,373 | $123,523 | $7,266iApproximate average salary by contribution assumption: employee only about $181,651 at 4% or $121,101 at 6%; with 50% employer match about $121,101 at 4% or $80,734 at 6%; with 100% employer match about $90,826 at 4% or $60,550 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 16 | $5,231,056 | - | - |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 17 | $882,317 | $123,523 | $7,266iApproximate average salary by contribution assumption: employee only about $181,651 at 4% or $121,101 at 6%; with 50% employer match about $121,101 at 4% or $80,734 at 6%; with 100% employer match about $90,826 at 4% or $60,550 at 6%. |
| 2008 | 2 | 16 | $0 | $0 | - |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 16 | - | - | - |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 16 | - | - | - |
| 2007 | 2 | 16 | $0 | $0 | - |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 16 | - | - | - |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 16 | - | - | - |
| 2006 | 2 | 16 | $6,193,101 | $144,531 | $9,033iApproximate average salary by contribution assumption: employee only about $225,830 at 4% or $150,553 at 6%; with 50% employer match about $150,553 at 4% or $100,369 at 6%; with 100% employer match about $112,915 at 4% or $75,277 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 13 | $5,214,499 | - | - |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 16 | $978,602 | $144,531 | $9,033iApproximate average salary by contribution assumption: employee only about $225,830 at 4% or $150,553 at 6%; with 50% employer match about $150,553 at 4% or $100,369 at 6%; with 100% employer match about $112,915 at 4% or $75,277 at 6%. |
| 2005 | 2 | 14 | $5,461,480 | $118,467 | $8,462iApproximate average salary by contribution assumption: employee only about $211,548 at 4% or $141,032 at 6%; with 50% employer match about $141,032 at 4% or $94,021 at 6%; with 100% employer match about $105,774 at 4% or $70,516 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 13 | $4,661,366 | - | - |
| KESSLER & MORAD RETIREMENT PLAN AND TRUST | - | 14 | $800,114 | $118,467 | $8,462iApproximate average salary by contribution assumption: employee only about $211,548 at 4% or $141,032 at 6%; with 50% employer match about $141,032 at 4% or $94,021 at 6%; with 100% employer match about $105,774 at 4% or $70,516 at 6%. |
| 2004 | 1 | 15 | $4,277,994 | $0 | - |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 15 | $4,277,994 | - | - |
| 2003 | 2 | 14 | $0 | $0 | - |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 14 | - | - | - |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 11 | - | - | - |
| 2002 | 2 | 11 | $55,027 | $55,027 | $5,002iApproximate average salary by contribution assumption: employee only about $125,061 at 4% or $83,374 at 6%; with 50% employer match about $83,374 at 4% or $55,583 at 6%; with 100% employer match about $62,531 at 4% or $41,687 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 10 | $55,027 | $55,027 | $5,503iApproximate average salary by contribution assumption: employee only about $137,568 at 4% or $91,712 at 6%; with 50% employer match about $91,712 at 4% or $61,141 at 6%; with 100% employer match about $68,784 at 4% or $45,856 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 11 | - | - | - |
| 2001 | 1 | 11 | $0 | $0 | - |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 11 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 11 | - | - | - |
| 1999 | 1 | 10 | $3,609,986 | $8,300 | $830iApproximate average salary by contribution assumption: employee only about $20,750 at 4% or $13,833 at 6%; with 50% employer match about $13,833 at 4% or $9,222 at 6%; with 100% employer match about $10,375 at 4% or $6,917 at 6%. |
| Kessler & Fishman, Dds, Pa Employees Voluntary Contribution Plan | - | 10 | $3,609,986 | $8,300 | $830iApproximate average salary by contribution assumption: employee only about $20,750 at 4% or $13,833 at 6%; with 50% employer match about $13,833 at 4% or $9,222 at 6%; with 100% employer match about $10,375 at 4% or $6,917 at 6%. |