Kathleen S. Kretzer
Plan context: Kretzer Piano 401(K) Special Plan
EIN 59-2585156 • Tequesta, FL • 21 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$619,554
2019 Contributions
$61,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Kretzer Piano 401(K) Special Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 1 | $619,554 | $61,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 1 | $619,554 | $61,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| 2017 | 1 | 1 | $626,026 | $54,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 1 | $626,026 | $54,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| 2016 | 1 | 2 | $527,816 | $30,474 | $15,237iApproximate average salary by contribution assumption: employee only about $380,925 at 4% or $253,950 at 6%; with 50% employer match about $253,950 at 4% or $169,300 at 6%; with 100% employer match about $190,463 at 4% or $126,975 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 2 | $527,816 | $30,474 | $15,237iApproximate average salary by contribution assumption: employee only about $380,925 at 4% or $253,950 at 6%; with 50% employer match about $253,950 at 4% or $169,300 at 6%; with 100% employer match about $190,463 at 4% or $126,975 at 6%. |
| 2015 | 1 | 2 | $458,575 | $35,065 | $17,533iApproximate average salary by contribution assumption: employee only about $438,313 at 4% or $292,208 at 6%; with 50% employer match about $292,208 at 4% or $194,806 at 6%; with 100% employer match about $219,156 at 4% or $146,104 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 2 | $458,575 | $35,065 | $17,533iApproximate average salary by contribution assumption: employee only about $438,313 at 4% or $292,208 at 6%; with 50% employer match about $292,208 at 4% or $194,806 at 6%; with 100% employer match about $219,156 at 4% or $146,104 at 6%. |
| 2014 | 1 | 2 | $439,648 | $29,967 | $14,984iApproximate average salary by contribution assumption: employee only about $374,588 at 4% or $249,725 at 6%; with 50% employer match about $249,725 at 4% or $166,483 at 6%; with 100% employer match about $187,294 at 4% or $124,863 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 2 | $439,648 | $29,967 | $14,984iApproximate average salary by contribution assumption: employee only about $374,588 at 4% or $249,725 at 6%; with 50% employer match about $249,725 at 4% or $166,483 at 6%; with 100% employer match about $187,294 at 4% or $124,863 at 6%. |
| 2013 | 1 | 2 | $397,808 | $30,758 | $15,379iApproximate average salary by contribution assumption: employee only about $384,475 at 4% or $256,317 at 6%; with 50% employer match about $256,317 at 4% or $170,878 at 6%; with 100% employer match about $192,238 at 4% or $128,158 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 2 | $397,808 | $30,758 | $15,379iApproximate average salary by contribution assumption: employee only about $384,475 at 4% or $256,317 at 6%; with 50% employer match about $256,317 at 4% or $170,878 at 6%; with 100% employer match about $192,238 at 4% or $128,158 at 6%. |
| 2012 | 1 | 2 | $305,086 | $35,330 | $17,665iApproximate average salary by contribution assumption: employee only about $441,625 at 4% or $294,417 at 6%; with 50% employer match about $294,417 at 4% or $196,278 at 6%; with 100% employer match about $220,813 at 4% or $147,208 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 2 | $305,086 | $35,330 | $17,665iApproximate average salary by contribution assumption: employee only about $441,625 at 4% or $294,417 at 6%; with 50% employer match about $294,417 at 4% or $196,278 at 6%; with 100% employer match about $220,813 at 4% or $147,208 at 6%. |
| 2011 | 1 | 2 | $240,033 | $34,999 | $17,500iApproximate average salary by contribution assumption: employee only about $437,488 at 4% or $291,658 at 6%; with 50% employer match about $291,658 at 4% or $194,439 at 6%; with 100% employer match about $218,744 at 4% or $145,829 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 2 | $240,033 | $34,999 | $17,500iApproximate average salary by contribution assumption: employee only about $437,488 at 4% or $291,658 at 6%; with 50% employer match about $291,658 at 4% or $194,439 at 6%; with 100% employer match about $218,744 at 4% or $145,829 at 6%. |
| 2010 | 1 | 3 | $213,291 | $16,733 | $5,578iApproximate average salary by contribution assumption: employee only about $139,442 at 4% or $92,961 at 6%; with 50% employer match about $92,961 at 4% or $61,974 at 6%; with 100% employer match about $69,721 at 4% or $46,481 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 3 | $213,291 | $16,733 | $5,578iApproximate average salary by contribution assumption: employee only about $139,442 at 4% or $92,961 at 6%; with 50% employer match about $92,961 at 4% or $61,974 at 6%; with 100% employer match about $69,721 at 4% or $46,481 at 6%. |
| 2009 | 1 | 3 | $186,396 | $34,115 | $11,372iApproximate average salary by contribution assumption: employee only about $284,292 at 4% or $189,528 at 6%; with 50% employer match about $189,528 at 4% or $126,352 at 6%; with 100% employer match about $142,146 at 4% or $94,764 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 3 | $186,396 | $34,115 | $11,372iApproximate average salary by contribution assumption: employee only about $284,292 at 4% or $189,528 at 6%; with 50% employer match about $189,528 at 4% or $126,352 at 6%; with 100% employer match about $142,146 at 4% or $94,764 at 6%. |
| 2008 | 1 | 3 | $120,985 | $32,110 | $10,703iApproximate average salary by contribution assumption: employee only about $267,583 at 4% or $178,389 at 6%; with 50% employer match about $178,389 at 4% or $118,926 at 6%; with 100% employer match about $133,792 at 4% or $89,194 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 3 | $120,985 | $32,110 | $10,703iApproximate average salary by contribution assumption: employee only about $267,583 at 4% or $178,389 at 6%; with 50% employer match about $178,389 at 4% or $118,926 at 6%; with 100% employer match about $133,792 at 4% or $89,194 at 6%. |
| 2007 | 1 | 3 | $135,102 | $33,416 | $11,139iApproximate average salary by contribution assumption: employee only about $278,467 at 4% or $185,644 at 6%; with 50% employer match about $185,644 at 4% or $123,763 at 6%; with 100% employer match about $139,233 at 4% or $92,822 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 3 | $135,102 | $33,416 | $11,139iApproximate average salary by contribution assumption: employee only about $278,467 at 4% or $185,644 at 6%; with 50% employer match about $185,644 at 4% or $123,763 at 6%; with 100% employer match about $139,233 at 4% or $92,822 at 6%. |
| 2006 | 1 | 3 | $125,343 | $34,070 | $11,357iApproximate average salary by contribution assumption: employee only about $283,917 at 4% or $189,278 at 6%; with 50% employer match about $189,278 at 4% or $126,185 at 6%; with 100% employer match about $141,958 at 4% or $94,639 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 3 | $125,343 | $34,070 | $11,357iApproximate average salary by contribution assumption: employee only about $283,917 at 4% or $189,278 at 6%; with 50% employer match about $189,278 at 4% or $126,185 at 6%; with 100% employer match about $141,958 at 4% or $94,639 at 6%. |
| 2005 | 1 | 3 | $81,696 | $41,589 | $13,863iApproximate average salary by contribution assumption: employee only about $346,575 at 4% or $231,050 at 6%; with 50% employer match about $231,050 at 4% or $154,033 at 6%; with 100% employer match about $173,288 at 4% or $115,525 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 3 | $81,696 | $41,589 | $13,863iApproximate average salary by contribution assumption: employee only about $346,575 at 4% or $231,050 at 6%; with 50% employer match about $231,050 at 4% or $154,033 at 6%; with 100% employer match about $173,288 at 4% or $115,525 at 6%. |
| 2004 | 2 | 3 | $37,422 | $37,422 | $12,474iApproximate average salary by contribution assumption: employee only about $311,850 at 4% or $207,900 at 6%; with 50% employer match about $207,900 at 4% or $138,600 at 6%; with 100% employer match about $155,925 at 4% or $103,950 at 6%. |
| Kretzer Piano 401(K) Special Plan | - | 3 | $37,422 | $37,422 | $12,474iApproximate average salary by contribution assumption: employee only about $311,850 at 4% or $207,900 at 6%; with 50% employer match about $207,900 at 4% or $138,600 at 6%; with 100% employer match about $155,925 at 4% or $103,950 at 6%. |
| Kretzer Piano & Organ Co Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 3 | $175,459 | $0 | - |
| Kretzer Piano & Organ Co Inc. Profit Sharing Plan | - | 3 | $175,459 | - | - |
| 2002 | 1 | 3 | $150,294 | $43,290 | $14,430iApproximate average salary by contribution assumption: employee only about $360,750 at 4% or $240,500 at 6%; with 50% employer match about $240,500 at 4% or $160,333 at 6%; with 100% employer match about $180,375 at 4% or $120,250 at 6%. |
| Kretzer Piano & Organ Co Inc. Profit Sharing Plan | - | 3 | $150,294 | $43,290 | $14,430iApproximate average salary by contribution assumption: employee only about $360,750 at 4% or $240,500 at 6%; with 50% employer match about $240,500 at 4% or $160,333 at 6%; with 100% employer match about $180,375 at 4% or $120,250 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Kretzer Piano & Organ Co Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 1 | $138,306 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Kretzer Piano & Organ Co Inc. Profit Sharing Plan | - | 1 | $138,306 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |