Civic Intelligence

Kaufman and Rothfeder PC.

Plan context: Kaufman and Rothfeder PC. 401K Profit Sharing Plan

EIN 63-0847927 • Montgomery, AL • 26 filings • 4 plans

P.O. Drawer 4540Montgomery, AL 36103
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$8,349,487

2024 Contributions

$343,214

Historical Graphs

Total Assets Over Time

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

$8,349,487$4,174,744$0199920132024YearValue
$8,349,487Latest year 2024

Participants Over Time

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

43220199920122024YearValue
42Latest 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
2024142$8,349,487$343,214$8,172iApproximate average salary by contribution assumption: employee only about $204,294 at 4% or $136,196 at 6%; with 50% employer match about $136,196 at 4% or $90,797 at 6%; with 100% employer match about $102,147 at 4% or $68,098 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-42$8,349,487$343,214$8,172iApproximate average salary by contribution assumption: employee only about $204,294 at 4% or $136,196 at 6%; with 50% employer match about $136,196 at 4% or $90,797 at 6%; with 100% employer match about $102,147 at 4% or $68,098 at 6%.
2023137$7,061,265$400,572$10,826iApproximate average salary by contribution assumption: employee only about $270,657 at 4% or $180,438 at 6%; with 50% employer match about $180,438 at 4% or $120,292 at 6%; with 100% employer match about $135,328 at 4% or $90,219 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-37$7,061,265$400,572$10,826iApproximate average salary by contribution assumption: employee only about $270,657 at 4% or $180,438 at 6%; with 50% employer match about $180,438 at 4% or $120,292 at 6%; with 100% employer match about $135,328 at 4% or $90,219 at 6%.
2022133$5,697,864$222,128$6,731iApproximate average salary by contribution assumption: employee only about $168,279 at 4% or $112,186 at 6%; with 50% employer match about $112,186 at 4% or $74,791 at 6%; with 100% employer match about $84,139 at 4% or $56,093 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-33$5,697,864$222,128$6,731iApproximate average salary by contribution assumption: employee only about $168,279 at 4% or $112,186 at 6%; with 50% employer match about $112,186 at 4% or $74,791 at 6%; with 100% employer match about $84,139 at 4% or $56,093 at 6%.
2021129$6,660,101$244,663$8,437iApproximate average salary by contribution assumption: employee only about $210,916 at 4% or $140,611 at 6%; with 50% employer match about $140,611 at 4% or $93,741 at 6%; with 100% employer match about $105,458 at 4% or $70,305 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-29$6,660,101$244,663$8,437iApproximate average salary by contribution assumption: employee only about $210,916 at 4% or $140,611 at 6%; with 50% employer match about $140,611 at 4% or $93,741 at 6%; with 100% employer match about $105,458 at 4% or $70,305 at 6%.
2020124$5,710,223$196,292$8,179iApproximate average salary by contribution assumption: employee only about $204,471 at 4% or $136,314 at 6%; with 50% employer match about $136,314 at 4% or $90,876 at 6%; with 100% employer match about $102,235 at 4% or $68,157 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-24$5,710,223$196,292$8,179iApproximate average salary by contribution assumption: employee only about $204,471 at 4% or $136,314 at 6%; with 50% employer match about $136,314 at 4% or $90,876 at 6%; with 100% employer match about $102,235 at 4% or $68,157 at 6%.
2019125$4,996,857$134,038$5,362iApproximate average salary by contribution assumption: employee only about $134,038 at 4% or $89,359 at 6%; with 50% employer match about $89,359 at 4% or $59,572 at 6%; with 100% employer match about $67,019 at 4% or $44,679 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-25$4,996,857$134,038$5,362iApproximate average salary by contribution assumption: employee only about $134,038 at 4% or $89,359 at 6%; with 50% employer match about $89,359 at 4% or $59,572 at 6%; with 100% employer match about $67,019 at 4% or $44,679 at 6%.
2018136$4,658,097$232,660$6,463iApproximate average salary by contribution assumption: employee only about $161,569 at 4% or $107,713 at 6%; with 50% employer match about $107,713 at 4% or $71,809 at 6%; with 100% employer match about $80,785 at 4% or $53,856 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-36$4,658,097$232,660$6,463iApproximate average salary by contribution assumption: employee only about $161,569 at 4% or $107,713 at 6%; with 50% employer match about $107,713 at 4% or $71,809 at 6%; with 100% employer match about $80,785 at 4% or $53,856 at 6%.
2017132$4,642,480$233,192$7,287iApproximate average salary by contribution assumption: employee only about $182,181 at 4% or $121,454 at 6%; with 50% employer match about $121,454 at 4% or $80,969 at 6%; with 100% employer match about $91,091 at 4% or $60,727 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-32$4,642,480$233,192$7,287iApproximate average salary by contribution assumption: employee only about $182,181 at 4% or $121,454 at 6%; with 50% employer match about $121,454 at 4% or $80,969 at 6%; with 100% employer match about $91,091 at 4% or $60,727 at 6%.
2016143$4,363,121$252,437$5,871iApproximate average salary by contribution assumption: employee only about $146,766 at 4% or $97,844 at 6%; with 50% employer match about $97,844 at 4% or $65,229 at 6%; with 100% employer match about $73,383 at 4% or $48,922 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-43$4,363,121$252,437$5,871iApproximate average salary by contribution assumption: employee only about $146,766 at 4% or $97,844 at 6%; with 50% employer match about $97,844 at 4% or $65,229 at 6%; with 100% employer match about $73,383 at 4% or $48,922 at 6%.
2015141$4,753,022$715,448$17,450iApproximate average salary by contribution assumption: employee only about $436,249 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,888 at 6%; with 100% employer match about $218,124 at 4% or $145,416 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-41$4,753,022$715,448$17,450iApproximate average salary by contribution assumption: employee only about $436,249 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,888 at 6%; with 100% employer match about $218,124 at 4% or $145,416 at 6%.
2014141$4,081,208$618,520$15,086iApproximate average salary by contribution assumption: employee only about $377,146 at 4% or $251,431 at 6%; with 50% employer match about $251,431 at 4% or $167,621 at 6%; with 100% employer match about $188,573 at 4% or $125,715 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-41$4,081,208$618,520$15,086iApproximate average salary by contribution assumption: employee only about $377,146 at 4% or $251,431 at 6%; with 50% employer match about $251,431 at 4% or $167,621 at 6%; with 100% employer match about $188,573 at 4% or $125,715 at 6%.
2013140$3,325,365$516,473$12,912iApproximate average salary by contribution assumption: employee only about $322,796 at 4% or $215,197 at 6%; with 50% employer match about $215,197 at 4% or $143,465 at 6%; with 100% employer match about $161,398 at 4% or $107,599 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-40$3,325,365$516,473$12,912iApproximate average salary by contribution assumption: employee only about $322,796 at 4% or $215,197 at 6%; with 50% employer match about $215,197 at 4% or $143,465 at 6%; with 100% employer match about $161,398 at 4% or $107,599 at 6%.
2012137$3,611,705$291,951$7,891iApproximate average salary by contribution assumption: employee only about $197,264 at 4% or $131,509 at 6%; with 50% employer match about $131,509 at 4% or $87,673 at 6%; with 100% employer match about $98,632 at 4% or $65,755 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-37$3,611,705$291,951$7,891iApproximate average salary by contribution assumption: employee only about $197,264 at 4% or $131,509 at 6%; with 50% employer match about $131,509 at 4% or $87,673 at 6%; with 100% employer match about $98,632 at 4% or $65,755 at 6%.
2011133$3,314,015$208,803$6,327iApproximate average salary by contribution assumption: employee only about $158,184 at 4% or $105,456 at 6%; with 50% employer match about $105,456 at 4% or $70,304 at 6%; with 100% employer match about $79,092 at 4% or $52,728 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-33$3,314,015$208,803$6,327iApproximate average salary by contribution assumption: employee only about $158,184 at 4% or $105,456 at 6%; with 50% employer match about $105,456 at 4% or $70,304 at 6%; with 100% employer match about $79,092 at 4% or $52,728 at 6%.
2010135$3,423,431$142,503$4,072iApproximate average salary by contribution assumption: employee only about $101,788 at 4% or $67,859 at 6%; with 50% employer match about $67,859 at 4% or $45,239 at 6%; with 100% employer match about $50,894 at 4% or $33,929 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-35$3,423,431$142,503$4,072iApproximate average salary by contribution assumption: employee only about $101,788 at 4% or $67,859 at 6%; with 50% employer match about $67,859 at 4% or $45,239 at 6%; with 100% employer match about $50,894 at 4% or $33,929 at 6%.
2009136$3,022,885$131,140$3,643iApproximate average salary by contribution assumption: employee only about $91,069 at 4% or $60,713 at 6%; with 50% employer match about $60,713 at 4% or $40,475 at 6%; with 100% employer match about $45,535 at 4% or $30,356 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-36$3,022,885$131,140$3,643iApproximate average salary by contribution assumption: employee only about $91,069 at 4% or $60,713 at 6%; with 50% employer match about $60,713 at 4% or $40,475 at 6%; with 100% employer match about $45,535 at 4% or $30,356 at 6%.
2008126$2,573,525$181,980$6,999iApproximate average salary by contribution assumption: employee only about $174,981 at 4% or $116,654 at 6%; with 50% employer match about $116,654 at 4% or $77,769 at 6%; with 100% employer match about $87,490 at 4% or $58,327 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-26$2,573,525$181,980$6,999iApproximate average salary by contribution assumption: employee only about $174,981 at 4% or $116,654 at 6%; with 50% employer match about $116,654 at 4% or $77,769 at 6%; with 100% employer match about $87,490 at 4% or $58,327 at 6%.
2007127$0$0-
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-27---
2006129$5,723,512$343,130$11,832iApproximate average salary by contribution assumption: employee only about $295,802 at 4% or $197,201 at 6%; with 50% employer match about $197,201 at 4% or $131,467 at 6%; with 100% employer match about $147,901 at 4% or $98,601 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-29$5,723,512$343,130$11,832iApproximate average salary by contribution assumption: employee only about $295,802 at 4% or $197,201 at 6%; with 50% employer match about $197,201 at 4% or $131,467 at 6%; with 100% employer match about $147,901 at 4% or $98,601 at 6%.
2005128$4,892,115$342,265$12,224iApproximate average salary by contribution assumption: employee only about $305,594 at 4% or $203,729 at 6%; with 50% employer match about $203,729 at 4% or $135,819 at 6%; with 100% employer match about $152,797 at 4% or $101,865 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-28$4,892,115$342,265$12,224iApproximate average salary by contribution assumption: employee only about $305,594 at 4% or $203,729 at 6%; with 50% employer match about $203,729 at 4% or $135,819 at 6%; with 100% employer match about $152,797 at 4% or $101,865 at 6%.
2004128$4,939,285$336,776$12,028iApproximate average salary by contribution assumption: employee only about $300,693 at 4% or $200,462 at 6%; with 50% employer match about $200,462 at 4% or $133,641 at 6%; with 100% employer match about $150,346 at 4% or $100,231 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-28$4,939,285$336,776$12,028iApproximate average salary by contribution assumption: employee only about $300,693 at 4% or $200,462 at 6%; with 50% employer match about $200,462 at 4% or $133,641 at 6%; with 100% employer match about $150,346 at 4% or $100,231 at 6%.
2003128$4,127,226$348,325$12,440iApproximate average salary by contribution assumption: employee only about $311,004 at 4% or $207,336 at 6%; with 50% employer match about $207,336 at 4% or $138,224 at 6%; with 100% employer match about $155,502 at 4% or $103,668 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-28$4,127,226$348,325$12,440iApproximate average salary by contribution assumption: employee only about $311,004 at 4% or $207,336 at 6%; with 50% employer match about $207,336 at 4% or $138,224 at 6%; with 100% employer match about $155,502 at 4% or $103,668 at 6%.
2002128$3,179,479$331,510$11,840iApproximate average salary by contribution assumption: employee only about $295,991 at 4% or $197,327 at 6%; with 50% employer match about $197,327 at 4% or $131,552 at 6%; with 100% employer match about $147,996 at 4% or $98,664 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-28$3,179,479$331,510$11,840iApproximate average salary by contribution assumption: employee only about $295,991 at 4% or $197,327 at 6%; with 50% employer match about $197,327 at 4% or $131,552 at 6%; with 100% employer match about $147,996 at 4% or $98,664 at 6%.
2001127$3,376,398$282,223$10,453iApproximate average salary by contribution assumption: employee only about $261,318 at 4% or $174,212 at 6%; with 50% employer match about $174,212 at 4% or $116,141 at 6%; with 100% employer match about $130,659 at 4% or $87,106 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-27$3,376,398$282,223$10,453iApproximate average salary by contribution assumption: employee only about $261,318 at 4% or $174,212 at 6%; with 50% employer match about $174,212 at 4% or $116,141 at 6%; with 100% employer match about $130,659 at 4% or $87,106 at 6%.
2000130$0$0-
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-30---
1999128$2,769,224$206,295$7,368iApproximate average salary by contribution assumption: employee only about $184,192 at 4% or $122,795 at 6%; with 50% employer match about $122,795 at 4% or $81,863 at 6%; with 100% employer match about $92,096 at 4% or $61,397 at 6%.
Kaufman and Rothfeder PC. 401K Profit Sharing Plan-28$2,769,224$206,295$7,368iApproximate average salary by contribution assumption: employee only about $184,192 at 4% or $122,795 at 6%; with 50% employer match about $122,795 at 4% or $81,863 at 6%; with 100% employer match about $92,096 at 4% or $61,397 at 6%.