The Felenstein Koniver Stern Group
Plan context: Koniver Stern Group Inc. 401K Plan and Trust
EIN 65-0373847 • Miami Beach, FL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$11,621,863
2024 Contributions
$9,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $11,621,863 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 2 | $11,621,863 | - | - |
| 2023 | 1 | 2 | $11,305,049 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 2 | $11,305,049 | - | - |
| 2022 | 1 | 3 | $12,087,214 | $9,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $12,087,214 | $9,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2021 | 1 | 3 | $10,995,609 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $10,995,609 | - | - |
| 2020 | 1 | 3 | $7,429,673 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $7,429,673 | - | - |
| 2019 | 1 | 3 | $8,095,118 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $8,095,118 | - | - |
| 2018 | 1 | 3 | $7,088,564 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $7,088,564 | - | - |
| 2017 | 1 | 3 | $5,700,817 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $5,700,817 | - | - |
| 2016 | 1 | 3 | $5,472,597 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $5,472,597 | - | - |
| 2015 | 1 | 3 | $5,430,230 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $5,430,230 | - | - |
| 2014 | 1 | 3 | $4,817,426 | $10,587 | $3,529iApproximate average salary by contribution assumption: employee only about $88,225 at 4% or $58,817 at 6%; with 50% employer match about $58,817 at 4% or $39,211 at 6%; with 100% employer match about $44,113 at 4% or $29,408 at 6%. |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $4,817,426 | $10,587 | $3,529iApproximate average salary by contribution assumption: employee only about $88,225 at 4% or $58,817 at 6%; with 50% employer match about $58,817 at 4% or $39,211 at 6%; with 100% employer match about $44,113 at 4% or $29,408 at 6%. |
| 2013 | 1 | 3 | $7,959,386 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $7,959,386 | - | - |
| 2012 | 1 | 2 | $7,204,946 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 2 | $7,204,946 | - | - |
| 2011 | 1 | 3 | $5,859,395 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $5,859,395 | - | - |
| 2010 | 1 | 3 | $2,948,731 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $2,948,731 | - | - |
| 2009 | 1 | 3 | $3,811,542 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $3,811,542 | - | - |
| 2008 | 1 | 3 | $4,193,736 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $4,193,736 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $2,638,011 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $2,638,011 | - | - |
| 2005 | 1 | 3 | $2,006,353 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $2,006,353 | - | - |
| 2004 | 1 | 3 | $862,318 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $862,318 | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | - | - | - |
| 2001 | 1 | 3 | $413,252 | $1,320 | $440iApproximate average salary by contribution assumption: employee only about $11,000 at 4% or $7,333 at 6%; with 50% employer match about $7,333 at 4% or $4,889 at 6%; with 100% employer match about $5,500 at 4% or $3,667 at 6%. |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 3 | $413,252 | $1,320 | $440iApproximate average salary by contribution assumption: employee only about $11,000 at 4% or $7,333 at 6%; with 50% employer match about $7,333 at 4% or $4,889 at 6%; with 100% employer match about $5,500 at 4% or $3,667 at 6%. |
| 2000 | 1 | 4 | $421,172 | $2,640 | $660iApproximate average salary by contribution assumption: employee only about $16,500 at 4% or $11,000 at 6%; with 50% employer match about $11,000 at 4% or $7,333 at 6%; with 100% employer match about $8,250 at 4% or $5,500 at 6%. |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 4 | $421,172 | $2,640 | $660iApproximate average salary by contribution assumption: employee only about $16,500 at 4% or $11,000 at 6%; with 50% employer match about $11,000 at 4% or $7,333 at 6%; with 100% employer match about $8,250 at 4% or $5,500 at 6%. |
| 1999 | 1 | 4 | $404,606 | $300 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |
| Koniver Stern Group Inc. 401K Plan and Trust | - | 4 | $404,606 | $300 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |