Catri, Holton, Kessler, Kessler, P.A.
Plan context: Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan
EIN 65-0891766 • Fort Lauderdale, FL • 25 filings • 8 plans
Current Snapshot
Latest Year
2023
2023 Participants
20
2023 Assets
$4,228,955
2023 Contributions
$97,780
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 | - |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 20 | $4,228,955 | $97,780 | $4,889iApproximate average salary by contribution assumption: employee only about $122,225 at 4% or $81,483 at 6%; with 50% employer match about $81,483 at 4% or $54,322 at 6%; with 100% employer match about $61,113 at 4% or $40,742 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 20 | $4,228,955 | $97,780 | $4,889iApproximate average salary by contribution assumption: employee only about $122,225 at 4% or $81,483 at 6%; with 50% employer match about $81,483 at 4% or $54,322 at 6%; with 100% employer match about $61,113 at 4% or $40,742 at 6%. |
| 2021 | 1 | 21 | $5,226,115 | $140,108 | $6,672iApproximate average salary by contribution assumption: employee only about $166,795 at 4% or $111,197 at 6%; with 50% employer match about $111,197 at 4% or $74,131 at 6%; with 100% employer match about $83,398 at 4% or $55,598 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 21 | $5,226,115 | $140,108 | $6,672iApproximate average salary by contribution assumption: employee only about $166,795 at 4% or $111,197 at 6%; with 50% employer match about $111,197 at 4% or $74,131 at 6%; with 100% employer match about $83,398 at 4% or $55,598 at 6%. |
| 2020 | 1 | 21 | $4,535,119 | $146,848 | $6,993iApproximate average salary by contribution assumption: employee only about $174,819 at 4% or $116,546 at 6%; with 50% employer match about $116,546 at 4% or $77,697 at 6%; with 100% employer match about $87,410 at 4% or $58,273 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 21 | $4,535,119 | $146,848 | $6,993iApproximate average salary by contribution assumption: employee only about $174,819 at 4% or $116,546 at 6%; with 50% employer match about $116,546 at 4% or $77,697 at 6%; with 100% employer match about $87,410 at 4% or $58,273 at 6%. |
| 2019 | 1 | 21 | $3,850,404 | $153,565 | $7,313iApproximate average salary by contribution assumption: employee only about $182,815 at 4% or $121,877 at 6%; with 50% employer match about $121,877 at 4% or $81,251 at 6%; with 100% employer match about $91,408 at 4% or $60,938 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 21 | $3,850,404 | $153,565 | $7,313iApproximate average salary by contribution assumption: employee only about $182,815 at 4% or $121,877 at 6%; with 50% employer match about $121,877 at 4% or $81,251 at 6%; with 100% employer match about $91,408 at 4% or $60,938 at 6%. |
| 2018 | 1 | 23 | $3,133,286 | $166,062 | $7,220iApproximate average salary by contribution assumption: employee only about $180,502 at 4% or $120,335 at 6%; with 50% employer match about $120,335 at 4% or $80,223 at 6%; with 100% employer match about $90,251 at 4% or $60,167 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 23 | $3,133,286 | $166,062 | $7,220iApproximate average salary by contribution assumption: employee only about $180,502 at 4% or $120,335 at 6%; with 50% employer match about $120,335 at 4% or $80,223 at 6%; with 100% employer match about $90,251 at 4% or $60,167 at 6%. |
| 2017 | 1 | 24 | $3,220,560 | $175,865 | $7,328iApproximate average salary by contribution assumption: employee only about $183,193 at 4% or $122,128 at 6%; with 50% employer match about $122,128 at 4% or $81,419 at 6%; with 100% employer match about $91,596 at 4% or $61,064 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 24 | $3,220,560 | $175,865 | $7,328iApproximate average salary by contribution assumption: employee only about $183,193 at 4% or $122,128 at 6%; with 50% employer match about $122,128 at 4% or $81,419 at 6%; with 100% employer match about $91,596 at 4% or $61,064 at 6%. |
| 2016 | 1 | 24 | $2,683,750 | $184,048 | $7,669iApproximate average salary by contribution assumption: employee only about $191,717 at 4% or $127,811 at 6%; with 50% employer match about $127,811 at 4% or $85,207 at 6%; with 100% employer match about $95,858 at 4% or $63,906 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 24 | $2,683,750 | $184,048 | $7,669iApproximate average salary by contribution assumption: employee only about $191,717 at 4% or $127,811 at 6%; with 50% employer match about $127,811 at 4% or $85,207 at 6%; with 100% employer match about $95,858 at 4% or $63,906 at 6%. |
| 2015 | 1 | 24 | $2,339,499 | $143,588 | $5,983iApproximate average salary by contribution assumption: employee only about $149,571 at 4% or $99,714 at 6%; with 50% employer match about $99,714 at 4% or $66,476 at 6%; with 100% employer match about $74,785 at 4% or $49,857 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 24 | $2,339,499 | $143,588 | $5,983iApproximate average salary by contribution assumption: employee only about $149,571 at 4% or $99,714 at 6%; with 50% employer match about $99,714 at 4% or $66,476 at 6%; with 100% employer match about $74,785 at 4% or $49,857 at 6%. |
| 2014 | 1 | 22 | $2,444,451 | $189,932 | $8,633iApproximate average salary by contribution assumption: employee only about $215,832 at 4% or $143,888 at 6%; with 50% employer match about $143,888 at 4% or $95,925 at 6%; with 100% employer match about $107,916 at 4% or $71,944 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 22 | $2,444,451 | $189,932 | $8,633iApproximate average salary by contribution assumption: employee only about $215,832 at 4% or $143,888 at 6%; with 50% employer match about $143,888 at 4% or $95,925 at 6%; with 100% employer match about $107,916 at 4% or $71,944 at 6%. |
| 2013 | 1 | 21 | $2,956,662 | $164,136 | $7,816iApproximate average salary by contribution assumption: employee only about $195,400 at 4% or $130,267 at 6%; with 50% employer match about $130,267 at 4% or $86,844 at 6%; with 100% employer match about $97,700 at 4% or $65,133 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 21 | $2,956,662 | $164,136 | $7,816iApproximate average salary by contribution assumption: employee only about $195,400 at 4% or $130,267 at 6%; with 50% employer match about $130,267 at 4% or $86,844 at 6%; with 100% employer match about $97,700 at 4% or $65,133 at 6%. |
| 2012 | 1 | 21 | $2,541,397 | $142,313 | $6,777iApproximate average salary by contribution assumption: employee only about $169,420 at 4% or $112,947 at 6%; with 50% employer match about $112,947 at 4% or $75,298 at 6%; with 100% employer match about $84,710 at 4% or $56,473 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 21 | $2,541,397 | $142,313 | $6,777iApproximate average salary by contribution assumption: employee only about $169,420 at 4% or $112,947 at 6%; with 50% employer match about $112,947 at 4% or $75,298 at 6%; with 100% employer match about $84,710 at 4% or $56,473 at 6%. |
| 2011 | 1 | 24 | $2,175,340 | $123,281 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 24 | $2,175,340 | $123,281 | $5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%. |
| 2010 | 1 | 23 | $2,205,200 | $115,489 | $5,021iApproximate average salary by contribution assumption: employee only about $125,532 at 4% or $83,688 at 6%; with 50% employer match about $83,688 at 4% or $55,792 at 6%; with 100% employer match about $62,766 at 4% or $41,844 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 23 | $2,205,200 | $115,489 | $5,021iApproximate average salary by contribution assumption: employee only about $125,532 at 4% or $83,688 at 6%; with 50% employer match about $83,688 at 4% or $55,792 at 6%; with 100% employer match about $62,766 at 4% or $41,844 at 6%. |
| 2009 | 1 | 24 | $1,948,517 | $129,937 | $5,414iApproximate average salary by contribution assumption: employee only about $135,351 at 4% or $90,234 at 6%; with 50% employer match about $90,234 at 4% or $60,156 at 6%; with 100% employer match about $67,676 at 4% or $45,117 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 24 | $1,948,517 | $129,937 | $5,414iApproximate average salary by contribution assumption: employee only about $135,351 at 4% or $90,234 at 6%; with 50% employer match about $90,234 at 4% or $60,156 at 6%; with 100% employer match about $67,676 at 4% or $45,117 at 6%. |
| 2008 | 1 | 19 | $0 | $0 | - |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 19 | - | - | - |
| 2007 | 1 | 18 | $0 | $0 | - |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 18 | - | - | - |
| 2006 | 1 | 15 | $1,697,574 | $95,608 | $6,374iApproximate average salary by contribution assumption: employee only about $159,347 at 4% or $106,231 at 6%; with 50% employer match about $106,231 at 4% or $70,821 at 6%; with 100% employer match about $79,673 at 4% or $53,116 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 15 | $1,697,574 | $95,608 | $6,374iApproximate average salary by contribution assumption: employee only about $159,347 at 4% or $106,231 at 6%; with 50% employer match about $106,231 at 4% or $70,821 at 6%; with 100% employer match about $79,673 at 4% or $53,116 at 6%. |
| 2005 | 1 | 15 | $1,397,315 | $52,046 | $3,470iApproximate average salary by contribution assumption: employee only about $86,743 at 4% or $57,829 at 6%; with 50% employer match about $57,829 at 4% or $38,553 at 6%; with 100% employer match about $43,372 at 4% or $28,914 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 15 | $1,397,315 | $52,046 | $3,470iApproximate average salary by contribution assumption: employee only about $86,743 at 4% or $57,829 at 6%; with 50% employer match about $57,829 at 4% or $38,553 at 6%; with 100% employer match about $43,372 at 4% or $28,914 at 6%. |
| 2004 | 1 | 18 | $1,280,274 | $69,530 | $3,863iApproximate average salary by contribution assumption: employee only about $96,569 at 4% or $64,380 at 6%; with 50% employer match about $64,380 at 4% or $42,920 at 6%; with 100% employer match about $48,285 at 4% or $32,190 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 18 | $1,280,274 | $69,530 | $3,863iApproximate average salary by contribution assumption: employee only about $96,569 at 4% or $64,380 at 6%; with 50% employer match about $64,380 at 4% or $42,920 at 6%; with 100% employer match about $48,285 at 4% or $32,190 at 6%. |
| 2003 | 1 | 18 | $1,101,793 | $89,380 | $4,966iApproximate average salary by contribution assumption: employee only about $124,139 at 4% or $82,759 at 6%; with 50% employer match about $82,759 at 4% or $55,173 at 6%; with 100% employer match about $62,069 at 4% or $41,380 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 18 | $1,101,793 | $89,380 | $4,966iApproximate average salary by contribution assumption: employee only about $124,139 at 4% or $82,759 at 6%; with 50% employer match about $82,759 at 4% or $55,173 at 6%; with 100% employer match about $62,069 at 4% or $41,380 at 6%. |
| 2002 | 1 | 19 | $798,326 | $60,958 | $3,208iApproximate average salary by contribution assumption: employee only about $80,208 at 4% or $53,472 at 6%; with 50% employer match about $53,472 at 4% or $35,648 at 6%; with 100% employer match about $40,104 at 4% or $26,736 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 19 | $798,326 | $60,958 | $3,208iApproximate average salary by contribution assumption: employee only about $80,208 at 4% or $53,472 at 6%; with 50% employer match about $53,472 at 4% or $35,648 at 6%; with 100% employer match about $40,104 at 4% or $26,736 at 6%. |
| 2001 | 1 | 18 | $1,038,370 | $56,586 | $3,144iApproximate average salary by contribution assumption: employee only about $78,592 at 4% or $52,394 at 6%; with 50% employer match about $52,394 at 4% or $34,930 at 6%; with 100% employer match about $39,296 at 4% or $26,197 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 18 | $1,038,370 | $56,586 | $3,144iApproximate average salary by contribution assumption: employee only about $78,592 at 4% or $52,394 at 6%; with 50% employer match about $52,394 at 4% or $34,930 at 6%; with 100% employer match about $39,296 at 4% or $26,197 at 6%. |
| 2000 | 1 | 18 | $1,245,508 | $59,459 | $3,303iApproximate average salary by contribution assumption: employee only about $82,582 at 4% or $55,055 at 6%; with 50% employer match about $55,055 at 4% or $36,703 at 6%; with 100% employer match about $41,291 at 4% or $27,527 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 18 | $1,245,508 | $59,459 | $3,303iApproximate average salary by contribution assumption: employee only about $82,582 at 4% or $55,055 at 6%; with 50% employer match about $55,055 at 4% or $36,703 at 6%; with 100% employer match about $41,291 at 4% or $27,527 at 6%. |
| 1999 | 1 | 18 | $1,349,665 | $63,784 | $3,544iApproximate average salary by contribution assumption: employee only about $88,589 at 4% or $59,059 at 6%; with 50% employer match about $59,059 at 4% or $39,373 at 6%; with 100% employer match about $44,294 at 4% or $29,530 at 6%. |
| Catri, Holton, Kessler, & Kessler, P.A. 401K Retirement Plan | - | 18 | $1,349,665 | $63,784 | $3,544iApproximate average salary by contribution assumption: employee only about $88,589 at 4% or $59,059 at 6%; with 50% employer match about $59,059 at 4% or $39,373 at 6%; with 100% employer match about $44,294 at 4% or $29,530 at 6%. |