Kingsley Bogard LLP
Plan context: Kingsley Bogard 401(K) Plan
EIN 68-0174925 • Folsom, CA • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$4,525,016
2024 Contributions
$192,342
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 | 14 | $4,525,016 | $192,342 | $13,739iApproximate average salary by contribution assumption: employee only about $343,468 at 4% or $228,979 at 6%; with 50% employer match about $228,979 at 4% or $152,652 at 6%; with 100% employer match about $171,734 at 4% or $114,489 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 14 | $4,525,016 | $192,342 | $13,739iApproximate average salary by contribution assumption: employee only about $343,468 at 4% or $228,979 at 6%; with 50% employer match about $228,979 at 4% or $152,652 at 6%; with 100% employer match about $171,734 at 4% or $114,489 at 6%. |
| 2023 | 1 | 15 | $4,566,674 | $226,712 | $15,114iApproximate average salary by contribution assumption: employee only about $377,853 at 4% or $251,902 at 6%; with 50% employer match about $251,902 at 4% or $167,935 at 6%; with 100% employer match about $188,927 at 4% or $125,951 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 15 | $4,566,674 | $226,712 | $15,114iApproximate average salary by contribution assumption: employee only about $377,853 at 4% or $251,902 at 6%; with 50% employer match about $251,902 at 4% or $167,935 at 6%; with 100% employer match about $188,927 at 4% or $125,951 at 6%. |
| 2022 | 1 | 16 | $3,693,247 | $193,059 | $12,066iApproximate average salary by contribution assumption: employee only about $301,655 at 4% or $201,103 at 6%; with 50% employer match about $201,103 at 4% or $134,069 at 6%; with 100% employer match about $150,827 at 4% or $100,552 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 16 | $3,693,247 | $193,059 | $12,066iApproximate average salary by contribution assumption: employee only about $301,655 at 4% or $201,103 at 6%; with 50% employer match about $201,103 at 4% or $134,069 at 6%; with 100% employer match about $150,827 at 4% or $100,552 at 6%. |
| 2021 | 1 | 17 | $4,494,255 | $179,615 | $10,566iApproximate average salary by contribution assumption: employee only about $264,140 at 4% or $176,093 at 6%; with 50% employer match about $176,093 at 4% or $117,395 at 6%; with 100% employer match about $132,070 at 4% or $88,047 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 17 | $4,494,255 | $179,615 | $10,566iApproximate average salary by contribution assumption: employee only about $264,140 at 4% or $176,093 at 6%; with 50% employer match about $176,093 at 4% or $117,395 at 6%; with 100% employer match about $132,070 at 4% or $88,047 at 6%. |
| 2020 | 1 | 17 | $3,803,934 | $240,217 | $14,130iApproximate average salary by contribution assumption: employee only about $353,260 at 4% or $235,507 at 6%; with 50% employer match about $235,507 at 4% or $157,005 at 6%; with 100% employer match about $176,630 at 4% or $117,753 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 17 | $3,803,934 | $240,217 | $14,130iApproximate average salary by contribution assumption: employee only about $353,260 at 4% or $235,507 at 6%; with 50% employer match about $235,507 at 4% or $157,005 at 6%; with 100% employer match about $176,630 at 4% or $117,753 at 6%. |
| 2019 | 1 | 15 | $2,952,259 | $218,213 | $14,548iApproximate average salary by contribution assumption: employee only about $363,688 at 4% or $242,459 at 6%; with 50% employer match about $242,459 at 4% or $161,639 at 6%; with 100% employer match about $181,844 at 4% or $121,229 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 15 | $2,952,259 | $218,213 | $14,548iApproximate average salary by contribution assumption: employee only about $363,688 at 4% or $242,459 at 6%; with 50% employer match about $242,459 at 4% or $161,639 at 6%; with 100% employer match about $181,844 at 4% or $121,229 at 6%. |
| 2018 | 1 | 16 | $2,248,583 | $184,725 | $11,545iApproximate average salary by contribution assumption: employee only about $288,633 at 4% or $192,422 at 6%; with 50% employer match about $192,422 at 4% or $128,281 at 6%; with 100% employer match about $144,316 at 4% or $96,211 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 16 | $2,248,583 | $184,725 | $11,545iApproximate average salary by contribution assumption: employee only about $288,633 at 4% or $192,422 at 6%; with 50% employer match about $192,422 at 4% or $128,281 at 6%; with 100% employer match about $144,316 at 4% or $96,211 at 6%. |
| 2017 | 1 | 19 | $2,242,457 | $211,296 | $11,121iApproximate average salary by contribution assumption: employee only about $278,021 at 4% or $185,347 at 6%; with 50% employer match about $185,347 at 4% or $123,565 at 6%; with 100% employer match about $139,011 at 4% or $92,674 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 19 | $2,242,457 | $211,296 | $11,121iApproximate average salary by contribution assumption: employee only about $278,021 at 4% or $185,347 at 6%; with 50% employer match about $185,347 at 4% or $123,565 at 6%; with 100% employer match about $139,011 at 4% or $92,674 at 6%. |
| 2016 | 1 | 17 | $1,693,735 | $196,417 | $11,554iApproximate average salary by contribution assumption: employee only about $288,849 at 4% or $192,566 at 6%; with 50% employer match about $192,566 at 4% or $128,377 at 6%; with 100% employer match about $144,424 at 4% or $96,283 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 17 | $1,693,735 | $196,417 | $11,554iApproximate average salary by contribution assumption: employee only about $288,849 at 4% or $192,566 at 6%; with 50% employer match about $192,566 at 4% or $128,377 at 6%; with 100% employer match about $144,424 at 4% or $96,283 at 6%. |
| 2015 | 1 | 14 | $1,441,742 | $54,817 | $3,916iApproximate average salary by contribution assumption: employee only about $97,888 at 4% or $65,258 at 6%; with 50% employer match about $65,258 at 4% or $43,506 at 6%; with 100% employer match about $48,944 at 4% or $32,629 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 14 | $1,441,742 | $54,817 | $3,916iApproximate average salary by contribution assumption: employee only about $97,888 at 4% or $65,258 at 6%; with 50% employer match about $65,258 at 4% or $43,506 at 6%; with 100% employer match about $48,944 at 4% or $32,629 at 6%. |
| 2014 | 1 | 14 | $1,394,563 | $184,741 | $13,196iApproximate average salary by contribution assumption: employee only about $329,895 at 4% or $219,930 at 6%; with 50% employer match about $219,930 at 4% or $146,620 at 6%; with 100% employer match about $164,947 at 4% or $109,965 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 14 | $1,394,563 | $184,741 | $13,196iApproximate average salary by contribution assumption: employee only about $329,895 at 4% or $219,930 at 6%; with 50% employer match about $219,930 at 4% or $146,620 at 6%; with 100% employer match about $164,947 at 4% or $109,965 at 6%. |
| 2013 | 1 | 11 | $1,141,385 | $142,858 | $12,987iApproximate average salary by contribution assumption: employee only about $324,677 at 4% or $216,452 at 6%; with 50% employer match about $216,452 at 4% or $144,301 at 6%; with 100% employer match about $162,339 at 4% or $108,226 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 11 | $1,141,385 | $142,858 | $12,987iApproximate average salary by contribution assumption: employee only about $324,677 at 4% or $216,452 at 6%; with 50% employer match about $216,452 at 4% or $144,301 at 6%; with 100% employer match about $162,339 at 4% or $108,226 at 6%. |
| 2012 | 1 | 12 | $839,844 | $139,514 | $11,626iApproximate average salary by contribution assumption: employee only about $290,654 at 4% or $193,769 at 6%; with 50% employer match about $193,769 at 4% or $129,180 at 6%; with 100% employer match about $145,327 at 4% or $96,885 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 12 | $839,844 | $139,514 | $11,626iApproximate average salary by contribution assumption: employee only about $290,654 at 4% or $193,769 at 6%; with 50% employer match about $193,769 at 4% or $129,180 at 6%; with 100% employer match about $145,327 at 4% or $96,885 at 6%. |
| 2011 | 1 | 12 | $649,738 | $150,562 | $12,547iApproximate average salary by contribution assumption: employee only about $313,671 at 4% or $209,114 at 6%; with 50% employer match about $209,114 at 4% or $139,409 at 6%; with 100% employer match about $156,835 at 4% or $104,557 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 12 | $649,738 | $150,562 | $12,547iApproximate average salary by contribution assumption: employee only about $313,671 at 4% or $209,114 at 6%; with 50% employer match about $209,114 at 4% or $139,409 at 6%; with 100% employer match about $156,835 at 4% or $104,557 at 6%. |
| 2010 | 2 | 13 | $722,513 | $178,815 | $13,755iApproximate average salary by contribution assumption: employee only about $343,875 at 4% or $229,250 at 6%; with 50% employer match about $229,250 at 4% or $152,833 at 6%; with 100% employer match about $171,938 at 4% or $114,625 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 13 | $722,513 | $178,815 | $13,755iApproximate average salary by contribution assumption: employee only about $343,875 at 4% or $229,250 at 6%; with 50% employer match about $229,250 at 4% or $152,833 at 6%; with 100% employer match about $171,938 at 4% or $114,625 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 0 | $0 | - | - |
| 2009 | 2 | 10 | $489,075 | $168,477 | $16,848iApproximate average salary by contribution assumption: employee only about $421,193 at 4% or $280,795 at 6%; with 50% employer match about $280,795 at 4% or $187,197 at 6%; with 100% employer match about $210,596 at 4% or $140,398 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 10 | $488,625 | $168,477 | $16,848iApproximate average salary by contribution assumption: employee only about $421,193 at 4% or $280,795 at 6%; with 50% employer match about $280,795 at 4% or $187,197 at 6%; with 100% employer match about $210,596 at 4% or $140,398 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 1 | $450 | - | - |
| 2008 | 2 | 8 | $932,897 | $185,367 | $23,171iApproximate average salary by contribution assumption: employee only about $579,272 at 4% or $386,181 at 6%; with 50% employer match about $386,181 at 4% or $257,454 at 6%; with 100% employer match about $289,636 at 4% or $193,091 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 1 | $671,214 | - | - |
| Kingsley Bogard 401(K) Plan | - | 8 | $261,683 | $185,367 | $23,171iApproximate average salary by contribution assumption: employee only about $579,272 at 4% or $386,181 at 6%; with 50% employer match about $386,181 at 4% or $257,454 at 6%; with 100% employer match about $289,636 at 4% or $193,091 at 6%. |
| 2007 | 2 | 9 | $85,572 | $85,566 | $9,507iApproximate average salary by contribution assumption: employee only about $237,683 at 4% or $158,456 at 6%; with 50% employer match about $158,456 at 4% or $105,637 at 6%; with 100% employer match about $118,842 at 4% or $79,228 at 6%. |
| Kingsley Bogard 401(K) Plan | - | 9 | $85,572 | $85,566 | $9,507iApproximate average salary by contribution assumption: employee only about $237,683 at 4% or $158,456 at 6%; with 50% employer match about $158,456 at 4% or $105,637 at 6%; with 100% employer match about $118,842 at 4% or $79,228 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 8 | - | - | - |
| 2006 | 1 | 9 | $2,011,891 | $57,883 | $6,431iApproximate average salary by contribution assumption: employee only about $160,786 at 4% or $107,191 at 6%; with 50% employer match about $107,191 at 4% or $71,460 at 6%; with 100% employer match about $80,393 at 4% or $53,595 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 9 | $2,011,891 | $57,883 | $6,431iApproximate average salary by contribution assumption: employee only about $160,786 at 4% or $107,191 at 6%; with 50% employer match about $107,191 at 4% or $71,460 at 6%; with 100% employer match about $80,393 at 4% or $53,595 at 6%. |
| 2004 | 1 | 7 | $1,593,754 | $54,049 | $7,721iApproximate average salary by contribution assumption: employee only about $193,032 at 4% or $128,688 at 6%; with 50% employer match about $128,688 at 4% or $85,792 at 6%; with 100% employer match about $96,516 at 4% or $64,344 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 7 | $1,593,754 | $54,049 | $7,721iApproximate average salary by contribution assumption: employee only about $193,032 at 4% or $128,688 at 6%; with 50% employer match about $128,688 at 4% or $85,792 at 6%; with 100% employer match about $96,516 at 4% or $64,344 at 6%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 7 | - | - | - |
| 2002 | 1 | 5 | $1,086,795 | $30,358 | $6,072iApproximate average salary by contribution assumption: employee only about $151,790 at 4% or $101,193 at 6%; with 50% employer match about $101,193 at 4% or $67,462 at 6%; with 100% employer match about $75,895 at 4% or $50,597 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 5 | $1,086,795 | $30,358 | $6,072iApproximate average salary by contribution assumption: employee only about $151,790 at 4% or $101,193 at 6%; with 50% employer match about $101,193 at 4% or $67,462 at 6%; with 100% employer match about $75,895 at 4% or $50,597 at 6%. |
| 2001 | 1 | 6 | $1,267,616 | $82,495 | $13,749iApproximate average salary by contribution assumption: employee only about $343,729 at 4% or $229,153 at 6%; with 50% employer match about $229,153 at 4% or $152,769 at 6%; with 100% employer match about $171,865 at 4% or $114,576 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 6 | $1,267,616 | $82,495 | $13,749iApproximate average salary by contribution assumption: employee only about $343,729 at 4% or $229,153 at 6%; with 50% employer match about $229,153 at 4% or $152,769 at 6%; with 100% employer match about $171,865 at 4% or $114,576 at 6%. |
| 2000 | 1 | 8 | $1,313,414 | $76,789 | $9,599iApproximate average salary by contribution assumption: employee only about $239,966 at 4% or $159,977 at 6%; with 50% employer match about $159,977 at 4% or $106,651 at 6%; with 100% employer match about $119,983 at 4% or $79,989 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 8 | $1,313,414 | $76,789 | $9,599iApproximate average salary by contribution assumption: employee only about $239,966 at 4% or $159,977 at 6%; with 50% employer match about $159,977 at 4% or $106,651 at 6%; with 100% employer match about $119,983 at 4% or $79,989 at 6%. |
| 1999 | 1 | 8 | $1,303,368 | $76,682 | $9,585iApproximate average salary by contribution assumption: employee only about $239,631 at 4% or $159,754 at 6%; with 50% employer match about $159,754 at 4% or $106,503 at 6%; with 100% employer match about $119,816 at 4% or $79,877 at 6%. |
| Pinnell & Kingsley Target Benefit Pension Plan and Trust | - | 8 | $1,303,368 | $76,682 | $9,585iApproximate average salary by contribution assumption: employee only about $239,631 at 4% or $159,754 at 6%; with 50% employer match about $159,754 at 4% or $106,503 at 6%; with 100% employer match about $119,816 at 4% or $79,877 at 6%. |