Civic Intelligence

Kauffman and Associates PC

Plan context: Kauffman & Associates PC Cash Balance Pension Plan

EIN 68-0345760 • Greenbrae, CA • 36 filings • 6 plans

17 Paseo WayGreenbrae, CA 94904
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$8,829,321

2024 Contributions

$160,756

Historical Graphs

Total Assets Over Time

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

$8,829,321$4,414,661$0200520162024YearValue
$8,829,321Latest year 2024

Participants Over Time

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

950200520152024YearValue
8Latest 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
202428$8,829,321$160,756$20,095iApproximate average salary by contribution assumption: employee only about $502,363 at 4% or $334,908 at 6%; with 50% employer match about $334,908 at 4% or $223,272 at 6%; with 100% employer match about $251,181 at 4% or $167,454 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-8$4,804,989$24,449$3,056iApproximate average salary by contribution assumption: employee only about $76,403 at 4% or $50,935 at 6%; with 50% employer match about $50,935 at 4% or $33,957 at 6%; with 100% employer match about $38,202 at 4% or $25,468 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-6$4,024,332$136,307$22,718iApproximate average salary by contribution assumption: employee only about $567,946 at 4% or $378,631 at 6%; with 50% employer match about $378,631 at 4% or $252,420 at 6%; with 100% employer match about $283,973 at 4% or $189,315 at 6%.
202328$7,673,572$449,004$56,126iApproximate average salary by contribution assumption: employee only about $1,403,138 at 4% or $935,425 at 6%; with 50% employer match about $935,425 at 4% or $623,617 at 6%; with 100% employer match about $701,569 at 4% or $467,713 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-8$4,259,855$313,000$39,125iApproximate average salary by contribution assumption: employee only about $978,125 at 4% or $652,083 at 6%; with 50% employer match about $652,083 at 4% or $434,722 at 6%; with 100% employer match about $489,063 at 4% or $326,042 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-7$3,413,717$136,004$19,429iApproximate average salary by contribution assumption: employee only about $485,729 at 4% or $323,819 at 6%; with 50% employer match about $323,819 at 4% or $215,879 at 6%; with 100% employer match about $242,864 at 4% or $161,910 at 6%.
202228$6,160,062$386,490$48,311iApproximate average salary by contribution assumption: employee only about $1,207,781 at 4% or $805,188 at 6%; with 50% employer match about $805,188 at 4% or $536,792 at 6%; with 100% employer match about $603,891 at 4% or $402,594 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-8$3,422,785$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-8$2,737,277$136,490$17,061iApproximate average salary by contribution assumption: employee only about $426,531 at 4% or $284,354 at 6%; with 50% employer match about $284,354 at 4% or $189,569 at 6%; with 100% employer match about $213,266 at 4% or $142,177 at 6%.
202129$6,713,627$131,163$14,574iApproximate average salary by contribution assumption: employee only about $364,342 at 4% or $242,894 at 6%; with 50% employer match about $242,894 at 4% or $161,930 at 6%; with 100% employer match about $182,171 at 4% or $121,447 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-9$3,555,912--
Kauffman & Associates PC 401(K) Profit Sharing Plan-9$3,157,715$131,163$14,574iApproximate average salary by contribution assumption: employee only about $364,342 at 4% or $242,894 at 6%; with 50% employer match about $242,894 at 4% or $161,930 at 6%; with 100% employer match about $182,171 at 4% or $121,447 at 6%.
202028$5,653,574$192,191$24,024iApproximate average salary by contribution assumption: employee only about $600,597 at 4% or $400,398 at 6%; with 50% employer match about $400,398 at 4% or $266,932 at 6%; with 100% employer match about $300,298 at 4% or $200,199 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-7$3,052,758$92,568$13,224iApproximate average salary by contribution assumption: employee only about $330,600 at 4% or $220,400 at 6%; with 50% employer match about $220,400 at 4% or $146,933 at 6%; with 100% employer match about $165,300 at 4% or $110,200 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-8$2,600,816$99,623$12,453iApproximate average salary by contribution assumption: employee only about $311,322 at 4% or $207,548 at 6%; with 50% employer match about $207,548 at 4% or $138,365 at 6%; with 100% employer match about $155,661 at 4% or $103,774 at 6%.
201929$4,886,392$308,711$34,301iApproximate average salary by contribution assumption: employee only about $857,531 at 4% or $571,687 at 6%; with 50% employer match about $571,687 at 4% or $381,125 at 6%; with 100% employer match about $428,765 at 4% or $285,844 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-6$2,702,933$195,425$32,571iApproximate average salary by contribution assumption: employee only about $814,271 at 4% or $542,847 at 6%; with 50% employer match about $542,847 at 4% or $361,898 at 6%; with 100% employer match about $407,135 at 4% or $271,424 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-9$2,183,459$113,286$12,587iApproximate average salary by contribution assumption: employee only about $314,683 at 4% or $209,789 at 6%; with 50% employer match about $209,789 at 4% or $139,859 at 6%; with 100% employer match about $157,342 at 4% or $104,894 at 6%.
201828$4,114,389$251,689$31,461iApproximate average salary by contribution assumption: employee only about $786,528 at 4% or $524,352 at 6%; with 50% employer match about $524,352 at 4% or $349,568 at 6%; with 100% employer match about $393,264 at 4% or $262,176 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-5$2,220,956$170,994$34,199iApproximate average salary by contribution assumption: employee only about $854,970 at 4% or $569,980 at 6%; with 50% employer match about $569,980 at 4% or $379,987 at 6%; with 100% employer match about $427,485 at 4% or $284,990 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-8$1,893,433$80,695$10,087iApproximate average salary by contribution assumption: employee only about $252,172 at 4% or $168,115 at 6%; with 50% employer match about $168,115 at 4% or $112,076 at 6%; with 100% employer match about $126,086 at 4% or $84,057 at 6%.
201728$4,088,926$281,951$35,244iApproximate average salary by contribution assumption: employee only about $881,097 at 4% or $587,398 at 6%; with 50% employer match about $587,398 at 4% or $391,599 at 6%; with 100% employer match about $440,548 at 4% or $293,699 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-6$2,152,753$193,360$32,227iApproximate average salary by contribution assumption: employee only about $805,667 at 4% or $537,111 at 6%; with 50% employer match about $537,111 at 4% or $358,074 at 6%; with 100% employer match about $402,833 at 4% or $268,556 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-8$1,936,173$88,591$11,074iApproximate average salary by contribution assumption: employee only about $276,847 at 4% or $184,565 at 6%; with 50% employer match about $184,565 at 4% or $123,043 at 6%; with 100% employer match about $138,423 at 4% or $92,282 at 6%.
201627$3,268,871$263,639$37,663iApproximate average salary by contribution assumption: employee only about $941,568 at 4% or $627,712 at 6%; with 50% employer match about $627,712 at 4% or $418,475 at 6%; with 100% employer match about $470,784 at 4% or $313,856 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-5$1,720,242$184,499$36,900iApproximate average salary by contribution assumption: employee only about $922,495 at 4% or $614,997 at 6%; with 50% employer match about $614,997 at 4% or $409,998 at 6%; with 100% employer match about $461,248 at 4% or $307,498 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-7$1,548,629$79,140$11,306iApproximate average salary by contribution assumption: employee only about $282,643 at 4% or $188,429 at 6%; with 50% employer match about $188,429 at 4% or $125,619 at 6%; with 100% employer match about $141,321 at 4% or $94,214 at 6%.
201526$2,741,399$241,220$40,203iApproximate average salary by contribution assumption: employee only about $1,005,083 at 4% or $670,056 at 6%; with 50% employer match about $670,056 at 4% or $446,704 at 6%; with 100% employer match about $502,542 at 4% or $335,028 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-5$1,392,267$171,282$34,256iApproximate average salary by contribution assumption: employee only about $856,410 at 4% or $570,940 at 6%; with 50% employer match about $570,940 at 4% or $380,627 at 6%; with 100% employer match about $428,205 at 4% or $285,470 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-6$1,349,132$69,938$11,656iApproximate average salary by contribution assumption: employee only about $291,408 at 4% or $194,272 at 6%; with 50% employer match about $194,272 at 4% or $129,515 at 6%; with 100% employer match about $145,704 at 4% or $97,136 at 6%.
201426$2,549,464$305,542$50,924iApproximate average salary by contribution assumption: employee only about $1,273,092 at 4% or $848,728 at 6%; with 50% employer match about $848,728 at 4% or $565,819 at 6%; with 100% employer match about $636,546 at 4% or $424,364 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-6$1,312,949$81,226$13,538iApproximate average salary by contribution assumption: employee only about $338,442 at 4% or $225,628 at 6%; with 50% employer match about $225,628 at 4% or $150,419 at 6%; with 100% employer match about $169,221 at 4% or $112,814 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-5$1,236,515$224,316$44,863iApproximate average salary by contribution assumption: employee only about $1,121,580 at 4% or $747,720 at 6%; with 50% employer match about $747,720 at 4% or $498,480 at 6%; with 100% employer match about $560,790 at 4% or $373,860 at 6%.
201327$2,104,792$262,666$37,524iApproximate average salary by contribution assumption: employee only about $938,093 at 4% or $625,395 at 6%; with 50% employer match about $625,395 at 4% or $416,930 at 6%; with 100% employer match about $469,046 at 4% or $312,698 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-7$1,153,818$70,555$10,079iApproximate average salary by contribution assumption: employee only about $251,982 at 4% or $167,988 at 6%; with 50% employer match about $167,988 at 4% or $111,992 at 6%; with 100% employer match about $125,991 at 4% or $83,994 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-4$950,974$192,111$48,028iApproximate average salary by contribution assumption: employee only about $1,200,694 at 4% or $800,463 at 6%; with 50% employer match about $800,463 at 4% or $533,642 at 6%; with 100% employer match about $600,347 at 4% or $400,231 at 6%.
201226$1,540,230$261,117$43,520iApproximate average salary by contribution assumption: employee only about $1,087,988 at 4% or $725,325 at 6%; with 50% employer match about $725,325 at 4% or $483,550 at 6%; with 100% employer match about $543,994 at 4% or $362,663 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-6$862,821$63,762$10,627iApproximate average salary by contribution assumption: employee only about $265,675 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,558 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-5$677,409$197,355$39,471iApproximate average salary by contribution assumption: employee only about $986,775 at 4% or $657,850 at 6%; with 50% employer match about $657,850 at 4% or $438,567 at 6%; with 100% employer match about $493,388 at 4% or $328,925 at 6%.
201125$1,130,988$229,733$45,947iApproximate average salary by contribution assumption: employee only about $1,148,665 at 4% or $765,777 at 6%; with 50% employer match about $765,777 at 4% or $510,518 at 6%; with 100% employer match about $574,333 at 4% or $382,888 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-5$688,640$66,684$13,337iApproximate average salary by contribution assumption: employee only about $333,420 at 4% or $222,280 at 6%; with 50% employer match about $222,280 at 4% or $148,187 at 6%; with 100% employer match about $166,710 at 4% or $111,140 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-5$442,348$163,049$32,610iApproximate average salary by contribution assumption: employee only about $815,245 at 4% or $543,497 at 6%; with 50% employer match about $543,497 at 4% or $362,331 at 6%; with 100% employer match about $407,623 at 4% or $271,748 at 6%.
201025$898,368$236,801$47,360iApproximate average salary by contribution assumption: employee only about $1,184,005 at 4% or $789,337 at 6%; with 50% employer match about $789,337 at 4% or $526,224 at 6%; with 100% employer match about $592,003 at 4% or $394,668 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-5$627,360$68,011$13,602iApproximate average salary by contribution assumption: employee only about $340,055 at 4% or $226,703 at 6%; with 50% employer match about $226,703 at 4% or $151,136 at 6%; with 100% employer match about $170,028 at 4% or $113,352 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-4$271,008$168,790$42,198iApproximate average salary by contribution assumption: employee only about $1,054,938 at 4% or $703,292 at 6%; with 50% employer match about $703,292 at 4% or $468,861 at 6%; with 100% employer match about $527,469 at 4% or $351,646 at 6%.
200924$583,439$180,351$45,088iApproximate average salary by contribution assumption: employee only about $1,127,194 at 4% or $751,463 at 6%; with 50% employer match about $751,463 at 4% or $500,975 at 6%; with 100% employer match about $563,597 at 4% or $375,731 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-4$481,463$78,375$19,594iApproximate average salary by contribution assumption: employee only about $489,844 at 4% or $326,563 at 6%; with 50% employer match about $326,563 at 4% or $217,708 at 6%; with 100% employer match about $244,922 at 4% or $163,281 at 6%.
Kauffman & Associates PC Cash Balance Pension Plan-4$101,976$101,976$25,494iApproximate average salary by contribution assumption: employee only about $637,350 at 4% or $424,900 at 6%; with 50% employer match about $424,900 at 4% or $283,267 at 6%; with 100% employer match about $318,675 at 4% or $212,450 at 6%.
200814$285,201$84,033$21,008iApproximate average salary by contribution assumption: employee only about $525,206 at 4% or $350,138 at 6%; with 50% employer match about $350,138 at 4% or $233,425 at 6%; with 100% employer match about $262,603 at 4% or $175,069 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-4$285,201$84,033$21,008iApproximate average salary by contribution assumption: employee only about $525,206 at 4% or $350,138 at 6%; with 50% employer match about $350,138 at 4% or $233,425 at 6%; with 100% employer match about $262,603 at 4% or $175,069 at 6%.
200713$0$0-
Kauffman & Associates PC 401(K) Profit Sharing Plan-3---
200613$0$0-
Kauffman & Associates PC 401(K) Profit Sharing Plan-3---
200513$151,580$64,227$21,409iApproximate average salary by contribution assumption: employee only about $535,225 at 4% or $356,817 at 6%; with 50% employer match about $356,817 at 4% or $237,878 at 6%; with 100% employer match about $267,613 at 4% or $178,408 at 6%.
Kauffman & Associates PC 401(K) Profit Sharing Plan-3$151,580$64,227$21,409iApproximate average salary by contribution assumption: employee only about $535,225 at 4% or $356,817 at 6%; with 50% employer match about $356,817 at 4% or $237,878 at 6%; with 100% employer match about $267,613 at 4% or $178,408 at 6%.