Kaufman & Associates Inc.
Plan context: Kaufman & Associates Inc. 401K Retirement Plan
EIN 74-2485056 • San Antonio, TX • 30 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$868,935
2024 Contributions
$34,991
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 | 4 | $868,935 | $34,991 | $8,748iApproximate average salary by contribution assumption: employee only about $218,694 at 4% or $145,796 at 6%; with 50% employer match about $145,796 at 4% or $97,197 at 6%; with 100% employer match about $109,347 at 4% or $72,898 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 4 | $868,935 | $34,991 | $8,748iApproximate average salary by contribution assumption: employee only about $218,694 at 4% or $145,796 at 6%; with 50% employer match about $145,796 at 4% or $97,197 at 6%; with 100% employer match about $109,347 at 4% or $72,898 at 6%. |
| 2023 | 1 | 5 | $771,065 | $85,256 | $17,051iApproximate average salary by contribution assumption: employee only about $426,280 at 4% or $284,187 at 6%; with 50% employer match about $284,187 at 4% or $189,458 at 6%; with 100% employer match about $213,140 at 4% or $142,093 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 5 | $771,065 | $85,256 | $17,051iApproximate average salary by contribution assumption: employee only about $426,280 at 4% or $284,187 at 6%; with 50% employer match about $284,187 at 4% or $189,458 at 6%; with 100% employer match about $213,140 at 4% or $142,093 at 6%. |
| 2022 | 1 | 5 | $611,990 | $96,175 | $19,235iApproximate average salary by contribution assumption: employee only about $480,875 at 4% or $320,583 at 6%; with 50% employer match about $320,583 at 4% or $213,722 at 6%; with 100% employer match about $240,438 at 4% or $160,292 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 5 | $611,990 | $96,175 | $19,235iApproximate average salary by contribution assumption: employee only about $480,875 at 4% or $320,583 at 6%; with 50% employer match about $320,583 at 4% or $213,722 at 6%; with 100% employer match about $240,438 at 4% or $160,292 at 6%. |
| 2021 | 1 | 4 | $874,087 | $145,178 | $36,295iApproximate average salary by contribution assumption: employee only about $907,363 at 4% or $604,908 at 6%; with 50% employer match about $604,908 at 4% or $403,272 at 6%; with 100% employer match about $453,681 at 4% or $302,454 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 4 | $874,087 | $145,178 | $36,295iApproximate average salary by contribution assumption: employee only about $907,363 at 4% or $604,908 at 6%; with 50% employer match about $604,908 at 4% or $403,272 at 6%; with 100% employer match about $453,681 at 4% or $302,454 at 6%. |
| 2020 | 1 | 7 | $1,286,319 | $69,207 | $9,887iApproximate average salary by contribution assumption: employee only about $247,168 at 4% or $164,779 at 6%; with 50% employer match about $164,779 at 4% or $109,852 at 6%; with 100% employer match about $123,584 at 4% or $82,389 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 7 | $1,286,319 | $69,207 | $9,887iApproximate average salary by contribution assumption: employee only about $247,168 at 4% or $164,779 at 6%; with 50% employer match about $164,779 at 4% or $109,852 at 6%; with 100% employer match about $123,584 at 4% or $82,389 at 6%. |
| 2019 | 1 | 8 | $1,151,441 | $81,844 | $10,231iApproximate average salary by contribution assumption: employee only about $255,763 at 4% or $170,508 at 6%; with 50% employer match about $170,508 at 4% or $113,672 at 6%; with 100% employer match about $127,881 at 4% or $85,254 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 8 | $1,151,441 | $81,844 | $10,231iApproximate average salary by contribution assumption: employee only about $255,763 at 4% or $170,508 at 6%; with 50% employer match about $170,508 at 4% or $113,672 at 6%; with 100% employer match about $127,881 at 4% or $85,254 at 6%. |
| 2018 | 1 | 8 | $915,555 | $220,293 | $27,537iApproximate average salary by contribution assumption: employee only about $688,416 at 4% or $458,944 at 6%; with 50% employer match about $458,944 at 4% or $305,963 at 6%; with 100% employer match about $344,208 at 4% or $229,472 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 8 | $915,555 | $220,293 | $27,537iApproximate average salary by contribution assumption: employee only about $688,416 at 4% or $458,944 at 6%; with 50% employer match about $458,944 at 4% or $305,963 at 6%; with 100% employer match about $344,208 at 4% or $229,472 at 6%. |
| 2017 | 1 | 8 | $782,637 | $207,985 | $25,998iApproximate average salary by contribution assumption: employee only about $649,953 at 4% or $433,302 at 6%; with 50% employer match about $433,302 at 4% or $288,868 at 6%; with 100% employer match about $324,977 at 4% or $216,651 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 8 | $782,637 | $207,985 | $25,998iApproximate average salary by contribution assumption: employee only about $649,953 at 4% or $433,302 at 6%; with 50% employer match about $433,302 at 4% or $288,868 at 6%; with 100% employer match about $324,977 at 4% or $216,651 at 6%. |
| 2016 | 1 | 9 | $528,430 | $90,406 | $10,045iApproximate average salary by contribution assumption: employee only about $251,128 at 4% or $167,419 at 6%; with 50% employer match about $167,419 at 4% or $111,612 at 6%; with 100% employer match about $125,564 at 4% or $83,709 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 9 | $528,430 | $90,406 | $10,045iApproximate average salary by contribution assumption: employee only about $251,128 at 4% or $167,419 at 6%; with 50% employer match about $167,419 at 4% or $111,612 at 6%; with 100% employer match about $125,564 at 4% or $83,709 at 6%. |
| 2015 | 1 | 6 | $421,216 | $66,831 | $11,139iApproximate average salary by contribution assumption: employee only about $278,463 at 4% or $185,642 at 6%; with 50% employer match about $185,642 at 4% or $123,761 at 6%; with 100% employer match about $139,231 at 4% or $92,821 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 6 | $421,216 | $66,831 | $11,139iApproximate average salary by contribution assumption: employee only about $278,463 at 4% or $185,642 at 6%; with 50% employer match about $185,642 at 4% or $123,761 at 6%; with 100% employer match about $139,231 at 4% or $92,821 at 6%. |
| 2014 | 1 | 6 | $432,934 | $126,762 | $21,127iApproximate average salary by contribution assumption: employee only about $528,175 at 4% or $352,117 at 6%; with 50% employer match about $352,117 at 4% or $234,744 at 6%; with 100% employer match about $264,088 at 4% or $176,058 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 6 | $432,934 | $126,762 | $21,127iApproximate average salary by contribution assumption: employee only about $528,175 at 4% or $352,117 at 6%; with 50% employer match about $352,117 at 4% or $234,744 at 6%; with 100% employer match about $264,088 at 4% or $176,058 at 6%. |
| 2013 | 1 | 7 | $1,039,466 | $131,500 | $18,786iApproximate average salary by contribution assumption: employee only about $469,643 at 4% or $313,095 at 6%; with 50% employer match about $313,095 at 4% or $208,730 at 6%; with 100% employer match about $234,821 at 4% or $156,548 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 7 | $1,039,466 | $131,500 | $18,786iApproximate average salary by contribution assumption: employee only about $469,643 at 4% or $313,095 at 6%; with 50% employer match about $313,095 at 4% or $208,730 at 6%; with 100% employer match about $234,821 at 4% or $156,548 at 6%. |
| 2012 | 1 | 6 | $977,207 | $17,650 | $2,942iApproximate average salary by contribution assumption: employee only about $73,542 at 4% or $49,028 at 6%; with 50% employer match about $49,028 at 4% or $32,685 at 6%; with 100% employer match about $36,771 at 4% or $24,514 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 6 | $977,207 | $17,650 | $2,942iApproximate average salary by contribution assumption: employee only about $73,542 at 4% or $49,028 at 6%; with 50% employer match about $49,028 at 4% or $32,685 at 6%; with 100% employer match about $36,771 at 4% or $24,514 at 6%. |
| 2011 | 1 | 7 | $922,366 | $10,225 | $1,461iApproximate average salary by contribution assumption: employee only about $36,518 at 4% or $24,345 at 6%; with 50% employer match about $24,345 at 4% or $16,230 at 6%; with 100% employer match about $18,259 at 4% or $12,173 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 7 | $922,366 | $10,225 | $1,461iApproximate average salary by contribution assumption: employee only about $36,518 at 4% or $24,345 at 6%; with 50% employer match about $24,345 at 4% or $16,230 at 6%; with 100% employer match about $18,259 at 4% or $12,173 at 6%. |
| 2009 | 1 | 7 | $890,773 | $17,400 | $2,486iApproximate average salary by contribution assumption: employee only about $62,143 at 4% or $41,429 at 6%; with 50% employer match about $41,429 at 4% or $27,619 at 6%; with 100% employer match about $31,071 at 4% or $20,714 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 7 | $890,773 | $17,400 | $2,486iApproximate average salary by contribution assumption: employee only about $62,143 at 4% or $41,429 at 6%; with 50% employer match about $41,429 at 4% or $27,619 at 6%; with 100% employer match about $31,071 at 4% or $20,714 at 6%. |
| 2008 | 1 | 7 | $784,283 | $120,580 | $17,226iApproximate average salary by contribution assumption: employee only about $430,643 at 4% or $287,095 at 6%; with 50% employer match about $287,095 at 4% or $191,397 at 6%; with 100% employer match about $215,321 at 4% or $143,548 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 7 | $784,283 | $120,580 | $17,226iApproximate average salary by contribution assumption: employee only about $430,643 at 4% or $287,095 at 6%; with 50% employer match about $287,095 at 4% or $191,397 at 6%; with 100% employer match about $215,321 at 4% or $143,548 at 6%. |
| 2007 | 1 | 7 | $837,364 | $149,042 | $21,292iApproximate average salary by contribution assumption: employee only about $532,293 at 4% or $354,862 at 6%; with 50% employer match about $354,862 at 4% or $236,575 at 6%; with 100% employer match about $266,146 at 4% or $177,431 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 7 | $837,364 | $149,042 | $21,292iApproximate average salary by contribution assumption: employee only about $532,293 at 4% or $354,862 at 6%; with 50% employer match about $354,862 at 4% or $236,575 at 6%; with 100% employer match about $266,146 at 4% or $177,431 at 6%. |
| 2006 | 1 | 6 | $642,766 | $130,950 | $21,825iApproximate average salary by contribution assumption: employee only about $545,625 at 4% or $363,750 at 6%; with 50% employer match about $363,750 at 4% or $242,500 at 6%; with 100% employer match about $272,813 at 4% or $181,875 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 6 | $642,766 | $130,950 | $21,825iApproximate average salary by contribution assumption: employee only about $545,625 at 4% or $363,750 at 6%; with 50% employer match about $363,750 at 4% or $242,500 at 6%; with 100% employer match about $272,813 at 4% or $181,875 at 6%. |
| 2005 | 1 | 4 | $459,025 | $62,657 | $15,664iApproximate average salary by contribution assumption: employee only about $391,606 at 4% or $261,071 at 6%; with 50% employer match about $261,071 at 4% or $174,047 at 6%; with 100% employer match about $195,803 at 4% or $130,535 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 4 | $459,025 | $62,657 | $15,664iApproximate average salary by contribution assumption: employee only about $391,606 at 4% or $261,071 at 6%; with 50% employer match about $261,071 at 4% or $174,047 at 6%; with 100% employer match about $195,803 at 4% or $130,535 at 6%. |
| 2004 | 1 | 2 | $377,203 | $52,769 | $26,385iApproximate average salary by contribution assumption: employee only about $659,613 at 4% or $439,742 at 6%; with 50% employer match about $439,742 at 4% or $293,161 at 6%; with 100% employer match about $329,806 at 4% or $219,871 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 2 | $377,203 | $52,769 | $26,385iApproximate average salary by contribution assumption: employee only about $659,613 at 4% or $439,742 at 6%; with 50% employer match about $439,742 at 4% or $293,161 at 6%; with 100% employer match about $329,806 at 4% or $219,871 at 6%. |
| 2003 | 2 | 3 | $512,155 | $17,456 | $5,819iApproximate average salary by contribution assumption: employee only about $145,467 at 4% or $96,978 at 6%; with 50% employer match about $96,978 at 4% or $64,652 at 6%; with 100% employer match about $72,733 at 4% or $48,489 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 3 | $512,155 | $17,456 | $5,819iApproximate average salary by contribution assumption: employee only about $145,467 at 4% or $96,978 at 6%; with 50% employer match about $96,978 at 4% or $64,652 at 6%; with 100% employer match about $72,733 at 4% or $48,489 at 6%. |
| Kaufman & Associates Inc. Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2002 | 2 | 3 | $429,941 | $56,165 | $18,722iApproximate average salary by contribution assumption: employee only about $468,042 at 4% or $312,028 at 6%; with 50% employer match about $312,028 at 4% or $208,019 at 6%; with 100% employer match about $234,021 at 4% or $156,014 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 3 | $355,516 | $56,165 | $18,722iApproximate average salary by contribution assumption: employee only about $468,042 at 4% or $312,028 at 6%; with 50% employer match about $312,028 at 4% or $208,019 at 6%; with 100% employer match about $234,021 at 4% or $156,014 at 6%. |
| Kaufman & Associates Inc. Money Purchase Plan and Trust | - | 2 | $74,425 | - | - |
| 2001 | 2 | 3 | $404,975 | $43,947 | $14,649iApproximate average salary by contribution assumption: employee only about $366,225 at 4% or $244,150 at 6%; with 50% employer match about $244,150 at 4% or $162,767 at 6%; with 100% employer match about $183,113 at 4% or $122,075 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 3 | $322,517 | $32,365 | $10,788iApproximate average salary by contribution assumption: employee only about $269,708 at 4% or $179,806 at 6%; with 50% employer match about $179,806 at 4% or $119,870 at 6%; with 100% employer match about $134,854 at 4% or $89,903 at 6%. |
| Kaufman & Associates Inc. Money Purchase Plan and Trust | - | 3 | $82,458 | $11,582 | $3,861iApproximate average salary by contribution assumption: employee only about $96,517 at 4% or $64,344 at 6%; with 50% employer match about $64,344 at 4% or $42,896 at 6%; with 100% employer match about $48,258 at 4% or $32,172 at 6%. |
| 2000 | 2 | 2 | $465,932 | $41,696 | $20,848iApproximate average salary by contribution assumption: employee only about $521,200 at 4% or $347,467 at 6%; with 50% employer match about $347,467 at 4% or $231,644 at 6%; with 100% employer match about $260,600 at 4% or $173,733 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 2 | $373,067 | $31,636 | $15,818iApproximate average salary by contribution assumption: employee only about $395,450 at 4% or $263,633 at 6%; with 50% employer match about $263,633 at 4% or $175,756 at 6%; with 100% employer match about $197,725 at 4% or $131,817 at 6%. |
| Kaufman & Associates Inc. Money Purchase Plan and Trust | - | 2 | $92,865 | $10,060 | $5,030iApproximate average salary by contribution assumption: employee only about $125,750 at 4% or $83,833 at 6%; with 50% employer match about $83,833 at 4% or $55,889 at 6%; with 100% employer match about $62,875 at 4% or $41,917 at 6%. |
| 1999 | 2 | 3 | $465,466 | $73,514 | $24,505iApproximate average salary by contribution assumption: employee only about $612,617 at 4% or $408,411 at 6%; with 50% employer match about $408,411 at 4% or $272,274 at 6%; with 100% employer match about $306,308 at 4% or $204,206 at 6%. |
| Kaufman & Associates Inc. 401K Retirement Plan | - | 3 | $376,011 | $55,746 | $18,582iApproximate average salary by contribution assumption: employee only about $464,550 at 4% or $309,700 at 6%; with 50% employer match about $309,700 at 4% or $206,467 at 6%; with 100% employer match about $232,275 at 4% or $154,850 at 6%. |
| Kaufman & Associates Inc. Money Purchase Plan and Trust | - | 3 | $89,455 | $17,768 | $5,923iApproximate average salary by contribution assumption: employee only about $148,067 at 4% or $98,711 at 6%; with 50% employer match about $98,711 at 4% or $65,807 at 6%; with 100% employer match about $74,033 at 4% or $49,356 at 6%. |