Koelling & Associates, Inc.
Plan context: Koelling & Associates Inc. Profit Sharing Plan & Trust
EIN 75-1235948 • Dallas, TX • 22 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
8
2020 Assets
$499,546
2020 Contributions
$12,000
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2019 | 1 | 8 | $499,546 | -$1,904 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 8 | $499,546 | -$1,904 | - |
| 2018 | 1 | 10 | $416,098 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 10 | $416,098 | - | - |
| 2017 | 1 | 10 | $475,482 | $12,000 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 10 | $475,482 | $12,000 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| 2016 | 1 | 9 | $394,499 | $12,000 | $1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%. |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 9 | $394,499 | $12,000 | $1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%. |
| 2015 | 1 | 10 | $358,416 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 10 | $358,416 | $0 | - |
| 2014 | 1 | 10 | $417,508 | $12,000 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 10 | $417,508 | $12,000 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| 2013 | 1 | 10 | $408,863 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 10 | $408,863 | $0 | - |
| 2012 | 1 | 9 | $335,698 | $12,000 | $1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%. |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 9 | $335,698 | $12,000 | $1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%. |
| 2011 | 1 | 9 | $320,596 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 9 | $320,596 | $0 | - |
| 2010 | 1 | 9 | $344,192 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 9 | $344,192 | $0 | - |
| 2009 | 1 | 6 | $284,611 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $284,611 | - | - |
| 2008 | 1 | 7 | $196,135 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 7 | $196,135 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| 2007 | 1 | 7 | $309,554 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 7 | $309,554 | $10,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| 2006 | 1 | 6 | $274,621 | $8,411 | $1,402iApproximate average salary by contribution assumption: employee only about $35,046 at 4% or $23,364 at 6%; with 50% employer match about $23,364 at 4% or $15,576 at 6%; with 100% employer match about $17,523 at 4% or $11,682 at 6%. |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $274,621 | $8,411 | $1,402iApproximate average salary by contribution assumption: employee only about $35,046 at 4% or $23,364 at 6%; with 50% employer match about $23,364 at 4% or $15,576 at 6%; with 100% employer match about $17,523 at 4% or $11,682 at 6%. |
| 2005 | 1 | 6 | $230,645 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $230,645 | - | - |
| 2004 | 1 | 6 | $206,314 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $206,314 | - | - |
| 2003 | 1 | 4 | $180,793 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 4 | $180,793 | - | - |
| 2002 | 1 | 6 | $157,120 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $157,120 | - | - |
| 2001 | 1 | 6 | $200,638 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $200,638 | - | - |
| 2000 | 1 | 6 | $238,308 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 6 | $238,308 | - | - |
| 1999 | 1 | 4 | $570,507 | $0 | - |
| Koelling & Associates Inc. Profit Sharing Plan & Trust | - | 4 | $570,507 | - | - |