Koegel Associates Inc.
Plan context: Koegel Associates Inc. Profit Sharing Plan
EIN 75-1977763 • Dallas, TX • 23 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
9
2021 Assets
$2,623,480
2021 Contributions
$12,386
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $12,386 | - |
| Koegel Associates Inc. Profit Sharing Plan | - | 0 | $0 | $12,386 | - |
| 2020 | 1 | 9 | $2,623,480 | $8,479 | $942iApproximate average salary by contribution assumption: employee only about $23,553 at 4% or $15,702 at 6%; with 50% employer match about $15,702 at 4% or $10,468 at 6%; with 100% employer match about $11,776 at 4% or $7,851 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 9 | $2,623,480 | $8,479 | $942iApproximate average salary by contribution assumption: employee only about $23,553 at 4% or $15,702 at 6%; with 50% employer match about $15,702 at 4% or $10,468 at 6%; with 100% employer match about $11,776 at 4% or $7,851 at 6%. |
| 2019 | 1 | 11 | $3,688,551 | $24,501 | $2,227iApproximate average salary by contribution assumption: employee only about $55,684 at 4% or $37,123 at 6%; with 50% employer match about $37,123 at 4% or $24,748 at 6%; with 100% employer match about $27,842 at 4% or $18,561 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 11 | $3,688,551 | $24,501 | $2,227iApproximate average salary by contribution assumption: employee only about $55,684 at 4% or $37,123 at 6%; with 50% employer match about $37,123 at 4% or $24,748 at 6%; with 100% employer match about $27,842 at 4% or $18,561 at 6%. |
| 2018 | 1 | 12 | $3,560,368 | $31,392 | $2,616iApproximate average salary by contribution assumption: employee only about $65,400 at 4% or $43,600 at 6%; with 50% employer match about $43,600 at 4% or $29,067 at 6%; with 100% employer match about $32,700 at 4% or $21,800 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 12 | $3,560,368 | $31,392 | $2,616iApproximate average salary by contribution assumption: employee only about $65,400 at 4% or $43,600 at 6%; with 50% employer match about $43,600 at 4% or $29,067 at 6%; with 100% employer match about $32,700 at 4% or $21,800 at 6%. |
| 2017 | 1 | 12 | $3,917,192 | $45,203 | $3,767iApproximate average salary by contribution assumption: employee only about $94,173 at 4% or $62,782 at 6%; with 50% employer match about $62,782 at 4% or $41,855 at 6%; with 100% employer match about $47,086 at 4% or $31,391 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 12 | $3,917,192 | $45,203 | $3,767iApproximate average salary by contribution assumption: employee only about $94,173 at 4% or $62,782 at 6%; with 50% employer match about $62,782 at 4% or $41,855 at 6%; with 100% employer match about $47,086 at 4% or $31,391 at 6%. |
| 2016 | 1 | 11 | $3,548,219 | $70,687 | $6,426iApproximate average salary by contribution assumption: employee only about $160,652 at 4% or $107,102 at 6%; with 50% employer match about $107,102 at 4% or $71,401 at 6%; with 100% employer match about $80,326 at 4% or $53,551 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 11 | $3,548,219 | $70,687 | $6,426iApproximate average salary by contribution assumption: employee only about $160,652 at 4% or $107,102 at 6%; with 50% employer match about $107,102 at 4% or $71,401 at 6%; with 100% employer match about $80,326 at 4% or $53,551 at 6%. |
| 2015 | 1 | 14 | $3,943,400 | $48,813 | $3,487iApproximate average salary by contribution assumption: employee only about $87,166 at 4% or $58,111 at 6%; with 50% employer match about $58,111 at 4% or $38,740 at 6%; with 100% employer match about $43,583 at 4% or $29,055 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 14 | $3,943,400 | $48,813 | $3,487iApproximate average salary by contribution assumption: employee only about $87,166 at 4% or $58,111 at 6%; with 50% employer match about $58,111 at 4% or $38,740 at 6%; with 100% employer match about $43,583 at 4% or $29,055 at 6%. |
| 2014 | 1 | 15 | $3,959,021 | $36,539 | $2,436iApproximate average salary by contribution assumption: employee only about $60,898 at 4% or $40,599 at 6%; with 50% employer match about $40,599 at 4% or $27,066 at 6%; with 100% employer match about $30,449 at 4% or $20,299 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 15 | $3,959,021 | $36,539 | $2,436iApproximate average salary by contribution assumption: employee only about $60,898 at 4% or $40,599 at 6%; with 50% employer match about $40,599 at 4% or $27,066 at 6%; with 100% employer match about $30,449 at 4% or $20,299 at 6%. |
| 2013 | 1 | 15 | $3,789,761 | $57,948 | $3,863iApproximate average salary by contribution assumption: employee only about $96,580 at 4% or $64,387 at 6%; with 50% employer match about $64,387 at 4% or $42,924 at 6%; with 100% employer match about $48,290 at 4% or $32,193 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 15 | $3,789,761 | $57,948 | $3,863iApproximate average salary by contribution assumption: employee only about $96,580 at 4% or $64,387 at 6%; with 50% employer match about $64,387 at 4% or $42,924 at 6%; with 100% employer match about $48,290 at 4% or $32,193 at 6%. |
| 2012 | 1 | 14 | $3,225,117 | $160,934 | $11,495iApproximate average salary by contribution assumption: employee only about $287,382 at 4% or $191,588 at 6%; with 50% employer match about $191,588 at 4% or $127,725 at 6%; with 100% employer match about $143,691 at 4% or $95,794 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 14 | $3,225,117 | $160,934 | $11,495iApproximate average salary by contribution assumption: employee only about $287,382 at 4% or $191,588 at 6%; with 50% employer match about $191,588 at 4% or $127,725 at 6%; with 100% employer match about $143,691 at 4% or $95,794 at 6%. |
| 2011 | 1 | 15 | $2,835,772 | $162,226 | $10,815iApproximate average salary by contribution assumption: employee only about $270,377 at 4% or $180,251 at 6%; with 50% employer match about $180,251 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,126 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 15 | $2,835,772 | $162,226 | $10,815iApproximate average salary by contribution assumption: employee only about $270,377 at 4% or $180,251 at 6%; with 50% employer match about $180,251 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,126 at 6%. |
| 2010 | 1 | 19 | $2,754,881 | $162,226 | $8,538iApproximate average salary by contribution assumption: employee only about $213,455 at 4% or $142,304 at 6%; with 50% employer match about $142,304 at 4% or $94,869 at 6%; with 100% employer match about $106,728 at 4% or $71,152 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 19 | $2,754,881 | $162,226 | $8,538iApproximate average salary by contribution assumption: employee only about $213,455 at 4% or $142,304 at 6%; with 50% employer match about $142,304 at 4% or $94,869 at 6%; with 100% employer match about $106,728 at 4% or $71,152 at 6%. |
| 2009 | 1 | 19 | $2,565,540 | $161,571 | $8,504iApproximate average salary by contribution assumption: employee only about $212,593 at 4% or $141,729 at 6%; with 50% employer match about $141,729 at 4% or $94,486 at 6%; with 100% employer match about $106,297 at 4% or $70,864 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 19 | $2,565,540 | $161,571 | $8,504iApproximate average salary by contribution assumption: employee only about $212,593 at 4% or $141,729 at 6%; with 50% employer match about $141,729 at 4% or $94,486 at 6%; with 100% employer match about $106,297 at 4% or $70,864 at 6%. |
| 2008 | 1 | 14 | $2,122,257 | $149,519 | $10,680iApproximate average salary by contribution assumption: employee only about $266,998 at 4% or $177,999 at 6%; with 50% employer match about $177,999 at 4% or $118,666 at 6%; with 100% employer match about $133,499 at 4% or $88,999 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 14 | $2,122,257 | $149,519 | $10,680iApproximate average salary by contribution assumption: employee only about $266,998 at 4% or $177,999 at 6%; with 50% employer match about $177,999 at 4% or $118,666 at 6%; with 100% employer match about $133,499 at 4% or $88,999 at 6%. |
| 2007 | 1 | 13 | $2,789,383 | $160,478 | $12,344iApproximate average salary by contribution assumption: employee only about $308,612 at 4% or $205,741 at 6%; with 50% employer match about $205,741 at 4% or $137,161 at 6%; with 100% employer match about $154,306 at 4% or $102,871 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 13 | $2,789,383 | $160,478 | $12,344iApproximate average salary by contribution assumption: employee only about $308,612 at 4% or $205,741 at 6%; with 50% employer match about $205,741 at 4% or $137,161 at 6%; with 100% employer match about $154,306 at 4% or $102,871 at 6%. |
| 2006 | 1 | 10 | $2,498,339 | $190,351 | $19,035iApproximate average salary by contribution assumption: employee only about $475,877 at 4% or $317,252 at 6%; with 50% employer match about $317,252 at 4% or $211,501 at 6%; with 100% employer match about $237,939 at 4% or $158,626 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 10 | $2,498,339 | $190,351 | $19,035iApproximate average salary by contribution assumption: employee only about $475,877 at 4% or $317,252 at 6%; with 50% employer match about $317,252 at 4% or $211,501 at 6%; with 100% employer match about $237,939 at 4% or $158,626 at 6%. |
| 2005 | 1 | 13 | $2,581,169 | $132,754 | $10,212iApproximate average salary by contribution assumption: employee only about $255,296 at 4% or $170,197 at 6%; with 50% employer match about $170,197 at 4% or $113,465 at 6%; with 100% employer match about $127,648 at 4% or $85,099 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 13 | $2,581,169 | $132,754 | $10,212iApproximate average salary by contribution assumption: employee only about $255,296 at 4% or $170,197 at 6%; with 50% employer match about $170,197 at 4% or $113,465 at 6%; with 100% employer match about $127,648 at 4% or $85,099 at 6%. |
| 2004 | 1 | 12 | $2,312,469 | $164,658 | $13,722iApproximate average salary by contribution assumption: employee only about $343,038 at 4% or $228,692 at 6%; with 50% employer match about $228,692 at 4% or $152,461 at 6%; with 100% employer match about $171,519 at 4% or $114,346 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 12 | $2,312,469 | $164,658 | $13,722iApproximate average salary by contribution assumption: employee only about $343,038 at 4% or $228,692 at 6%; with 50% employer match about $228,692 at 4% or $152,461 at 6%; with 100% employer match about $171,519 at 4% or $114,346 at 6%. |
| 2003 | 1 | 10 | $1,981,954 | $140,243 | $14,024iApproximate average salary by contribution assumption: employee only about $350,608 at 4% or $233,738 at 6%; with 50% employer match about $233,738 at 4% or $155,826 at 6%; with 100% employer match about $175,304 at 4% or $116,869 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 10 | $1,981,954 | $140,243 | $14,024iApproximate average salary by contribution assumption: employee only about $350,608 at 4% or $233,738 at 6%; with 50% employer match about $233,738 at 4% or $155,826 at 6%; with 100% employer match about $175,304 at 4% or $116,869 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Koegel Associates Inc. Profit Sharing Plan | - | 10 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Koegel Associates Inc. Profit Sharing Plan | - | 10 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Koegel Associates Inc. Profit Sharing Plan | - | 12 | - | - | - |
| 1999 | 1 | 12 | $2,003,586 | $150,322 | $12,527iApproximate average salary by contribution assumption: employee only about $313,171 at 4% or $208,781 at 6%; with 50% employer match about $208,781 at 4% or $139,187 at 6%; with 100% employer match about $156,585 at 4% or $104,390 at 6%. |
| Koegel Associates Inc. Profit Sharing Plan | - | 12 | $2,003,586 | $150,322 | $12,527iApproximate average salary by contribution assumption: employee only about $313,171 at 4% or $208,781 at 6%; with 50% employer match about $208,781 at 4% or $139,187 at 6%; with 100% employer match about $156,585 at 4% or $104,390 at 6%. |