Albert, Neely & Kuhlmann
Plan context: Albert, Neely & Kuhlmann Profit Sharing Plan & Trust
EIN 75-2135797 • Fort Worth, TX • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$4,428,169
2024 Contributions
$153,695
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 | 13 | $4,428,169 | $153,695 | $11,823iApproximate average salary by contribution assumption: employee only about $295,567 at 4% or $197,045 at 6%; with 50% employer match about $197,045 at 4% or $131,363 at 6%; with 100% employer match about $147,784 at 4% or $98,522 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 13 | $4,428,169 | $153,695 | $11,823iApproximate average salary by contribution assumption: employee only about $295,567 at 4% or $197,045 at 6%; with 50% employer match about $197,045 at 4% or $131,363 at 6%; with 100% employer match about $147,784 at 4% or $98,522 at 6%. |
| 2023 | 1 | 13 | $3,654,219 | $139,978 | $10,768iApproximate average salary by contribution assumption: employee only about $269,188 at 4% or $179,459 at 6%; with 50% employer match about $179,459 at 4% or $119,639 at 6%; with 100% employer match about $134,594 at 4% or $89,729 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 13 | $3,654,219 | $139,978 | $10,768iApproximate average salary by contribution assumption: employee only about $269,188 at 4% or $179,459 at 6%; with 50% employer match about $179,459 at 4% or $119,639 at 6%; with 100% employer match about $134,594 at 4% or $89,729 at 6%. |
| 2022 | 1 | 14 | $3,937,227 | $104,412 | $7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 14 | $3,937,227 | $104,412 | $7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%. |
| 2021 | 1 | 14 | $5,006,668 | $76,350 | $5,454iApproximate average salary by contribution assumption: employee only about $136,339 at 4% or $90,893 at 6%; with 50% employer match about $90,893 at 4% or $60,595 at 6%; with 100% employer match about $68,170 at 4% or $45,446 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 14 | $5,006,668 | $76,350 | $5,454iApproximate average salary by contribution assumption: employee only about $136,339 at 4% or $90,893 at 6%; with 50% employer match about $90,893 at 4% or $60,595 at 6%; with 100% employer match about $68,170 at 4% or $45,446 at 6%. |
| 2020 | 1 | 14 | $4,380,471 | $98,302 | $7,022iApproximate average salary by contribution assumption: employee only about $175,539 at 4% or $117,026 at 6%; with 50% employer match about $117,026 at 4% or $78,017 at 6%; with 100% employer match about $87,770 at 4% or $58,513 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 14 | $4,380,471 | $98,302 | $7,022iApproximate average salary by contribution assumption: employee only about $175,539 at 4% or $117,026 at 6%; with 50% employer match about $117,026 at 4% or $78,017 at 6%; with 100% employer match about $87,770 at 4% or $58,513 at 6%. |
| 2019 | 1 | 14 | $4,232,139 | $111,800 | $7,986iApproximate average salary by contribution assumption: employee only about $199,643 at 4% or $133,095 at 6%; with 50% employer match about $133,095 at 4% or $88,730 at 6%; with 100% employer match about $99,821 at 4% or $66,548 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 14 | $4,232,139 | $111,800 | $7,986iApproximate average salary by contribution assumption: employee only about $199,643 at 4% or $133,095 at 6%; with 50% employer match about $133,095 at 4% or $88,730 at 6%; with 100% employer match about $99,821 at 4% or $66,548 at 6%. |
| 2018 | 1 | 13 | $4,662,655 | $102,101 | $7,854iApproximate average salary by contribution assumption: employee only about $196,348 at 4% or $130,899 at 6%; with 50% employer match about $130,899 at 4% or $87,266 at 6%; with 100% employer match about $98,174 at 4% or $65,449 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 13 | $4,662,655 | $102,101 | $7,854iApproximate average salary by contribution assumption: employee only about $196,348 at 4% or $130,899 at 6%; with 50% employer match about $130,899 at 4% or $87,266 at 6%; with 100% employer match about $98,174 at 4% or $65,449 at 6%. |
| 2017 | 1 | 13 | $4,952,503 | $118,777 | $9,137iApproximate average salary by contribution assumption: employee only about $228,417 at 4% or $152,278 at 6%; with 50% employer match about $152,278 at 4% or $101,519 at 6%; with 100% employer match about $114,209 at 4% or $76,139 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 13 | $4,952,503 | $118,777 | $9,137iApproximate average salary by contribution assumption: employee only about $228,417 at 4% or $152,278 at 6%; with 50% employer match about $152,278 at 4% or $101,519 at 6%; with 100% employer match about $114,209 at 4% or $76,139 at 6%. |
| 2016 | 1 | 14 | $6,293,855 | $129,145 | $9,225iApproximate average salary by contribution assumption: employee only about $230,616 at 4% or $153,744 at 6%; with 50% employer match about $153,744 at 4% or $102,496 at 6%; with 100% employer match about $115,308 at 4% or $76,872 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 14 | $6,293,855 | $129,145 | $9,225iApproximate average salary by contribution assumption: employee only about $230,616 at 4% or $153,744 at 6%; with 50% employer match about $153,744 at 4% or $102,496 at 6%; with 100% employer match about $115,308 at 4% or $76,872 at 6%. |
| 2015 | 1 | 16 | $6,742,591 | $219,700 | $13,731iApproximate average salary by contribution assumption: employee only about $343,281 at 4% or $228,854 at 6%; with 50% employer match about $228,854 at 4% or $152,569 at 6%; with 100% employer match about $171,641 at 4% or $114,427 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 16 | $6,742,591 | $219,700 | $13,731iApproximate average salary by contribution assumption: employee only about $343,281 at 4% or $228,854 at 6%; with 50% employer match about $228,854 at 4% or $152,569 at 6%; with 100% employer match about $171,641 at 4% or $114,427 at 6%. |
| 2014 | 1 | 17 | $6,926,520 | $248,926 | $14,643iApproximate average salary by contribution assumption: employee only about $366,068 at 4% or $244,045 at 6%; with 50% employer match about $244,045 at 4% or $162,697 at 6%; with 100% employer match about $183,034 at 4% or $122,023 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 17 | $6,926,520 | $248,926 | $14,643iApproximate average salary by contribution assumption: employee only about $366,068 at 4% or $244,045 at 6%; with 50% employer match about $244,045 at 4% or $162,697 at 6%; with 100% employer match about $183,034 at 4% or $122,023 at 6%. |
| 2013 | 1 | 18 | $6,451,134 | $246,703 | $13,706iApproximate average salary by contribution assumption: employee only about $342,643 at 4% or $228,429 at 6%; with 50% employer match about $228,429 at 4% or $152,286 at 6%; with 100% employer match about $171,322 at 4% or $114,214 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 18 | $6,451,134 | $246,703 | $13,706iApproximate average salary by contribution assumption: employee only about $342,643 at 4% or $228,429 at 6%; with 50% employer match about $228,429 at 4% or $152,286 at 6%; with 100% employer match about $171,322 at 4% or $114,214 at 6%. |
| 2012 | 1 | 20 | $5,062,468 | $251,766 | $12,588iApproximate average salary by contribution assumption: employee only about $314,708 at 4% or $209,805 at 6%; with 50% employer match about $209,805 at 4% or $139,870 at 6%; with 100% employer match about $157,354 at 4% or $104,903 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 20 | $5,062,468 | $251,766 | $12,588iApproximate average salary by contribution assumption: employee only about $314,708 at 4% or $209,805 at 6%; with 50% employer match about $209,805 at 4% or $139,870 at 6%; with 100% employer match about $157,354 at 4% or $104,903 at 6%. |
| 2011 | 1 | 18 | $4,152,942 | $307,037 | $17,058iApproximate average salary by contribution assumption: employee only about $426,440 at 4% or $284,294 at 6%; with 50% employer match about $284,294 at 4% or $189,529 at 6%; with 100% employer match about $213,220 at 4% or $142,147 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 18 | $4,152,942 | $307,037 | $17,058iApproximate average salary by contribution assumption: employee only about $426,440 at 4% or $284,294 at 6%; with 50% employer match about $284,294 at 4% or $189,529 at 6%; with 100% employer match about $213,220 at 4% or $142,147 at 6%. |
| 2010 | 1 | 16 | $3,907,402 | $305,159 | $19,072iApproximate average salary by contribution assumption: employee only about $476,811 at 4% or $317,874 at 6%; with 50% employer match about $317,874 at 4% or $211,916 at 6%; with 100% employer match about $238,405 at 4% or $158,937 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 16 | $3,907,402 | $305,159 | $19,072iApproximate average salary by contribution assumption: employee only about $476,811 at 4% or $317,874 at 6%; with 50% employer match about $317,874 at 4% or $211,916 at 6%; with 100% employer match about $238,405 at 4% or $158,937 at 6%. |
| 2009 | 1 | 13 | $3,264,074 | $264,590 | $20,353iApproximate average salary by contribution assumption: employee only about $508,827 at 4% or $339,218 at 6%; with 50% employer match about $339,218 at 4% or $226,145 at 6%; with 100% employer match about $254,413 at 4% or $169,609 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 13 | $3,264,074 | $264,590 | $20,353iApproximate average salary by contribution assumption: employee only about $508,827 at 4% or $339,218 at 6%; with 50% employer match about $339,218 at 4% or $226,145 at 6%; with 100% employer match about $254,413 at 4% or $169,609 at 6%. |
| 2008 | 1 | 11 | $2,380,221 | $227,961 | $20,724iApproximate average salary by contribution assumption: employee only about $518,093 at 4% or $345,395 at 6%; with 50% employer match about $345,395 at 4% or $230,264 at 6%; with 100% employer match about $259,047 at 4% or $172,698 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 11 | $2,380,221 | $227,961 | $20,724iApproximate average salary by contribution assumption: employee only about $518,093 at 4% or $345,395 at 6%; with 50% employer match about $345,395 at 4% or $230,264 at 6%; with 100% employer match about $259,047 at 4% or $172,698 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 13 | - | - | - |
| 2006 | 1 | 11 | $3,067,463 | $196,897 | $17,900iApproximate average salary by contribution assumption: employee only about $447,493 at 4% or $298,329 at 6%; with 50% employer match about $298,329 at 4% or $198,886 at 6%; with 100% employer match about $223,747 at 4% or $149,164 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 11 | $3,067,463 | $196,897 | $17,900iApproximate average salary by contribution assumption: employee only about $447,493 at 4% or $298,329 at 6%; with 50% employer match about $298,329 at 4% or $198,886 at 6%; with 100% employer match about $223,747 at 4% or $149,164 at 6%. |
| 2005 | 1 | 11 | $2,581,365 | $172,466 | $15,679iApproximate average salary by contribution assumption: employee only about $391,968 at 4% or $261,312 at 6%; with 50% employer match about $261,312 at 4% or $174,208 at 6%; with 100% employer match about $195,984 at 4% or $130,656 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 11 | $2,581,365 | $172,466 | $15,679iApproximate average salary by contribution assumption: employee only about $391,968 at 4% or $261,312 at 6%; with 50% employer match about $261,312 at 4% or $174,208 at 6%; with 100% employer match about $195,984 at 4% or $130,656 at 6%. |
| 2004 | 1 | 11 | $2,266,413 | $174,470 | $15,861iApproximate average salary by contribution assumption: employee only about $396,523 at 4% or $264,348 at 6%; with 50% employer match about $264,348 at 4% or $176,232 at 6%; with 100% employer match about $198,261 at 4% or $132,174 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 11 | $2,266,413 | $174,470 | $15,861iApproximate average salary by contribution assumption: employee only about $396,523 at 4% or $264,348 at 6%; with 50% employer match about $264,348 at 4% or $176,232 at 6%; with 100% employer match about $198,261 at 4% or $132,174 at 6%. |
| 2003 | 1 | 11 | $1,848,197 | $175,580 | $15,962iApproximate average salary by contribution assumption: employee only about $399,045 at 4% or $266,030 at 6%; with 50% employer match about $266,030 at 4% or $177,354 at 6%; with 100% employer match about $199,523 at 4% or $133,015 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 11 | $1,848,197 | $175,580 | $15,962iApproximate average salary by contribution assumption: employee only about $399,045 at 4% or $266,030 at 6%; with 50% employer match about $266,030 at 4% or $177,354 at 6%; with 100% employer match about $199,523 at 4% or $133,015 at 6%. |
| 2002 | 1 | 9 | $1,525,797 | $127,757 | $14,195iApproximate average salary by contribution assumption: employee only about $354,881 at 4% or $236,587 at 6%; with 50% employer match about $236,587 at 4% or $157,725 at 6%; with 100% employer match about $177,440 at 4% or $118,294 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 9 | $1,525,797 | $127,757 | $14,195iApproximate average salary by contribution assumption: employee only about $354,881 at 4% or $236,587 at 6%; with 50% employer match about $236,587 at 4% or $157,725 at 6%; with 100% employer match about $177,440 at 4% or $118,294 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 1999 | 1 | 9 | $1,533,946 | $113,535 | $12,615iApproximate average salary by contribution assumption: employee only about $315,375 at 4% or $210,250 at 6%; with 50% employer match about $210,250 at 4% or $140,167 at 6%; with 100% employer match about $157,688 at 4% or $105,125 at 6%. |
| Albert, Neely & Kuhlmann Profit Sharing Plan & Trust | - | 9 | $1,533,946 | $113,535 | $12,615iApproximate average salary by contribution assumption: employee only about $315,375 at 4% or $210,250 at 6%; with 50% employer match about $210,250 at 4% or $140,167 at 6%; with 100% employer match about $157,688 at 4% or $105,125 at 6%. |