Kurtz & Company PC.
Plan context: Kurtz & Company PC. 401K Profit-Sharing Plan
EIN 75-2452274 • Dallas, TX • 25 filings • 8 plans
Current Snapshot
Latest Year
2023
2023 Participants
19
2023 Assets
$1,760,471
2023 Contributions
$139,395
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 19 | $1,760,471 | $139,395 | $7,337iApproximate average salary by contribution assumption: employee only about $183,414 at 4% or $122,276 at 6%; with 50% employer match about $122,276 at 4% or $81,518 at 6%; with 100% employer match about $91,707 at 4% or $61,138 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 19 | $1,760,471 | $139,395 | $7,337iApproximate average salary by contribution assumption: employee only about $183,414 at 4% or $122,276 at 6%; with 50% employer match about $122,276 at 4% or $81,518 at 6%; with 100% employer match about $91,707 at 4% or $61,138 at 6%. |
| 2021 | 1 | 17 | $2,191,581 | $144,656 | $8,509iApproximate average salary by contribution assumption: employee only about $212,729 at 4% or $141,820 at 6%; with 50% employer match about $141,820 at 4% or $94,546 at 6%; with 100% employer match about $106,365 at 4% or $70,910 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 17 | $2,191,581 | $144,656 | $8,509iApproximate average salary by contribution assumption: employee only about $212,729 at 4% or $141,820 at 6%; with 50% employer match about $141,820 at 4% or $94,546 at 6%; with 100% employer match about $106,365 at 4% or $70,910 at 6%. |
| 2020 | 1 | 15 | $1,800,570 | $148,640 | $9,909iApproximate average salary by contribution assumption: employee only about $247,733 at 4% or $165,156 at 6%; with 50% employer match about $165,156 at 4% or $110,104 at 6%; with 100% employer match about $123,867 at 4% or $82,578 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 15 | $1,800,570 | $148,640 | $9,909iApproximate average salary by contribution assumption: employee only about $247,733 at 4% or $165,156 at 6%; with 50% employer match about $165,156 at 4% or $110,104 at 6%; with 100% employer match about $123,867 at 4% or $82,578 at 6%. |
| 2019 | 1 | 14 | $1,774,231 | $139,895 | $9,993iApproximate average salary by contribution assumption: employee only about $249,813 at 4% or $166,542 at 6%; with 50% employer match about $166,542 at 4% or $111,028 at 6%; with 100% employer match about $124,906 at 4% or $83,271 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 14 | $1,774,231 | $139,895 | $9,993iApproximate average salary by contribution assumption: employee only about $249,813 at 4% or $166,542 at 6%; with 50% employer match about $166,542 at 4% or $111,028 at 6%; with 100% employer match about $124,906 at 4% or $83,271 at 6%. |
| 2018 | 1 | 15 | $1,776,236 | $148,735 | $9,916iApproximate average salary by contribution assumption: employee only about $247,892 at 4% or $165,261 at 6%; with 50% employer match about $165,261 at 4% or $110,174 at 6%; with 100% employer match about $123,946 at 4% or $82,631 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 15 | $1,776,236 | $148,735 | $9,916iApproximate average salary by contribution assumption: employee only about $247,892 at 4% or $165,261 at 6%; with 50% employer match about $165,261 at 4% or $110,174 at 6%; with 100% employer match about $123,946 at 4% or $82,631 at 6%. |
| 2017 | 1 | 16 | $1,760,469 | $129,745 | $8,109iApproximate average salary by contribution assumption: employee only about $202,727 at 4% or $135,151 at 6%; with 50% employer match about $135,151 at 4% or $90,101 at 6%; with 100% employer match about $101,363 at 4% or $67,576 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 16 | $1,760,469 | $129,745 | $8,109iApproximate average salary by contribution assumption: employee only about $202,727 at 4% or $135,151 at 6%; with 50% employer match about $135,151 at 4% or $90,101 at 6%; with 100% employer match about $101,363 at 4% or $67,576 at 6%. |
| 2016 | 1 | 15 | $1,503,308 | $160,319 | $10,688iApproximate average salary by contribution assumption: employee only about $267,198 at 4% or $178,132 at 6%; with 50% employer match about $178,132 at 4% or $118,755 at 6%; with 100% employer match about $133,599 at 4% or $89,066 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 15 | $1,503,308 | $160,319 | $10,688iApproximate average salary by contribution assumption: employee only about $267,198 at 4% or $178,132 at 6%; with 50% employer match about $178,132 at 4% or $118,755 at 6%; with 100% employer match about $133,599 at 4% or $89,066 at 6%. |
| 2015 | 1 | 13 | $1,372,598 | $114,157 | $8,781iApproximate average salary by contribution assumption: employee only about $219,533 at 4% or $146,355 at 6%; with 50% employer match about $146,355 at 4% or $97,570 at 6%; with 100% employer match about $109,766 at 4% or $73,178 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 13 | $1,372,598 | $114,157 | $8,781iApproximate average salary by contribution assumption: employee only about $219,533 at 4% or $146,355 at 6%; with 50% employer match about $146,355 at 4% or $97,570 at 6%; with 100% employer match about $109,766 at 4% or $73,178 at 6%. |
| 2014 | 1 | 10 | $1,356,358 | $95,709 | $9,571iApproximate average salary by contribution assumption: employee only about $239,273 at 4% or $159,515 at 6%; with 50% employer match about $159,515 at 4% or $106,343 at 6%; with 100% employer match about $119,636 at 4% or $79,758 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 10 | $1,356,358 | $95,709 | $9,571iApproximate average salary by contribution assumption: employee only about $239,273 at 4% or $159,515 at 6%; with 50% employer match about $159,515 at 4% or $106,343 at 6%; with 100% employer match about $119,636 at 4% or $79,758 at 6%. |
| 2013 | 1 | 11 | $1,281,501 | $108,342 | $9,849iApproximate average salary by contribution assumption: employee only about $246,232 at 4% or $164,155 at 6%; with 50% employer match about $164,155 at 4% or $109,436 at 6%; with 100% employer match about $123,116 at 4% or $82,077 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 11 | $1,281,501 | $108,342 | $9,849iApproximate average salary by contribution assumption: employee only about $246,232 at 4% or $164,155 at 6%; with 50% employer match about $164,155 at 4% or $109,436 at 6%; with 100% employer match about $123,116 at 4% or $82,077 at 6%. |
| 2012 | 1 | 10 | $1,102,057 | $99,911 | $9,991iApproximate average salary by contribution assumption: employee only about $249,778 at 4% or $166,518 at 6%; with 50% employer match about $166,518 at 4% or $111,012 at 6%; with 100% employer match about $124,889 at 4% or $83,259 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 10 | $1,102,057 | $99,911 | $9,991iApproximate average salary by contribution assumption: employee only about $249,778 at 4% or $166,518 at 6%; with 50% employer match about $166,518 at 4% or $111,012 at 6%; with 100% employer match about $124,889 at 4% or $83,259 at 6%. |
| 2011 | 1 | 9 | $930,340 | $94,725 | $10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 9 | $930,340 | $94,725 | $10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%. |
| 2010 | 1 | 11 | $979,635 | $93,914 | $8,538iApproximate average salary by contribution assumption: employee only about $213,441 at 4% or $142,294 at 6%; with 50% employer match about $142,294 at 4% or $94,863 at 6%; with 100% employer match about $106,720 at 4% or $71,147 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 11 | $979,635 | $93,914 | $8,538iApproximate average salary by contribution assumption: employee only about $213,441 at 4% or $142,294 at 6%; with 50% employer match about $142,294 at 4% or $94,863 at 6%; with 100% employer match about $106,720 at 4% or $71,147 at 6%. |
| 2009 | 1 | 13 | $861,586 | $126,724 | $9,748iApproximate average salary by contribution assumption: employee only about $243,700 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,311 at 6%; with 100% employer match about $121,850 at 4% or $81,233 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 13 | $861,586 | $126,724 | $9,748iApproximate average salary by contribution assumption: employee only about $243,700 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,311 at 6%; with 100% employer match about $121,850 at 4% or $81,233 at 6%. |
| 2008 | 1 | 13 | $693,973 | $125,105 | $9,623iApproximate average salary by contribution assumption: employee only about $240,587 at 4% or $160,391 at 6%; with 50% employer match about $160,391 at 4% or $106,927 at 6%; with 100% employer match about $120,293 at 4% or $80,196 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 13 | $693,973 | $125,105 | $9,623iApproximate average salary by contribution assumption: employee only about $240,587 at 4% or $160,391 at 6%; with 50% employer match about $160,391 at 4% or $106,927 at 6%; with 100% employer match about $120,293 at 4% or $80,196 at 6%. |
| 2007 | 1 | 15 | $767,609 | $88,951 | $5,930iApproximate average salary by contribution assumption: employee only about $148,252 at 4% or $98,834 at 6%; with 50% employer match about $98,834 at 4% or $65,890 at 6%; with 100% employer match about $74,126 at 4% or $49,417 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 15 | $767,609 | $88,951 | $5,930iApproximate average salary by contribution assumption: employee only about $148,252 at 4% or $98,834 at 6%; with 50% employer match about $98,834 at 4% or $65,890 at 6%; with 100% employer match about $74,126 at 4% or $49,417 at 6%. |
| 2006 | 1 | 9 | $618,729 | $55,998 | $6,222iApproximate average salary by contribution assumption: employee only about $155,550 at 4% or $103,700 at 6%; with 50% employer match about $103,700 at 4% or $69,133 at 6%; with 100% employer match about $77,775 at 4% or $51,850 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 9 | $618,729 | $55,998 | $6,222iApproximate average salary by contribution assumption: employee only about $155,550 at 4% or $103,700 at 6%; with 50% employer match about $103,700 at 4% or $69,133 at 6%; with 100% employer match about $77,775 at 4% or $51,850 at 6%. |
| 2005 | 1 | 12 | $492,880 | $92,824 | $7,735iApproximate average salary by contribution assumption: employee only about $193,383 at 4% or $128,922 at 6%; with 50% employer match about $128,922 at 4% or $85,948 at 6%; with 100% employer match about $96,692 at 4% or $64,461 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 12 | $492,880 | $92,824 | $7,735iApproximate average salary by contribution assumption: employee only about $193,383 at 4% or $128,922 at 6%; with 50% employer match about $128,922 at 4% or $85,948 at 6%; with 100% employer match about $96,692 at 4% or $64,461 at 6%. |
| 2004 | 1 | 14 | $510,205 | $120,850 | $8,632iApproximate average salary by contribution assumption: employee only about $215,804 at 4% or $143,869 at 6%; with 50% employer match about $143,869 at 4% or $95,913 at 6%; with 100% employer match about $107,902 at 4% or $71,935 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 14 | $510,205 | $120,850 | $8,632iApproximate average salary by contribution assumption: employee only about $215,804 at 4% or $143,869 at 6%; with 50% employer match about $143,869 at 4% or $95,913 at 6%; with 100% employer match about $107,902 at 4% or $71,935 at 6%. |
| 2003 | 1 | 16 | $366,877 | $98,910 | $6,182iApproximate average salary by contribution assumption: employee only about $154,547 at 4% or $103,031 at 6%; with 50% employer match about $103,031 at 4% or $68,688 at 6%; with 100% employer match about $77,273 at 4% or $51,516 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 16 | $366,877 | $98,910 | $6,182iApproximate average salary by contribution assumption: employee only about $154,547 at 4% or $103,031 at 6%; with 50% employer match about $103,031 at 4% or $68,688 at 6%; with 100% employer match about $77,273 at 4% or $51,516 at 6%. |
| 2002 | 1 | 10 | $265,926 | $89,818 | $8,982iApproximate average salary by contribution assumption: employee only about $224,545 at 4% or $149,697 at 6%; with 50% employer match about $149,697 at 4% or $99,798 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 10 | $265,926 | $89,818 | $8,982iApproximate average salary by contribution assumption: employee only about $224,545 at 4% or $149,697 at 6%; with 50% employer match about $149,697 at 4% or $99,798 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%. |
| 2001 | 1 | 12 | $218,963 | $59,742 | $4,979iApproximate average salary by contribution assumption: employee only about $124,463 at 4% or $82,975 at 6%; with 50% employer match about $82,975 at 4% or $55,317 at 6%; with 100% employer match about $62,231 at 4% or $41,488 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 12 | $218,963 | $59,742 | $4,979iApproximate average salary by contribution assumption: employee only about $124,463 at 4% or $82,975 at 6%; with 50% employer match about $82,975 at 4% or $55,317 at 6%; with 100% employer match about $62,231 at 4% or $41,488 at 6%. |
| 2000 | 2 | 15 | $201,680 | $58,444 | $3,896iApproximate average salary by contribution assumption: employee only about $97,407 at 4% or $64,938 at 6%; with 50% employer match about $64,938 at 4% or $43,292 at 6%; with 100% employer match about $48,703 at 4% or $32,469 at 6%. |
| Kurtz & Company PC. 401K Profit-Sharing Plan | - | 15 | $201,680 | $58,444 | $3,896iApproximate average salary by contribution assumption: employee only about $97,407 at 4% or $64,938 at 6%; with 50% employer match about $64,938 at 4% or $43,292 at 6%; with 100% employer match about $48,703 at 4% or $32,469 at 6%. |
| KURTZ & COMPANY, P.C. PROFIT SHARING PLAN | - | 0 | - | - | - |