KDP WEALTH MANAGEMENT LLC
Plan context: KDP WEALTH MANAGEMENT LLC 401(K) PLAN
EIN 81-0578590 • Medford, OR • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$887,839
2025 Contributions
$144,176
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $887,839 | $144,176 | $18,022iApproximate average salary by contribution assumption: employee only about $450,550 at 4% or $300,367 at 6%; with 50% employer match about $300,367 at 4% or $200,244 at 6%; with 100% employer match about $225,275 at 4% or $150,183 at 6%. |
| KDP WEALTH MANAGEMENT LLC 401(K) PLAN | - | 8 | $887,839 | $144,176 | $18,022iApproximate average salary by contribution assumption: employee only about $450,550 at 4% or $300,367 at 6%; with 50% employer match about $300,367 at 4% or $200,244 at 6%; with 100% employer match about $225,275 at 4% or $150,183 at 6%. |
| 2024 | 1 | 7 | $679,004 | $572,540 | $81,791iApproximate average salary by contribution assumption: employee only about $2,044,786 at 4% or $1,363,190 at 6%; with 50% employer match about $1,363,190 at 4% or $908,794 at 6%; with 100% employer match about $1,022,393 at 4% or $681,595 at 6%. |
| KDP WEALTH MANAGEMENT LLC 401(K) PLAN | - | 7 | $679,004 | $572,540 | $81,791iApproximate average salary by contribution assumption: employee only about $2,044,786 at 4% or $1,363,190 at 6%; with 50% employer match about $1,363,190 at 4% or $908,794 at 6%; with 100% employer match about $1,022,393 at 4% or $681,595 at 6%. |
| 2023 | 1 | 2 | $67,460 | $65,054 | $32,527iApproximate average salary by contribution assumption: employee only about $813,175 at 4% or $542,117 at 6%; with 50% employer match about $542,117 at 4% or $361,411 at 6%; with 100% employer match about $406,588 at 4% or $271,058 at 6%. |
| KDP WEALTH MANAGEMENT LLC 401(K) PLAN | - | 2 | $67,460 | $65,054 | $32,527iApproximate average salary by contribution assumption: employee only about $813,175 at 4% or $542,117 at 6%; with 50% employer match about $542,117 at 4% or $361,411 at 6%; with 100% employer match about $406,588 at 4% or $271,058 at 6%. |