Civic Intelligence

KATHMERE CAPITAL MANAGEMENT LLC

Plan context: KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN

EIN 81-1449683 • Wayne, PA • 8 filings • 1 plans

435 Devon Park DriveSte 715Wayne, PA 19087
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$2,647,574

2025 Contributions

$440,405

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,647,574$1,323,787$0201820222025YearValue
$2,647,574Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

25130201820222025YearValue
25Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025125$2,647,574$440,405$17,616iApproximate average salary by contribution assumption: employee only about $440,405 at 4% or $293,603 at 6%; with 50% employer match about $293,603 at 4% or $195,736 at 6%; with 100% employer match about $220,203 at 4% or $146,802 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-25$2,647,574$440,405$17,616iApproximate average salary by contribution assumption: employee only about $440,405 at 4% or $293,603 at 6%; with 50% employer match about $293,603 at 4% or $195,736 at 6%; with 100% employer match about $220,203 at 4% or $146,802 at 6%.
2024120$1,847,186$319,497$15,975iApproximate average salary by contribution assumption: employee only about $399,371 at 4% or $266,248 at 6%; with 50% employer match about $266,248 at 4% or $177,498 at 6%; with 100% employer match about $199,686 at 4% or $133,124 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-20$1,847,186$319,497$15,975iApproximate average salary by contribution assumption: employee only about $399,371 at 4% or $266,248 at 6%; with 50% employer match about $266,248 at 4% or $177,498 at 6%; with 100% employer match about $199,686 at 4% or $133,124 at 6%.
2023119$1,339,221$268,662$14,140iApproximate average salary by contribution assumption: employee only about $353,503 at 4% or $235,668 at 6%; with 50% employer match about $235,668 at 4% or $157,112 at 6%; with 100% employer match about $176,751 at 4% or $117,834 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-19$1,339,221$268,662$14,140iApproximate average salary by contribution assumption: employee only about $353,503 at 4% or $235,668 at 6%; with 50% employer match about $235,668 at 4% or $157,112 at 6%; with 100% employer match about $176,751 at 4% or $117,834 at 6%.
2022118$900,100$219,221$12,179iApproximate average salary by contribution assumption: employee only about $304,474 at 4% or $202,982 at 6%; with 50% employer match about $202,982 at 4% or $135,322 at 6%; with 100% employer match about $152,237 at 4% or $101,491 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-18$900,100$219,221$12,179iApproximate average salary by contribution assumption: employee only about $304,474 at 4% or $202,982 at 6%; with 50% employer match about $202,982 at 4% or $135,322 at 6%; with 100% employer match about $152,237 at 4% or $101,491 at 6%.
2021113$848,554$232,394$17,876iApproximate average salary by contribution assumption: employee only about $446,912 at 4% or $297,941 at 6%; with 50% employer match about $297,941 at 4% or $198,627 at 6%; with 100% employer match about $223,456 at 4% or $148,971 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-13$848,554$232,394$17,876iApproximate average salary by contribution assumption: employee only about $446,912 at 4% or $297,941 at 6%; with 50% employer match about $297,941 at 4% or $198,627 at 6%; with 100% employer match about $223,456 at 4% or $148,971 at 6%.
2020113$576,384$224,943$17,303iApproximate average salary by contribution assumption: employee only about $432,583 at 4% or $288,388 at 6%; with 50% employer match about $288,388 at 4% or $192,259 at 6%; with 100% employer match about $216,291 at 4% or $144,194 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-13$576,384$224,943$17,303iApproximate average salary by contribution assumption: employee only about $432,583 at 4% or $288,388 at 6%; with 50% employer match about $288,388 at 4% or $192,259 at 6%; with 100% employer match about $216,291 at 4% or $144,194 at 6%.
2019113$318,412$163,883$12,606iApproximate average salary by contribution assumption: employee only about $315,160 at 4% or $210,106 at 6%; with 50% employer match about $210,106 at 4% or $140,071 at 6%; with 100% employer match about $157,580 at 4% or $105,053 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-13$318,412$163,883$12,606iApproximate average salary by contribution assumption: employee only about $315,160 at 4% or $210,106 at 6%; with 50% employer match about $210,106 at 4% or $140,071 at 6%; with 100% employer match about $157,580 at 4% or $105,053 at 6%.
2018112$128,843$144,355$12,030iApproximate average salary by contribution assumption: employee only about $300,740 at 4% or $200,493 at 6%; with 50% employer match about $200,493 at 4% or $133,662 at 6%; with 100% employer match about $150,370 at 4% or $100,247 at 6%.
KATHMERE CAPITAL MANAGEMENT LLC 401(K) PLAN-12$128,843$144,355$12,030iApproximate average salary by contribution assumption: employee only about $300,740 at 4% or $200,493 at 6%; with 50% employer match about $200,493 at 4% or $133,662 at 6%; with 100% employer match about $150,370 at 4% or $100,247 at 6%.