Civic Intelligence

Kbf Cpas LLP

Plan context: Kbf Cpas LLP 401(K) Profit Sharing Plan

EIN 82-1030164 • Lake Oswego, OR • 16 filings • 3 plans

5285 Meadows Rd. Suite 420Lake Oswego, OR 97035
Current Snapshot

Latest Year

2024

2024 Participants

130

2024 Assets

$42,018,149

2024 Contributions

$5,210,061

Historical Graphs

Total Assets Over Time

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

$42,018,149$21,009,075$0201820212024YearValue
$42,018,149Latest year 2024

Participants Over Time

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

138690201820212024YearValue
130Latest year 2024

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
20243130$42,018,149$5,210,061$40,077iApproximate average salary by contribution assumption: employee only about $1,001,935 at 4% or $667,957 at 6%; with 50% employer match about $667,957 at 4% or $445,304 at 6%; with 100% employer match about $500,967 at 4% or $333,978 at 6%.
Kbf Cpas LLP 401(K) Profit Sharing Plan-130$30,685,254$3,354,224$25,802iApproximate average salary by contribution assumption: employee only about $645,043 at 4% or $430,029 at 6%; with 50% employer match about $430,029 at 4% or $286,686 at 6%; with 100% employer match about $322,522 at 4% or $215,014 at 6%.
Kbf Cpas LLP Cash Balance Plan-130$11,332,895$1,855,837$14,276iApproximate average salary by contribution assumption: employee only about $356,892 at 4% or $237,928 at 6%; with 50% employer match about $237,928 at 4% or $158,619 at 6%; with 100% employer match about $178,446 at 4% or $118,964 at 6%.
Kbf Cpas LLP Health and Welfare Plan-123---
20233130$33,986,464$4,269,367$32,841iApproximate average salary by contribution assumption: employee only about $821,032 at 4% or $547,355 at 6%; with 50% employer match about $547,355 at 4% or $364,903 at 6%; with 100% employer match about $410,516 at 4% or $273,677 at 6%.
Kbf Cpas LLP 401(K) Profit Sharing Plan-124$24,926,165$2,925,167$23,590iApproximate average salary by contribution assumption: employee only about $589,751 at 4% or $393,168 at 6%; with 50% employer match about $393,168 at 4% or $262,112 at 6%; with 100% employer match about $294,876 at 4% or $196,584 at 6%.
Kbf Cpas LLP Cash Balance Plan-119$9,060,299$1,344,200$11,296iApproximate average salary by contribution assumption: employee only about $282,395 at 4% or $188,263 at 6%; with 50% employer match about $188,263 at 4% or $125,509 at 6%; with 100% employer match about $141,197 at 4% or $94,132 at 6%.
Kbf Cpas LLP Health and Welfare Plan-130---
20222120$27,925,725$5,366,026$44,717iApproximate average salary by contribution assumption: employee only about $1,117,922 at 4% or $745,281 at 6%; with 50% employer match about $745,281 at 4% or $496,854 at 6%; with 100% employer match about $558,961 at 4% or $372,641 at 6%.
Kbf Cpas LLP 401(K) Profit Sharing Plan-120$20,577,764$2,802,576$23,355iApproximate average salary by contribution assumption: employee only about $583,870 at 4% or $389,247 at 6%; with 50% employer match about $389,247 at 4% or $259,498 at 6%; with 100% employer match about $291,935 at 4% or $194,623 at 6%.
Kbf Cpas LLP Cash Balance Plan-120$7,347,961$2,563,450$21,362iApproximate average salary by contribution assumption: employee only about $534,052 at 4% or $356,035 at 6%; with 50% employer match about $356,035 at 4% or $237,356 at 6%; with 100% employer match about $267,026 at 4% or $178,017 at 6%.
20212120$26,490,218$4,508,861$37,574iApproximate average salary by contribution assumption: employee only about $939,346 at 4% or $626,231 at 6%; with 50% employer match about $626,231 at 4% or $417,487 at 6%; with 100% employer match about $469,673 at 4% or $313,115 at 6%.
Kbf Cpas LLP 401(K) Profit Sharing Plan-105$21,370,679$2,488,861$23,703iApproximate average salary by contribution assumption: employee only about $592,586 at 4% or $395,057 at 6%; with 50% employer match about $395,057 at 4% or $263,372 at 6%; with 100% employer match about $296,293 at 4% or $197,529 at 6%.
Kbf Cpas LLP Cash Balance Plan-120$5,119,539$2,020,000$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
20202117$20,663,776$3,490,870$29,836iApproximate average salary by contribution assumption: employee only about $745,912 at 4% or $497,275 at 6%; with 50% employer match about $497,275 at 4% or $331,517 at 6%; with 100% employer match about $372,956 at 4% or $248,637 at 6%.
Kbf Cpas LLP 401(K) Profit Sharing Plan-101$17,635,974$2,358,270$23,349iApproximate average salary by contribution assumption: employee only about $583,730 at 4% or $389,153 at 6%; with 50% employer match about $389,153 at 4% or $259,436 at 6%; with 100% employer match about $291,865 at 4% or $194,577 at 6%.
Kbf Cpas LLP Cash Balance Plan-117$3,027,802$1,132,600$9,680iApproximate average salary by contribution assumption: employee only about $242,009 at 4% or $161,339 at 6%; with 50% employer match about $161,339 at 4% or $107,559 at 6%; with 100% employer match about $121,004 at 4% or $80,670 at 6%.
20192138$15,095,742$2,749,393$19,923iApproximate average salary by contribution assumption: employee only about $498,078 at 4% or $332,052 at 6%; with 50% employer match about $332,052 at 4% or $221,368 at 6%; with 100% employer match about $249,039 at 4% or $166,026 at 6%.
Kbf Cpas LLP 401(K) Profit Sharing Plan-138$13,321,033$1,886,257$13,669iApproximate average salary by contribution assumption: employee only about $341,713 at 4% or $227,809 at 6%; with 50% employer match about $227,809 at 4% or $151,873 at 6%; with 100% employer match about $170,857 at 4% or $113,904 at 6%.
Kbf Cpas LLP Cash Balance Plan-101$1,774,709$863,136$8,546iApproximate average salary by contribution assumption: employee only about $213,648 at 4% or $142,432 at 6%; with 50% employer match about $142,432 at 4% or $94,954 at 6%; with 100% employer match about $106,824 at 4% or $71,216 at 6%.
20182113$10,494,069$2,609,173$23,090iApproximate average salary by contribution assumption: employee only about $577,251 at 4% or $384,834 at 6%; with 50% employer match about $384,834 at 4% or $256,556 at 6%; with 100% employer match about $288,625 at 4% or $192,417 at 6%.
Kbf Cpas LLP 401(K) Profit Sharing Plan-113$9,637,269$1,752,373$15,508iApproximate average salary by contribution assumption: employee only about $387,693 at 4% or $258,462 at 6%; with 50% employer match about $258,462 at 4% or $172,308 at 6%; with 100% employer match about $193,847 at 4% or $129,231 at 6%.
Kbf Cpas LLP Cash Balance Plan-86$856,800$856,800$9,963iApproximate average salary by contribution assumption: employee only about $249,070 at 4% or $166,047 at 6%; with 50% employer match about $166,047 at 4% or $110,698 at 6%; with 100% employer match about $124,535 at 4% or $83,023 at 6%.