Civic Intelligence

KDK PRIVATE WEALTH MANAGEMENT

Plan context: KDK PRIVATE WEALTH MANAGEMENT 401K PLAN

EIN 83-1463982 • Houston, TX • 1 filings • 1 plans

1616 S Voss RoadSuite 800Houston, TX 77057
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$6,639

2025 Contributions

$6,622

Historical Graphs

Total Assets Over Time

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

$6,639$3,320$02025YearValue
$6,639Latest year 2025

Participants Over Time

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

1102025YearValue
1Latest 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
202511$6,639$6,622$6,622iApproximate average salary by contribution assumption: employee only about $165,550 at 4% or $110,367 at 6%; with 50% employer match about $110,367 at 4% or $73,578 at 6%; with 100% employer match about $82,775 at 4% or $55,183 at 6%.
KDK PRIVATE WEALTH MANAGEMENT 401K PLAN-1$6,639$6,622$6,622iApproximate average salary by contribution assumption: employee only about $165,550 at 4% or $110,367 at 6%; with 50% employer match about $110,367 at 4% or $73,578 at 6%; with 100% employer match about $82,775 at 4% or $55,183 at 6%.