Civic Intelligence

Kaufman & Mcallister PC.

Plan context: Kaufman & Mcallister PC. Profit Sharing Plan and Trust

EIN 84-1255113 • Aspen, CO • 26 filings • 4 plans

P.O. Box 7966Aspen, CO 81612
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$442,232

2024 Contributions

$16,239

Historical Graphs

Total Assets Over Time

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

$4,189,889$2,094,945$0200020122024YearValue
$442,232Latest year 2024

Participants Over Time

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

740200020122024YearValue
2Latest 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
202412$442,232$0-
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-2$442,232--
202312$439,957$0-
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-2$439,957--
202212$437,888$0-
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-2$437,888--
202114$384,726$0-
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$384,726$0-
202014$2,284,782$0-
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$2,284,782$0-
201927$4,189,889$16,239$2,320iApproximate average salary by contribution assumption: employee only about $57,996 at 4% or $38,664 at 6%; with 50% employer match about $38,664 at 4% or $25,776 at 6%; with 100% employer match about $28,998 at 4% or $19,332 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-7$2,099,155$15,040$2,149iApproximate average salary by contribution assumption: employee only about $53,714 at 4% or $35,810 at 6%; with 50% employer match about $35,810 at 4% or $23,873 at 6%; with 100% employer match about $26,857 at 4% or $17,905 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$2,090,734$1,199$300iApproximate average salary by contribution assumption: employee only about $7,494 at 4% or $4,996 at 6%; with 50% employer match about $4,996 at 4% or $3,331 at 6%; with 100% employer match about $3,747 at 4% or $2,498 at 6%.
201813$2,018,583$31,259$10,420iApproximate average salary by contribution assumption: employee only about $260,492 at 4% or $173,661 at 6%; with 50% employer match about $173,661 at 4% or $115,774 at 6%; with 100% employer match about $130,246 at 4% or $86,831 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-3$2,018,583$31,259$10,420iApproximate average salary by contribution assumption: employee only about $260,492 at 4% or $173,661 at 6%; with 50% employer match about $173,661 at 4% or $115,774 at 6%; with 100% employer match about $130,246 at 4% or $86,831 at 6%.
201714$2,039,854$6,531$1,633iApproximate average salary by contribution assumption: employee only about $40,819 at 4% or $27,213 at 6%; with 50% employer match about $27,213 at 4% or $18,142 at 6%; with 100% employer match about $20,409 at 4% or $13,606 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$2,039,854$6,531$1,633iApproximate average salary by contribution assumption: employee only about $40,819 at 4% or $27,213 at 6%; with 50% employer match about $27,213 at 4% or $18,142 at 6%; with 100% employer match about $20,409 at 4% or $13,606 at 6%.
201614$1,889,535$34,070$8,518iApproximate average salary by contribution assumption: employee only about $212,938 at 4% or $141,958 at 6%; with 50% employer match about $141,958 at 4% or $94,639 at 6%; with 100% employer match about $106,469 at 4% or $70,979 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$1,889,535$34,070$8,518iApproximate average salary by contribution assumption: employee only about $212,938 at 4% or $141,958 at 6%; with 50% employer match about $141,958 at 4% or $94,639 at 6%; with 100% employer match about $106,469 at 4% or $70,979 at 6%.
201515$2,196,122$45,309$9,062iApproximate average salary by contribution assumption: employee only about $226,545 at 4% or $151,030 at 6%; with 50% employer match about $151,030 at 4% or $100,687 at 6%; with 100% employer match about $113,272 at 4% or $75,515 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-5$2,196,122$45,309$9,062iApproximate average salary by contribution assumption: employee only about $226,545 at 4% or $151,030 at 6%; with 50% employer match about $151,030 at 4% or $100,687 at 6%; with 100% employer match about $113,272 at 4% or $75,515 at 6%.
201415$2,150,034$43,153$8,631iApproximate average salary by contribution assumption: employee only about $215,765 at 4% or $143,843 at 6%; with 50% employer match about $143,843 at 4% or $95,896 at 6%; with 100% employer match about $107,883 at 4% or $71,922 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-5$2,150,034$43,153$8,631iApproximate average salary by contribution assumption: employee only about $215,765 at 4% or $143,843 at 6%; with 50% employer match about $143,843 at 4% or $95,896 at 6%; with 100% employer match about $107,883 at 4% or $71,922 at 6%.
201316$2,114,506$31,419$5,237iApproximate average salary by contribution assumption: employee only about $130,913 at 4% or $87,275 at 6%; with 50% employer match about $87,275 at 4% or $58,183 at 6%; with 100% employer match about $65,456 at 4% or $43,638 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-6$2,114,506$31,419$5,237iApproximate average salary by contribution assumption: employee only about $130,913 at 4% or $87,275 at 6%; with 50% employer match about $87,275 at 4% or $58,183 at 6%; with 100% employer match about $65,456 at 4% or $43,638 at 6%.
201215$1,929,459$63,626$12,725iApproximate average salary by contribution assumption: employee only about $318,130 at 4% or $212,087 at 6%; with 50% employer match about $212,087 at 4% or $141,391 at 6%; with 100% employer match about $159,065 at 4% or $106,043 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-5$1,929,459$63,626$12,725iApproximate average salary by contribution assumption: employee only about $318,130 at 4% or $212,087 at 6%; with 50% employer match about $212,087 at 4% or $141,391 at 6%; with 100% employer match about $159,065 at 4% or $106,043 at 6%.
201116$1,778,303$63,192$10,532iApproximate average salary by contribution assumption: employee only about $263,300 at 4% or $175,533 at 6%; with 50% employer match about $175,533 at 4% or $117,022 at 6%; with 100% employer match about $131,650 at 4% or $87,767 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-6$1,778,303$63,192$10,532iApproximate average salary by contribution assumption: employee only about $263,300 at 4% or $175,533 at 6%; with 50% employer match about $175,533 at 4% or $117,022 at 6%; with 100% employer match about $131,650 at 4% or $87,767 at 6%.
201016$1,769,614$65,583$10,931iApproximate average salary by contribution assumption: employee only about $273,263 at 4% or $182,175 at 6%; with 50% employer match about $182,175 at 4% or $121,450 at 6%; with 100% employer match about $136,631 at 4% or $91,088 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-6$1,769,614$65,583$10,931iApproximate average salary by contribution assumption: employee only about $273,263 at 4% or $182,175 at 6%; with 50% employer match about $182,175 at 4% or $121,450 at 6%; with 100% employer match about $136,631 at 4% or $91,088 at 6%.
200917$1,715,466$66,338$9,477iApproximate average salary by contribution assumption: employee only about $236,921 at 4% or $157,948 at 6%; with 50% employer match about $157,948 at 4% or $105,298 at 6%; with 100% employer match about $118,461 at 4% or $78,974 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-7$1,715,466$66,338$9,477iApproximate average salary by contribution assumption: employee only about $236,921 at 4% or $157,948 at 6%; with 50% employer match about $157,948 at 4% or $105,298 at 6%; with 100% employer match about $118,461 at 4% or $78,974 at 6%.
200814$1,578,279$70,689$17,672iApproximate average salary by contribution assumption: employee only about $441,806 at 4% or $294,538 at 6%; with 50% employer match about $294,538 at 4% or $196,358 at 6%; with 100% employer match about $220,903 at 4% or $147,269 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$1,578,279$70,689$17,672iApproximate average salary by contribution assumption: employee only about $441,806 at 4% or $294,538 at 6%; with 50% employer match about $294,538 at 4% or $196,358 at 6%; with 100% employer match about $220,903 at 4% or $147,269 at 6%.
200714$1,729,697$66,610$16,653iApproximate average salary by contribution assumption: employee only about $416,313 at 4% or $277,542 at 6%; with 50% employer match about $277,542 at 4% or $185,028 at 6%; with 100% employer match about $208,156 at 4% or $138,771 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$1,729,697$66,610$16,653iApproximate average salary by contribution assumption: employee only about $416,313 at 4% or $277,542 at 6%; with 50% employer match about $277,542 at 4% or $185,028 at 6%; with 100% employer match about $208,156 at 4% or $138,771 at 6%.
200614$1,602,969$392,015$98,004iApproximate average salary by contribution assumption: employee only about $2,450,094 at 4% or $1,633,396 at 6%; with 50% employer match about $1,633,396 at 4% or $1,088,931 at 6%; with 100% employer match about $1,225,047 at 4% or $816,698 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$1,602,969$392,015$98,004iApproximate average salary by contribution assumption: employee only about $2,450,094 at 4% or $1,633,396 at 6%; with 50% employer match about $1,633,396 at 4% or $1,088,931 at 6%; with 100% employer match about $1,225,047 at 4% or $816,698 at 6%.
200514$1,110,070$432,158$108,040iApproximate average salary by contribution assumption: employee only about $2,700,988 at 4% or $1,800,658 at 6%; with 50% employer match about $1,800,658 at 4% or $1,200,439 at 6%; with 100% employer match about $1,350,494 at 4% or $900,329 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$1,110,070$432,158$108,040iApproximate average salary by contribution assumption: employee only about $2,700,988 at 4% or $1,800,658 at 6%; with 50% employer match about $1,800,658 at 4% or $1,200,439 at 6%; with 100% employer match about $1,350,494 at 4% or $900,329 at 6%.
200413$703,259$42,080$14,027iApproximate average salary by contribution assumption: employee only about $350,667 at 4% or $233,778 at 6%; with 50% employer match about $233,778 at 4% or $155,852 at 6%; with 100% employer match about $175,333 at 4% or $116,889 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-3$703,259$42,080$14,027iApproximate average salary by contribution assumption: employee only about $350,667 at 4% or $233,778 at 6%; with 50% employer match about $233,778 at 4% or $155,852 at 6%; with 100% employer match about $175,333 at 4% or $116,889 at 6%.
200313$656,487$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-3$656,487$42,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200214$567,662$64,711$16,178iApproximate average salary by contribution assumption: employee only about $404,444 at 4% or $269,629 at 6%; with 50% employer match about $269,629 at 4% or $179,753 at 6%; with 100% employer match about $202,222 at 4% or $134,815 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-4$567,662$64,711$16,178iApproximate average salary by contribution assumption: employee only about $404,444 at 4% or $269,629 at 6%; with 50% employer match about $269,629 at 4% or $179,753 at 6%; with 100% employer match about $202,222 at 4% or $134,815 at 6%.
200117$562,631$66,836$9,548iApproximate average salary by contribution assumption: employee only about $238,700 at 4% or $159,133 at 6%; with 50% employer match about $159,133 at 4% or $106,089 at 6%; with 100% employer match about $119,350 at 4% or $79,567 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-7$562,631$66,836$9,548iApproximate average salary by contribution assumption: employee only about $238,700 at 4% or $159,133 at 6%; with 50% employer match about $159,133 at 4% or $106,089 at 6%; with 100% employer match about $119,350 at 4% or $79,567 at 6%.
200015$511,926$72,846$14,569iApproximate average salary by contribution assumption: employee only about $364,230 at 4% or $242,820 at 6%; with 50% employer match about $242,820 at 4% or $161,880 at 6%; with 100% employer match about $182,115 at 4% or $121,410 at 6%.
Kaufman & Mcallister PC. Profit Sharing Plan and Trust-5$511,926$72,846$14,569iApproximate average salary by contribution assumption: employee only about $364,230 at 4% or $242,820 at 6%; with 50% employer match about $242,820 at 4% or $161,880 at 6%; with 100% employer match about $182,115 at 4% or $121,410 at 6%.