Kroeger Financial Partners
Plan context: Kroeger Financial 401(K) Plan
EIN 84-4166313 • Grass Valley, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,079,694
2025 Contributions
$591,294
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 | 7 | $1,079,694 | $591,294 | $84,471iApproximate average salary by contribution assumption: employee only about $2,111,764 at 4% or $1,407,843 at 6%; with 50% employer match about $1,407,843 at 4% or $938,562 at 6%; with 100% employer match about $1,055,882 at 4% or $703,921 at 6%. |
| Kroeger Financial 401(K) Plan | - | 7 | $1,079,694 | $591,294 | $84,471iApproximate average salary by contribution assumption: employee only about $2,111,764 at 4% or $1,407,843 at 6%; with 50% employer match about $1,407,843 at 4% or $938,562 at 6%; with 100% employer match about $1,055,882 at 4% or $703,921 at 6%. |
| 2024 | 1 | 6 | $341,606 | $53,136 | $8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%. |
| Kroeger Financial 401(K) Plan | - | 6 | $341,606 | $53,136 | $8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%. |
| 2023 | 1 | 6 | $250,484 | $224,664 | $37,444iApproximate average salary by contribution assumption: employee only about $936,100 at 4% or $624,067 at 6%; with 50% employer match about $624,067 at 4% or $416,044 at 6%; with 100% employer match about $468,050 at 4% or $312,033 at 6%. |
| Kroeger Financial 401(K) Plan | - | 6 | $250,484 | $224,664 | $37,444iApproximate average salary by contribution assumption: employee only about $936,100 at 4% or $624,067 at 6%; with 50% employer match about $624,067 at 4% or $416,044 at 6%; with 100% employer match about $468,050 at 4% or $312,033 at 6%. |