MICHAEL ERNEST KITCES
Plan context: MICHAEL ERNEST KITCES 401(K) PLAN
EIN 85-1601566 • Reston, VA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
32
2025 Assets
$1,368,404
2025 Contributions
$245,252
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 | 32 | $1,368,404 | $245,252 | $7,664iApproximate average salary by contribution assumption: employee only about $191,603 at 4% or $127,735 at 6%; with 50% employer match about $127,735 at 4% or $85,157 at 6%; with 100% employer match about $95,802 at 4% or $63,868 at 6%. |
| MICHAEL ERNEST KITCES 401(K) PLAN | - | 32 | $1,368,404 | $245,252 | $7,664iApproximate average salary by contribution assumption: employee only about $191,603 at 4% or $127,735 at 6%; with 50% employer match about $127,735 at 4% or $85,157 at 6%; with 100% employer match about $95,802 at 4% or $63,868 at 6%. |
| 2024 | 1 | 31 | $1,101,820 | $284,815 | $9,188iApproximate average salary by contribution assumption: employee only about $229,690 at 4% or $153,126 at 6%; with 50% employer match about $153,126 at 4% or $102,084 at 6%; with 100% employer match about $114,845 at 4% or $76,563 at 6%. |
| MICHAEL ERNEST KITCES 401(K) PLAN | - | 31 | $1,101,820 | $284,815 | $9,188iApproximate average salary by contribution assumption: employee only about $229,690 at 4% or $153,126 at 6%; with 50% employer match about $153,126 at 4% or $102,084 at 6%; with 100% employer match about $114,845 at 4% or $76,563 at 6%. |
| 2023 | 1 | 27 | $725,661 | $270,746 | $10,028iApproximate average salary by contribution assumption: employee only about $250,691 at 4% or $167,127 at 6%; with 50% employer match about $167,127 at 4% or $111,418 at 6%; with 100% employer match about $125,345 at 4% or $83,564 at 6%. |
| MICHAEL ERNEST KITCES 401(K) PLAN | - | 27 | $725,661 | $270,746 | $10,028iApproximate average salary by contribution assumption: employee only about $250,691 at 4% or $167,127 at 6%; with 50% employer match about $167,127 at 4% or $111,418 at 6%; with 100% employer match about $125,345 at 4% or $83,564 at 6%. |
| 2022 | 1 | 20 | $365,802 | $136,902 | $6,845iApproximate average salary by contribution assumption: employee only about $171,128 at 4% or $114,085 at 6%; with 50% employer match about $114,085 at 4% or $76,057 at 6%; with 100% employer match about $85,564 at 4% or $57,043 at 6%. |
| MICHAEL ERNEST KITCES 401(K) PLAN | - | 20 | $365,802 | $136,902 | $6,845iApproximate average salary by contribution assumption: employee only about $171,128 at 4% or $114,085 at 6%; with 50% employer match about $114,085 at 4% or $76,057 at 6%; with 100% employer match about $85,564 at 4% or $57,043 at 6%. |
| 2021 | 1 | 17 | $287,284 | $172,844 | $10,167iApproximate average salary by contribution assumption: employee only about $254,182 at 4% or $169,455 at 6%; with 50% employer match about $169,455 at 4% or $112,970 at 6%; with 100% employer match about $127,091 at 4% or $84,727 at 6%. |
| MICHAEL ERNEST KITCES 401(K) PLAN | - | 17 | $287,284 | $172,844 | $10,167iApproximate average salary by contribution assumption: employee only about $254,182 at 4% or $169,455 at 6%; with 50% employer match about $169,455 at 4% or $112,970 at 6%; with 100% employer match about $127,091 at 4% or $84,727 at 6%. |
| 2020 | 1 | 10 | $228,742 | $180,222 | $18,022iApproximate average salary by contribution assumption: employee only about $450,555 at 4% or $300,370 at 6%; with 50% employer match about $300,370 at 4% or $200,247 at 6%; with 100% employer match about $225,278 at 4% or $150,185 at 6%. |
| MICHAEL ERNEST KITCES 401(K) PLAN | - | 10 | $228,742 | $180,222 | $18,022iApproximate average salary by contribution assumption: employee only about $450,555 at 4% or $300,370 at 6%; with 50% employer match about $300,370 at 4% or $200,247 at 6%; with 100% employer match about $225,278 at 4% or $150,185 at 6%. |