Civic Intelligence

Krueger Financial Services Inc.

Plan context: Krueger Financial Services Inc. Profit Sharing Plan

EIN 86-0428190 • Tempe, AZ • 27 filings • 2 plans

430 West Warner Road #114Tempe, AZ 85284
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$3,692,527

2021 Contributions

$96,136

Historical Graphs

Total Assets Over Time

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

$3,692,527$1,846,264$0199920102020YearValue
$3,692,527Latest year 2020

Participants Over Time

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

840199920102020YearValue
7Latest year 2020

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
202110$0$96,136-
Krueger Financial Services Inc. Profit Sharing Plan-0$0$96,136-
202017$3,692,527$230,788$32,970iApproximate average salary by contribution assumption: employee only about $824,243 at 4% or $549,495 at 6%; with 50% employer match about $549,495 at 4% or $366,330 at 6%; with 100% employer match about $412,121 at 4% or $274,748 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-7$3,692,527$230,788$32,970iApproximate average salary by contribution assumption: employee only about $824,243 at 4% or $549,495 at 6%; with 50% employer match about $549,495 at 4% or $366,330 at 6%; with 100% employer match about $412,121 at 4% or $274,748 at 6%.
201917$3,213,923$211,577$30,225iApproximate average salary by contribution assumption: employee only about $755,632 at 4% or $503,755 at 6%; with 50% employer match about $503,755 at 4% or $335,837 at 6%; with 100% employer match about $377,816 at 4% or $251,877 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-7$3,213,923$211,577$30,225iApproximate average salary by contribution assumption: employee only about $755,632 at 4% or $503,755 at 6%; with 50% employer match about $503,755 at 4% or $335,837 at 6%; with 100% employer match about $377,816 at 4% or $251,877 at 6%.
201818$2,408,380$206,531$25,816iApproximate average salary by contribution assumption: employee only about $645,409 at 4% or $430,273 at 6%; with 50% employer match about $430,273 at 4% or $286,849 at 6%; with 100% employer match about $322,705 at 4% or $215,136 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-8$2,408,380$206,531$25,816iApproximate average salary by contribution assumption: employee only about $645,409 at 4% or $430,273 at 6%; with 50% employer match about $430,273 at 4% or $286,849 at 6%; with 100% employer match about $322,705 at 4% or $215,136 at 6%.
201718$2,368,031$643,762$80,470iApproximate average salary by contribution assumption: employee only about $2,011,756 at 4% or $1,341,171 at 6%; with 50% employer match about $1,341,171 at 4% or $894,114 at 6%; with 100% employer match about $1,005,878 at 4% or $670,585 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-8$2,368,031$643,762$80,470iApproximate average salary by contribution assumption: employee only about $2,011,756 at 4% or $1,341,171 at 6%; with 50% employer match about $1,341,171 at 4% or $894,114 at 6%; with 100% employer match about $1,005,878 at 4% or $670,585 at 6%.
201618$1,724,269$161,267$20,158iApproximate average salary by contribution assumption: employee only about $503,959 at 4% or $335,973 at 6%; with 50% employer match about $335,973 at 4% or $223,982 at 6%; with 100% employer match about $251,980 at 4% or $167,986 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-8$1,724,269$161,267$20,158iApproximate average salary by contribution assumption: employee only about $503,959 at 4% or $335,973 at 6%; with 50% employer match about $335,973 at 4% or $223,982 at 6%; with 100% employer match about $251,980 at 4% or $167,986 at 6%.
201518$1,442,741$162,406$20,301iApproximate average salary by contribution assumption: employee only about $507,519 at 4% or $338,346 at 6%; with 50% employer match about $338,346 at 4% or $225,564 at 6%; with 100% employer match about $253,759 at 4% or $169,173 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-8$1,442,741$162,406$20,301iApproximate average salary by contribution assumption: employee only about $507,519 at 4% or $338,346 at 6%; with 50% employer match about $338,346 at 4% or $225,564 at 6%; with 100% employer match about $253,759 at 4% or $169,173 at 6%.
201417$1,284,368$136,972$19,567iApproximate average salary by contribution assumption: employee only about $489,186 at 4% or $326,124 at 6%; with 50% employer match about $326,124 at 4% or $217,416 at 6%; with 100% employer match about $244,593 at 4% or $163,062 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-7$1,284,368$136,972$19,567iApproximate average salary by contribution assumption: employee only about $489,186 at 4% or $326,124 at 6%; with 50% employer match about $326,124 at 4% or $217,416 at 6%; with 100% employer match about $244,593 at 4% or $163,062 at 6%.
201317$1,095,040$133,587$19,084iApproximate average salary by contribution assumption: employee only about $477,096 at 4% or $318,064 at 6%; with 50% employer match about $318,064 at 4% or $212,043 at 6%; with 100% employer match about $238,548 at 4% or $159,032 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-7$1,095,040$133,587$19,084iApproximate average salary by contribution assumption: employee only about $477,096 at 4% or $318,064 at 6%; with 50% employer match about $318,064 at 4% or $212,043 at 6%; with 100% employer match about $238,548 at 4% or $159,032 at 6%.
201217$931,121$102,117$14,588iApproximate average salary by contribution assumption: employee only about $364,704 at 4% or $243,136 at 6%; with 50% employer match about $243,136 at 4% or $162,090 at 6%; with 100% employer match about $182,352 at 4% or $121,568 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-7$931,121$102,117$14,588iApproximate average salary by contribution assumption: employee only about $364,704 at 4% or $243,136 at 6%; with 50% employer match about $243,136 at 4% or $162,090 at 6%; with 100% employer match about $182,352 at 4% or $121,568 at 6%.
201115$714,134$71,324$14,265iApproximate average salary by contribution assumption: employee only about $356,620 at 4% or $237,747 at 6%; with 50% employer match about $237,747 at 4% or $158,498 at 6%; with 100% employer match about $178,310 at 4% or $118,873 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-5$714,134$71,324$14,265iApproximate average salary by contribution assumption: employee only about $356,620 at 4% or $237,747 at 6%; with 50% employer match about $237,747 at 4% or $158,498 at 6%; with 100% employer match about $178,310 at 4% or $118,873 at 6%.
201014$691,199$70,822$17,706iApproximate average salary by contribution assumption: employee only about $442,638 at 4% or $295,092 at 6%; with 50% employer match about $295,092 at 4% or $196,728 at 6%; with 100% employer match about $221,319 at 4% or $147,546 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-4$691,199$70,822$17,706iApproximate average salary by contribution assumption: employee only about $442,638 at 4% or $295,092 at 6%; with 50% employer match about $295,092 at 4% or $196,728 at 6%; with 100% employer match about $221,319 at 4% or $147,546 at 6%.
200917$597,224$81,196$11,599iApproximate average salary by contribution assumption: employee only about $289,986 at 4% or $193,324 at 6%; with 50% employer match about $193,324 at 4% or $128,883 at 6%; with 100% employer match about $144,993 at 4% or $96,662 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-7$597,224$81,196$11,599iApproximate average salary by contribution assumption: employee only about $289,986 at 4% or $193,324 at 6%; with 50% employer match about $193,324 at 4% or $128,883 at 6%; with 100% employer match about $144,993 at 4% or $96,662 at 6%.
200818$371,572$82,585$10,323iApproximate average salary by contribution assumption: employee only about $258,078 at 4% or $172,052 at 6%; with 50% employer match about $172,052 at 4% or $114,701 at 6%; with 100% employer match about $129,039 at 4% or $86,026 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-8$371,572$82,585$10,323iApproximate average salary by contribution assumption: employee only about $258,078 at 4% or $172,052 at 6%; with 50% employer match about $172,052 at 4% or $114,701 at 6%; with 100% employer match about $129,039 at 4% or $86,026 at 6%.
200716$0$0-
Krueger Financial Services Inc. Profit Sharing Plan-6---
200615$598,586$104,465$20,893iApproximate average salary by contribution assumption: employee only about $522,325 at 4% or $348,217 at 6%; with 50% employer match about $348,217 at 4% or $232,144 at 6%; with 100% employer match about $261,163 at 4% or $174,108 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-5$598,586$104,465$20,893iApproximate average salary by contribution assumption: employee only about $522,325 at 4% or $348,217 at 6%; with 50% employer match about $348,217 at 4% or $232,144 at 6%; with 100% employer match about $261,163 at 4% or $174,108 at 6%.
200513$460,013$38,117$12,706iApproximate average salary by contribution assumption: employee only about $317,642 at 4% or $211,761 at 6%; with 50% employer match about $211,761 at 4% or $141,174 at 6%; with 100% employer match about $158,821 at 4% or $105,881 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-3$460,013$38,117$12,706iApproximate average salary by contribution assumption: employee only about $317,642 at 4% or $211,761 at 6%; with 50% employer match about $211,761 at 4% or $141,174 at 6%; with 100% employer match about $158,821 at 4% or $105,881 at 6%.
200414$378,004$39,643$9,911iApproximate average salary by contribution assumption: employee only about $247,769 at 4% or $165,179 at 6%; with 50% employer match about $165,179 at 4% or $110,119 at 6%; with 100% employer match about $123,884 at 4% or $82,590 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-4$378,004$39,643$9,911iApproximate average salary by contribution assumption: employee only about $247,769 at 4% or $165,179 at 6%; with 50% employer match about $165,179 at 4% or $110,119 at 6%; with 100% employer match about $123,884 at 4% or $82,590 at 6%.
200315$309,169$42,813$8,563iApproximate average salary by contribution assumption: employee only about $214,065 at 4% or $142,710 at 6%; with 50% employer match about $142,710 at 4% or $95,140 at 6%; with 100% employer match about $107,033 at 4% or $71,355 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-5$309,169$42,813$8,563iApproximate average salary by contribution assumption: employee only about $214,065 at 4% or $142,710 at 6%; with 50% employer match about $142,710 at 4% or $95,140 at 6%; with 100% employer match about $107,033 at 4% or $71,355 at 6%.
200224$230,131$43,595$10,899iApproximate average salary by contribution assumption: employee only about $272,469 at 4% or $181,646 at 6%; with 50% employer match about $181,646 at 4% or $121,097 at 6%; with 100% employer match about $136,234 at 4% or $90,823 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-4$230,131$43,595$10,899iApproximate average salary by contribution assumption: employee only about $272,469 at 4% or $181,646 at 6%; with 50% employer match about $181,646 at 4% or $121,097 at 6%; with 100% employer match about $136,234 at 4% or $90,823 at 6%.
Krueger Financial Services Inc. Money Purchase Pension Plan-0---
200125$224,567$56,796$11,359iApproximate average salary by contribution assumption: employee only about $283,980 at 4% or $189,320 at 6%; with 50% employer match about $189,320 at 4% or $126,213 at 6%; with 100% employer match about $141,990 at 4% or $94,660 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-5$135,731$34,078$6,816iApproximate average salary by contribution assumption: employee only about $170,390 at 4% or $113,593 at 6%; with 50% employer match about $113,593 at 4% or $75,729 at 6%; with 100% employer match about $85,195 at 4% or $56,797 at 6%.
Krueger Financial Services Inc. Money Purchase Pension Plan-5$88,836$22,718$4,544iApproximate average salary by contribution assumption: employee only about $113,590 at 4% or $75,727 at 6%; with 50% employer match about $75,727 at 4% or $50,484 at 6%; with 100% employer match about $56,795 at 4% or $37,863 at 6%.
200026$315,732$78,300$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-6$193,002$46,980$7,830iApproximate average salary by contribution assumption: employee only about $195,750 at 4% or $130,500 at 6%; with 50% employer match about $130,500 at 4% or $87,000 at 6%; with 100% employer match about $97,875 at 4% or $65,250 at 6%.
Krueger Financial Services Inc. Money Purchase Pension Plan-6$122,730$31,320$5,220iApproximate average salary by contribution assumption: employee only about $130,500 at 4% or $87,000 at 6%; with 50% employer match about $87,000 at 4% or $58,000 at 6%; with 100% employer match about $65,250 at 4% or $43,500 at 6%.
199925$321,579$56,498$11,300iApproximate average salary by contribution assumption: employee only about $282,490 at 4% or $188,327 at 6%; with 50% employer match about $188,327 at 4% or $125,551 at 6%; with 100% employer match about $141,245 at 4% or $94,163 at 6%.
Krueger Financial Services Inc. Profit Sharing Plan-5$202,273$33,899$6,780iApproximate average salary by contribution assumption: employee only about $169,495 at 4% or $112,997 at 6%; with 50% employer match about $112,997 at 4% or $75,331 at 6%; with 100% employer match about $84,748 at 4% or $56,498 at 6%.
Krueger Financial Services Inc. Money Purchase Pension Plan-5$119,306$22,599$4,520iApproximate average salary by contribution assumption: employee only about $112,995 at 4% or $75,330 at 6%; with 50% employer match about $75,330 at 4% or $50,220 at 6%; with 100% employer match about $56,498 at 4% or $37,665 at 6%.