Civic Intelligence

Steven L. Kaufman, MD, Phd PC

Plan context: Kaufman 401(K) Plan

EIN 86-1067920 • Fort Collins, CO • 19 filings • 2 plans

1136 E. Stuart Street, Suite 4102Fort Collins, CO 80525
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,817,961

2024 Contributions

$32,315

Historical Graphs

Total Assets Over Time

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

$2,817,961$1,408,981$0200620162024YearValue
$2,817,961Latest year 2024

Participants Over Time

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

530200620152024YearValue
5Latest 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
202415$2,817,961$32,315$6,463iApproximate average salary by contribution assumption: employee only about $161,575 at 4% or $107,717 at 6%; with 50% employer match about $107,717 at 4% or $71,811 at 6%; with 100% employer match about $80,788 at 4% or $53,858 at 6%.
Kaufman 401(K) Plan-5$2,817,961$32,315$6,463iApproximate average salary by contribution assumption: employee only about $161,575 at 4% or $107,717 at 6%; with 50% employer match about $107,717 at 4% or $71,811 at 6%; with 100% employer match about $80,788 at 4% or $53,858 at 6%.
202314$2,526,175$32,335$8,084iApproximate average salary by contribution assumption: employee only about $202,094 at 4% or $134,729 at 6%; with 50% employer match about $134,729 at 4% or $89,819 at 6%; with 100% employer match about $101,047 at 4% or $67,365 at 6%.
Kaufman 401(K) Plan-4$2,526,175$32,335$8,084iApproximate average salary by contribution assumption: employee only about $202,094 at 4% or $134,729 at 6%; with 50% employer match about $134,729 at 4% or $89,819 at 6%; with 100% employer match about $101,047 at 4% or $67,365 at 6%.
202214$2,141,777$30,977$7,744iApproximate average salary by contribution assumption: employee only about $193,606 at 4% or $129,071 at 6%; with 50% employer match about $129,071 at 4% or $86,047 at 6%; with 100% employer match about $96,803 at 4% or $64,535 at 6%.
Kaufman 401(K) Plan-4$2,141,777$30,977$7,744iApproximate average salary by contribution assumption: employee only about $193,606 at 4% or $129,071 at 6%; with 50% employer match about $129,071 at 4% or $86,047 at 6%; with 100% employer match about $96,803 at 4% or $64,535 at 6%.
202115$2,476,584$31,351$6,270iApproximate average salary by contribution assumption: employee only about $156,755 at 4% or $104,503 at 6%; with 50% employer match about $104,503 at 4% or $69,669 at 6%; with 100% employer match about $78,378 at 4% or $52,252 at 6%.
Kaufman 401(K) Plan-5$2,476,584$31,351$6,270iApproximate average salary by contribution assumption: employee only about $156,755 at 4% or $104,503 at 6%; with 50% employer match about $104,503 at 4% or $69,669 at 6%; with 100% employer match about $78,378 at 4% or $52,252 at 6%.
202015$2,206,986$26,435$5,287iApproximate average salary by contribution assumption: employee only about $132,175 at 4% or $88,117 at 6%; with 50% employer match about $88,117 at 4% or $58,744 at 6%; with 100% employer match about $66,088 at 4% or $44,058 at 6%.
Kaufman 401(K) Plan-5$2,206,986$26,435$5,287iApproximate average salary by contribution assumption: employee only about $132,175 at 4% or $88,117 at 6%; with 50% employer match about $88,117 at 4% or $58,744 at 6%; with 100% employer match about $66,088 at 4% or $44,058 at 6%.
201914$2,011,633$38,308$9,577iApproximate average salary by contribution assumption: employee only about $239,425 at 4% or $159,617 at 6%; with 50% employer match about $159,617 at 4% or $106,411 at 6%; with 100% employer match about $119,713 at 4% or $79,808 at 6%.
Kaufman 401(K) Plan-4$2,011,633$38,308$9,577iApproximate average salary by contribution assumption: employee only about $239,425 at 4% or $159,617 at 6%; with 50% employer match about $159,617 at 4% or $106,411 at 6%; with 100% employer match about $119,713 at 4% or $79,808 at 6%.
201814$1,704,623$18,939$4,735iApproximate average salary by contribution assumption: employee only about $118,369 at 4% or $78,913 at 6%; with 50% employer match about $78,913 at 4% or $52,608 at 6%; with 100% employer match about $59,184 at 4% or $39,456 at 6%.
Kaufman 401(K) Plan-4$1,704,623$18,939$4,735iApproximate average salary by contribution assumption: employee only about $118,369 at 4% or $78,913 at 6%; with 50% employer match about $78,913 at 4% or $52,608 at 6%; with 100% employer match about $59,184 at 4% or $39,456 at 6%.
201711$1,802,816$27,682$27,682iApproximate average salary by contribution assumption: employee only about $692,050 at 4% or $461,367 at 6%; with 50% employer match about $461,367 at 4% or $307,578 at 6%; with 100% employer match about $346,025 at 4% or $230,683 at 6%.
Kaufman 401(K) Plan-1$1,802,816$27,682$27,682iApproximate average salary by contribution assumption: employee only about $692,050 at 4% or $461,367 at 6%; with 50% employer match about $461,367 at 4% or $307,578 at 6%; with 100% employer match about $346,025 at 4% or $230,683 at 6%.
201611$1,578,724$32,277$32,277iApproximate average salary by contribution assumption: employee only about $806,925 at 4% or $537,950 at 6%; with 50% employer match about $537,950 at 4% or $358,633 at 6%; with 100% employer match about $403,463 at 4% or $268,975 at 6%.
Kaufman 401(K) Plan-1$1,578,724$32,277$32,277iApproximate average salary by contribution assumption: employee only about $806,925 at 4% or $537,950 at 6%; with 50% employer match about $537,950 at 4% or $358,633 at 6%; with 100% employer match about $403,463 at 4% or $268,975 at 6%.
201512$1,508,316$24,246$12,123iApproximate average salary by contribution assumption: employee only about $303,075 at 4% or $202,050 at 6%; with 50% employer match about $202,050 at 4% or $134,700 at 6%; with 100% employer match about $151,538 at 4% or $101,025 at 6%.
Kaufman 401(K) Plan-2$1,508,316$24,246$12,123iApproximate average salary by contribution assumption: employee only about $303,075 at 4% or $202,050 at 6%; with 50% employer match about $202,050 at 4% or $134,700 at 6%; with 100% employer match about $151,538 at 4% or $101,025 at 6%.
201413$1,505,541$25,910$8,637iApproximate average salary by contribution assumption: employee only about $215,917 at 4% or $143,944 at 6%; with 50% employer match about $143,944 at 4% or $95,963 at 6%; with 100% employer match about $107,958 at 4% or $71,972 at 6%.
Kaufman 401(K) Plan-3$1,505,541$25,910$8,637iApproximate average salary by contribution assumption: employee only about $215,917 at 4% or $143,944 at 6%; with 50% employer match about $143,944 at 4% or $95,963 at 6%; with 100% employer match about $107,958 at 4% or $71,972 at 6%.
201314$1,459,888$66,717$16,679iApproximate average salary by contribution assumption: employee only about $416,981 at 4% or $277,988 at 6%; with 50% employer match about $277,988 at 4% or $185,325 at 6%; with 100% employer match about $208,491 at 4% or $138,994 at 6%.
Kaufman 401(K) Plan-4$1,459,888$66,717$16,679iApproximate average salary by contribution assumption: employee only about $416,981 at 4% or $277,988 at 6%; with 50% employer match about $277,988 at 4% or $185,325 at 6%; with 100% employer match about $208,491 at 4% or $138,994 at 6%.
201215$1,135,592$89,578$17,916iApproximate average salary by contribution assumption: employee only about $447,890 at 4% or $298,593 at 6%; with 50% employer match about $298,593 at 4% or $199,062 at 6%; with 100% employer match about $223,945 at 4% or $149,297 at 6%.
Kaufman 401(K) Plan-5$1,135,592$89,578$17,916iApproximate average salary by contribution assumption: employee only about $447,890 at 4% or $298,593 at 6%; with 50% employer match about $298,593 at 4% or $199,062 at 6%; with 100% employer match about $223,945 at 4% or $149,297 at 6%.
201113$979,812$79,774$26,591iApproximate average salary by contribution assumption: employee only about $664,783 at 4% or $443,189 at 6%; with 50% employer match about $443,189 at 4% or $295,459 at 6%; with 100% employer match about $332,392 at 4% or $221,594 at 6%.
Kaufman 401(K) Plan-3$979,812$79,774$26,591iApproximate average salary by contribution assumption: employee only about $664,783 at 4% or $443,189 at 6%; with 50% employer match about $443,189 at 4% or $295,459 at 6%; with 100% employer match about $332,392 at 4% or $221,594 at 6%.
201012$847,444$24,997$12,499iApproximate average salary by contribution assumption: employee only about $312,463 at 4% or $208,308 at 6%; with 50% employer match about $208,308 at 4% or $138,872 at 6%; with 100% employer match about $156,231 at 4% or $104,154 at 6%.
Kaufman 401(K) Plan-2$847,444$24,997$12,499iApproximate average salary by contribution assumption: employee only about $312,463 at 4% or $208,308 at 6%; with 50% employer match about $208,308 at 4% or $138,872 at 6%; with 100% employer match about $156,231 at 4% or $104,154 at 6%.
200911$719,881$0-
Kaufman 401(K) Plan-1$719,881$0-
200812$654,389$0-
Kaufman 401(K) Plan-2$654,389--
200712$0$0-
Kaufman 401(K) Plan-2---
200612$777,760$730,588$365,294iApproximate average salary by contribution assumption: employee only about $9,132,350 at 4% or $6,088,233 at 6%; with 50% employer match about $6,088,233 at 4% or $4,058,822 at 6%; with 100% employer match about $4,566,175 at 4% or $3,044,117 at 6%.
Kaufman 401(K) Plan-2$777,760$730,588$365,294iApproximate average salary by contribution assumption: employee only about $9,132,350 at 4% or $6,088,233 at 6%; with 50% employer match about $6,088,233 at 4% or $4,058,822 at 6%; with 100% employer match about $4,566,175 at 4% or $3,044,117 at 6%.