Civic Intelligence

Kovitz Management Corp.

Plan context: Kovitz Management Corp. Employees' Retirement Plan

EIN 91-2198173 • 12 filings • 2 plans

Current Snapshot

Latest Year

2015

2015 Participants

48

2015 Assets

$10,488,758

2015 Contributions

$1,082,264

Historical Graphs

Total Assets Over Time

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

$10,619,754$5,309,877$0200420102015YearValue
$10,488,758Latest year 2015

Participants Over Time

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

48240200420102015YearValue
48Latest year 2015

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
2015148$10,488,758$1,082,264$22,547iApproximate average salary by contribution assumption: employee only about $563,679 at 4% or $375,786 at 6%; with 50% employer match about $375,786 at 4% or $250,524 at 6%; with 100% employer match about $281,840 at 4% or $187,893 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-48$10,488,758$1,082,264$22,547iApproximate average salary by contribution assumption: employee only about $563,679 at 4% or $375,786 at 6%; with 50% employer match about $375,786 at 4% or $250,524 at 6%; with 100% employer match about $281,840 at 4% or $187,893 at 6%.
2014147$10,619,754$906,430$19,286iApproximate average salary by contribution assumption: employee only about $482,144 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,072 at 4% or $160,715 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-47$10,619,754$906,430$19,286iApproximate average salary by contribution assumption: employee only about $482,144 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,072 at 4% or $160,715 at 6%.
2013144$9,182,435$815,995$18,545iApproximate average salary by contribution assumption: employee only about $463,634 at 4% or $309,089 at 6%; with 50% employer match about $309,089 at 4% or $206,059 at 6%; with 100% employer match about $231,817 at 4% or $154,545 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-44$9,182,435$815,995$18,545iApproximate average salary by contribution assumption: employee only about $463,634 at 4% or $309,089 at 6%; with 50% employer match about $309,089 at 4% or $206,059 at 6%; with 100% employer match about $231,817 at 4% or $154,545 at 6%.
2012141$6,735,072$798,047$19,465iApproximate average salary by contribution assumption: employee only about $486,614 at 4% or $324,409 at 6%; with 50% employer match about $324,409 at 4% or $216,273 at 6%; with 100% employer match about $243,307 at 4% or $162,205 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-41$6,735,072$798,047$19,465iApproximate average salary by contribution assumption: employee only about $486,614 at 4% or $324,409 at 6%; with 50% employer match about $324,409 at 4% or $216,273 at 6%; with 100% employer match about $243,307 at 4% or $162,205 at 6%.
2011135$5,138,375$600,830$17,167iApproximate average salary by contribution assumption: employee only about $429,164 at 4% or $286,110 at 6%; with 50% employer match about $286,110 at 4% or $190,740 at 6%; with 100% employer match about $214,582 at 4% or $143,055 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-35$5,138,375$600,830$17,167iApproximate average salary by contribution assumption: employee only about $429,164 at 4% or $286,110 at 6%; with 50% employer match about $286,110 at 4% or $190,740 at 6%; with 100% employer match about $214,582 at 4% or $143,055 at 6%.
2010131$4,393,239$622,653$20,086iApproximate average salary by contribution assumption: employee only about $502,140 at 4% or $334,760 at 6%; with 50% employer match about $334,760 at 4% or $223,173 at 6%; with 100% employer match about $251,070 at 4% or $167,380 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-31$4,393,239$622,653$20,086iApproximate average salary by contribution assumption: employee only about $502,140 at 4% or $334,760 at 6%; with 50% employer match about $334,760 at 4% or $223,173 at 6%; with 100% employer match about $251,070 at 4% or $167,380 at 6%.
2009127$3,203,484$496,662$18,395iApproximate average salary by contribution assumption: employee only about $459,872 at 4% or $306,581 at 6%; with 50% employer match about $306,581 at 4% or $204,388 at 6%; with 100% employer match about $229,936 at 4% or $153,291 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-27$3,203,484$496,662$18,395iApproximate average salary by contribution assumption: employee only about $459,872 at 4% or $306,581 at 6%; with 50% employer match about $306,581 at 4% or $204,388 at 6%; with 100% employer match about $229,936 at 4% or $153,291 at 6%.
2008129$2,184,882$517,225$17,835iApproximate average salary by contribution assumption: employee only about $445,884 at 4% or $297,256 at 6%; with 50% employer match about $297,256 at 4% or $198,170 at 6%; with 100% employer match about $222,942 at 4% or $148,628 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-29$2,184,882$517,225$17,835iApproximate average salary by contribution assumption: employee only about $445,884 at 4% or $297,256 at 6%; with 50% employer match about $297,256 at 4% or $198,170 at 6%; with 100% employer match about $222,942 at 4% or $148,628 at 6%.
2007126$0$0-
Kovitz Management Corp. Employees' Retirement Plan-26---
2006122$1,937,693$368,135$16,733iApproximate average salary by contribution assumption: employee only about $418,335 at 4% or $278,890 at 6%; with 50% employer match about $278,890 at 4% or $185,927 at 6%; with 100% employer match about $209,168 at 4% or $139,445 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-22$1,937,693$368,135$16,733iApproximate average salary by contribution assumption: employee only about $418,335 at 4% or $278,890 at 6%; with 50% employer match about $278,890 at 4% or $185,927 at 6%; with 100% employer match about $209,168 at 4% or $139,445 at 6%.
2005118$1,463,342$561,745$31,208iApproximate average salary by contribution assumption: employee only about $780,201 at 4% or $520,134 at 6%; with 50% employer match about $520,134 at 4% or $346,756 at 6%; with 100% employer match about $390,101 at 4% or $260,067 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-18$1,463,342$561,745$31,208iApproximate average salary by contribution assumption: employee only about $780,201 at 4% or $520,134 at 6%; with 50% employer match about $520,134 at 4% or $346,756 at 6%; with 100% employer match about $390,101 at 4% or $260,067 at 6%.
2004113$825,865$701,251$53,942iApproximate average salary by contribution assumption: employee only about $1,348,560 at 4% or $899,040 at 6%; with 50% employer match about $899,040 at 4% or $599,360 at 6%; with 100% employer match about $674,280 at 4% or $449,520 at 6%.
Kovitz Management Corp. Employees' Retirement Plan-13$825,865$701,251$53,942iApproximate average salary by contribution assumption: employee only about $1,348,560 at 4% or $899,040 at 6%; with 50% employer match about $899,040 at 4% or $599,360 at 6%; with 100% employer match about $674,280 at 4% or $449,520 at 6%.