Civic Intelligence

KFB WEALTH GROUP, LLC

Plan context: KFB WEALTH GROUP, LLC 401(K) PROFIT SHARING PLAN

EIN 92-0560814 • Springfield, MO • 3 filings • 1 plans

3828 S. Fremont AvenueSpringfield, MO 65804
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,161,040

2025 Contributions

$205,537

Historical Graphs

Total Assets Over Time

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

$2,161,040$1,080,520$0202320242025YearValue
$2,161,040Latest year 2025

Participants Over Time

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

630202320242025YearValue
5Latest year 2025

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
202515$2,161,040$205,537$41,107iApproximate average salary by contribution assumption: employee only about $1,027,685 at 4% or $685,123 at 6%; with 50% employer match about $685,123 at 4% or $456,749 at 6%; with 100% employer match about $513,843 at 4% or $342,562 at 6%.
KFB WEALTH GROUP, LLC 401(K) PROFIT SHARING PLAN-5$2,161,040$205,537$41,107iApproximate average salary by contribution assumption: employee only about $1,027,685 at 4% or $685,123 at 6%; with 50% employer match about $685,123 at 4% or $456,749 at 6%; with 100% employer match about $513,843 at 4% or $342,562 at 6%.
202415$1,632,126$511,413$102,283iApproximate average salary by contribution assumption: employee only about $2,557,065 at 4% or $1,704,710 at 6%; with 50% employer match about $1,704,710 at 4% or $1,136,473 at 6%; with 100% employer match about $1,278,533 at 4% or $852,355 at 6%.
KFB WEALTH GROUP, LLC 401(K) PROFIT SHARING PLAN-5$1,632,126$511,413$102,283iApproximate average salary by contribution assumption: employee only about $2,557,065 at 4% or $1,704,710 at 6%; with 50% employer match about $1,704,710 at 4% or $1,136,473 at 6%; with 100% employer match about $1,278,533 at 4% or $852,355 at 6%.
202316$1,307,209$190,401$31,734iApproximate average salary by contribution assumption: employee only about $793,338 at 4% or $528,892 at 6%; with 50% employer match about $528,892 at 4% or $352,594 at 6%; with 100% employer match about $396,669 at 4% or $264,446 at 6%.
KFB WEALTH GROUP, LLC 401(K) PROFIT SHARING PLAN-6$1,307,209$190,401$31,734iApproximate average salary by contribution assumption: employee only about $793,338 at 4% or $528,892 at 6%; with 50% employer match about $528,892 at 4% or $352,594 at 6%; with 100% employer match about $396,669 at 4% or $264,446 at 6%.