Civic Intelligence

The Kivelstadt Group

Plan context: The Kivelstadt Group 401K Profit Sharing Plan

EIN 94-3078471 • 8 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$1,076,959

2002 Contributions

$133,780

Historical Graphs

Total Assets Over Time

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

$1,278,154$639,077$019992000YearValue
$1,076,959Latest year 2000

Participants Over Time

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

950199920002001YearValue
1Latest year 2001

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
200220$0$0-
The Kivelstadt Group 401K Profit Sharing Plan-0---
The Kivelstadt Group Money Purchase Pension Plan-0---
200121$0$0-
The Kivelstadt Group Money Purchase Pension Plan-1---
The Kivelstadt Group 401K Profit Sharing Plan-1---
200028$1,076,959$133,780$16,723iApproximate average salary by contribution assumption: employee only about $418,063 at 4% or $278,708 at 6%; with 50% employer match about $278,708 at 4% or $185,806 at 6%; with 100% employer match about $209,031 at 4% or $139,354 at 6%.
The Kivelstadt Group 401K Profit Sharing Plan-8$584,076$73,561$9,195iApproximate average salary by contribution assumption: employee only about $229,878 at 4% or $153,252 at 6%; with 50% employer match about $153,252 at 4% or $102,168 at 6%; with 100% employer match about $114,939 at 4% or $76,626 at 6%.
The Kivelstadt Group Money Purchase Pension Plan-8$492,883$60,219$7,527iApproximate average salary by contribution assumption: employee only about $188,184 at 4% or $125,456 at 6%; with 50% employer match about $125,456 at 4% or $83,638 at 6%; with 100% employer match about $94,092 at 4% or $62,728 at 6%.
199929$1,278,154$123,967$13,774iApproximate average salary by contribution assumption: employee only about $344,353 at 4% or $229,569 at 6%; with 50% employer match about $229,569 at 4% or $153,046 at 6%; with 100% employer match about $172,176 at 4% or $114,784 at 6%.
The Kivelstadt Group 401K Profit Sharing Plan-9$720,192$68,566$7,618iApproximate average salary by contribution assumption: employee only about $190,461 at 4% or $126,974 at 6%; with 50% employer match about $126,974 at 4% or $84,649 at 6%; with 100% employer match about $95,231 at 4% or $63,487 at 6%.
The Kivelstadt Group Money Purchase Pension Plan-9$557,962$55,401$6,156iApproximate average salary by contribution assumption: employee only about $153,892 at 4% or $102,594 at 6%; with 50% employer match about $102,594 at 4% or $68,396 at 6%; with 100% employer match about $76,946 at 4% or $51,297 at 6%.