Koar Institutional Advisors LL
Plan context: Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust
EIN 95-4524619 • Los Angeles, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$2,806
2025 Contributions
$1,269
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2024 | 1 | 1 | $2,806 | $1,269 | $1,269iApproximate average salary by contribution assumption: employee only about $31,725 at 4% or $21,150 at 6%; with 50% employer match about $21,150 at 4% or $14,100 at 6%; with 100% employer match about $15,863 at 4% or $10,575 at 6%. |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 1 | $2,806 | $1,269 | $1,269iApproximate average salary by contribution assumption: employee only about $31,725 at 4% or $21,150 at 6%; with 50% employer match about $21,150 at 4% or $14,100 at 6%; with 100% employer match about $15,863 at 4% or $10,575 at 6%. |
| 2023 | 1 | 1 | $1,873 | $1,714 | $1,714iApproximate average salary by contribution assumption: employee only about $42,850 at 4% or $28,567 at 6%; with 50% employer match about $28,567 at 4% or $19,044 at 6%; with 100% employer match about $21,425 at 4% or $14,283 at 6%. |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 1 | $1,873 | $1,714 | $1,714iApproximate average salary by contribution assumption: employee only about $42,850 at 4% or $28,567 at 6%; with 50% employer match about $28,567 at 4% or $19,044 at 6%; with 100% employer match about $21,425 at 4% or $14,283 at 6%. |
| 2022 | 1 | 0 | $0 | $0 | - |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2004 | 1 | 2 | $141,082 | $0 | - |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 2 | $141,082 | - | - |
| 2003 | 1 | 2 | $0 | $0 | - |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 2 | - | - | - |
| 2000 | 1 | 2 | $130,085 | $0 | - |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 2 | $130,085 | - | - |
| 1999 | 1 | 2 | $130,000 | $130,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |
| Koar Institutional Advisors LL 401(K) Profit Sharing Plan & Trust | - | 2 | $130,000 | $130,000 | $65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%. |