Civic Intelligence

Kenerson Associates Inc

Plan context: TRIFECTA 401(K) MEP AS ADOPTED KENERSON ASSOCIATES, INC.

EIN 04-3138564 • Beverly, MA • 17 filings • 4 plans

PO Box 513Beverly, MA 01915
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,302,738

2024 Contributions

$313,273

Historical Graphs

Total Assets Over Time

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

$2,479,411$1,239,706$0200420122024YearValue
$2,302,738Latest year 2024

Participants Over Time

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

23120200320112024YearValue
15Latest 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
2024115$2,302,738$313,273$20,885iApproximate average salary by contribution assumption: employee only about $522,122 at 4% or $348,081 at 6%; with 50% employer match about $348,081 at 4% or $232,054 at 6%; with 100% employer match about $261,061 at 4% or $174,041 at 6%.
TRIFECTA 401(K) MEP AS ADOPTED KENERSON ASSOCIATES, INC.-15$2,302,738$313,273$20,885iApproximate average salary by contribution assumption: employee only about $522,122 at 4% or $348,081 at 6%; with 50% employer match about $348,081 at 4% or $232,054 at 6%; with 100% employer match about $261,061 at 4% or $174,041 at 6%.
2023114$2,479,411$789,263$56,376iApproximate average salary by contribution assumption: employee only about $1,409,398 at 4% or $939,599 at 6%; with 50% employer match about $939,599 at 4% or $626,399 at 6%; with 100% employer match about $704,699 at 4% or $469,799 at 6%.
TRIFECTA 401(K) MEP AS ADOPTED KENERSON ASSOCIATES, INC.-14$2,479,411$789,263$56,376iApproximate average salary by contribution assumption: employee only about $1,409,398 at 4% or $939,599 at 6%; with 50% employer match about $939,599 at 4% or $626,399 at 6%; with 100% employer match about $704,699 at 4% or $469,799 at 6%.
2017117$1,140,383$128,160$7,539iApproximate average salary by contribution assumption: employee only about $188,471 at 4% or $125,647 at 6%; with 50% employer match about $125,647 at 4% or $83,765 at 6%; with 100% employer match about $94,235 at 4% or $62,824 at 6%.
Kenerson Associates Inc 401(K) Plan-17$1,140,383$128,160$7,539iApproximate average salary by contribution assumption: employee only about $188,471 at 4% or $125,647 at 6%; with 50% employer match about $125,647 at 4% or $83,765 at 6%; with 100% employer match about $94,235 at 4% or $62,824 at 6%.
2016118$1,196,791$124,671$6,926iApproximate average salary by contribution assumption: employee only about $173,154 at 4% or $115,436 at 6%; with 50% employer match about $115,436 at 4% or $76,957 at 6%; with 100% employer match about $86,577 at 4% or $57,718 at 6%.
Kenerson Associates Inc 401(K) Plan-18$1,196,791$124,671$6,926iApproximate average salary by contribution assumption: employee only about $173,154 at 4% or $115,436 at 6%; with 50% employer match about $115,436 at 4% or $76,957 at 6%; with 100% employer match about $86,577 at 4% or $57,718 at 6%.
2015119$1,771,151$109,456$5,761iApproximate average salary by contribution assumption: employee only about $144,021 at 4% or $96,014 at 6%; with 50% employer match about $96,014 at 4% or $64,009 at 6%; with 100% employer match about $72,011 at 4% or $48,007 at 6%.
Kenerson Associates Inc 401(K) Plan-19$1,771,151$109,456$5,761iApproximate average salary by contribution assumption: employee only about $144,021 at 4% or $96,014 at 6%; with 50% employer match about $96,014 at 4% or $64,009 at 6%; with 100% employer match about $72,011 at 4% or $48,007 at 6%.
201410$1,834,060$89,403-
Kenerson Associates Inc 401(K) Plan-0$1,834,060$89,403-
2013119$1,852,518$177,214$9,327iApproximate average salary by contribution assumption: employee only about $233,176 at 4% or $155,451 at 6%; with 50% employer match about $155,451 at 4% or $103,634 at 6%; with 100% employer match about $116,588 at 4% or $77,725 at 6%.
Kenerson Associates Inc 401(K) Plan-19$1,852,518$177,214$9,327iApproximate average salary by contribution assumption: employee only about $233,176 at 4% or $155,451 at 6%; with 50% employer match about $155,451 at 4% or $103,634 at 6%; with 100% employer match about $116,588 at 4% or $77,725 at 6%.
2012114$1,403,394$130,338$9,310iApproximate average salary by contribution assumption: employee only about $232,746 at 4% or $155,164 at 6%; with 50% employer match about $155,164 at 4% or $103,443 at 6%; with 100% employer match about $116,373 at 4% or $77,582 at 6%.
Kenerson Associates Inc 401(K) Plan-14$1,403,394$130,338$9,310iApproximate average salary by contribution assumption: employee only about $232,746 at 4% or $155,164 at 6%; with 50% employer match about $155,164 at 4% or $103,443 at 6%; with 100% employer match about $116,373 at 4% or $77,582 at 6%.
2011120$1,951,268$159,222$7,961iApproximate average salary by contribution assumption: employee only about $199,028 at 4% or $132,685 at 6%; with 50% employer match about $132,685 at 4% or $88,457 at 6%; with 100% employer match about $99,514 at 4% or $66,343 at 6%.
Kenerson Associates Inc 401(K) Plan-20$1,951,268$159,222$7,961iApproximate average salary by contribution assumption: employee only about $199,028 at 4% or $132,685 at 6%; with 50% employer match about $132,685 at 4% or $88,457 at 6%; with 100% employer match about $99,514 at 4% or $66,343 at 6%.
2010121$2,315,606$222,037$10,573iApproximate average salary by contribution assumption: employee only about $264,330 at 4% or $176,220 at 6%; with 50% employer match about $176,220 at 4% or $117,480 at 6%; with 100% employer match about $132,165 at 4% or $88,110 at 6%.
Kenerson Associates Inc 401(K) Plan-21$2,315,606$222,037$10,573iApproximate average salary by contribution assumption: employee only about $264,330 at 4% or $176,220 at 6%; with 50% employer match about $176,220 at 4% or $117,480 at 6%; with 100% employer match about $132,165 at 4% or $88,110 at 6%.
2009123$1,795,389$216,850$9,428iApproximate average salary by contribution assumption: employee only about $235,707 at 4% or $157,138 at 6%; with 50% employer match about $157,138 at 4% or $104,758 at 6%; with 100% employer match about $117,853 at 4% or $78,569 at 6%.
Kenerson Associates Inc 401(K) Plan-23$1,795,389$216,850$9,428iApproximate average salary by contribution assumption: employee only about $235,707 at 4% or $157,138 at 6%; with 50% employer match about $157,138 at 4% or $104,758 at 6%; with 100% employer match about $117,853 at 4% or $78,569 at 6%.
2008120$1,243,244$201,248$10,062iApproximate average salary by contribution assumption: employee only about $251,560 at 4% or $167,707 at 6%; with 50% employer match about $167,707 at 4% or $111,804 at 6%; with 100% employer match about $125,780 at 4% or $83,853 at 6%.
Kenerson Associates Inc 401(K) Plan-20$1,243,244$201,248$10,062iApproximate average salary by contribution assumption: employee only about $251,560 at 4% or $167,707 at 6%; with 50% employer match about $167,707 at 4% or $111,804 at 6%; with 100% employer match about $125,780 at 4% or $83,853 at 6%.
2007122$0$0-
Kenerson Associates Inc 401(K) Plan-22---
2006120$1,291,439$195,617$9,781iApproximate average salary by contribution assumption: employee only about $244,521 at 4% or $163,014 at 6%; with 50% employer match about $163,014 at 4% or $108,676 at 6%; with 100% employer match about $122,261 at 4% or $81,507 at 6%.
Kenerson Associates Inc 401(K) Plan-20$1,291,439$195,617$9,781iApproximate average salary by contribution assumption: employee only about $244,521 at 4% or $163,014 at 6%; with 50% employer match about $163,014 at 4% or $108,676 at 6%; with 100% employer match about $122,261 at 4% or $81,507 at 6%.
2005117$971,282$189,741$11,161iApproximate average salary by contribution assumption: employee only about $279,031 at 4% or $186,021 at 6%; with 50% employer match about $186,021 at 4% or $124,014 at 6%; with 100% employer match about $139,515 at 4% or $93,010 at 6%.
Kenerson Associates Inc 401(K) Plan-17$971,282$189,741$11,161iApproximate average salary by contribution assumption: employee only about $279,031 at 4% or $186,021 at 6%; with 50% employer match about $186,021 at 4% or $124,014 at 6%; with 100% employer match about $139,515 at 4% or $93,010 at 6%.
2004120$742,773$193,027$9,651iApproximate average salary by contribution assumption: employee only about $241,284 at 4% or $160,856 at 6%; with 50% employer match about $160,856 at 4% or $107,237 at 6%; with 100% employer match about $120,642 at 4% or $80,428 at 6%.
Kenerson Associates Inc 401(K) Plan-20$742,773$193,027$9,651iApproximate average salary by contribution assumption: employee only about $241,284 at 4% or $160,856 at 6%; with 50% employer match about $160,856 at 4% or $107,237 at 6%; with 100% employer match about $120,642 at 4% or $80,428 at 6%.
2003118$0$0-
Kenerson Associates Inc 401(K) Plan-18---