Keatley Wealth Management LLC
Plan context: Keatley Wealth Management LLC 401(K) Plan
EIN 14-1896276 • Charlotte, NC • 7 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
4
2019 Assets
$580,805
2019 Contributions
$147,018
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Keatley Wealth Management LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 4 | $580,805 | $147,018 | $36,755iApproximate average salary by contribution assumption: employee only about $918,863 at 4% or $612,575 at 6%; with 50% employer match about $612,575 at 4% or $408,383 at 6%; with 100% employer match about $459,431 at 4% or $306,288 at 6%. |
| Keatley Wealth Management LLC 401(K) Plan | - | 4 | $580,805 | $147,018 | $36,755iApproximate average salary by contribution assumption: employee only about $918,863 at 4% or $612,575 at 6%; with 50% employer match about $612,575 at 4% or $408,383 at 6%; with 100% employer match about $459,431 at 4% or $306,288 at 6%. |
| 2017 | 1 | 4 | $491,040 | $122,738 | $30,685iApproximate average salary by contribution assumption: employee only about $767,113 at 4% or $511,408 at 6%; with 50% employer match about $511,408 at 4% or $340,939 at 6%; with 100% employer match about $383,556 at 4% or $255,704 at 6%. |
| Keatley Wealth Management LLC 401(K) Plan | - | 4 | $491,040 | $122,738 | $30,685iApproximate average salary by contribution assumption: employee only about $767,113 at 4% or $511,408 at 6%; with 50% employer match about $511,408 at 4% or $340,939 at 6%; with 100% employer match about $383,556 at 4% or $255,704 at 6%. |
| 2016 | 1 | 3 | $302,920 | $91,401 | $30,467iApproximate average salary by contribution assumption: employee only about $761,675 at 4% or $507,783 at 6%; with 50% employer match about $507,783 at 4% or $338,522 at 6%; with 100% employer match about $380,838 at 4% or $253,892 at 6%. |
| Keatley Wealth Management LLC 401(K) Plan | - | 3 | $302,920 | $91,401 | $30,467iApproximate average salary by contribution assumption: employee only about $761,675 at 4% or $507,783 at 6%; with 50% employer match about $507,783 at 4% or $338,522 at 6%; with 100% employer match about $380,838 at 4% or $253,892 at 6%. |
| 2015 | 1 | 3 | $182,764 | $96,508 | $32,169iApproximate average salary by contribution assumption: employee only about $804,233 at 4% or $536,156 at 6%; with 50% employer match about $536,156 at 4% or $357,437 at 6%; with 100% employer match about $402,117 at 4% or $268,078 at 6%. |
| Keatley Wealth Management LLC 401(K) Plan | - | 3 | $182,764 | $96,508 | $32,169iApproximate average salary by contribution assumption: employee only about $804,233 at 4% or $536,156 at 6%; with 50% employer match about $536,156 at 4% or $357,437 at 6%; with 100% employer match about $402,117 at 4% or $268,078 at 6%. |
| 2014 | 1 | 2 | $89,531 | $52,383 | $26,192iApproximate average salary by contribution assumption: employee only about $654,788 at 4% or $436,525 at 6%; with 50% employer match about $436,525 at 4% or $291,017 at 6%; with 100% employer match about $327,394 at 4% or $218,263 at 6%. |
| Keatley Wealth Management LLC 401(K) Plan | - | 2 | $89,531 | $52,383 | $26,192iApproximate average salary by contribution assumption: employee only about $654,788 at 4% or $436,525 at 6%; with 50% employer match about $436,525 at 4% or $291,017 at 6%; with 100% employer match about $327,394 at 4% or $218,263 at 6%. |
| 2013 | 1 | 2 | $31,938 | $31,963 | $15,982iApproximate average salary by contribution assumption: employee only about $399,538 at 4% or $266,358 at 6%; with 50% employer match about $266,358 at 4% or $177,572 at 6%; with 100% employer match about $199,769 at 4% or $133,179 at 6%. |
| Keatley Wealth Management LLC 401(K) Plan | - | 2 | $31,938 | $31,963 | $15,982iApproximate average salary by contribution assumption: employee only about $399,538 at 4% or $266,358 at 6%; with 50% employer match about $266,358 at 4% or $177,572 at 6%; with 100% employer match about $199,769 at 4% or $133,179 at 6%. |