Kei Advisors LLC
Plan context: KEI ADVISORS RETIREMENT PLAN
EIN 16-1590374 • Indian Shores, FL • 33 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,760,245
2024 Contributions
$89,334
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 0 | $0 | $89,334 | - |
| KEI ADVISORS RETIREMENT PLAN | - | 0 | $0 | $89,334 | - |
| Kei Advisors Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 6 | $2,760,245 | $177,668 | $29,611iApproximate average salary by contribution assumption: employee only about $740,283 at 4% or $493,522 at 6%; with 50% employer match about $493,522 at 4% or $329,015 at 6%; with 100% employer match about $370,142 at 4% or $246,761 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 6 | $2,121,391 | $156,683 | $26,114iApproximate average salary by contribution assumption: employee only about $652,846 at 4% or $435,231 at 6%; with 50% employer match about $435,231 at 4% or $290,154 at 6%; with 100% employer match about $326,423 at 4% or $217,615 at 6%. |
| Kei Advisors Cash Balance Plan | - | 3 | $638,854 | $20,985 | $6,995iApproximate average salary by contribution assumption: employee only about $174,875 at 4% or $116,583 at 6%; with 50% employer match about $116,583 at 4% or $77,722 at 6%; with 100% employer match about $87,438 at 4% or $58,292 at 6%. |
| 2022 | 2 | 5 | $2,307,363 | $136,291 | $27,258iApproximate average salary by contribution assumption: employee only about $681,455 at 4% or $454,303 at 6%; with 50% employer match about $454,303 at 4% or $302,869 at 6%; with 100% employer match about $340,728 at 4% or $227,152 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 5 | $1,751,019 | $140,909 | $28,182iApproximate average salary by contribution assumption: employee only about $704,545 at 4% or $469,697 at 6%; with 50% employer match about $469,697 at 4% or $313,131 at 6%; with 100% employer match about $352,273 at 4% or $234,848 at 6%. |
| Kei Advisors Cash Balance Plan | - | 3 | $556,344 | -$4,618 | - |
| 2021 | 2 | 6 | $2,515,840 | $196,450 | $32,742iApproximate average salary by contribution assumption: employee only about $818,542 at 4% or $545,694 at 6%; with 50% employer match about $545,694 at 4% or $363,796 at 6%; with 100% employer match about $409,271 at 4% or $272,847 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 6 | $1,949,114 | $102,869 | $17,145iApproximate average salary by contribution assumption: employee only about $428,621 at 4% or $285,747 at 6%; with 50% employer match about $285,747 at 4% or $190,498 at 6%; with 100% employer match about $214,310 at 4% or $142,874 at 6%. |
| Kei Advisors Cash Balance Plan | - | 3 | $566,726 | $93,581 | $31,194iApproximate average salary by contribution assumption: employee only about $779,842 at 4% or $519,894 at 6%; with 50% employer match about $519,894 at 4% or $346,596 at 6%; with 100% employer match about $389,921 at 4% or $259,947 at 6%. |
| 2020 | 2 | 9 | $2,370,071 | $147,075 | $16,342iApproximate average salary by contribution assumption: employee only about $408,542 at 4% or $272,361 at 6%; with 50% employer match about $272,361 at 4% or $181,574 at 6%; with 100% employer match about $204,271 at 4% or $136,181 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 9 | $1,936,120 | $94,275 | $10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%. |
| Kei Advisors Cash Balance Plan | - | 2 | $433,951 | $52,800 | $26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%. |
| 2019 | 2 | 10 | $1,997,751 | $167,296 | $16,730iApproximate average salary by contribution assumption: employee only about $418,240 at 4% or $278,827 at 6%; with 50% employer match about $278,827 at 4% or $185,884 at 6%; with 100% employer match about $209,120 at 4% or $139,413 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 10 | $1,643,639 | $127,136 | $12,714iApproximate average salary by contribution assumption: employee only about $317,840 at 4% or $211,893 at 6%; with 50% employer match about $211,893 at 4% or $141,262 at 6%; with 100% employer match about $158,920 at 4% or $105,947 at 6%. |
| Kei Advisors Cash Balance Plan | - | 4 | $354,112 | $40,160 | $10,040iApproximate average salary by contribution assumption: employee only about $251,000 at 4% or $167,333 at 6%; with 50% employer match about $167,333 at 4% or $111,556 at 6%; with 100% employer match about $125,500 at 4% or $83,667 at 6%. |
| 2018 | 2 | 8 | $1,506,455 | $161,399 | $20,175iApproximate average salary by contribution assumption: employee only about $504,372 at 4% or $336,248 at 6%; with 50% employer match about $336,248 at 4% or $224,165 at 6%; with 100% employer match about $252,186 at 4% or $168,124 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 8 | $1,232,866 | $119,160 | $14,895iApproximate average salary by contribution assumption: employee only about $372,375 at 4% or $248,250 at 6%; with 50% employer match about $248,250 at 4% or $165,500 at 6%; with 100% employer match about $186,188 at 4% or $124,125 at 6%. |
| Kei Advisors Cash Balance Plan | - | 4 | $273,589 | $42,239 | $10,560iApproximate average salary by contribution assumption: employee only about $263,994 at 4% or $175,996 at 6%; with 50% employer match about $175,996 at 4% or $117,331 at 6%; with 100% employer match about $131,997 at 4% or $87,998 at 6%. |
| 2017 | 2 | 8 | $1,453,985 | $181,960 | $22,745iApproximate average salary by contribution assumption: employee only about $568,625 at 4% or $379,083 at 6%; with 50% employer match about $379,083 at 4% or $252,722 at 6%; with 100% employer match about $284,313 at 4% or $189,542 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 8 | $1,220,072 | $109,925 | $13,741iApproximate average salary by contribution assumption: employee only about $343,516 at 4% or $229,010 at 6%; with 50% employer match about $229,010 at 4% or $152,674 at 6%; with 100% employer match about $171,758 at 4% or $114,505 at 6%. |
| Kei Advisors Cash Balance Plan | - | 3 | $233,913 | $72,035 | $24,012iApproximate average salary by contribution assumption: employee only about $600,292 at 4% or $400,194 at 6%; with 50% employer match about $400,194 at 4% or $266,796 at 6%; with 100% employer match about $300,146 at 4% or $200,097 at 6%. |
| 2016 | 2 | 10 | $1,182,912 | $200,930 | $20,093iApproximate average salary by contribution assumption: employee only about $502,325 at 4% or $334,883 at 6%; with 50% employer match about $334,883 at 4% or $223,256 at 6%; with 100% employer match about $251,163 at 4% or $167,442 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 10 | $1,019,302 | $143,736 | $14,374iApproximate average salary by contribution assumption: employee only about $359,340 at 4% or $239,560 at 6%; with 50% employer match about $239,560 at 4% or $159,707 at 6%; with 100% employer match about $179,670 at 4% or $119,780 at 6%. |
| Kei Advisors Cash Balance Plan | - | 4 | $163,610 | $57,194 | $14,299iApproximate average salary by contribution assumption: employee only about $357,463 at 4% or $238,308 at 6%; with 50% employer match about $238,308 at 4% or $158,872 at 6%; with 100% employer match about $178,731 at 4% or $119,154 at 6%. |
| 2015 | 2 | 9 | $942,457 | $253,007 | $28,112iApproximate average salary by contribution assumption: employee only about $702,797 at 4% or $468,531 at 6%; with 50% employer match about $468,531 at 4% or $312,354 at 6%; with 100% employer match about $351,399 at 4% or $234,266 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 9 | $837,027 | $147,577 | $16,397iApproximate average salary by contribution assumption: employee only about $409,936 at 4% or $273,291 at 6%; with 50% employer match about $273,291 at 4% or $182,194 at 6%; with 100% employer match about $204,968 at 4% or $136,645 at 6%. |
| Kei Advisors Cash Balance Plan | - | 5 | $105,430 | $105,430 | $21,086iApproximate average salary by contribution assumption: employee only about $527,150 at 4% or $351,433 at 6%; with 50% employer match about $351,433 at 4% or $234,289 at 6%; with 100% employer match about $263,575 at 4% or $175,717 at 6%. |
| 2014 | 1 | 8 | $704,940 | $122,069 | $15,259iApproximate average salary by contribution assumption: employee only about $381,466 at 4% or $254,310 at 6%; with 50% employer match about $254,310 at 4% or $169,540 at 6%; with 100% employer match about $190,733 at 4% or $127,155 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 8 | $704,940 | $122,069 | $15,259iApproximate average salary by contribution assumption: employee only about $381,466 at 4% or $254,310 at 6%; with 50% employer match about $254,310 at 4% or $169,540 at 6%; with 100% employer match about $190,733 at 4% or $127,155 at 6%. |
| 2013 | 1 | 7 | $566,501 | $87,320 | $12,474iApproximate average salary by contribution assumption: employee only about $311,857 at 4% or $207,905 at 6%; with 50% employer match about $207,905 at 4% or $138,603 at 6%; with 100% employer match about $155,929 at 4% or $103,952 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 7 | $566,501 | $87,320 | $12,474iApproximate average salary by contribution assumption: employee only about $311,857 at 4% or $207,905 at 6%; with 50% employer match about $207,905 at 4% or $138,603 at 6%; with 100% employer match about $155,929 at 4% or $103,952 at 6%. |
| 2012 | 1 | 4 | $399,469 | $67,120 | $16,780iApproximate average salary by contribution assumption: employee only about $419,500 at 4% or $279,667 at 6%; with 50% employer match about $279,667 at 4% or $186,444 at 6%; with 100% employer match about $209,750 at 4% or $139,833 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 4 | $399,469 | $67,120 | $16,780iApproximate average salary by contribution assumption: employee only about $419,500 at 4% or $279,667 at 6%; with 50% employer match about $279,667 at 4% or $186,444 at 6%; with 100% employer match about $209,750 at 4% or $139,833 at 6%. |
| 2011 | 1 | 5 | $294,022 | $56,804 | $11,361iApproximate average salary by contribution assumption: employee only about $284,020 at 4% or $189,347 at 6%; with 50% employer match about $189,347 at 4% or $126,231 at 6%; with 100% employer match about $142,010 at 4% or $94,673 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 5 | $294,022 | $56,804 | $11,361iApproximate average salary by contribution assumption: employee only about $284,020 at 4% or $189,347 at 6%; with 50% employer match about $189,347 at 4% or $126,231 at 6%; with 100% employer match about $142,010 at 4% or $94,673 at 6%. |
| 2010 | 1 | 6 | $290,546 | $63,293 | $10,549iApproximate average salary by contribution assumption: employee only about $263,721 at 4% or $175,814 at 6%; with 50% employer match about $175,814 at 4% or $117,209 at 6%; with 100% employer match about $131,860 at 4% or $87,907 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 6 | $290,546 | $63,293 | $10,549iApproximate average salary by contribution assumption: employee only about $263,721 at 4% or $175,814 at 6%; with 50% employer match about $175,814 at 4% or $117,209 at 6%; with 100% employer match about $131,860 at 4% or $87,907 at 6%. |
| 2009 | 1 | 9 | $224,595 | $49,166 | $5,463iApproximate average salary by contribution assumption: employee only about $136,572 at 4% or $91,048 at 6%; with 50% employer match about $91,048 at 4% or $60,699 at 6%; with 100% employer match about $68,286 at 4% or $45,524 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 9 | $224,595 | $49,166 | $5,463iApproximate average salary by contribution assumption: employee only about $136,572 at 4% or $91,048 at 6%; with 50% employer match about $91,048 at 4% or $60,699 at 6%; with 100% employer match about $68,286 at 4% or $45,524 at 6%. |
| 2008 | 1 | 6 | $0 | $0 | - |
| KEI ADVISORS RETIREMENT PLAN | - | 6 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| KEI ADVISORS RETIREMENT PLAN | - | 4 | - | - | - |
| 2006 | 1 | 3 | $0 | $0 | - |
| KEI ADVISORS RETIREMENT PLAN | - | 3 | - | - | - |
| 2005 | 1 | 3 | $80,964 | $12,981 | $4,327iApproximate average salary by contribution assumption: employee only about $108,175 at 4% or $72,117 at 6%; with 50% employer match about $72,117 at 4% or $48,078 at 6%; with 100% employer match about $54,088 at 4% or $36,058 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 3 | $80,964 | $12,981 | $4,327iApproximate average salary by contribution assumption: employee only about $108,175 at 4% or $72,117 at 6%; with 50% employer match about $72,117 at 4% or $48,078 at 6%; with 100% employer match about $54,088 at 4% or $36,058 at 6%. |
| 2004 | 1 | 3 | $74,066 | $36,289 | $12,096iApproximate average salary by contribution assumption: employee only about $302,408 at 4% or $201,606 at 6%; with 50% employer match about $201,606 at 4% or $134,404 at 6%; with 100% employer match about $151,204 at 4% or $100,803 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 3 | $74,066 | $36,289 | $12,096iApproximate average salary by contribution assumption: employee only about $302,408 at 4% or $201,606 at 6%; with 50% employer match about $201,606 at 4% or $134,404 at 6%; with 100% employer match about $151,204 at 4% or $100,803 at 6%. |
| 2003 | 1 | 2 | $31,065 | $15,372 | $7,686iApproximate average salary by contribution assumption: employee only about $192,150 at 4% or $128,100 at 6%; with 50% employer match about $128,100 at 4% or $85,400 at 6%; with 100% employer match about $96,075 at 4% or $64,050 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 2 | $31,065 | $15,372 | $7,686iApproximate average salary by contribution assumption: employee only about $192,150 at 4% or $128,100 at 6%; with 50% employer match about $128,100 at 4% or $85,400 at 6%; with 100% employer match about $96,075 at 4% or $64,050 at 6%. |
| 2002 | 1 | 1 | $12,000 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| KEI ADVISORS RETIREMENT PLAN | - | 1 | $12,000 | $12,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |