Civic Intelligence

John T Kennedy Insurance Agenc

Plan context: John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust

EIN 20-0136830 • 12 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$600,033

2025 Contributions

$47,639

Historical Graphs

Total Assets Over Time

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

$600,033$300,017$0201420202025YearValue
$600,033Latest year 2025

Participants Over Time

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

740201420202025YearValue
5Latest year 2025

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
202515$600,033$47,639$9,528iApproximate average salary by contribution assumption: employee only about $238,195 at 4% or $158,797 at 6%; with 50% employer match about $158,797 at 4% or $105,864 at 6%; with 100% employer match about $119,097 at 4% or $79,398 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-5$600,033$47,639$9,528iApproximate average salary by contribution assumption: employee only about $238,195 at 4% or $158,797 at 6%; with 50% employer match about $158,797 at 4% or $105,864 at 6%; with 100% employer match about $119,097 at 4% or $79,398 at 6%.
202415$448,284$50,986$10,197iApproximate average salary by contribution assumption: employee only about $254,930 at 4% or $169,953 at 6%; with 50% employer match about $169,953 at 4% or $113,302 at 6%; with 100% employer match about $127,465 at 4% or $84,977 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-5$448,284$50,986$10,197iApproximate average salary by contribution assumption: employee only about $254,930 at 4% or $169,953 at 6%; with 50% employer match about $169,953 at 4% or $113,302 at 6%; with 100% employer match about $127,465 at 4% or $84,977 at 6%.
202315$554,211$38,064$7,613iApproximate average salary by contribution assumption: employee only about $190,320 at 4% or $126,880 at 6%; with 50% employer match about $126,880 at 4% or $84,587 at 6%; with 100% employer match about $95,160 at 4% or $63,440 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-5$554,211$38,064$7,613iApproximate average salary by contribution assumption: employee only about $190,320 at 4% or $126,880 at 6%; with 50% employer match about $126,880 at 4% or $84,587 at 6%; with 100% employer match about $95,160 at 4% or $63,440 at 6%.
202216$399,285$58,535$9,756iApproximate average salary by contribution assumption: employee only about $243,896 at 4% or $162,597 at 6%; with 50% employer match about $162,597 at 4% or $108,398 at 6%; with 100% employer match about $121,948 at 4% or $81,299 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-6$399,285$58,535$9,756iApproximate average salary by contribution assumption: employee only about $243,896 at 4% or $162,597 at 6%; with 50% employer match about $162,597 at 4% or $108,398 at 6%; with 100% employer match about $121,948 at 4% or $81,299 at 6%.
202117$468,517$70,844$10,121iApproximate average salary by contribution assumption: employee only about $253,014 at 4% or $168,676 at 6%; with 50% employer match about $168,676 at 4% or $112,451 at 6%; with 100% employer match about $126,507 at 4% or $84,338 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-7$468,517$70,844$10,121iApproximate average salary by contribution assumption: employee only about $253,014 at 4% or $168,676 at 6%; with 50% employer match about $168,676 at 4% or $112,451 at 6%; with 100% employer match about $126,507 at 4% or $84,338 at 6%.
202017$336,725$51,090$7,299iApproximate average salary by contribution assumption: employee only about $182,464 at 4% or $121,643 at 6%; with 50% employer match about $121,643 at 4% or $81,095 at 6%; with 100% employer match about $91,232 at 4% or $60,821 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-7$336,725$51,090$7,299iApproximate average salary by contribution assumption: employee only about $182,464 at 4% or $121,643 at 6%; with 50% employer match about $121,643 at 4% or $81,095 at 6%; with 100% employer match about $91,232 at 4% or $60,821 at 6%.
201913$197,531$27,545$9,182iApproximate average salary by contribution assumption: employee only about $229,542 at 4% or $153,028 at 6%; with 50% employer match about $153,028 at 4% or $102,019 at 6%; with 100% employer match about $114,771 at 4% or $76,514 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-3$197,531$27,545$9,182iApproximate average salary by contribution assumption: employee only about $229,542 at 4% or $153,028 at 6%; with 50% employer match about $153,028 at 4% or $102,019 at 6%; with 100% employer match about $114,771 at 4% or $76,514 at 6%.
201813$128,399$28,375$9,458iApproximate average salary by contribution assumption: employee only about $236,458 at 4% or $157,639 at 6%; with 50% employer match about $157,639 at 4% or $105,093 at 6%; with 100% employer match about $118,229 at 4% or $78,819 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-3$128,399$28,375$9,458iApproximate average salary by contribution assumption: employee only about $236,458 at 4% or $157,639 at 6%; with 50% employer match about $157,639 at 4% or $105,093 at 6%; with 100% employer match about $118,229 at 4% or $78,819 at 6%.
201714$111,928$28,368$7,092iApproximate average salary by contribution assumption: employee only about $177,300 at 4% or $118,200 at 6%; with 50% employer match about $118,200 at 4% or $78,800 at 6%; with 100% employer match about $88,650 at 4% or $59,100 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-4$111,928$28,368$7,092iApproximate average salary by contribution assumption: employee only about $177,300 at 4% or $118,200 at 6%; with 50% employer match about $118,200 at 4% or $78,800 at 6%; with 100% employer match about $88,650 at 4% or $59,100 at 6%.
201614$67,805$28,905$7,226iApproximate average salary by contribution assumption: employee only about $180,656 at 4% or $120,438 at 6%; with 50% employer match about $120,438 at 4% or $80,292 at 6%; with 100% employer match about $90,328 at 4% or $60,219 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-4$67,805$28,905$7,226iApproximate average salary by contribution assumption: employee only about $180,656 at 4% or $120,438 at 6%; with 50% employer match about $120,438 at 4% or $80,292 at 6%; with 100% employer match about $90,328 at 4% or $60,219 at 6%.
201514$35,558$23,206$5,802iApproximate average salary by contribution assumption: employee only about $145,038 at 4% or $96,692 at 6%; with 50% employer match about $96,692 at 4% or $64,461 at 6%; with 100% employer match about $72,519 at 4% or $48,346 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-4$35,558$23,206$5,802iApproximate average salary by contribution assumption: employee only about $145,038 at 4% or $96,692 at 6%; with 50% employer match about $96,692 at 4% or $64,461 at 6%; with 100% employer match about $72,519 at 4% or $48,346 at 6%.
201414$12,668$12,377$3,094iApproximate average salary by contribution assumption: employee only about $77,356 at 4% or $51,571 at 6%; with 50% employer match about $51,571 at 4% or $34,381 at 6%; with 100% employer match about $38,678 at 4% or $25,785 at 6%.
John T Kennedy Insurance Agenc 401(K) Profit Sharing Plan & Trust-4$12,668$12,377$3,094iApproximate average salary by contribution assumption: employee only about $77,356 at 4% or $51,571 at 6%; with 50% employer match about $51,571 at 4% or $34,381 at 6%; with 100% employer match about $38,678 at 4% or $25,785 at 6%.