Civic Intelligence

Kirkland Financial LLC

Plan context: Kirkland Financial LLC 401K Plan

EIN 20-0424354 • 18 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$2,748,002

2025 Contributions

$206,489

Historical Graphs

Total Assets Over Time

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

$3,245,273$1,622,637$0200820172025YearValue
$2,748,002Latest year 2025

Participants Over Time

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

23120200820172025YearValue
15Latest 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
2025115$2,748,002$206,489$13,766iApproximate average salary by contribution assumption: employee only about $344,148 at 4% or $229,432 at 6%; with 50% employer match about $229,432 at 4% or $152,955 at 6%; with 100% employer match about $172,074 at 4% or $114,716 at 6%.
Kirkland Financial LLC 401K Plan-15$2,748,002$206,489$13,766iApproximate average salary by contribution assumption: employee only about $344,148 at 4% or $229,432 at 6%; with 50% employer match about $229,432 at 4% or $152,955 at 6%; with 100% employer match about $172,074 at 4% or $114,716 at 6%.
2024117$3,245,273$225,639$13,273iApproximate average salary by contribution assumption: employee only about $331,822 at 4% or $221,215 at 6%; with 50% employer match about $221,215 at 4% or $147,476 at 6%; with 100% employer match about $165,911 at 4% or $110,607 at 6%.
Kirkland Financial LLC 401K Plan-17$3,245,273$225,639$13,273iApproximate average salary by contribution assumption: employee only about $331,822 at 4% or $221,215 at 6%; with 50% employer match about $221,215 at 4% or $147,476 at 6%; with 100% employer match about $165,911 at 4% or $110,607 at 6%.
2023117$2,644,945$267,280$15,722iApproximate average salary by contribution assumption: employee only about $393,059 at 4% or $262,039 at 6%; with 50% employer match about $262,039 at 4% or $174,693 at 6%; with 100% employer match about $196,529 at 4% or $131,020 at 6%.
Kirkland Financial LLC 401K Plan-17$2,644,945$267,280$15,722iApproximate average salary by contribution assumption: employee only about $393,059 at 4% or $262,039 at 6%; with 50% employer match about $262,039 at 4% or $174,693 at 6%; with 100% employer match about $196,529 at 4% or $131,020 at 6%.
2022117$1,995,692$189,449$11,144iApproximate average salary by contribution assumption: employee only about $278,601 at 4% or $185,734 at 6%; with 50% employer match about $185,734 at 4% or $123,823 at 6%; with 100% employer match about $139,301 at 4% or $92,867 at 6%.
Kirkland Financial LLC 401K Plan-17$1,995,692$189,449$11,144iApproximate average salary by contribution assumption: employee only about $278,601 at 4% or $185,734 at 6%; with 50% employer match about $185,734 at 4% or $123,823 at 6%; with 100% employer match about $139,301 at 4% or $92,867 at 6%.
2021117$2,226,928$170,780$10,046iApproximate average salary by contribution assumption: employee only about $251,147 at 4% or $167,431 at 6%; with 50% employer match about $167,431 at 4% or $111,621 at 6%; with 100% employer match about $125,574 at 4% or $83,716 at 6%.
Kirkland Financial LLC 401K Plan-17$2,226,928$170,780$10,046iApproximate average salary by contribution assumption: employee only about $251,147 at 4% or $167,431 at 6%; with 50% employer match about $167,431 at 4% or $111,621 at 6%; with 100% employer match about $125,574 at 4% or $83,716 at 6%.
2020117$1,755,886$171,896$10,112iApproximate average salary by contribution assumption: employee only about $252,788 at 4% or $168,525 at 6%; with 50% employer match about $168,525 at 4% or $112,350 at 6%; with 100% employer match about $126,394 at 4% or $84,263 at 6%.
Kirkland Financial LLC 401K Plan-17$1,755,886$171,896$10,112iApproximate average salary by contribution assumption: employee only about $252,788 at 4% or $168,525 at 6%; with 50% employer match about $168,525 at 4% or $112,350 at 6%; with 100% employer match about $126,394 at 4% or $84,263 at 6%.
2019119$1,378,284$177,842$9,360iApproximate average salary by contribution assumption: employee only about $234,003 at 4% or $156,002 at 6%; with 50% employer match about $156,002 at 4% or $104,001 at 6%; with 100% employer match about $117,001 at 4% or $78,001 at 6%.
Kirkland Financial LLC 401K Plan-19$1,378,284$177,842$9,360iApproximate average salary by contribution assumption: employee only about $234,003 at 4% or $156,002 at 6%; with 50% employer match about $156,002 at 4% or $104,001 at 6%; with 100% employer match about $117,001 at 4% or $78,001 at 6%.
2018123$1,033,845$179,957$7,824iApproximate average salary by contribution assumption: employee only about $195,605 at 4% or $130,404 at 6%; with 50% employer match about $130,404 at 4% or $86,936 at 6%; with 100% employer match about $97,803 at 4% or $65,202 at 6%.
Kirkland Financial LLC 401K Plan-23$1,033,845$179,957$7,824iApproximate average salary by contribution assumption: employee only about $195,605 at 4% or $130,404 at 6%; with 50% employer match about $130,404 at 4% or $86,936 at 6%; with 100% employer match about $97,803 at 4% or $65,202 at 6%.
2017122$964,532$158,479$7,204iApproximate average salary by contribution assumption: employee only about $180,090 at 4% or $120,060 at 6%; with 50% employer match about $120,060 at 4% or $80,040 at 6%; with 100% employer match about $90,045 at 4% or $60,030 at 6%.
Kirkland Financial LLC 401K Plan-22$964,532$158,479$7,204iApproximate average salary by contribution assumption: employee only about $180,090 at 4% or $120,060 at 6%; with 50% employer match about $120,060 at 4% or $80,040 at 6%; with 100% employer match about $90,045 at 4% or $60,030 at 6%.
2016120$662,339$129,419$6,471iApproximate average salary by contribution assumption: employee only about $161,774 at 4% or $107,849 at 6%; with 50% employer match about $107,849 at 4% or $71,899 at 6%; with 100% employer match about $80,887 at 4% or $53,925 at 6%.
Kirkland Financial LLC 401K Plan-20$662,339$129,419$6,471iApproximate average salary by contribution assumption: employee only about $161,774 at 4% or $107,849 at 6%; with 50% employer match about $107,849 at 4% or $71,899 at 6%; with 100% employer match about $80,887 at 4% or $53,925 at 6%.
2015119$506,499$107,560$5,661iApproximate average salary by contribution assumption: employee only about $141,526 at 4% or $94,351 at 6%; with 50% employer match about $94,351 at 4% or $62,901 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%.
Kirkland Financial LLC 401K Plan-19$506,499$107,560$5,661iApproximate average salary by contribution assumption: employee only about $141,526 at 4% or $94,351 at 6%; with 50% employer match about $94,351 at 4% or $62,901 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%.
2014118$403,785$89,406$4,967iApproximate average salary by contribution assumption: employee only about $124,175 at 4% or $82,783 at 6%; with 50% employer match about $82,783 at 4% or $55,189 at 6%; with 100% employer match about $62,088 at 4% or $41,392 at 6%.
Kirkland Financial LLC 401K Plan-18$403,785$89,406$4,967iApproximate average salary by contribution assumption: employee only about $124,175 at 4% or $82,783 at 6%; with 50% employer match about $82,783 at 4% or $55,189 at 6%; with 100% employer match about $62,088 at 4% or $41,392 at 6%.
2013113$291,974$57,456$4,420iApproximate average salary by contribution assumption: employee only about $110,492 at 4% or $73,662 at 6%; with 50% employer match about $73,662 at 4% or $49,108 at 6%; with 100% employer match about $55,246 at 4% or $36,831 at 6%.
Kirkland Financial LLC 401K Plan-13$291,974$57,456$4,420iApproximate average salary by contribution assumption: employee only about $110,492 at 4% or $73,662 at 6%; with 50% employer match about $73,662 at 4% or $49,108 at 6%; with 100% employer match about $55,246 at 4% or $36,831 at 6%.
201219$184,378$41,932$4,659iApproximate average salary by contribution assumption: employee only about $116,478 at 4% or $77,652 at 6%; with 50% employer match about $77,652 at 4% or $51,768 at 6%; with 100% employer match about $58,239 at 4% or $38,826 at 6%.
Kirkland Financial LLC 401K Plan-9$184,378$41,932$4,659iApproximate average salary by contribution assumption: employee only about $116,478 at 4% or $77,652 at 6%; with 50% employer match about $77,652 at 4% or $51,768 at 6%; with 100% employer match about $58,239 at 4% or $38,826 at 6%.
201114$125,373$39,763$9,941iApproximate average salary by contribution assumption: employee only about $248,519 at 4% or $165,679 at 6%; with 50% employer match about $165,679 at 4% or $110,453 at 6%; with 100% employer match about $124,259 at 4% or $82,840 at 6%.
Kirkland Financial LLC 401K Plan-4$125,373$39,763$9,941iApproximate average salary by contribution assumption: employee only about $248,519 at 4% or $165,679 at 6%; with 50% employer match about $165,679 at 4% or $110,453 at 6%; with 100% employer match about $124,259 at 4% or $82,840 at 6%.
201014$89,863$30,205$7,551iApproximate average salary by contribution assumption: employee only about $188,781 at 4% or $125,854 at 6%; with 50% employer match about $125,854 at 4% or $83,903 at 6%; with 100% employer match about $94,391 at 4% or $62,927 at 6%.
Kirkland Financial LLC 401K Plan-4$89,863$30,205$7,551iApproximate average salary by contribution assumption: employee only about $188,781 at 4% or $125,854 at 6%; with 50% employer match about $125,854 at 4% or $83,903 at 6%; with 100% employer match about $94,391 at 4% or $62,927 at 6%.
200914$58,094$30,293$7,573iApproximate average salary by contribution assumption: employee only about $189,331 at 4% or $126,221 at 6%; with 50% employer match about $126,221 at 4% or $84,147 at 6%; with 100% employer match about $94,666 at 4% or $63,110 at 6%.
Kirkland Financial LLC 401K Plan-4$58,094$30,293$7,573iApproximate average salary by contribution assumption: employee only about $189,331 at 4% or $126,221 at 6%; with 50% employer match about $126,221 at 4% or $84,147 at 6%; with 100% employer match about $94,666 at 4% or $63,110 at 6%.
200813$19,274$19,591$6,530iApproximate average salary by contribution assumption: employee only about $163,258 at 4% or $108,839 at 6%; with 50% employer match about $108,839 at 4% or $72,559 at 6%; with 100% employer match about $81,629 at 4% or $54,419 at 6%.
Kirkland Financial LLC 401K Plan-3$19,274$19,591$6,530iApproximate average salary by contribution assumption: employee only about $163,258 at 4% or $108,839 at 6%; with 50% employer match about $108,839 at 4% or $72,559 at 6%; with 100% employer match about $81,629 at 4% or $54,419 at 6%.