Kirkley Investment Group LLC
Plan context: Kirkley Investment Group LLC 401(K) Plan
EIN 20-0998458 • Atlanta, GA • 12 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$767,186
2016 Contributions
$3,040
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 2 | $767,186 | $0 | - |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $767,186 | $0 | - |
| 2015 | 1 | 2 | $695,115 | $0 | - |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $695,115 | $0 | - |
| 2014 | 1 | 2 | $702,364 | $0 | - |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $702,364 | $0 | - |
| 2013 | 1 | 2 | $666,798 | $0 | - |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $666,798 | $0 | - |
| 2012 | 1 | 2 | $516,446 | $3,040 | $1,520iApproximate average salary by contribution assumption: employee only about $38,000 at 4% or $25,333 at 6%; with 50% employer match about $25,333 at 4% or $16,889 at 6%; with 100% employer match about $19,000 at 4% or $12,667 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $516,446 | $3,040 | $1,520iApproximate average salary by contribution assumption: employee only about $38,000 at 4% or $25,333 at 6%; with 50% employer match about $25,333 at 4% or $16,889 at 6%; with 100% employer match about $19,000 at 4% or $12,667 at 6%. |
| 2011 | 1 | 2 | $446,372 | $64,044 | $32,022iApproximate average salary by contribution assumption: employee only about $800,550 at 4% or $533,700 at 6%; with 50% employer match about $533,700 at 4% or $355,800 at 6%; with 100% employer match about $400,275 at 4% or $266,850 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $446,372 | $64,044 | $32,022iApproximate average salary by contribution assumption: employee only about $800,550 at 4% or $533,700 at 6%; with 50% employer match about $533,700 at 4% or $355,800 at 6%; with 100% employer match about $400,275 at 4% or $266,850 at 6%. |
| 2010 | 1 | 3 | $423,022 | $51,351 | $17,117iApproximate average salary by contribution assumption: employee only about $427,925 at 4% or $285,283 at 6%; with 50% employer match about $285,283 at 4% or $190,189 at 6%; with 100% employer match about $213,963 at 4% or $142,642 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 3 | $423,022 | $51,351 | $17,117iApproximate average salary by contribution assumption: employee only about $427,925 at 4% or $285,283 at 6%; with 50% employer match about $285,283 at 4% or $190,189 at 6%; with 100% employer match about $213,963 at 4% or $142,642 at 6%. |
| 2009 | 1 | 4 | $328,052 | $80,373 | $20,093iApproximate average salary by contribution assumption: employee only about $502,331 at 4% or $334,888 at 6%; with 50% employer match about $334,888 at 4% or $223,258 at 6%; with 100% employer match about $251,166 at 4% or $167,444 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 4 | $328,052 | $80,373 | $20,093iApproximate average salary by contribution assumption: employee only about $502,331 at 4% or $334,888 at 6%; with 50% employer match about $334,888 at 4% or $223,258 at 6%; with 100% employer match about $251,166 at 4% or $167,444 at 6%. |
| 2008 | 1 | 2 | $172,927 | $79,308 | $39,654iApproximate average salary by contribution assumption: employee only about $991,350 at 4% or $660,900 at 6%; with 50% employer match about $660,900 at 4% or $440,600 at 6%; with 100% employer match about $495,675 at 4% or $330,450 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $172,927 | $79,308 | $39,654iApproximate average salary by contribution assumption: employee only about $991,350 at 4% or $660,900 at 6%; with 50% employer match about $660,900 at 4% or $440,600 at 6%; with 100% employer match about $495,675 at 4% or $330,450 at 6%. |
| 2007 | 1 | 3 | $196,034 | $80,159 | $26,720iApproximate average salary by contribution assumption: employee only about $667,992 at 4% or $445,328 at 6%; with 50% employer match about $445,328 at 4% or $296,885 at 6%; with 100% employer match about $333,996 at 4% or $222,664 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 3 | $196,034 | $80,159 | $26,720iApproximate average salary by contribution assumption: employee only about $667,992 at 4% or $445,328 at 6%; with 50% employer match about $445,328 at 4% or $296,885 at 6%; with 100% employer match about $333,996 at 4% or $222,664 at 6%. |
| 2006 | 1 | 3 | $104,512 | $63,183 | $21,061iApproximate average salary by contribution assumption: employee only about $526,525 at 4% or $351,017 at 6%; with 50% employer match about $351,017 at 4% or $234,011 at 6%; with 100% employer match about $263,263 at 4% or $175,508 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 3 | $104,512 | $63,183 | $21,061iApproximate average salary by contribution assumption: employee only about $526,525 at 4% or $351,017 at 6%; with 50% employer match about $351,017 at 4% or $234,011 at 6%; with 100% employer match about $263,263 at 4% or $175,508 at 6%. |
| 2005 | 1 | 2 | $34,116 | $32,300 | $16,150iApproximate average salary by contribution assumption: employee only about $403,750 at 4% or $269,167 at 6%; with 50% employer match about $269,167 at 4% or $179,444 at 6%; with 100% employer match about $201,875 at 4% or $134,583 at 6%. |
| Kirkley Investment Group LLC 401(K) Plan | - | 2 | $34,116 | $32,300 | $16,150iApproximate average salary by contribution assumption: employee only about $403,750 at 4% or $269,167 at 6%; with 50% employer match about $269,167 at 4% or $179,444 at 6%; with 100% employer match about $201,875 at 4% or $134,583 at 6%. |