Kennedy & Associates PC.
Plan context: Kennedy & Associates PC. Retirement Plan
EIN 20-1755793 • Chicago, IL • 20 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$2,177,253
2025 Contributions
$122,832
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $2,177,253 | $122,832 | $20,472iApproximate average salary by contribution assumption: employee only about $511,800 at 4% or $341,200 at 6%; with 50% employer match about $341,200 at 4% or $227,467 at 6%; with 100% employer match about $255,900 at 4% or $170,600 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $2,177,253 | $122,832 | $20,472iApproximate average salary by contribution assumption: employee only about $511,800 at 4% or $341,200 at 6%; with 50% employer match about $341,200 at 4% or $227,467 at 6%; with 100% employer match about $255,900 at 4% or $170,600 at 6%. |
| 2024 | 1 | 6 | $1,804,420 | $117,947 | $19,658iApproximate average salary by contribution assumption: employee only about $491,446 at 4% or $327,631 at 6%; with 50% employer match about $327,631 at 4% or $218,420 at 6%; with 100% employer match about $245,723 at 4% or $163,815 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $1,804,420 | $117,947 | $19,658iApproximate average salary by contribution assumption: employee only about $491,446 at 4% or $327,631 at 6%; with 50% employer match about $327,631 at 4% or $218,420 at 6%; with 100% employer match about $245,723 at 4% or $163,815 at 6%. |
| 2023 | 1 | 6 | $1,762,313 | $121,555 | $20,259iApproximate average salary by contribution assumption: employee only about $506,479 at 4% or $337,653 at 6%; with 50% employer match about $337,653 at 4% or $225,102 at 6%; with 100% employer match about $253,240 at 4% or $168,826 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $1,762,313 | $121,555 | $20,259iApproximate average salary by contribution assumption: employee only about $506,479 at 4% or $337,653 at 6%; with 50% employer match about $337,653 at 4% or $225,102 at 6%; with 100% employer match about $253,240 at 4% or $168,826 at 6%. |
| 2022 | 1 | 6 | $1,401,106 | $73,961 | $12,327iApproximate average salary by contribution assumption: employee only about $308,171 at 4% or $205,447 at 6%; with 50% employer match about $205,447 at 4% or $136,965 at 6%; with 100% employer match about $154,085 at 4% or $102,724 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $1,401,106 | $73,961 | $12,327iApproximate average salary by contribution assumption: employee only about $308,171 at 4% or $205,447 at 6%; with 50% employer match about $205,447 at 4% or $136,965 at 6%; with 100% employer match about $154,085 at 4% or $102,724 at 6%. |
| 2021 | 1 | 6 | $1,800,833 | $108,428 | $18,071iApproximate average salary by contribution assumption: employee only about $451,783 at 4% or $301,189 at 6%; with 50% employer match about $301,189 at 4% or $200,793 at 6%; with 100% employer match about $225,892 at 4% or $150,594 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $1,800,833 | $108,428 | $18,071iApproximate average salary by contribution assumption: employee only about $451,783 at 4% or $301,189 at 6%; with 50% employer match about $301,189 at 4% or $200,793 at 6%; with 100% employer match about $225,892 at 4% or $150,594 at 6%. |
| 2020 | 1 | 6 | $1,471,014 | $97,717 | $16,286iApproximate average salary by contribution assumption: employee only about $407,154 at 4% or $271,436 at 6%; with 50% employer match about $271,436 at 4% or $180,957 at 6%; with 100% employer match about $203,577 at 4% or $135,718 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $1,471,014 | $97,717 | $16,286iApproximate average salary by contribution assumption: employee only about $407,154 at 4% or $271,436 at 6%; with 50% employer match about $271,436 at 4% or $180,957 at 6%; with 100% employer match about $203,577 at 4% or $135,718 at 6%. |
| 2019 | 1 | 6 | $1,247,057 | $121,864 | $20,311iApproximate average salary by contribution assumption: employee only about $507,767 at 4% or $338,511 at 6%; with 50% employer match about $338,511 at 4% or $225,674 at 6%; with 100% employer match about $253,883 at 4% or $169,256 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $1,247,057 | $121,864 | $20,311iApproximate average salary by contribution assumption: employee only about $507,767 at 4% or $338,511 at 6%; with 50% employer match about $338,511 at 4% or $225,674 at 6%; with 100% employer match about $253,883 at 4% or $169,256 at 6%. |
| 2018 | 1 | 3 | $927,880 | $84,196 | $28,065iApproximate average salary by contribution assumption: employee only about $701,633 at 4% or $467,756 at 6%; with 50% employer match about $467,756 at 4% or $311,837 at 6%; with 100% employer match about $350,817 at 4% or $233,878 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 3 | $927,880 | $84,196 | $28,065iApproximate average salary by contribution assumption: employee only about $701,633 at 4% or $467,756 at 6%; with 50% employer match about $467,756 at 4% or $311,837 at 6%; with 100% employer match about $350,817 at 4% or $233,878 at 6%. |
| 2017 | 1 | 5 | $1,097,857 | $42,350 | $8,470iApproximate average salary by contribution assumption: employee only about $211,750 at 4% or $141,167 at 6%; with 50% employer match about $141,167 at 4% or $94,111 at 6%; with 100% employer match about $105,875 at 4% or $70,583 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 5 | $1,097,857 | $42,350 | $8,470iApproximate average salary by contribution assumption: employee only about $211,750 at 4% or $141,167 at 6%; with 50% employer match about $141,167 at 4% or $94,111 at 6%; with 100% employer match about $105,875 at 4% or $70,583 at 6%. |
| 2016 | 1 | 5 | $923,631 | $48,047 | $9,609iApproximate average salary by contribution assumption: employee only about $240,235 at 4% or $160,157 at 6%; with 50% employer match about $160,157 at 4% or $106,771 at 6%; with 100% employer match about $120,118 at 4% or $80,078 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 5 | $923,631 | $48,047 | $9,609iApproximate average salary by contribution assumption: employee only about $240,235 at 4% or $160,157 at 6%; with 50% employer match about $160,157 at 4% or $106,771 at 6%; with 100% employer match about $120,118 at 4% or $80,078 at 6%. |
| 2015 | 1 | 6 | $836,726 | $88,130 | $14,688iApproximate average salary by contribution assumption: employee only about $367,208 at 4% or $244,806 at 6%; with 50% employer match about $244,806 at 4% or $163,204 at 6%; with 100% employer match about $183,604 at 4% or $122,403 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $836,726 | $88,130 | $14,688iApproximate average salary by contribution assumption: employee only about $367,208 at 4% or $244,806 at 6%; with 50% employer match about $244,806 at 4% or $163,204 at 6%; with 100% employer match about $183,604 at 4% or $122,403 at 6%. |
| 2014 | 1 | 5 | $774,326 | $100,314 | $20,063iApproximate average salary by contribution assumption: employee only about $501,570 at 4% or $334,380 at 6%; with 50% employer match about $334,380 at 4% or $222,920 at 6%; with 100% employer match about $250,785 at 4% or $167,190 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 5 | $774,326 | $100,314 | $20,063iApproximate average salary by contribution assumption: employee only about $501,570 at 4% or $334,380 at 6%; with 50% employer match about $334,380 at 4% or $222,920 at 6%; with 100% employer match about $250,785 at 4% or $167,190 at 6%. |
| 2013 | 1 | 6 | $636,232 | $92,567 | $15,428iApproximate average salary by contribution assumption: employee only about $385,696 at 4% or $257,131 at 6%; with 50% employer match about $257,131 at 4% or $171,420 at 6%; with 100% employer match about $192,848 at 4% or $128,565 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $636,232 | $92,567 | $15,428iApproximate average salary by contribution assumption: employee only about $385,696 at 4% or $257,131 at 6%; with 50% employer match about $257,131 at 4% or $171,420 at 6%; with 100% employer match about $192,848 at 4% or $128,565 at 6%. |
| 2012 | 1 | 6 | $462,689 | $66,731 | $11,122iApproximate average salary by contribution assumption: employee only about $278,046 at 4% or $185,364 at 6%; with 50% employer match about $185,364 at 4% or $123,576 at 6%; with 100% employer match about $139,023 at 4% or $92,682 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $462,689 | $66,731 | $11,122iApproximate average salary by contribution assumption: employee only about $278,046 at 4% or $185,364 at 6%; with 50% employer match about $185,364 at 4% or $123,576 at 6%; with 100% employer match about $139,023 at 4% or $92,682 at 6%. |
| 2011 | 1 | 6 | $353,957 | $67,595 | $11,266iApproximate average salary by contribution assumption: employee only about $281,646 at 4% or $187,764 at 6%; with 50% employer match about $187,764 at 4% or $125,176 at 6%; with 100% employer match about $140,823 at 4% or $93,882 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 6 | $353,957 | $67,595 | $11,266iApproximate average salary by contribution assumption: employee only about $281,646 at 4% or $187,764 at 6%; with 50% employer match about $187,764 at 4% or $125,176 at 6%; with 100% employer match about $140,823 at 4% or $93,882 at 6%. |
| 2010 | 1 | 5 | $292,925 | $85,814 | $17,163iApproximate average salary by contribution assumption: employee only about $429,070 at 4% or $286,047 at 6%; with 50% employer match about $286,047 at 4% or $190,698 at 6%; with 100% employer match about $214,535 at 4% or $143,023 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 5 | $292,925 | $85,814 | $17,163iApproximate average salary by contribution assumption: employee only about $429,070 at 4% or $286,047 at 6%; with 50% employer match about $286,047 at 4% or $190,698 at 6%; with 100% employer match about $214,535 at 4% or $143,023 at 6%. |
| 2009 | 1 | 5 | $195,238 | $49,100 | $9,820iApproximate average salary by contribution assumption: employee only about $245,500 at 4% or $163,667 at 6%; with 50% employer match about $163,667 at 4% or $109,111 at 6%; with 100% employer match about $122,750 at 4% or $81,833 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 5 | $195,238 | $49,100 | $9,820iApproximate average salary by contribution assumption: employee only about $245,500 at 4% or $163,667 at 6%; with 50% employer match about $163,667 at 4% or $109,111 at 6%; with 100% employer match about $122,750 at 4% or $81,833 at 6%. |
| 2008 | 1 | 3 | $119,525 | $49,847 | $16,616iApproximate average salary by contribution assumption: employee only about $415,392 at 4% or $276,928 at 6%; with 50% employer match about $276,928 at 4% or $184,619 at 6%; with 100% employer match about $207,696 at 4% or $138,464 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 3 | $119,525 | $49,847 | $16,616iApproximate average salary by contribution assumption: employee only about $415,392 at 4% or $276,928 at 6%; with 50% employer match about $276,928 at 4% or $184,619 at 6%; with 100% employer match about $207,696 at 4% or $138,464 at 6%. |
| 2007 | 1 | 4 | $99,422 | $50,151 | $12,538iApproximate average salary by contribution assumption: employee only about $313,444 at 4% or $208,963 at 6%; with 50% employer match about $208,963 at 4% or $139,308 at 6%; with 100% employer match about $156,722 at 4% or $104,481 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 4 | $99,422 | $50,151 | $12,538iApproximate average salary by contribution assumption: employee only about $313,444 at 4% or $208,963 at 6%; with 50% employer match about $208,963 at 4% or $139,308 at 6%; with 100% employer match about $156,722 at 4% or $104,481 at 6%. |
| 2006 | 1 | 4 | $46,088 | $45,207 | $11,302iApproximate average salary by contribution assumption: employee only about $282,544 at 4% or $188,363 at 6%; with 50% employer match about $188,363 at 4% or $125,575 at 6%; with 100% employer match about $141,272 at 4% or $94,181 at 6%. |
| Kennedy & Associates PC. Retirement Plan | - | 4 | $46,088 | $45,207 | $11,302iApproximate average salary by contribution assumption: employee only about $282,544 at 4% or $188,363 at 6%; with 50% employer match about $188,363 at 4% or $125,575 at 6%; with 100% employer match about $141,272 at 4% or $94,181 at 6%. |