The Kendra Group Inc.
Plan context: The Kendra Group Inc. Cash Balance Plan
EIN 20-5063244 • San Bernardino, CA • 36 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$13,330,972
2024 Contributions
$566,659
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 | 21 | $13,330,972 | $566,659 | $26,984iApproximate average salary by contribution assumption: employee only about $674,594 at 4% or $449,729 at 6%; with 50% employer match about $449,729 at 4% or $299,820 at 6%; with 100% employer match about $337,297 at 4% or $224,865 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 21 | $7,005,139 | $200,000 | $9,524iApproximate average salary by contribution assumption: employee only about $238,095 at 4% or $158,730 at 6%; with 50% employer match about $158,730 at 4% or $105,820 at 6%; with 100% employer match about $119,048 at 4% or $79,365 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 20 | $6,325,833 | $366,659 | $18,333iApproximate average salary by contribution assumption: employee only about $458,324 at 4% or $305,549 at 6%; with 50% employer match about $305,549 at 4% or $203,699 at 6%; with 100% employer match about $229,162 at 4% or $152,775 at 6%. |
| 2023 | 2 | 22 | $11,482,125 | $654,999 | $29,773iApproximate average salary by contribution assumption: employee only about $744,317 at 4% or $496,211 at 6%; with 50% employer match about $496,211 at 4% or $330,808 at 6%; with 100% employer match about $372,159 at 4% or $248,106 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 22 | $6,106,817 | $300,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 22 | $5,375,308 | $354,999 | $16,136iApproximate average salary by contribution assumption: employee only about $403,408 at 4% or $268,939 at 6%; with 50% employer match about $268,939 at 4% or $179,292 at 6%; with 100% employer match about $201,704 at 4% or $134,469 at 6%. |
| 2022 | 2 | 19 | $9,955,911 | $602,460 | $31,708iApproximate average salary by contribution assumption: employee only about $792,711 at 4% or $528,474 at 6%; with 50% employer match about $528,474 at 4% or $352,316 at 6%; with 100% employer match about $396,355 at 4% or $264,237 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 19 | $5,368,171 | $300,000 | $15,789iApproximate average salary by contribution assumption: employee only about $394,737 at 4% or $263,158 at 6%; with 50% employer match about $263,158 at 4% or $175,439 at 6%; with 100% employer match about $197,368 at 4% or $131,579 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 19 | $4,587,740 | $302,460 | $15,919iApproximate average salary by contribution assumption: employee only about $397,974 at 4% or $265,316 at 6%; with 50% employer match about $265,316 at 4% or $176,877 at 6%; with 100% employer match about $198,987 at 4% or $132,658 at 6%. |
| 2021 | 2 | 19 | $10,791,893 | $461,365 | $24,282iApproximate average salary by contribution assumption: employee only about $607,059 at 4% or $404,706 at 6%; with 50% employer match about $404,706 at 4% or $269,804 at 6%; with 100% employer match about $303,530 at 4% or $202,353 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 19 | $5,751,889 | $204,389 | $10,757iApproximate average salary by contribution assumption: employee only about $268,933 at 4% or $179,289 at 6%; with 50% employer match about $179,289 at 4% or $119,526 at 6%; with 100% employer match about $134,466 at 4% or $89,644 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 19 | $5,040,004 | $256,976 | $13,525iApproximate average salary by contribution assumption: employee only about $338,126 at 4% or $225,418 at 6%; with 50% employer match about $225,418 at 4% or $150,278 at 6%; with 100% employer match about $169,063 at 4% or $112,709 at 6%. |
| 2020 | 2 | 19 | $9,131,239 | $1,128,678 | $59,404iApproximate average salary by contribution assumption: employee only about $1,485,103 at 4% or $990,068 at 6%; with 50% employer match about $990,068 at 4% or $660,046 at 6%; with 100% employer match about $742,551 at 4% or $495,034 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 19 | $4,768,415 | $866,318 | $45,596iApproximate average salary by contribution assumption: employee only about $1,139,892 at 4% or $759,928 at 6%; with 50% employer match about $759,928 at 4% or $506,619 at 6%; with 100% employer match about $569,946 at 4% or $379,964 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 19 | $4,362,824 | $262,360 | $13,808iApproximate average salary by contribution assumption: employee only about $345,211 at 4% or $230,140 at 6%; with 50% employer match about $230,140 at 4% or $153,427 at 6%; with 100% employer match about $172,605 at 4% or $115,070 at 6%. |
| 2019 | 2 | 19 | $6,853,767 | $478,266 | $25,172iApproximate average salary by contribution assumption: employee only about $629,297 at 4% or $419,532 at 6%; with 50% employer match about $419,532 at 4% or $279,688 at 6%; with 100% employer match about $314,649 at 4% or $209,766 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 19 | $3,596,962 | $275,146 | $14,481iApproximate average salary by contribution assumption: employee only about $362,034 at 4% or $241,356 at 6%; with 50% employer match about $241,356 at 4% or $160,904 at 6%; with 100% employer match about $181,017 at 4% or $120,678 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 19 | $3,256,805 | $203,120 | $10,691iApproximate average salary by contribution assumption: employee only about $267,263 at 4% or $178,175 at 6%; with 50% employer match about $178,175 at 4% or $118,784 at 6%; with 100% employer match about $133,632 at 4% or $89,088 at 6%. |
| 2018 | 2 | 19 | $5,458,206 | $465,410 | $24,495iApproximate average salary by contribution assumption: employee only about $612,382 at 4% or $408,254 at 6%; with 50% employer match about $408,254 at 4% or $272,170 at 6%; with 100% employer match about $306,191 at 4% or $204,127 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 19 | $2,784,131 | $261,181 | $13,746iApproximate average salary by contribution assumption: employee only about $343,659 at 4% or $229,106 at 6%; with 50% employer match about $229,106 at 4% or $152,737 at 6%; with 100% employer match about $171,830 at 4% or $114,553 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 19 | $2,674,075 | $204,229 | $10,749iApproximate average salary by contribution assumption: employee only about $268,722 at 4% or $179,148 at 6%; with 50% employer match about $179,148 at 4% or $119,432 at 6%; with 100% employer match about $134,361 at 4% or $89,574 at 6%. |
| 2017 | 2 | 15 | $5,438,302 | $436,863 | $29,124iApproximate average salary by contribution assumption: employee only about $728,105 at 4% or $485,403 at 6%; with 50% employer match about $485,403 at 4% or $323,602 at 6%; with 100% employer match about $364,053 at 4% or $242,702 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 15 | $2,741,769 | $236,958 | $15,797iApproximate average salary by contribution assumption: employee only about $394,930 at 4% or $263,287 at 6%; with 50% employer match about $263,287 at 4% or $175,524 at 6%; with 100% employer match about $197,465 at 4% or $131,643 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 15 | $2,696,533 | $199,905 | $13,327iApproximate average salary by contribution assumption: employee only about $333,175 at 4% or $222,117 at 6%; with 50% employer match about $222,117 at 4% or $148,078 at 6%; with 100% employer match about $166,588 at 4% or $111,058 at 6%. |
| 2016 | 2 | 15 | $4,400,570 | $420,361 | $28,024iApproximate average salary by contribution assumption: employee only about $700,602 at 4% or $467,068 at 6%; with 50% employer match about $467,068 at 4% or $311,379 at 6%; with 100% employer match about $350,301 at 4% or $233,534 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 15 | $2,260,921 | $224,054 | $14,937iApproximate average salary by contribution assumption: employee only about $373,423 at 4% or $248,949 at 6%; with 50% employer match about $248,949 at 4% or $165,966 at 6%; with 100% employer match about $186,712 at 4% or $124,474 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 15 | $2,139,649 | $196,307 | $13,087iApproximate average salary by contribution assumption: employee only about $327,178 at 4% or $218,119 at 6%; with 50% employer match about $218,119 at 4% or $145,413 at 6%; with 100% employer match about $163,589 at 4% or $109,059 at 6%. |
| 2015 | 2 | 15 | $3,730,726 | $412,183 | $27,479iApproximate average salary by contribution assumption: employee only about $686,972 at 4% or $457,981 at 6%; with 50% employer match about $457,981 at 4% or $305,321 at 6%; with 100% employer match about $343,486 at 4% or $228,991 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 15 | $1,931,182 | $216,275 | $14,418iApproximate average salary by contribution assumption: employee only about $360,458 at 4% or $240,306 at 6%; with 50% employer match about $240,306 at 4% or $160,204 at 6%; with 100% employer match about $180,229 at 4% or $120,153 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 15 | $1,799,544 | $195,908 | $13,061iApproximate average salary by contribution assumption: employee only about $326,513 at 4% or $217,676 at 6%; with 50% employer match about $217,676 at 4% or $145,117 at 6%; with 100% employer match about $163,257 at 4% or $108,838 at 6%. |
| 2014 | 2 | 16 | $3,341,743 | $342,873 | $21,430iApproximate average salary by contribution assumption: employee only about $535,739 at 4% or $357,159 at 6%; with 50% employer match about $357,159 at 4% or $238,106 at 6%; with 100% employer match about $267,870 at 4% or $178,580 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 16 | $1,757,224 | $160,698 | $10,044iApproximate average salary by contribution assumption: employee only about $251,091 at 4% or $167,394 at 6%; with 50% employer match about $167,394 at 4% or $111,596 at 6%; with 100% employer match about $125,545 at 4% or $83,697 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 16 | $1,584,519 | $182,175 | $11,386iApproximate average salary by contribution assumption: employee only about $284,648 at 4% or $189,766 at 6%; with 50% employer match about $189,766 at 4% or $126,510 at 6%; with 100% employer match about $142,324 at 4% or $94,883 at 6%. |
| 2013 | 2 | 16 | $2,892,900 | $324,869 | $20,304iApproximate average salary by contribution assumption: employee only about $507,608 at 4% or $338,405 at 6%; with 50% employer match about $338,405 at 4% or $225,603 at 6%; with 100% employer match about $253,804 at 4% or $169,203 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 16 | $1,560,280 | $140,598 | $8,787iApproximate average salary by contribution assumption: employee only about $219,684 at 4% or $146,456 at 6%; with 50% employer match about $146,456 at 4% or $97,638 at 6%; with 100% employer match about $109,842 at 4% or $73,228 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 16 | $1,332,620 | $184,271 | $11,517iApproximate average salary by contribution assumption: employee only about $287,923 at 4% or $191,949 at 6%; with 50% employer match about $191,949 at 4% or $127,966 at 6%; with 100% employer match about $143,962 at 4% or $95,974 at 6%. |
| 2012 | 2 | 14 | $2,449,464 | $351,446 | $25,103iApproximate average salary by contribution assumption: employee only about $627,582 at 4% or $418,388 at 6%; with 50% employer match about $418,388 at 4% or $278,925 at 6%; with 100% employer match about $313,791 at 4% or $209,194 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 14 | $1,482,298 | $176,422 | $12,602iApproximate average salary by contribution assumption: employee only about $315,039 at 4% or $210,026 at 6%; with 50% employer match about $210,026 at 4% or $140,017 at 6%; with 100% employer match about $157,520 at 4% or $105,013 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 14 | $967,166 | $175,024 | $12,502iApproximate average salary by contribution assumption: employee only about $312,543 at 4% or $208,362 at 6%; with 50% employer match about $208,362 at 4% or $138,908 at 6%; with 100% employer match about $156,271 at 4% or $104,181 at 6%. |
| 2011 | 2 | 14 | $1,909,053 | $325,227 | $23,231iApproximate average salary by contribution assumption: employee only about $580,763 at 4% or $387,175 at 6%; with 50% employer match about $387,175 at 4% or $258,117 at 6%; with 100% employer match about $290,381 at 4% or $193,588 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 14 | $1,196,407 | $147,227 | $10,516iApproximate average salary by contribution assumption: employee only about $262,905 at 4% or $175,270 at 6%; with 50% employer match about $175,270 at 4% or $116,847 at 6%; with 100% employer match about $131,453 at 4% or $87,635 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 14 | $712,646 | $178,000 | $12,714iApproximate average salary by contribution assumption: employee only about $317,857 at 4% or $211,905 at 6%; with 50% employer match about $211,905 at 4% or $141,270 at 6%; with 100% employer match about $158,929 at 4% or $105,952 at 6%. |
| 2010 | 2 | 13 | $1,612,657 | $290,970 | $22,382iApproximate average salary by contribution assumption: employee only about $559,558 at 4% or $373,038 at 6%; with 50% employer match about $373,038 at 4% or $248,692 at 6%; with 100% employer match about $279,779 at 4% or $186,519 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 12 | $1,044,996 | $118,526 | $9,877iApproximate average salary by contribution assumption: employee only about $246,929 at 4% or $164,619 at 6%; with 50% employer match about $164,619 at 4% or $109,746 at 6%; with 100% employer match about $123,465 at 4% or $82,310 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 13 | $567,661 | $172,444 | $13,265iApproximate average salary by contribution assumption: employee only about $331,623 at 4% or $221,082 at 6%; with 50% employer match about $221,082 at 4% or $147,388 at 6%; with 100% employer match about $165,812 at 4% or $110,541 at 6%. |
| 2009 | 2 | 13 | $1,162,787 | $226,980 | $17,460iApproximate average salary by contribution assumption: employee only about $436,500 at 4% or $291,000 at 6%; with 50% employer match about $291,000 at 4% or $194,000 at 6%; with 100% employer match about $218,250 at 4% or $145,500 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 13 | $820,284 | $65,809 | $5,062iApproximate average salary by contribution assumption: employee only about $126,556 at 4% or $84,371 at 6%; with 50% employer match about $84,371 at 4% or $56,247 at 6%; with 100% employer match about $63,278 at 4% or $42,185 at 6%. |
| The Kendra Group Inc. Cash Balance Plan | - | 13 | $342,503 | $161,171 | $12,398iApproximate average salary by contribution assumption: employee only about $309,944 at 4% or $206,629 at 6%; with 50% employer match about $206,629 at 4% or $137,753 at 6%; with 100% employer match about $154,972 at 4% or $103,315 at 6%. |
| 2008 | 2 | 13 | $0 | $0 | - |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| The Kendra Group Inc. Cash Balance Plan | - | 13 | - | - | - |
| 2007 | 1 | 11 | $784,488 | $151,344 | $13,759iApproximate average salary by contribution assumption: employee only about $343,964 at 4% or $229,309 at 6%; with 50% employer match about $229,309 at 4% or $152,873 at 6%; with 100% employer match about $171,982 at 4% or $114,655 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 11 | $784,488 | $151,344 | $13,759iApproximate average salary by contribution assumption: employee only about $343,964 at 4% or $229,309 at 6%; with 50% employer match about $229,309 at 4% or $152,873 at 6%; with 100% employer match about $171,982 at 4% or $114,655 at 6%. |
| 2006 | 1 | 8 | $628,212 | $147,612 | $18,452iApproximate average salary by contribution assumption: employee only about $461,288 at 4% or $307,525 at 6%; with 50% employer match about $307,525 at 4% or $205,017 at 6%; with 100% employer match about $230,644 at 4% or $153,763 at 6%. |
| The Kendra Group Inc. 401(K) Profit Sharing Plan | - | 8 | $628,212 | $147,612 | $18,452iApproximate average salary by contribution assumption: employee only about $461,288 at 4% or $307,525 at 6%; with 50% employer match about $307,525 at 4% or $205,017 at 6%; with 100% employer match about $230,644 at 4% or $153,763 at 6%. |