Kavanagh Advisory Group LLC
Plan context: Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust
EIN 20-8494028 • Danvers, MA • 18 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,689,447
2024 Contributions
$28,482
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 | 1 | 0 | $0 | $28,482 | - |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $28,482 | - |
| 2023 | 1 | 8 | $2,689,447 | $85,749 | $10,719iApproximate average salary by contribution assumption: employee only about $267,966 at 4% or $178,644 at 6%; with 50% employer match about $178,644 at 4% or $119,096 at 6%; with 100% employer match about $133,983 at 4% or $89,322 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $2,689,447 | $85,749 | $10,719iApproximate average salary by contribution assumption: employee only about $267,966 at 4% or $178,644 at 6%; with 50% employer match about $178,644 at 4% or $119,096 at 6%; with 100% employer match about $133,983 at 4% or $89,322 at 6%. |
| 2022 | 1 | 8 | $2,225,624 | $84,091 | $10,511iApproximate average salary by contribution assumption: employee only about $262,784 at 4% or $175,190 at 6%; with 50% employer match about $175,190 at 4% or $116,793 at 6%; with 100% employer match about $131,392 at 4% or $87,595 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $2,225,624 | $84,091 | $10,511iApproximate average salary by contribution assumption: employee only about $262,784 at 4% or $175,190 at 6%; with 50% employer match about $175,190 at 4% or $116,793 at 6%; with 100% employer match about $131,392 at 4% or $87,595 at 6%. |
| 2021 | 1 | 8 | $2,809,469 | $70,890 | $8,861iApproximate average salary by contribution assumption: employee only about $221,531 at 4% or $147,688 at 6%; with 50% employer match about $147,688 at 4% or $98,458 at 6%; with 100% employer match about $110,766 at 4% or $73,844 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $2,809,469 | $70,890 | $8,861iApproximate average salary by contribution assumption: employee only about $221,531 at 4% or $147,688 at 6%; with 50% employer match about $147,688 at 4% or $98,458 at 6%; with 100% employer match about $110,766 at 4% or $73,844 at 6%. |
| 2020 | 1 | 8 | $2,466,936 | $94,185 | $11,773iApproximate average salary by contribution assumption: employee only about $294,328 at 4% or $196,219 at 6%; with 50% employer match about $196,219 at 4% or $130,813 at 6%; with 100% employer match about $147,164 at 4% or $98,109 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $2,466,936 | $94,185 | $11,773iApproximate average salary by contribution assumption: employee only about $294,328 at 4% or $196,219 at 6%; with 50% employer match about $196,219 at 4% or $130,813 at 6%; with 100% employer match about $147,164 at 4% or $98,109 at 6%. |
| 2019 | 1 | 9 | $2,341,114 | $97,179 | $10,798iApproximate average salary by contribution assumption: employee only about $269,942 at 4% or $179,961 at 6%; with 50% employer match about $179,961 at 4% or $119,974 at 6%; with 100% employer match about $134,971 at 4% or $89,981 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $2,341,114 | $97,179 | $10,798iApproximate average salary by contribution assumption: employee only about $269,942 at 4% or $179,961 at 6%; with 50% employer match about $179,961 at 4% or $119,974 at 6%; with 100% employer match about $134,971 at 4% or $89,981 at 6%. |
| 2018 | 1 | 11 | $2,038,766 | $98,720 | $8,975iApproximate average salary by contribution assumption: employee only about $224,364 at 4% or $149,576 at 6%; with 50% employer match about $149,576 at 4% or $99,717 at 6%; with 100% employer match about $112,182 at 4% or $74,788 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 11 | $2,038,766 | $98,720 | $8,975iApproximate average salary by contribution assumption: employee only about $224,364 at 4% or $149,576 at 6%; with 50% employer match about $149,576 at 4% or $99,717 at 6%; with 100% employer match about $112,182 at 4% or $74,788 at 6%. |
| 2017 | 1 | 11 | $2,066,019 | $100,661 | $9,151iApproximate average salary by contribution assumption: employee only about $228,775 at 4% or $152,517 at 6%; with 50% employer match about $152,517 at 4% or $101,678 at 6%; with 100% employer match about $114,388 at 4% or $76,258 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 11 | $2,066,019 | $100,661 | $9,151iApproximate average salary by contribution assumption: employee only about $228,775 at 4% or $152,517 at 6%; with 50% employer match about $152,517 at 4% or $101,678 at 6%; with 100% employer match about $114,388 at 4% or $76,258 at 6%. |
| 2016 | 1 | 11 | $1,702,126 | $107,337 | $9,758iApproximate average salary by contribution assumption: employee only about $243,948 at 4% or $162,632 at 6%; with 50% employer match about $162,632 at 4% or $108,421 at 6%; with 100% employer match about $121,974 at 4% or $81,316 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 11 | $1,702,126 | $107,337 | $9,758iApproximate average salary by contribution assumption: employee only about $243,948 at 4% or $162,632 at 6%; with 50% employer match about $162,632 at 4% or $108,421 at 6%; with 100% employer match about $121,974 at 4% or $81,316 at 6%. |
| 2015 | 1 | 12 | $1,761,435 | $396,117 | $33,010iApproximate average salary by contribution assumption: employee only about $825,244 at 4% or $550,163 at 6%; with 50% employer match about $550,163 at 4% or $366,775 at 6%; with 100% employer match about $412,622 at 4% or $275,081 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 12 | $1,761,435 | $396,117 | $33,010iApproximate average salary by contribution assumption: employee only about $825,244 at 4% or $550,163 at 6%; with 50% employer match about $550,163 at 4% or $366,775 at 6%; with 100% employer match about $412,622 at 4% or $275,081 at 6%. |
| 2014 | 1 | 12 | $1,422,413 | $84,289 | $7,024iApproximate average salary by contribution assumption: employee only about $175,602 at 4% or $117,068 at 6%; with 50% employer match about $117,068 at 4% or $78,045 at 6%; with 100% employer match about $87,801 at 4% or $58,534 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 12 | $1,422,413 | $84,289 | $7,024iApproximate average salary by contribution assumption: employee only about $175,602 at 4% or $117,068 at 6%; with 50% employer match about $117,068 at 4% or $78,045 at 6%; with 100% employer match about $87,801 at 4% or $58,534 at 6%. |
| 2013 | 1 | 11 | $1,284,028 | $119,453 | $10,859iApproximate average salary by contribution assumption: employee only about $271,484 at 4% or $180,989 at 6%; with 50% employer match about $180,989 at 4% or $120,660 at 6%; with 100% employer match about $135,742 at 4% or $90,495 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 11 | $1,284,028 | $119,453 | $10,859iApproximate average salary by contribution assumption: employee only about $271,484 at 4% or $180,989 at 6%; with 50% employer match about $180,989 at 4% or $120,660 at 6%; with 100% employer match about $135,742 at 4% or $90,495 at 6%. |
| 2012 | 1 | 10 | $1,575,000 | $94,536 | $9,454iApproximate average salary by contribution assumption: employee only about $236,340 at 4% or $157,560 at 6%; with 50% employer match about $157,560 at 4% or $105,040 at 6%; with 100% employer match about $118,170 at 4% or $78,780 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $1,575,000 | $94,536 | $9,454iApproximate average salary by contribution assumption: employee only about $236,340 at 4% or $157,560 at 6%; with 50% employer match about $157,560 at 4% or $105,040 at 6%; with 100% employer match about $118,170 at 4% or $78,780 at 6%. |
| 2011 | 1 | 9 | $1,298,563 | $104,248 | $11,583iApproximate average salary by contribution assumption: employee only about $289,578 at 4% or $193,052 at 6%; with 50% employer match about $193,052 at 4% or $128,701 at 6%; with 100% employer match about $144,789 at 4% or $96,526 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $1,298,563 | $104,248 | $11,583iApproximate average salary by contribution assumption: employee only about $289,578 at 4% or $193,052 at 6%; with 50% employer match about $193,052 at 4% or $128,701 at 6%; with 100% employer match about $144,789 at 4% or $96,526 at 6%. |
| 2010 | 1 | 7 | $1,242,482 | $109,795 | $15,685iApproximate average salary by contribution assumption: employee only about $392,125 at 4% or $261,417 at 6%; with 50% employer match about $261,417 at 4% or $174,278 at 6%; with 100% employer match about $196,063 at 4% or $130,708 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 7 | $1,242,482 | $109,795 | $15,685iApproximate average salary by contribution assumption: employee only about $392,125 at 4% or $261,417 at 6%; with 50% employer match about $261,417 at 4% or $174,278 at 6%; with 100% employer match about $196,063 at 4% or $130,708 at 6%. |
| 2009 | 1 | 9 | $1,048,153 | $113,789 | $12,643iApproximate average salary by contribution assumption: employee only about $316,081 at 4% or $210,720 at 6%; with 50% employer match about $210,720 at 4% or $140,480 at 6%; with 100% employer match about $158,040 at 4% or $105,360 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $1,048,153 | $113,789 | $12,643iApproximate average salary by contribution assumption: employee only about $316,081 at 4% or $210,720 at 6%; with 50% employer match about $210,720 at 4% or $140,480 at 6%; with 100% employer match about $158,040 at 4% or $105,360 at 6%. |
| 2008 | 1 | 9 | $708,733 | $596,599 | $66,289iApproximate average salary by contribution assumption: employee only about $1,657,219 at 4% or $1,104,813 at 6%; with 50% employer match about $1,104,813 at 4% or $736,542 at 6%; with 100% employer match about $828,610 at 4% or $552,406 at 6%. |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $708,733 | $596,599 | $66,289iApproximate average salary by contribution assumption: employee only about $1,657,219 at 4% or $1,104,813 at 6%; with 50% employer match about $1,104,813 at 4% or $736,542 at 6%; with 100% employer match about $828,610 at 4% or $552,406 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Kavanagh Advisory Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | - | - | - |