Civic Intelligence

Key Financial Inc

Plan context: Key Financial 401K

EIN 23-2886175 • West Chester, PA • 11 filings • 2 plans

1045 Andrew Drive, Suite AWest Chester, PA 19380
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$5,625,002

2024 Contributions

$630,355

Historical Graphs

Total Assets Over Time

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

$5,625,002$2,812,501$0201420192024YearValue
$5,625,002Latest year 2024

Participants Over Time

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

31160201420192024YearValue
31Latest year 2024

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
2024131$5,625,002$630,355$20,334iApproximate average salary by contribution assumption: employee only about $508,351 at 4% or $338,901 at 6%; with 50% employer match about $338,901 at 4% or $225,934 at 6%; with 100% employer match about $254,175 at 4% or $169,450 at 6%.
Key Financial 401K-31$5,625,002$630,355$20,334iApproximate average salary by contribution assumption: employee only about $508,351 at 4% or $338,901 at 6%; with 50% employer match about $338,901 at 4% or $225,934 at 6%; with 100% employer match about $254,175 at 4% or $169,450 at 6%.
2023129$4,327,299$485,540$16,743iApproximate average salary by contribution assumption: employee only about $418,569 at 4% or $279,046 at 6%; with 50% employer match about $279,046 at 4% or $186,031 at 6%; with 100% employer match about $209,284 at 4% or $139,523 at 6%.
Key Financial 401K-29$4,327,299$485,540$16,743iApproximate average salary by contribution assumption: employee only about $418,569 at 4% or $279,046 at 6%; with 50% employer match about $279,046 at 4% or $186,031 at 6%; with 100% employer match about $209,284 at 4% or $139,523 at 6%.
2022131$3,407,795$588,794$18,993iApproximate average salary by contribution assumption: employee only about $474,834 at 4% or $316,556 at 6%; with 50% employer match about $316,556 at 4% or $211,037 at 6%; with 100% employer match about $237,417 at 4% or $158,278 at 6%.
Key Financial 401K-31$3,407,795$588,794$18,993iApproximate average salary by contribution assumption: employee only about $474,834 at 4% or $316,556 at 6%; with 50% employer match about $316,556 at 4% or $211,037 at 6%; with 100% employer match about $237,417 at 4% or $158,278 at 6%.
2021129$3,554,599$389,456$13,430iApproximate average salary by contribution assumption: employee only about $335,738 at 4% or $223,825 at 6%; with 50% employer match about $223,825 at 4% or $149,217 at 6%; with 100% employer match about $167,869 at 4% or $111,913 at 6%.
Key Financial 401K-29$3,554,599$389,456$13,430iApproximate average salary by contribution assumption: employee only about $335,738 at 4% or $223,825 at 6%; with 50% employer match about $223,825 at 4% or $149,217 at 6%; with 100% employer match about $167,869 at 4% or $111,913 at 6%.
2020124$2,752,802$363,924$15,164iApproximate average salary by contribution assumption: employee only about $379,088 at 4% or $252,725 at 6%; with 50% employer match about $252,725 at 4% or $168,483 at 6%; with 100% employer match about $189,544 at 4% or $126,363 at 6%.
Key Financial 401K-24$2,752,802$363,924$15,164iApproximate average salary by contribution assumption: employee only about $379,088 at 4% or $252,725 at 6%; with 50% employer match about $252,725 at 4% or $168,483 at 6%; with 100% employer match about $189,544 at 4% or $126,363 at 6%.
2019121$1,975,654$296,401$14,114iApproximate average salary by contribution assumption: employee only about $352,858 at 4% or $235,239 at 6%; with 50% employer match about $235,239 at 4% or $156,826 at 6%; with 100% employer match about $176,429 at 4% or $117,619 at 6%.
Key Financial 401K-21$1,975,654$296,401$14,114iApproximate average salary by contribution assumption: employee only about $352,858 at 4% or $235,239 at 6%; with 50% employer match about $235,239 at 4% or $156,826 at 6%; with 100% employer match about $176,429 at 4% or $117,619 at 6%.
2018118$1,323,667$270,633$15,035iApproximate average salary by contribution assumption: employee only about $375,879 at 4% or $250,586 at 6%; with 50% employer match about $250,586 at 4% or $167,057 at 6%; with 100% employer match about $187,940 at 4% or $125,293 at 6%.
Key Financial 401K-18$1,323,667$270,633$15,035iApproximate average salary by contribution assumption: employee only about $375,879 at 4% or $250,586 at 6%; with 50% employer match about $250,586 at 4% or $167,057 at 6%; with 100% employer match about $187,940 at 4% or $125,293 at 6%.
2017118$1,222,593$514,606$28,589iApproximate average salary by contribution assumption: employee only about $714,731 at 4% or $476,487 at 6%; with 50% employer match about $476,487 at 4% or $317,658 at 6%; with 100% employer match about $357,365 at 4% or $238,244 at 6%.
Key Financial 401K-18$1,222,593$514,606$28,589iApproximate average salary by contribution assumption: employee only about $714,731 at 4% or $476,487 at 6%; with 50% employer match about $476,487 at 4% or $317,658 at 6%; with 100% employer match about $357,365 at 4% or $238,244 at 6%.
2016113$510,602$173,164$13,320iApproximate average salary by contribution assumption: employee only about $333,008 at 4% or $222,005 at 6%; with 50% employer match about $222,005 at 4% or $148,003 at 6%; with 100% employer match about $166,504 at 4% or $111,003 at 6%.
Key Financial 401K-13$510,602$173,164$13,320iApproximate average salary by contribution assumption: employee only about $333,008 at 4% or $222,005 at 6%; with 50% employer match about $222,005 at 4% or $148,003 at 6%; with 100% employer match about $166,504 at 4% or $111,003 at 6%.
2015111$336,262$156,843$14,258iApproximate average salary by contribution assumption: employee only about $356,461 at 4% or $237,641 at 6%; with 50% employer match about $237,641 at 4% or $158,427 at 6%; with 100% employer match about $178,231 at 4% or $118,820 at 6%.
Key Financial 401K-11$336,262$156,843$14,258iApproximate average salary by contribution assumption: employee only about $356,461 at 4% or $237,641 at 6%; with 50% employer match about $237,641 at 4% or $158,427 at 6%; with 100% employer match about $178,231 at 4% or $118,820 at 6%.
2014111$178,359$175,014$15,910iApproximate average salary by contribution assumption: employee only about $397,759 at 4% or $265,173 at 6%; with 50% employer match about $265,173 at 4% or $176,782 at 6%; with 100% employer match about $198,880 at 4% or $132,586 at 6%.
Key Financial 401K-11$178,359$175,014$15,910iApproximate average salary by contribution assumption: employee only about $397,759 at 4% or $265,173 at 6%; with 50% employer match about $265,173 at 4% or $176,782 at 6%; with 100% employer match about $198,880 at 4% or $132,586 at 6%.