Civic Intelligence

Keener Financial Planning LLC

Plan context: Keener Financial Planning LLC 401(K) Plan

EIN 26-2793974 • Keller, TX • 14 filings • 1 plans

1692 Keller ParkwayKeller, TX 76248
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$1,446,651

2024 Contributions

$206,810

Historical Graphs

Total Assets Over Time

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

$1,446,651$723,326$0201120182024YearValue
$1,446,651Latest year 2024

Participants Over Time

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

1790201120182024YearValue
15Latest 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
2024115$1,446,651$206,810$13,787iApproximate average salary by contribution assumption: employee only about $344,683 at 4% or $229,789 at 6%; with 50% employer match about $229,789 at 4% or $153,193 at 6%; with 100% employer match about $172,342 at 4% or $114,894 at 6%.
Keener Financial Planning LLC 401(K) Plan-15$1,446,651$206,810$13,787iApproximate average salary by contribution assumption: employee only about $344,683 at 4% or $229,789 at 6%; with 50% employer match about $229,789 at 4% or $153,193 at 6%; with 100% employer match about $172,342 at 4% or $114,894 at 6%.
2023117$1,335,105$240,274$14,134iApproximate average salary by contribution assumption: employee only about $353,344 at 4% or $235,563 at 6%; with 50% employer match about $235,563 at 4% or $157,042 at 6%; with 100% employer match about $176,672 at 4% or $117,781 at 6%.
Keener Financial Planning LLC 401(K) Plan-17$1,335,105$240,274$14,134iApproximate average salary by contribution assumption: employee only about $353,344 at 4% or $235,563 at 6%; with 50% employer match about $235,563 at 4% or $157,042 at 6%; with 100% employer match about $176,672 at 4% or $117,781 at 6%.
2022117$931,786$151,709$8,924iApproximate average salary by contribution assumption: employee only about $223,101 at 4% or $148,734 at 6%; with 50% employer match about $148,734 at 4% or $99,156 at 6%; with 100% employer match about $111,551 at 4% or $74,367 at 6%.
Keener Financial Planning LLC 401(K) Plan-17$931,786$151,709$8,924iApproximate average salary by contribution assumption: employee only about $223,101 at 4% or $148,734 at 6%; with 50% employer match about $148,734 at 4% or $99,156 at 6%; with 100% employer match about $111,551 at 4% or $74,367 at 6%.
2021112$950,693$126,416$10,535iApproximate average salary by contribution assumption: employee only about $263,367 at 4% or $175,578 at 6%; with 50% employer match about $175,578 at 4% or $117,052 at 6%; with 100% employer match about $131,683 at 4% or $87,789 at 6%.
Keener Financial Planning LLC 401(K) Plan-12$950,693$126,416$10,535iApproximate average salary by contribution assumption: employee only about $263,367 at 4% or $175,578 at 6%; with 50% employer match about $175,578 at 4% or $117,052 at 6%; with 100% employer match about $131,683 at 4% or $87,789 at 6%.
2020110$754,482$122,982$12,298iApproximate average salary by contribution assumption: employee only about $307,455 at 4% or $204,970 at 6%; with 50% employer match about $204,970 at 4% or $136,647 at 6%; with 100% employer match about $153,728 at 4% or $102,485 at 6%.
Keener Financial Planning LLC 401(K) Plan-10$754,482$122,982$12,298iApproximate average salary by contribution assumption: employee only about $307,455 at 4% or $204,970 at 6%; with 50% employer match about $204,970 at 4% or $136,647 at 6%; with 100% employer match about $153,728 at 4% or $102,485 at 6%.
201917$544,237$106,531$15,219iApproximate average salary by contribution assumption: employee only about $380,468 at 4% or $253,645 at 6%; with 50% employer match about $253,645 at 4% or $169,097 at 6%; with 100% employer match about $190,234 at 4% or $126,823 at 6%.
Keener Financial Planning LLC 401(K) Plan-7$544,237$106,531$15,219iApproximate average salary by contribution assumption: employee only about $380,468 at 4% or $253,645 at 6%; with 50% employer match about $253,645 at 4% or $169,097 at 6%; with 100% employer match about $190,234 at 4% or $126,823 at 6%.
201817$358,697$96,012$13,716iApproximate average salary by contribution assumption: employee only about $342,900 at 4% or $228,600 at 6%; with 50% employer match about $228,600 at 4% or $152,400 at 6%; with 100% employer match about $171,450 at 4% or $114,300 at 6%.
Keener Financial Planning LLC 401(K) Plan-7$358,697$96,012$13,716iApproximate average salary by contribution assumption: employee only about $342,900 at 4% or $228,600 at 6%; with 50% employer match about $228,600 at 4% or $152,400 at 6%; with 100% employer match about $171,450 at 4% or $114,300 at 6%.
201717$390,985$92,710$13,244iApproximate average salary by contribution assumption: employee only about $331,107 at 4% or $220,738 at 6%; with 50% employer match about $220,738 at 4% or $147,159 at 6%; with 100% employer match about $165,554 at 4% or $110,369 at 6%.
Keener Financial Planning LLC 401(K) Plan-7$390,985$92,710$13,244iApproximate average salary by contribution assumption: employee only about $331,107 at 4% or $220,738 at 6%; with 50% employer match about $220,738 at 4% or $147,159 at 6%; with 100% employer match about $165,554 at 4% or $110,369 at 6%.
201616$246,251$69,295$11,549iApproximate average salary by contribution assumption: employee only about $288,729 at 4% or $192,486 at 6%; with 50% employer match about $192,486 at 4% or $128,324 at 6%; with 100% employer match about $144,365 at 4% or $96,243 at 6%.
Keener Financial Planning LLC 401(K) Plan-6$246,251$69,295$11,549iApproximate average salary by contribution assumption: employee only about $288,729 at 4% or $192,486 at 6%; with 50% employer match about $192,486 at 4% or $128,324 at 6%; with 100% employer match about $144,365 at 4% or $96,243 at 6%.
201516$163,407$65,917$10,986iApproximate average salary by contribution assumption: employee only about $274,654 at 4% or $183,103 at 6%; with 50% employer match about $183,103 at 4% or $122,069 at 6%; with 100% employer match about $137,327 at 4% or $91,551 at 6%.
Keener Financial Planning LLC 401(K) Plan-6$163,407$65,917$10,986iApproximate average salary by contribution assumption: employee only about $274,654 at 4% or $183,103 at 6%; with 50% employer match about $183,103 at 4% or $122,069 at 6%; with 100% employer match about $137,327 at 4% or $91,551 at 6%.
201416$102,080$35,930$5,988iApproximate average salary by contribution assumption: employee only about $149,708 at 4% or $99,806 at 6%; with 50% employer match about $99,806 at 4% or $66,537 at 6%; with 100% employer match about $74,854 at 4% or $49,903 at 6%.
Keener Financial Planning LLC 401(K) Plan-6$102,080$35,930$5,988iApproximate average salary by contribution assumption: employee only about $149,708 at 4% or $99,806 at 6%; with 50% employer match about $99,806 at 4% or $66,537 at 6%; with 100% employer match about $74,854 at 4% or $49,903 at 6%.
201314$67,191$27,449$6,862iApproximate average salary by contribution assumption: employee only about $171,556 at 4% or $114,371 at 6%; with 50% employer match about $114,371 at 4% or $76,247 at 6%; with 100% employer match about $85,778 at 4% or $57,185 at 6%.
Keener Financial Planning LLC 401(K) Plan-4$67,191$27,449$6,862iApproximate average salary by contribution assumption: employee only about $171,556 at 4% or $114,371 at 6%; with 50% employer match about $114,371 at 4% or $76,247 at 6%; with 100% employer match about $85,778 at 4% or $57,185 at 6%.
201212$30,769$21,735$10,868iApproximate average salary by contribution assumption: employee only about $271,688 at 4% or $181,125 at 6%; with 50% employer match about $181,125 at 4% or $120,750 at 6%; with 100% employer match about $135,844 at 4% or $90,563 at 6%.
Keener Financial Planning LLC 401(K) Plan-2$30,769$21,735$10,868iApproximate average salary by contribution assumption: employee only about $271,688 at 4% or $181,125 at 6%; with 50% employer match about $181,125 at 4% or $120,750 at 6%; with 100% employer match about $135,844 at 4% or $90,563 at 6%.
201112$7,125$7,181$3,591iApproximate average salary by contribution assumption: employee only about $89,763 at 4% or $59,842 at 6%; with 50% employer match about $59,842 at 4% or $39,894 at 6%; with 100% employer match about $44,881 at 4% or $29,921 at 6%.
Keener Financial Planning LLC 401(K) Plan-2$7,125$7,181$3,591iApproximate average salary by contribution assumption: employee only about $89,763 at 4% or $59,842 at 6%; with 50% employer match about $59,842 at 4% or $39,894 at 6%; with 100% employer match about $44,881 at 4% or $29,921 at 6%.