Civic Intelligence

Kennedy, Ehrler & Associates LLC

Plan context: Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan

EIN 26-4769965 • Scottsdale, AZ • 12 filings • 3 plans

8321 E Edgemont AveScottsdale, AZ 85257
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$4,877,542

2020 Contributions

$30,164

Historical Graphs

Total Assets Over Time

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

$4,877,542$2,438,771$0200920142019YearValue
$4,877,542Latest year 2019

Participants Over Time

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

1580200920142019YearValue
12Latest year 2019

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
202010$0$0-
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-0$0$0-
2019112$4,877,542$30,164$2,514iApproximate average salary by contribution assumption: employee only about $62,842 at 4% or $41,894 at 6%; with 50% employer match about $41,894 at 4% or $27,930 at 6%; with 100% employer match about $31,421 at 4% or $20,947 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-12$4,877,542$30,164$2,514iApproximate average salary by contribution assumption: employee only about $62,842 at 4% or $41,894 at 6%; with 50% employer match about $41,894 at 4% or $27,930 at 6%; with 100% employer match about $31,421 at 4% or $20,947 at 6%.
2018114$4,111,011$35,307$2,522iApproximate average salary by contribution assumption: employee only about $63,048 at 4% or $42,032 at 6%; with 50% employer match about $42,032 at 4% or $28,021 at 6%; with 100% employer match about $31,524 at 4% or $21,016 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-14$4,111,011$35,307$2,522iApproximate average salary by contribution assumption: employee only about $63,048 at 4% or $42,032 at 6%; with 50% employer match about $42,032 at 4% or $28,021 at 6%; with 100% employer match about $31,524 at 4% or $21,016 at 6%.
2017114$4,226,840$150,405$10,743iApproximate average salary by contribution assumption: employee only about $268,580 at 4% or $179,054 at 6%; with 50% employer match about $179,054 at 4% or $119,369 at 6%; with 100% employer match about $134,290 at 4% or $89,527 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-14$4,226,840$150,405$10,743iApproximate average salary by contribution assumption: employee only about $268,580 at 4% or $179,054 at 6%; with 50% employer match about $179,054 at 4% or $119,369 at 6%; with 100% employer match about $134,290 at 4% or $89,527 at 6%.
2016114$3,424,569$161,833$11,560iApproximate average salary by contribution assumption: employee only about $288,988 at 4% or $192,658 at 6%; with 50% employer match about $192,658 at 4% or $128,439 at 6%; with 100% employer match about $144,494 at 4% or $96,329 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-14$3,424,569$161,833$11,560iApproximate average salary by contribution assumption: employee only about $288,988 at 4% or $192,658 at 6%; with 50% employer match about $192,658 at 4% or $128,439 at 6%; with 100% employer match about $144,494 at 4% or $96,329 at 6%.
2015114$3,027,561$151,349$10,811iApproximate average salary by contribution assumption: employee only about $270,266 at 4% or $180,177 at 6%; with 50% employer match about $180,177 at 4% or $120,118 at 6%; with 100% employer match about $135,133 at 4% or $90,089 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-14$3,027,561$151,349$10,811iApproximate average salary by contribution assumption: employee only about $270,266 at 4% or $180,177 at 6%; with 50% employer match about $180,177 at 4% or $120,118 at 6%; with 100% employer match about $135,133 at 4% or $90,089 at 6%.
2014113$2,815,833$158,719$12,209iApproximate average salary by contribution assumption: employee only about $305,229 at 4% or $203,486 at 6%; with 50% employer match about $203,486 at 4% or $135,657 at 6%; with 100% employer match about $152,614 at 4% or $101,743 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-13$2,815,833$158,719$12,209iApproximate average salary by contribution assumption: employee only about $305,229 at 4% or $203,486 at 6%; with 50% employer match about $203,486 at 4% or $135,657 at 6%; with 100% employer match about $152,614 at 4% or $101,743 at 6%.
2013112$2,349,167$82,978$6,915iApproximate average salary by contribution assumption: employee only about $172,871 at 4% or $115,247 at 6%; with 50% employer match about $115,247 at 4% or $76,831 at 6%; with 100% employer match about $86,435 at 4% or $57,624 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-12$2,349,167$82,978$6,915iApproximate average salary by contribution assumption: employee only about $172,871 at 4% or $115,247 at 6%; with 50% employer match about $115,247 at 4% or $76,831 at 6%; with 100% employer match about $86,435 at 4% or $57,624 at 6%.
2012113$1,817,419$82,731$6,364iApproximate average salary by contribution assumption: employee only about $159,098 at 4% or $106,065 at 6%; with 50% employer match about $106,065 at 4% or $70,710 at 6%; with 100% employer match about $79,549 at 4% or $53,033 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-13$1,817,419$82,731$6,364iApproximate average salary by contribution assumption: employee only about $159,098 at 4% or $106,065 at 6%; with 50% employer match about $106,065 at 4% or $70,710 at 6%; with 100% employer match about $79,549 at 4% or $53,033 at 6%.
2011114$1,530,353$83,507$5,965iApproximate average salary by contribution assumption: employee only about $149,120 at 4% or $99,413 at 6%; with 50% employer match about $99,413 at 4% or $66,275 at 6%; with 100% employer match about $74,560 at 4% or $49,707 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-14$1,530,353$83,507$5,965iApproximate average salary by contribution assumption: employee only about $149,120 at 4% or $99,413 at 6%; with 50% employer match about $99,413 at 4% or $66,275 at 6%; with 100% employer match about $74,560 at 4% or $49,707 at 6%.
2010114$1,421,514$65,183$4,656iApproximate average salary by contribution assumption: employee only about $116,398 at 4% or $77,599 at 6%; with 50% employer match about $77,599 at 4% or $51,733 at 6%; with 100% employer match about $58,199 at 4% or $38,799 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-14$1,421,514$65,183$4,656iApproximate average salary by contribution assumption: employee only about $116,398 at 4% or $77,599 at 6%; with 50% employer match about $77,599 at 4% or $51,733 at 6%; with 100% employer match about $58,199 at 4% or $38,799 at 6%.
2009115$1,236,711$56,869$3,791iApproximate average salary by contribution assumption: employee only about $94,782 at 4% or $63,188 at 6%; with 50% employer match about $63,188 at 4% or $42,125 at 6%; with 100% employer match about $47,391 at 4% or $31,594 at 6%.
Kennedy, Ehrler & Associates LLC 401(K) Profit Sharing Plan-15$1,236,711$56,869$3,791iApproximate average salary by contribution assumption: employee only about $94,782 at 4% or $63,188 at 6%; with 50% employer match about $63,188 at 4% or $42,125 at 6%; with 100% employer match about $47,391 at 4% or $31,594 at 6%.