Kmj Financial Group LLC
Plan context: Kmj Financial Group, L.L.C. 401(K) Plan
EIN 27-1853524 • Whitehall, PA • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,355,497
2024 Contributions
$68,120
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 | 3 | $1,355,497 | $68,120 | $22,707iApproximate average salary by contribution assumption: employee only about $567,667 at 4% or $378,444 at 6%; with 50% employer match about $378,444 at 4% or $252,296 at 6%; with 100% employer match about $283,833 at 4% or $189,222 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $1,355,497 | $68,120 | $22,707iApproximate average salary by contribution assumption: employee only about $567,667 at 4% or $378,444 at 6%; with 50% employer match about $378,444 at 4% or $252,296 at 6%; with 100% employer match about $283,833 at 4% or $189,222 at 6%. |
| 2023 | 1 | 3 | $1,130,862 | $67,058 | $22,353iApproximate average salary by contribution assumption: employee only about $558,817 at 4% or $372,544 at 6%; with 50% employer match about $372,544 at 4% or $248,363 at 6%; with 100% employer match about $279,408 at 4% or $186,272 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $1,130,862 | $67,058 | $22,353iApproximate average salary by contribution assumption: employee only about $558,817 at 4% or $372,544 at 6%; with 50% employer match about $372,544 at 4% or $248,363 at 6%; with 100% employer match about $279,408 at 4% or $186,272 at 6%. |
| 2022 | 1 | 3 | $906,906 | $62,463 | $20,821iApproximate average salary by contribution assumption: employee only about $520,525 at 4% or $347,017 at 6%; with 50% employer match about $347,017 at 4% or $231,344 at 6%; with 100% employer match about $260,263 at 4% or $173,508 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $906,906 | $62,463 | $20,821iApproximate average salary by contribution assumption: employee only about $520,525 at 4% or $347,017 at 6%; with 50% employer match about $347,017 at 4% or $231,344 at 6%; with 100% employer match about $260,263 at 4% or $173,508 at 6%. |
| 2021 | 1 | 3 | $1,060,061 | $66,948 | $22,316iApproximate average salary by contribution assumption: employee only about $557,900 at 4% or $371,933 at 6%; with 50% employer match about $371,933 at 4% or $247,956 at 6%; with 100% employer match about $278,950 at 4% or $185,967 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $1,060,061 | $66,948 | $22,316iApproximate average salary by contribution assumption: employee only about $557,900 at 4% or $371,933 at 6%; with 50% employer match about $371,933 at 4% or $247,956 at 6%; with 100% employer match about $278,950 at 4% or $185,967 at 6%. |
| 2020 | 1 | 3 | $853,887 | $55,848 | $18,616iApproximate average salary by contribution assumption: employee only about $465,400 at 4% or $310,267 at 6%; with 50% employer match about $310,267 at 4% or $206,844 at 6%; with 100% employer match about $232,700 at 4% or $155,133 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $853,887 | $55,848 | $18,616iApproximate average salary by contribution assumption: employee only about $465,400 at 4% or $310,267 at 6%; with 50% employer match about $310,267 at 4% or $206,844 at 6%; with 100% employer match about $232,700 at 4% or $155,133 at 6%. |
| 2019 | 1 | 3 | $719,534 | $65,828 | $21,943iApproximate average salary by contribution assumption: employee only about $548,567 at 4% or $365,711 at 6%; with 50% employer match about $365,711 at 4% or $243,807 at 6%; with 100% employer match about $274,283 at 4% or $182,856 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $719,534 | $65,828 | $21,943iApproximate average salary by contribution assumption: employee only about $548,567 at 4% or $365,711 at 6%; with 50% employer match about $365,711 at 4% or $243,807 at 6%; with 100% employer match about $274,283 at 4% or $182,856 at 6%. |
| 2018 | 1 | 3 | $542,728 | $64,277 | $21,426iApproximate average salary by contribution assumption: employee only about $535,642 at 4% or $357,094 at 6%; with 50% employer match about $357,094 at 4% or $238,063 at 6%; with 100% employer match about $267,821 at 4% or $178,547 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $542,728 | $64,277 | $21,426iApproximate average salary by contribution assumption: employee only about $535,642 at 4% or $357,094 at 6%; with 50% employer match about $357,094 at 4% or $238,063 at 6%; with 100% employer match about $267,821 at 4% or $178,547 at 6%. |
| 2017 | 1 | 3 | $529,378 | $63,725 | $21,242iApproximate average salary by contribution assumption: employee only about $531,042 at 4% or $354,028 at 6%; with 50% employer match about $354,028 at 4% or $236,019 at 6%; with 100% employer match about $265,521 at 4% or $177,014 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $529,378 | $63,725 | $21,242iApproximate average salary by contribution assumption: employee only about $531,042 at 4% or $354,028 at 6%; with 50% employer match about $354,028 at 4% or $236,019 at 6%; with 100% employer match about $265,521 at 4% or $177,014 at 6%. |
| 2016 | 1 | 3 | $420,333 | $63,671 | $21,224iApproximate average salary by contribution assumption: employee only about $530,592 at 4% or $353,728 at 6%; with 50% employer match about $353,728 at 4% or $235,819 at 6%; with 100% employer match about $265,296 at 4% or $176,864 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $420,333 | $63,671 | $21,224iApproximate average salary by contribution assumption: employee only about $530,592 at 4% or $353,728 at 6%; with 50% employer match about $353,728 at 4% or $235,819 at 6%; with 100% employer match about $265,296 at 4% or $176,864 at 6%. |
| 2015 | 1 | 3 | $318,891 | $63,016 | $21,005iApproximate average salary by contribution assumption: employee only about $525,133 at 4% or $350,089 at 6%; with 50% employer match about $350,089 at 4% or $233,393 at 6%; with 100% employer match about $262,567 at 4% or $175,044 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $318,891 | $63,016 | $21,005iApproximate average salary by contribution assumption: employee only about $525,133 at 4% or $350,089 at 6%; with 50% employer match about $350,089 at 4% or $233,393 at 6%; with 100% employer match about $262,567 at 4% or $175,044 at 6%. |
| 2014 | 1 | 3 | $290,922 | $61,832 | $20,611iApproximate average salary by contribution assumption: employee only about $515,267 at 4% or $343,511 at 6%; with 50% employer match about $343,511 at 4% or $229,007 at 6%; with 100% employer match about $257,633 at 4% or $171,756 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $290,922 | $61,832 | $20,611iApproximate average salary by contribution assumption: employee only about $515,267 at 4% or $343,511 at 6%; with 50% employer match about $343,511 at 4% or $229,007 at 6%; with 100% employer match about $257,633 at 4% or $171,756 at 6%. |
| 2013 | 1 | 3 | $230,677 | $56,273 | $18,758iApproximate average salary by contribution assumption: employee only about $468,942 at 4% or $312,628 at 6%; with 50% employer match about $312,628 at 4% or $208,419 at 6%; with 100% employer match about $234,471 at 4% or $156,314 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $230,677 | $56,273 | $18,758iApproximate average salary by contribution assumption: employee only about $468,942 at 4% or $312,628 at 6%; with 50% employer match about $312,628 at 4% or $208,419 at 6%; with 100% employer match about $234,471 at 4% or $156,314 at 6%. |
| 2012 | 1 | 3 | $154,213 | $55,268 | $18,423iApproximate average salary by contribution assumption: employee only about $460,567 at 4% or $307,044 at 6%; with 50% employer match about $307,044 at 4% or $204,696 at 6%; with 100% employer match about $230,283 at 4% or $153,522 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $154,213 | $55,268 | $18,423iApproximate average salary by contribution assumption: employee only about $460,567 at 4% or $307,044 at 6%; with 50% employer match about $307,044 at 4% or $204,696 at 6%; with 100% employer match about $230,283 at 4% or $153,522 at 6%. |
| 2011 | 1 | 3 | $90,096 | $54,177 | $18,059iApproximate average salary by contribution assumption: employee only about $451,475 at 4% or $300,983 at 6%; with 50% employer match about $300,983 at 4% or $200,656 at 6%; with 100% employer match about $225,738 at 4% or $150,492 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $90,096 | $54,177 | $18,059iApproximate average salary by contribution assumption: employee only about $451,475 at 4% or $300,983 at 6%; with 50% employer match about $300,983 at 4% or $200,656 at 6%; with 100% employer match about $225,738 at 4% or $150,492 at 6%. |
| 2010 | 1 | 3 | $40,175 | $40,680 | $13,560iApproximate average salary by contribution assumption: employee only about $339,000 at 4% or $226,000 at 6%; with 50% employer match about $226,000 at 4% or $150,667 at 6%; with 100% employer match about $169,500 at 4% or $113,000 at 6%. |
| Kmj Financial Group, L.L.C. 401(K) Plan | - | 3 | $40,175 | $40,680 | $13,560iApproximate average salary by contribution assumption: employee only about $339,000 at 4% or $226,000 at 6%; with 50% employer match about $226,000 at 4% or $150,667 at 6%; with 100% employer match about $169,500 at 4% or $113,000 at 6%. |