Keeney, Waite & Stevens, A.P.C.
Plan context: Keeney, Waite & Stevens 401(K) Profit Sharing Plan
EIN 33-0325295 • San Diego, CA • 25 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,475,329
2024 Contributions
$48,602
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 | 4 | $2,475,329 | $48,602 | $12,151iApproximate average salary by contribution assumption: employee only about $303,763 at 4% or $202,508 at 6%; with 50% employer match about $202,508 at 4% or $135,006 at 6%; with 100% employer match about $151,881 at 4% or $101,254 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 4 | $2,475,329 | $48,602 | $12,151iApproximate average salary by contribution assumption: employee only about $303,763 at 4% or $202,508 at 6%; with 50% employer match about $202,508 at 4% or $135,006 at 6%; with 100% employer match about $151,881 at 4% or $101,254 at 6%. |
| 2023 | 1 | 6 | $2,125,582 | $64,301 | $10,717iApproximate average salary by contribution assumption: employee only about $267,921 at 4% or $178,614 at 6%; with 50% employer match about $178,614 at 4% or $119,076 at 6%; with 100% employer match about $133,960 at 4% or $89,307 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 6 | $2,125,582 | $64,301 | $10,717iApproximate average salary by contribution assumption: employee only about $267,921 at 4% or $178,614 at 6%; with 50% employer match about $178,614 at 4% or $119,076 at 6%; with 100% employer match about $133,960 at 4% or $89,307 at 6%. |
| 2022 | 1 | 6 | $1,757,151 | $302,400 | $50,400iApproximate average salary by contribution assumption: employee only about $1,260,000 at 4% or $840,000 at 6%; with 50% employer match about $840,000 at 4% or $560,000 at 6%; with 100% employer match about $630,000 at 4% or $420,000 at 6%. |
| KEENEY, WAITE & STEVENS 401(K) PROFIT SHARING PLAN | - | 6 | $1,757,151 | $302,400 | $50,400iApproximate average salary by contribution assumption: employee only about $1,260,000 at 4% or $840,000 at 6%; with 50% employer match about $840,000 at 4% or $560,000 at 6%; with 100% employer match about $630,000 at 4% or $420,000 at 6%. |
| 2021 | 1 | 6 | $2,486,728 | $75,141 | $12,524iApproximate average salary by contribution assumption: employee only about $313,088 at 4% or $208,725 at 6%; with 50% employer match about $208,725 at 4% or $139,150 at 6%; with 100% employer match about $156,544 at 4% or $104,363 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 6 | $2,486,728 | $75,141 | $12,524iApproximate average salary by contribution assumption: employee only about $313,088 at 4% or $208,725 at 6%; with 50% employer match about $208,725 at 4% or $139,150 at 6%; with 100% employer match about $156,544 at 4% or $104,363 at 6%. |
| 2020 | 1 | 6 | $2,337,235 | $77,739 | $12,957iApproximate average salary by contribution assumption: employee only about $323,913 at 4% or $215,942 at 6%; with 50% employer match about $215,942 at 4% or $143,961 at 6%; with 100% employer match about $161,956 at 4% or $107,971 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 6 | $2,337,235 | $77,739 | $12,957iApproximate average salary by contribution assumption: employee only about $323,913 at 4% or $215,942 at 6%; with 50% employer match about $215,942 at 4% or $143,961 at 6%; with 100% employer match about $161,956 at 4% or $107,971 at 6%. |
| 2019 | 1 | 6 | $2,004,306 | $88,459 | $14,743iApproximate average salary by contribution assumption: employee only about $368,579 at 4% or $245,719 at 6%; with 50% employer match about $245,719 at 4% or $163,813 at 6%; with 100% employer match about $184,290 at 4% or $122,860 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 6 | $2,004,306 | $88,459 | $14,743iApproximate average salary by contribution assumption: employee only about $368,579 at 4% or $245,719 at 6%; with 50% employer match about $245,719 at 4% or $163,813 at 6%; with 100% employer match about $184,290 at 4% or $122,860 at 6%. |
| 2018 | 1 | 6 | $1,579,427 | $97,955 | $16,326iApproximate average salary by contribution assumption: employee only about $408,146 at 4% or $272,097 at 6%; with 50% employer match about $272,097 at 4% or $181,398 at 6%; with 100% employer match about $204,073 at 4% or $136,049 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 6 | $1,579,427 | $97,955 | $16,326iApproximate average salary by contribution assumption: employee only about $408,146 at 4% or $272,097 at 6%; with 50% employer match about $272,097 at 4% or $181,398 at 6%; with 100% employer match about $204,073 at 4% or $136,049 at 6%. |
| 2017 | 1 | 6 | $1,584,035 | $99,058 | $16,510iApproximate average salary by contribution assumption: employee only about $412,742 at 4% or $275,161 at 6%; with 50% employer match about $275,161 at 4% or $183,441 at 6%; with 100% employer match about $206,371 at 4% or $137,581 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 6 | $1,584,035 | $99,058 | $16,510iApproximate average salary by contribution assumption: employee only about $412,742 at 4% or $275,161 at 6%; with 50% employer match about $275,161 at 4% or $183,441 at 6%; with 100% employer match about $206,371 at 4% or $137,581 at 6%. |
| 2016 | 1 | 6 | $1,243,430 | $88,156 | $14,693iApproximate average salary by contribution assumption: employee only about $367,317 at 4% or $244,878 at 6%; with 50% employer match about $244,878 at 4% or $163,252 at 6%; with 100% employer match about $183,658 at 4% or $122,439 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 6 | $1,243,430 | $88,156 | $14,693iApproximate average salary by contribution assumption: employee only about $367,317 at 4% or $244,878 at 6%; with 50% employer match about $244,878 at 4% or $163,252 at 6%; with 100% employer match about $183,658 at 4% or $122,439 at 6%. |
| 2015 | 1 | 5 | $1,104,570 | $100,024 | $20,005iApproximate average salary by contribution assumption: employee only about $500,120 at 4% or $333,413 at 6%; with 50% employer match about $333,413 at 4% or $222,276 at 6%; with 100% employer match about $250,060 at 4% or $166,707 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 5 | $1,104,570 | $100,024 | $20,005iApproximate average salary by contribution assumption: employee only about $500,120 at 4% or $333,413 at 6%; with 50% employer match about $333,413 at 4% or $222,276 at 6%; with 100% employer match about $250,060 at 4% or $166,707 at 6%. |
| 2014 | 1 | 5 | $1,045,940 | $95,716 | $19,143iApproximate average salary by contribution assumption: employee only about $478,580 at 4% or $319,053 at 6%; with 50% employer match about $319,053 at 4% or $212,702 at 6%; with 100% employer match about $239,290 at 4% or $159,527 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 5 | $1,045,940 | $95,716 | $19,143iApproximate average salary by contribution assumption: employee only about $478,580 at 4% or $319,053 at 6%; with 50% employer match about $319,053 at 4% or $212,702 at 6%; with 100% employer match about $239,290 at 4% or $159,527 at 6%. |
| 2013 | 1 | 5 | $1,093,893 | $103,578 | $20,716iApproximate average salary by contribution assumption: employee only about $517,890 at 4% or $345,260 at 6%; with 50% employer match about $345,260 at 4% or $230,173 at 6%; with 100% employer match about $258,945 at 4% or $172,630 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 5 | $1,093,893 | $103,578 | $20,716iApproximate average salary by contribution assumption: employee only about $517,890 at 4% or $345,260 at 6%; with 50% employer match about $345,260 at 4% or $230,173 at 6%; with 100% employer match about $258,945 at 4% or $172,630 at 6%. |
| 2012 | 1 | 5 | $819,005 | $93,747 | $18,749iApproximate average salary by contribution assumption: employee only about $468,735 at 4% or $312,490 at 6%; with 50% employer match about $312,490 at 4% or $208,327 at 6%; with 100% employer match about $234,368 at 4% or $156,245 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 5 | $819,005 | $93,747 | $18,749iApproximate average salary by contribution assumption: employee only about $468,735 at 4% or $312,490 at 6%; with 50% employer match about $312,490 at 4% or $208,327 at 6%; with 100% employer match about $234,368 at 4% or $156,245 at 6%. |
| 2011 | 1 | 4 | $659,599 | $87,180 | $21,795iApproximate average salary by contribution assumption: employee only about $544,875 at 4% or $363,250 at 6%; with 50% employer match about $363,250 at 4% or $242,167 at 6%; with 100% employer match about $272,438 at 4% or $181,625 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 4 | $659,599 | $87,180 | $21,795iApproximate average salary by contribution assumption: employee only about $544,875 at 4% or $363,250 at 6%; with 50% employer match about $363,250 at 4% or $242,167 at 6%; with 100% employer match about $272,438 at 4% or $181,625 at 6%. |
| 2010 | 1 | 5 | $654,355 | $84,982 | $16,996iApproximate average salary by contribution assumption: employee only about $424,910 at 4% or $283,273 at 6%; with 50% employer match about $283,273 at 4% or $188,849 at 6%; with 100% employer match about $212,455 at 4% or $141,637 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 5 | $654,355 | $84,982 | $16,996iApproximate average salary by contribution assumption: employee only about $424,910 at 4% or $283,273 at 6%; with 50% employer match about $283,273 at 4% or $188,849 at 6%; with 100% employer match about $212,455 at 4% or $141,637 at 6%. |
| 2009 | 1 | 5 | $499,549 | $82,390 | $16,478iApproximate average salary by contribution assumption: employee only about $411,950 at 4% or $274,633 at 6%; with 50% employer match about $274,633 at 4% or $183,089 at 6%; with 100% employer match about $205,975 at 4% or $137,317 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 5 | $499,549 | $82,390 | $16,478iApproximate average salary by contribution assumption: employee only about $411,950 at 4% or $274,633 at 6%; with 50% employer match about $274,633 at 4% or $183,089 at 6%; with 100% employer match about $205,975 at 4% or $137,317 at 6%. |
| 2008 | 1 | 5 | $341,075 | $67,383 | $13,477iApproximate average salary by contribution assumption: employee only about $336,915 at 4% or $224,610 at 6%; with 50% employer match about $224,610 at 4% or $149,740 at 6%; with 100% employer match about $168,458 at 4% or $112,305 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 5 | $341,075 | $67,383 | $13,477iApproximate average salary by contribution assumption: employee only about $336,915 at 4% or $224,610 at 6%; with 50% employer match about $224,610 at 4% or $149,740 at 6%; with 100% employer match about $168,458 at 4% or $112,305 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $448,121 | $67,401 | $16,850iApproximate average salary by contribution assumption: employee only about $421,256 at 4% or $280,838 at 6%; with 50% employer match about $280,838 at 4% or $187,225 at 6%; with 100% employer match about $210,628 at 4% or $140,419 at 6%. |
| Keeney, Waite & Stevens 401(K) Profit Sharing Plan | - | 4 | $448,121 | $67,401 | $16,850iApproximate average salary by contribution assumption: employee only about $421,256 at 4% or $280,838 at 6%; with 50% employer match about $280,838 at 4% or $187,225 at 6%; with 100% employer match about $210,628 at 4% or $140,419 at 6%. |
| 2005 | 1 | 3 | $342,790 | $93,689 | $31,230iApproximate average salary by contribution assumption: employee only about $780,742 at 4% or $520,494 at 6%; with 50% employer match about $520,494 at 4% or $346,996 at 6%; with 100% employer match about $390,371 at 4% or $260,247 at 6%. |
| KEENEY, WAITE, & STEVENS, A.P.C. 401K PROFIT SHARI | - | 3 | $342,790 | $93,689 | $31,230iApproximate average salary by contribution assumption: employee only about $780,742 at 4% or $520,494 at 6%; with 50% employer match about $520,494 at 4% or $346,996 at 6%; with 100% employer match about $390,371 at 4% or $260,247 at 6%. |
| 2004 | 1 | 4 | $306,586 | $45,749 | $11,437iApproximate average salary by contribution assumption: employee only about $285,931 at 4% or $190,621 at 6%; with 50% employer match about $190,621 at 4% or $127,081 at 6%; with 100% employer match about $142,966 at 4% or $95,310 at 6%. |
| KEENEY WAITE & STEVENS 401K PROFIT SHARING PLAN | - | 4 | $306,586 | $45,749 | $11,437iApproximate average salary by contribution assumption: employee only about $285,931 at 4% or $190,621 at 6%; with 50% employer match about $190,621 at 4% or $127,081 at 6%; with 100% employer match about $142,966 at 4% or $95,310 at 6%. |
| 2003 | 1 | 5 | $173,539 | $44,006 | $8,801iApproximate average salary by contribution assumption: employee only about $220,030 at 4% or $146,687 at 6%; with 50% employer match about $146,687 at 4% or $97,791 at 6%; with 100% employer match about $110,015 at 4% or $73,343 at 6%. |
| KEENEY, WAITE, & STEVENS SAFE HARBOR 401K PS | - | 5 | $173,539 | $44,006 | $8,801iApproximate average salary by contribution assumption: employee only about $220,030 at 4% or $146,687 at 6%; with 50% employer match about $146,687 at 4% or $97,791 at 6%; with 100% employer match about $110,015 at 4% or $73,343 at 6%. |
| 2002 | 1 | 6 | $79,090 | $39,246 | $6,541iApproximate average salary by contribution assumption: employee only about $163,525 at 4% or $109,017 at 6%; with 50% employer match about $109,017 at 4% or $72,678 at 6%; with 100% employer match about $81,763 at 4% or $54,508 at 6%. |
| KEENEY WAITE & STEVENS 401K PROFIT SHARING PLAN | - | 6 | $79,090 | $39,246 | $6,541iApproximate average salary by contribution assumption: employee only about $163,525 at 4% or $109,017 at 6%; with 50% employer match about $109,017 at 4% or $72,678 at 6%; with 100% employer match about $81,763 at 4% or $54,508 at 6%. |
| 2001 | 2 | 6 | $0 | $0 | - |
| KEENEY, WAITE & STEVENS SAFE HARBOR 401K PROFIT SHARING PLAN | - | 6 | - | - | - |
| KEENEY WAITE & STEVENS 401K PROFIT SHARING PLAN | - | 6 | - | - | - |