Civic Intelligence

Kennedy & Souza Apc

Plan context: Kennedy and Souza Apc 401(K) Ps and Trust

EIN 33-0983178 • San Diego, CA • 23 filings • 6 plans

7964 Arjons DriveSuite ISan Diego, CA 92126
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$6,532,249

2024 Contributions

$1,109,593

Historical Graphs

Total Assets Over Time

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

$6,532,249$3,266,125$0200220132024YearValue
$6,532,249Latest year 2024

Participants Over Time

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

55280200220132024YearValue
52Latest 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
2024152$6,532,249$1,109,593$21,338iApproximate average salary by contribution assumption: employee only about $533,458 at 4% or $355,639 at 6%; with 50% employer match about $355,639 at 4% or $237,093 at 6%; with 100% employer match about $266,729 at 4% or $177,819 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-52$6,532,249$1,109,593$21,338iApproximate average salary by contribution assumption: employee only about $533,458 at 4% or $355,639 at 6%; with 50% employer match about $355,639 at 4% or $237,093 at 6%; with 100% employer match about $266,729 at 4% or $177,819 at 6%.
2023155$5,224,683$651,469$11,845iApproximate average salary by contribution assumption: employee only about $296,122 at 4% or $197,415 at 6%; with 50% employer match about $197,415 at 4% or $131,610 at 6%; with 100% employer match about $148,061 at 4% or $98,707 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-55$5,224,683$651,469$11,845iApproximate average salary by contribution assumption: employee only about $296,122 at 4% or $197,415 at 6%; with 50% employer match about $197,415 at 4% or $131,610 at 6%; with 100% employer match about $148,061 at 4% or $98,707 at 6%.
2022154$4,165,441$647,017$11,982iApproximate average salary by contribution assumption: employee only about $299,545 at 4% or $199,697 at 6%; with 50% employer match about $199,697 at 4% or $133,131 at 6%; with 100% employer match about $149,772 at 4% or $99,848 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-54$4,165,441$647,017$11,982iApproximate average salary by contribution assumption: employee only about $299,545 at 4% or $199,697 at 6%; with 50% employer match about $199,697 at 4% or $133,131 at 6%; with 100% employer match about $149,772 at 4% or $99,848 at 6%.
2021147$4,157,605$418,887$8,912iApproximate average salary by contribution assumption: employee only about $222,812 at 4% or $148,541 at 6%; with 50% employer match about $148,541 at 4% or $99,028 at 6%; with 100% employer match about $111,406 at 4% or $74,271 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-47$4,157,605$418,887$8,912iApproximate average salary by contribution assumption: employee only about $222,812 at 4% or $148,541 at 6%; with 50% employer match about $148,541 at 4% or $99,028 at 6%; with 100% employer match about $111,406 at 4% or $74,271 at 6%.
2020146$3,476,646$338,235$7,353iApproximate average salary by contribution assumption: employee only about $183,823 at 4% or $122,549 at 6%; with 50% employer match about $122,549 at 4% or $81,699 at 6%; with 100% employer match about $91,912 at 4% or $61,274 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-46$3,476,646$338,235$7,353iApproximate average salary by contribution assumption: employee only about $183,823 at 4% or $122,549 at 6%; with 50% employer match about $122,549 at 4% or $81,699 at 6%; with 100% employer match about $91,912 at 4% or $61,274 at 6%.
2019142$2,860,126$564,934$13,451iApproximate average salary by contribution assumption: employee only about $336,270 at 4% or $224,180 at 6%; with 50% employer match about $224,180 at 4% or $149,453 at 6%; with 100% employer match about $168,135 at 4% or $112,090 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-42$2,860,126$564,934$13,451iApproximate average salary by contribution assumption: employee only about $336,270 at 4% or $224,180 at 6%; with 50% employer match about $224,180 at 4% or $149,453 at 6%; with 100% employer match about $168,135 at 4% or $112,090 at 6%.
2018130$1,490$239,374$7,979iApproximate average salary by contribution assumption: employee only about $199,478 at 4% or $132,986 at 6%; with 50% employer match about $132,986 at 4% or $88,657 at 6%; with 100% employer match about $99,739 at 4% or $66,493 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-30$1,490$239,374$7,979iApproximate average salary by contribution assumption: employee only about $199,478 at 4% or $132,986 at 6%; with 50% employer match about $132,986 at 4% or $88,657 at 6%; with 100% employer match about $99,739 at 4% or $66,493 at 6%.
2017135$1,809,539$141,973$4,056iApproximate average salary by contribution assumption: employee only about $101,409 at 4% or $67,606 at 6%; with 50% employer match about $67,606 at 4% or $45,071 at 6%; with 100% employer match about $50,705 at 4% or $33,803 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-35$1,809,539$141,973$4,056iApproximate average salary by contribution assumption: employee only about $101,409 at 4% or $67,606 at 6%; with 50% employer match about $67,606 at 4% or $45,071 at 6%; with 100% employer match about $50,705 at 4% or $33,803 at 6%.
2016134$1,683,594$176,542$5,192iApproximate average salary by contribution assumption: employee only about $129,810 at 4% or $86,540 at 6%; with 50% employer match about $86,540 at 4% or $57,693 at 6%; with 100% employer match about $64,905 at 4% or $43,270 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-34$1,683,594$176,542$5,192iApproximate average salary by contribution assumption: employee only about $129,810 at 4% or $86,540 at 6%; with 50% employer match about $86,540 at 4% or $57,693 at 6%; with 100% employer match about $64,905 at 4% or $43,270 at 6%.
2015134$1,521,355$434,867$12,790iApproximate average salary by contribution assumption: employee only about $319,755 at 4% or $213,170 at 6%; with 50% employer match about $213,170 at 4% or $142,113 at 6%; with 100% employer match about $159,878 at 4% or $106,585 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-34$1,521,355$434,867$12,790iApproximate average salary by contribution assumption: employee only about $319,755 at 4% or $213,170 at 6%; with 50% employer match about $213,170 at 4% or $142,113 at 6%; with 100% employer match about $159,878 at 4% or $106,585 at 6%.
2014135$1,526,533$147,078$4,202iApproximate average salary by contribution assumption: employee only about $105,056 at 4% or $70,037 at 6%; with 50% employer match about $70,037 at 4% or $46,691 at 6%; with 100% employer match about $52,528 at 4% or $35,019 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-35$1,526,533$147,078$4,202iApproximate average salary by contribution assumption: employee only about $105,056 at 4% or $70,037 at 6%; with 50% employer match about $70,037 at 4% or $46,691 at 6%; with 100% employer match about $52,528 at 4% or $35,019 at 6%.
2013130$1,445,471$132,581$4,419iApproximate average salary by contribution assumption: employee only about $110,484 at 4% or $73,656 at 6%; with 50% employer match about $73,656 at 4% or $49,104 at 6%; with 100% employer match about $55,242 at 4% or $36,828 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-30$1,445,471$132,581$4,419iApproximate average salary by contribution assumption: employee only about $110,484 at 4% or $73,656 at 6%; with 50% employer match about $73,656 at 4% or $49,104 at 6%; with 100% employer match about $55,242 at 4% or $36,828 at 6%.
2012128$1,256,942$121,475$4,338iApproximate average salary by contribution assumption: employee only about $108,460 at 4% or $72,307 at 6%; with 50% employer match about $72,307 at 4% or $48,204 at 6%; with 100% employer match about $54,230 at 4% or $36,153 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-28$1,256,942$121,475$4,338iApproximate average salary by contribution assumption: employee only about $108,460 at 4% or $72,307 at 6%; with 50% employer match about $72,307 at 4% or $48,204 at 6%; with 100% employer match about $54,230 at 4% or $36,153 at 6%.
2011128$1,033,538$102,626$3,665iApproximate average salary by contribution assumption: employee only about $91,630 at 4% or $61,087 at 6%; with 50% employer match about $61,087 at 4% or $40,725 at 6%; with 100% employer match about $45,815 at 4% or $30,543 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-28$1,033,538$102,626$3,665iApproximate average salary by contribution assumption: employee only about $91,630 at 4% or $61,087 at 6%; with 50% employer match about $61,087 at 4% or $40,725 at 6%; with 100% employer match about $45,815 at 4% or $30,543 at 6%.
2010116$947,448$94,223$5,889iApproximate average salary by contribution assumption: employee only about $147,223 at 4% or $98,149 at 6%; with 50% employer match about $98,149 at 4% or $65,433 at 6%; with 100% employer match about $73,612 at 4% or $49,074 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-16$947,448$94,223$5,889iApproximate average salary by contribution assumption: employee only about $147,223 at 4% or $98,149 at 6%; with 50% employer match about $98,149 at 4% or $65,433 at 6%; with 100% employer match about $73,612 at 4% or $49,074 at 6%.
2009118$798,650$116,160$6,453iApproximate average salary by contribution assumption: employee only about $161,333 at 4% or $107,556 at 6%; with 50% employer match about $107,556 at 4% or $71,704 at 6%; with 100% employer match about $80,667 at 4% or $53,778 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-18$798,650$116,160$6,453iApproximate average salary by contribution assumption: employee only about $161,333 at 4% or $107,556 at 6%; with 50% employer match about $107,556 at 4% or $71,704 at 6%; with 100% employer match about $80,667 at 4% or $53,778 at 6%.
2008120$553,544$109,762$5,488iApproximate average salary by contribution assumption: employee only about $137,203 at 4% or $91,468 at 6%; with 50% employer match about $91,468 at 4% or $60,979 at 6%; with 100% employer match about $68,601 at 4% or $45,734 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-20$553,544$109,762$5,488iApproximate average salary by contribution assumption: employee only about $137,203 at 4% or $91,468 at 6%; with 50% employer match about $91,468 at 4% or $60,979 at 6%; with 100% employer match about $68,601 at 4% or $45,734 at 6%.
2007119$631,154$135,169$7,114iApproximate average salary by contribution assumption: employee only about $177,854 at 4% or $118,569 at 6%; with 50% employer match about $118,569 at 4% or $79,046 at 6%; with 100% employer match about $88,927 at 4% or $59,285 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-19$631,154$135,169$7,114iApproximate average salary by contribution assumption: employee only about $177,854 at 4% or $118,569 at 6%; with 50% employer match about $118,569 at 4% or $79,046 at 6%; with 100% employer match about $88,927 at 4% or $59,285 at 6%.
2006119$594,289$130,609$6,874iApproximate average salary by contribution assumption: employee only about $171,854 at 4% or $114,569 at 6%; with 50% employer match about $114,569 at 4% or $76,380 at 6%; with 100% employer match about $85,927 at 4% or $57,285 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-19$594,289$130,609$6,874iApproximate average salary by contribution assumption: employee only about $171,854 at 4% or $114,569 at 6%; with 50% employer match about $114,569 at 4% or $76,380 at 6%; with 100% employer match about $85,927 at 4% or $57,285 at 6%.
2005119$420,576$131,161$6,903iApproximate average salary by contribution assumption: employee only about $172,580 at 4% or $115,054 at 6%; with 50% employer match about $115,054 at 4% or $76,702 at 6%; with 100% employer match about $86,290 at 4% or $57,527 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-19$420,576$131,161$6,903iApproximate average salary by contribution assumption: employee only about $172,580 at 4% or $115,054 at 6%; with 50% employer match about $115,054 at 4% or $76,702 at 6%; with 100% employer match about $86,290 at 4% or $57,527 at 6%.
2004126$309,524$124,315$4,781iApproximate average salary by contribution assumption: employee only about $119,534 at 4% or $79,689 at 6%; with 50% employer match about $79,689 at 4% or $53,126 at 6%; with 100% employer match about $59,767 at 4% or $39,845 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-26$309,524$124,315$4,781iApproximate average salary by contribution assumption: employee only about $119,534 at 4% or $79,689 at 6%; with 50% employer match about $79,689 at 4% or $53,126 at 6%; with 100% employer match about $59,767 at 4% or $39,845 at 6%.
2003124$262,085$146,613$6,109iApproximate average salary by contribution assumption: employee only about $152,722 at 4% or $101,815 at 6%; with 50% employer match about $101,815 at 4% or $67,876 at 6%; with 100% employer match about $76,361 at 4% or $50,907 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-24$262,085$146,613$6,109iApproximate average salary by contribution assumption: employee only about $152,722 at 4% or $101,815 at 6%; with 50% employer match about $101,815 at 4% or $67,876 at 6%; with 100% employer match about $76,361 at 4% or $50,907 at 6%.
2002119$72,304$77,045$4,055iApproximate average salary by contribution assumption: employee only about $101,375 at 4% or $67,583 at 6%; with 50% employer match about $67,583 at 4% or $45,056 at 6%; with 100% employer match about $50,688 at 4% or $33,792 at 6%.
Kennedy and Souza Apc 401(K) Ps and Trust-19$72,304$77,045$4,055iApproximate average salary by contribution assumption: employee only about $101,375 at 4% or $67,583 at 6%; with 50% employer match about $67,583 at 4% or $45,056 at 6%; with 100% employer match about $50,688 at 4% or $33,792 at 6%.