Civic Intelligence

Key Financial Group Inc.

Plan context: Key Financial Group Inc. 401(K) Plan and Trust

EIN 36-4361396 • 10 filings • 2 plans

Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$215,917

2013 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$215,917$107,959$0200420082012YearValue
$215,917Latest year 2012

Participants Over Time

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

1050200420082012YearValue
6Latest year 2012

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
201310$0$0-
Key Financial Group Inc. 401(K) Plan and Trust-0---
201216$215,917$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-6$215,917$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
201116$171,216$14,600$2,433iApproximate average salary by contribution assumption: employee only about $60,833 at 4% or $40,556 at 6%; with 50% employer match about $40,556 at 4% or $27,037 at 6%; with 100% employer match about $30,417 at 4% or $20,278 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-6$171,216$14,600$2,433iApproximate average salary by contribution assumption: employee only about $60,833 at 4% or $40,556 at 6%; with 50% employer match about $40,556 at 4% or $27,037 at 6%; with 100% employer match about $30,417 at 4% or $20,278 at 6%.
201016$163,656$14,600$2,433iApproximate average salary by contribution assumption: employee only about $60,833 at 4% or $40,556 at 6%; with 50% employer match about $40,556 at 4% or $27,037 at 6%; with 100% employer match about $30,417 at 4% or $20,278 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-6$163,656$14,600$2,433iApproximate average salary by contribution assumption: employee only about $60,833 at 4% or $40,556 at 6%; with 50% employer match about $40,556 at 4% or $27,037 at 6%; with 100% employer match about $30,417 at 4% or $20,278 at 6%.
200916$138,803$17,543$2,924iApproximate average salary by contribution assumption: employee only about $73,096 at 4% or $48,731 at 6%; with 50% employer match about $48,731 at 4% or $32,487 at 6%; with 100% employer match about $36,548 at 4% or $24,365 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-6$138,803$17,543$2,924iApproximate average salary by contribution assumption: employee only about $73,096 at 4% or $48,731 at 6%; with 50% employer match about $48,731 at 4% or $32,487 at 6%; with 100% employer match about $36,548 at 4% or $24,365 at 6%.
200817$97,261$17,832$2,547iApproximate average salary by contribution assumption: employee only about $63,686 at 4% or $42,457 at 6%; with 50% employer match about $42,457 at 4% or $28,305 at 6%; with 100% employer match about $31,843 at 4% or $21,229 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-7$97,261$17,832$2,547iApproximate average salary by contribution assumption: employee only about $63,686 at 4% or $42,457 at 6%; with 50% employer match about $42,457 at 4% or $28,305 at 6%; with 100% employer match about $31,843 at 4% or $21,229 at 6%.
200718$138,980$16,954$2,119iApproximate average salary by contribution assumption: employee only about $52,981 at 4% or $35,321 at 6%; with 50% employer match about $35,321 at 4% or $23,547 at 6%; with 100% employer match about $26,491 at 4% or $17,660 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-8$138,980$16,954$2,119iApproximate average salary by contribution assumption: employee only about $52,981 at 4% or $35,321 at 6%; with 50% employer match about $35,321 at 4% or $23,547 at 6%; with 100% employer match about $26,491 at 4% or $17,660 at 6%.
200619$111,887$18,234$2,026iApproximate average salary by contribution assumption: employee only about $50,650 at 4% or $33,767 at 6%; with 50% employer match about $33,767 at 4% or $22,511 at 6%; with 100% employer match about $25,325 at 4% or $16,883 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-9$111,887$18,234$2,026iApproximate average salary by contribution assumption: employee only about $50,650 at 4% or $33,767 at 6%; with 50% employer match about $33,767 at 4% or $22,511 at 6%; with 100% employer match about $25,325 at 4% or $16,883 at 6%.
2005110$83,530$18,733$1,873iApproximate average salary by contribution assumption: employee only about $46,833 at 4% or $31,222 at 6%; with 50% employer match about $31,222 at 4% or $20,814 at 6%; with 100% employer match about $23,416 at 4% or $15,611 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-10$83,530$18,733$1,873iApproximate average salary by contribution assumption: employee only about $46,833 at 4% or $31,222 at 6%; with 50% employer match about $31,222 at 4% or $20,814 at 6%; with 100% employer match about $23,416 at 4% or $15,611 at 6%.
2004110$59,004$54,705$5,471iApproximate average salary by contribution assumption: employee only about $136,763 at 4% or $91,175 at 6%; with 50% employer match about $91,175 at 4% or $60,783 at 6%; with 100% employer match about $68,381 at 4% or $45,588 at 6%.
Key Financial Group Inc. 401(K) Plan and Trust-10$59,004$54,705$5,471iApproximate average salary by contribution assumption: employee only about $136,763 at 4% or $91,175 at 6%; with 50% employer match about $91,175 at 4% or $60,783 at 6%; with 100% employer match about $68,381 at 4% or $45,588 at 6%.