Key Financial Inc
Plan context: Key Financial Inc Self Employed 401K Plan
EIN 41-1854495 • 4 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$168,282
2008 Contributions
$5,622
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 2 | $168,282 | $0 | - |
| Key Financial Inc Self Employed 401K Plan | - | 2 | $168,282 | - | - |
| 2007 | 1 | 2 | $197,160 | $5,622 | $2,811iApproximate average salary by contribution assumption: employee only about $70,275 at 4% or $46,850 at 6%; with 50% employer match about $46,850 at 4% or $31,233 at 6%; with 100% employer match about $35,138 at 4% or $23,425 at 6%. |
| Key Financial Inc Self Employed 401K Plan | - | 2 | $197,160 | $5,622 | $2,811iApproximate average salary by contribution assumption: employee only about $70,275 at 4% or $46,850 at 6%; with 50% employer match about $46,850 at 4% or $31,233 at 6%; with 100% employer match about $35,138 at 4% or $23,425 at 6%. |
| 2006 | 1 | 2 | $171,960 | $25,381 | $12,691iApproximate average salary by contribution assumption: employee only about $317,263 at 4% or $211,508 at 6%; with 50% employer match about $211,508 at 4% or $141,006 at 6%; with 100% employer match about $158,631 at 4% or $105,754 at 6%. |
| Key Financial Inc Self Employed 401K Plan | - | 2 | $171,960 | $25,381 | $12,691iApproximate average salary by contribution assumption: employee only about $317,263 at 4% or $211,508 at 6%; with 50% employer match about $211,508 at 4% or $141,006 at 6%; with 100% employer match about $158,631 at 4% or $105,754 at 6%. |
| 2005 | 1 | 2 | $0 | $0 | - |
| Key Financial Inc Self Employed 401K Plan | - | 2 | - | - | - |