James Kendall & Assoc. LLC
Plan context: Kendall & Davis Co 401K Savings & Retirement Plan
EIN 43-1824138 • 7 filings • 1 plans
Current Snapshot
Latest Year
2005
2005 Participants
9
2005 Assets
$419,185
2005 Contributions
$102,063
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 9 | $419,185 | $102,063 | $11,340iApproximate average salary by contribution assumption: employee only about $283,508 at 4% or $189,006 at 6%; with 50% employer match about $189,006 at 4% or $126,004 at 6%; with 100% employer match about $141,754 at 4% or $94,503 at 6%. |
| Kendall & Davis Co 401K Savings & Retirement Plan | - | 9 | $419,185 | $102,063 | $11,340iApproximate average salary by contribution assumption: employee only about $283,508 at 4% or $189,006 at 6%; with 50% employer match about $189,006 at 4% or $126,004 at 6%; with 100% employer match about $141,754 at 4% or $94,503 at 6%. |
| 2004 | 1 | 12 | $715,490 | $84,061 | $7,005iApproximate average salary by contribution assumption: employee only about $175,127 at 4% or $116,751 at 6%; with 50% employer match about $116,751 at 4% or $77,834 at 6%; with 100% employer match about $87,564 at 4% or $58,376 at 6%. |
| Kendall & Davis Co 401K Savings & Retirement Plan | - | 12 | $715,490 | $84,061 | $7,005iApproximate average salary by contribution assumption: employee only about $175,127 at 4% or $116,751 at 6%; with 50% employer match about $116,751 at 4% or $77,834 at 6%; with 100% employer match about $87,564 at 4% or $58,376 at 6%. |
| 2003 | 1 | 10 | $583,704 | $115,225 | $11,523iApproximate average salary by contribution assumption: employee only about $288,063 at 4% or $192,042 at 6%; with 50% employer match about $192,042 at 4% or $128,028 at 6%; with 100% employer match about $144,031 at 4% or $96,021 at 6%. |
| Kendall & Davis Co 401K Savings & Retirement Plan | - | 10 | $583,704 | $115,225 | $11,523iApproximate average salary by contribution assumption: employee only about $288,063 at 4% or $192,042 at 6%; with 50% employer match about $192,042 at 4% or $128,028 at 6%; with 100% employer match about $144,031 at 4% or $96,021 at 6%. |
| 2002 | 1 | 10 | $371,164 | $100,897 | $10,090iApproximate average salary by contribution assumption: employee only about $252,243 at 4% or $168,162 at 6%; with 50% employer match about $168,162 at 4% or $112,108 at 6%; with 100% employer match about $126,121 at 4% or $84,081 at 6%. |
| Kendall & Davis Co 401K Savings & Retirement Plan | - | 10 | $371,164 | $100,897 | $10,090iApproximate average salary by contribution assumption: employee only about $252,243 at 4% or $168,162 at 6%; with 50% employer match about $168,162 at 4% or $112,108 at 6%; with 100% employer match about $126,121 at 4% or $84,081 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Kendall & Davis Co 401K Savings & Retirement Plan | - | 10 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Kendall & Davis Co 401K Savings & Retirement Plan | - | 7 | - | - | - |
| 1999 | 1 | 8 | $353,003 | $40,830 | $5,104iApproximate average salary by contribution assumption: employee only about $127,594 at 4% or $85,063 at 6%; with 50% employer match about $85,063 at 4% or $56,708 at 6%; with 100% employer match about $63,797 at 4% or $42,531 at 6%. |
| Kendall & Davis Co 401K Savings & Retirement Plan | - | 8 | $353,003 | $40,830 | $5,104iApproximate average salary by contribution assumption: employee only about $127,594 at 4% or $85,063 at 6%; with 50% employer match about $85,063 at 4% or $56,708 at 6%; with 100% employer match about $63,797 at 4% or $42,531 at 6%. |