Civic Intelligence

Kestra Financial Inc.

Plan context: Kestra Financial Inc. 401(K) Plan

EIN 47-1566880 • 19 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

899

2024 Assets

$91,909,146

2024 Contributions

$21,744,397

Historical Graphs

Total Assets Over Time

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

$91,909,146$45,954,573$0201620202024YearValue
$91,909,146Latest year 2024

Participants Over Time

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

8994500201620202024YearValue
899Latest 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
20242899$91,909,146$21,744,397$24,187iApproximate average salary by contribution assumption: employee only about $604,683 at 4% or $403,122 at 6%; with 50% employer match about $403,122 at 4% or $268,748 at 6%; with 100% employer match about $302,341 at 4% or $201,561 at 6%.
Kestra Financial Inc. 401(K) Plan-899$91,909,146$21,744,397$24,187iApproximate average salary by contribution assumption: employee only about $604,683 at 4% or $403,122 at 6%; with 50% employer match about $403,122 at 4% or $268,748 at 6%; with 100% employer match about $302,341 at 4% or $201,561 at 6%.
Kestra Financial Inc. Employee Benefit Plan-873---
20232829$67,025,007$11,504,852$13,878iApproximate average salary by contribution assumption: employee only about $346,950 at 4% or $231,300 at 6%; with 50% employer match about $231,300 at 4% or $154,200 at 6%; with 100% employer match about $173,475 at 4% or $115,650 at 6%.
Kestra Financial Inc. 401(K) Plan-829$67,025,007$11,504,852$13,878iApproximate average salary by contribution assumption: employee only about $346,950 at 4% or $231,300 at 6%; with 50% employer match about $231,300 at 4% or $154,200 at 6%; with 100% employer match about $173,475 at 4% or $115,650 at 6%.
Kestra Financial Inc. Employee Benefit Plan-803---
20222826$51,463,457$10,987,945$13,303iApproximate average salary by contribution assumption: employee only about $332,565 at 4% or $221,710 at 6%; with 50% employer match about $221,710 at 4% or $147,807 at 6%; with 100% employer match about $166,282 at 4% or $110,855 at 6%.
Kestra Financial Inc. 401(K) Plan-826$51,463,457$10,987,945$13,303iApproximate average salary by contribution assumption: employee only about $332,565 at 4% or $221,710 at 6%; with 50% employer match about $221,710 at 4% or $147,807 at 6%; with 100% employer match about $166,282 at 4% or $110,855 at 6%.
Kestra Financial Inc. Employee Benefit Plan-802---
20212705$54,636,264$8,788,697$12,466iApproximate average salary by contribution assumption: employee only about $311,656 at 4% or $207,771 at 6%; with 50% employer match about $207,771 at 4% or $138,514 at 6%; with 100% employer match about $155,828 at 4% or $103,885 at 6%.
Kestra Financial Inc. 401(K) Plan-630$54,636,264$8,788,697$13,950iApproximate average salary by contribution assumption: employee only about $348,758 at 4% or $232,505 at 6%; with 50% employer match about $232,505 at 4% or $155,003 at 6%; with 100% employer match about $174,379 at 4% or $116,253 at 6%.
Kestra Financial Inc. Employee Benefit Plan-705---
20202588$49,644,423$7,099,715$12,074iApproximate average salary by contribution assumption: employee only about $301,859 at 4% or $201,239 at 6%; with 50% employer match about $201,239 at 4% or $134,159 at 6%; with 100% employer match about $150,929 at 4% or $100,620 at 6%.
Kestra Financial Inc. 401(K) Plan-588$49,644,423$7,099,715$12,074iApproximate average salary by contribution assumption: employee only about $301,859 at 4% or $201,239 at 6%; with 50% employer match about $201,239 at 4% or $134,159 at 6%; with 100% employer match about $150,929 at 4% or $100,620 at 6%.
Kestra Financial Inc. Employee Benefit Plan-570---
20192530$40,044,959$5,598,749$10,564iApproximate average salary by contribution assumption: employee only about $264,092 at 4% or $176,061 at 6%; with 50% employer match about $176,061 at 4% or $117,374 at 6%; with 100% employer match about $132,046 at 4% or $88,031 at 6%.
Kestra Financial Inc. 401(K) Plan-530$40,044,959$5,598,749$10,564iApproximate average salary by contribution assumption: employee only about $264,092 at 4% or $176,061 at 6%; with 50% employer match about $176,061 at 4% or $117,374 at 6%; with 100% employer match about $132,046 at 4% or $88,031 at 6%.
Kestra Financial Inc. Employee Benefit Plan-497---
20183317$41,695,343$4,328,359$13,654iApproximate average salary by contribution assumption: employee only about $341,353 at 4% or $227,569 at 6%; with 50% employer match about $227,569 at 4% or $151,713 at 6%; with 100% employer match about $170,677 at 4% or $113,784 at 6%.
Kestra Financial Inc. 401(K) Plan-317$20,966,964$2,924,671$9,226iApproximate average salary by contribution assumption: employee only about $230,652 at 4% or $153,768 at 6%; with 50% employer match about $153,768 at 4% or $102,512 at 6%; with 100% employer match about $115,326 at 4% or $76,884 at 6%.
Kestra Financial Inc. 401(K) Plan-121$20,728,379$1,403,688$11,601iApproximate average salary by contribution assumption: employee only about $290,018 at 4% or $193,345 at 6%; with 50% employer match about $193,345 at 4% or $128,897 at 6%; with 100% employer match about $145,009 at 4% or $96,673 at 6%.
Kestra Financial Inc. Employee Benefit Plan-315---
20172324$20,994,731$3,102,856$9,577iApproximate average salary by contribution assumption: employee only about $239,418 at 4% or $159,612 at 6%; with 50% employer match about $159,612 at 4% or $106,408 at 6%; with 100% employer match about $119,709 at 4% or $79,806 at 6%.
Kestra Financial Inc. 401(K) Plan-324$20,994,731$3,102,856$9,577iApproximate average salary by contribution assumption: employee only about $239,418 at 4% or $159,612 at 6%; with 50% employer match about $159,612 at 4% or $106,408 at 6%; with 100% employer match about $119,709 at 4% or $79,806 at 6%.
Kestra Financial Inc. Employee Benefit Plan-290---
20162303$17,447,501$882,611$2,913iApproximate average salary by contribution assumption: employee only about $72,823 at 4% or $48,548 at 6%; with 50% employer match about $48,548 at 4% or $32,366 at 6%; with 100% employer match about $36,411 at 4% or $24,274 at 6%.
Kestra Financial Inc. 401(K) Plan-303$17,447,501$882,611$2,913iApproximate average salary by contribution assumption: employee only about $72,823 at 4% or $48,548 at 6%; with 50% employer match about $48,548 at 4% or $32,366 at 6%; with 100% employer match about $36,411 at 4% or $24,274 at 6%.
Kestra Financial Inc. Employee Benefit Plan-269---