Civic Intelligence

Kennedy and Coe LLC

Plan context: Kcoe Isom LLP 401(K) Plan

EIN 48-0567703 • 91 filings • 12 plans

Current Snapshot

Latest Year

2024

2024 Participants

607

2024 Assets

$125,618,005

2024 Contributions

$9,929,744

Historical Graphs

Total Assets Over Time

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

$125,618,005$62,809,003$0200020122024YearValue
$125,618,005Latest year 2024

Participants Over Time

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

6783390200020122024YearValue
607Latest 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
20242607$125,618,005$9,929,744$16,359iApproximate average salary by contribution assumption: employee only about $408,968 at 4% or $272,645 at 6%; with 50% employer match about $272,645 at 4% or $181,764 at 6%; with 100% employer match about $204,484 at 4% or $136,323 at 6%.
Kcoe Isom LLP 401(K) Plan-607$125,618,005$9,929,744$16,359iApproximate average salary by contribution assumption: employee only about $408,968 at 4% or $272,645 at 6%; with 50% employer match about $272,645 at 4% or $181,764 at 6%; with 100% employer match about $204,484 at 4% or $136,323 at 6%.
Kennedy and Coe LLC Cafeteria Plan-450---
20232678$123,536,714$9,268,391$13,670iApproximate average salary by contribution assumption: employee only about $341,755 at 4% or $227,837 at 6%; with 50% employer match about $227,837 at 4% or $151,891 at 6%; with 100% employer match about $170,877 at 4% or $113,918 at 6%.
Kcoe Isom LLP 401(K) Plan-678$123,536,714$9,268,391$13,670iApproximate average salary by contribution assumption: employee only about $341,755 at 4% or $227,837 at 6%; with 50% employer match about $227,837 at 4% or $151,891 at 6%; with 100% employer match about $170,877 at 4% or $113,918 at 6%.
Kennedy and Coe LLC Cafeteria Plan-323---
20222539$106,038,360$6,880,254$12,765iApproximate average salary by contribution assumption: employee only about $319,121 at 4% or $212,747 at 6%; with 50% employer match about $212,747 at 4% or $141,832 at 6%; with 100% employer match about $159,561 at 4% or $106,374 at 6%.
Kcoe Isom LLP 401(K) Plan-539$106,038,360$6,880,254$12,765iApproximate average salary by contribution assumption: employee only about $319,121 at 4% or $212,747 at 6%; with 50% employer match about $212,747 at 4% or $141,832 at 6%; with 100% employer match about $159,561 at 4% or $106,374 at 6%.
Kennedy and Coe LLC Cafeteria Plan-300---
20212332$70,853,708$5,875,611$17,698iApproximate average salary by contribution assumption: employee only about $442,441 at 4% or $294,960 at 6%; with 50% employer match about $294,960 at 4% or $196,640 at 6%; with 100% employer match about $221,220 at 4% or $147,480 at 6%.
Kcoe Isom LLP 401(K) Plan-332$70,853,708$5,875,611$17,698iApproximate average salary by contribution assumption: employee only about $442,441 at 4% or $294,960 at 6%; with 50% employer match about $294,960 at 4% or $196,640 at 6%; with 100% employer match about $221,220 at 4% or $147,480 at 6%.
Kennedy and Coe LLC Cafeteria Plan-273---
20202309$64,709,308$5,233,681$16,937iApproximate average salary by contribution assumption: employee only about $423,437 at 4% or $282,291 at 6%; with 50% employer match about $282,291 at 4% or $188,194 at 6%; with 100% employer match about $211,718 at 4% or $141,146 at 6%.
Kcoe Isom LLP 401(K) Plan-309$64,709,308$5,233,681$16,937iApproximate average salary by contribution assumption: employee only about $423,437 at 4% or $282,291 at 6%; with 50% employer match about $282,291 at 4% or $188,194 at 6%; with 100% employer match about $211,718 at 4% or $141,146 at 6%.
Kennedy and Coe LLC Cafeteria Plan-266---
20192286$44,675,673$5,504,812$19,248iApproximate average salary by contribution assumption: employee only about $481,190 at 4% or $320,793 at 6%; with 50% employer match about $320,793 at 4% or $213,862 at 6%; with 100% employer match about $240,595 at 4% or $160,397 at 6%.
Kcoe Isom LLP 401(K) Plan-286$44,675,673$5,504,812$19,248iApproximate average salary by contribution assumption: employee only about $481,190 at 4% or $320,793 at 6%; with 50% employer match about $320,793 at 4% or $213,862 at 6%; with 100% employer match about $240,595 at 4% or $160,397 at 6%.
Kennedy and Coe LLC Cafeteria Plan-280---
20182311$46,551,467$4,410,836$14,183iApproximate average salary by contribution assumption: employee only about $354,569 at 4% or $236,379 at 6%; with 50% employer match about $236,379 at 4% or $157,586 at 6%; with 100% employer match about $177,284 at 4% or $118,190 at 6%.
Kcoe Isom LLP 401(K) Plan-311$46,551,467$4,410,836$14,183iApproximate average salary by contribution assumption: employee only about $354,569 at 4% or $236,379 at 6%; with 50% employer match about $236,379 at 4% or $157,586 at 6%; with 100% employer match about $177,284 at 4% or $118,190 at 6%.
Kennedy and Coe LLC Cafeteria Plan-240---
20172320$44,214,978$4,754,107$14,857iApproximate average salary by contribution assumption: employee only about $371,415 at 4% or $247,610 at 6%; with 50% employer match about $247,610 at 4% or $165,073 at 6%; with 100% employer match about $185,707 at 4% or $123,805 at 6%.
Kcoe Isom LLP 401(K) Plan-320$44,214,978$4,754,107$14,857iApproximate average salary by contribution assumption: employee only about $371,415 at 4% or $247,610 at 6%; with 50% employer match about $247,610 at 4% or $165,073 at 6%; with 100% employer match about $185,707 at 4% or $123,805 at 6%.
Kennedy and Coe LLC Cafeteria Plan-288---
20162312$37,594,912$4,459,141$14,292iApproximate average salary by contribution assumption: employee only about $357,303 at 4% or $238,202 at 6%; with 50% employer match about $238,202 at 4% or $158,801 at 6%; with 100% employer match about $178,651 at 4% or $119,101 at 6%.
Kcoe Isom LLP 401(K) Plan-312$37,594,912$4,459,141$14,292iApproximate average salary by contribution assumption: employee only about $357,303 at 4% or $238,202 at 6%; with 50% employer match about $238,202 at 4% or $158,801 at 6%; with 100% employer match about $178,651 at 4% or $119,101 at 6%.
Kennedy and Coe LLC Cafeteria Plan-273---
20152329$32,891,438$6,288,019$19,113iApproximate average salary by contribution assumption: employee only about $477,813 at 4% or $318,542 at 6%; with 50% employer match about $318,542 at 4% or $212,361 at 6%; with 100% employer match about $238,906 at 4% or $159,271 at 6%.
Kcoe Isom LLP 401(K) Plan-318$32,891,438$6,288,019$19,774iApproximate average salary by contribution assumption: employee only about $494,341 at 4% or $329,561 at 6%; with 50% employer match about $329,561 at 4% or $219,707 at 6%; with 100% employer match about $247,171 at 4% or $164,780 at 6%.
Kennedy and Coe LLC Cafeteria Plan-329---
20144240$28,480,402$2,876,799$11,987iApproximate average salary by contribution assumption: employee only about $299,667 at 4% or $199,778 at 6%; with 50% employer match about $199,778 at 4% or $133,185 at 6%; with 100% employer match about $149,833 at 4% or $99,889 at 6%.
Kcoe Isom LLP 401(K) Plan-240$28,480,402$2,876,799$11,987iApproximate average salary by contribution assumption: employee only about $299,667 at 4% or $199,778 at 6%; with 50% employer match about $199,778 at 4% or $133,185 at 6%; with 100% employer match about $149,833 at 4% or $99,889 at 6%.
Kennedy and Coe LLC Cafeteria Plan-109---
Kennedy and Coe LLC Group Major Medical Plan-0---
Group Life Insurance Plan-0---
20134373$24,694,451$2,208,296$5,920iApproximate average salary by contribution assumption: employee only about $148,009 at 4% or $98,673 at 6%; with 50% employer match about $98,673 at 4% or $65,782 at 6%; with 100% employer match about $74,005 at 4% or $49,336 at 6%.
Kcoe Isom LLP 401(K) Plan-185$24,694,451$2,208,296$11,937iApproximate average salary by contribution assumption: employee only about $298,418 at 4% or $198,946 at 6%; with 50% employer match about $198,946 at 4% or $132,630 at 6%; with 100% employer match about $149,209 at 4% or $99,473 at 6%.
Kennedy and Coe LLC Cafeteria Plan-101---
Kennedy and Coe LLC Group Major Medical Plan-373---
Group Life Insurance Plan-197---
20124305$21,211,511$2,058,602$6,750iApproximate average salary by contribution assumption: employee only about $168,738 at 4% or $112,492 at 6%; with 50% employer match about $112,492 at 4% or $74,995 at 6%; with 100% employer match about $84,369 at 4% or $56,246 at 6%.
Kcoe Isom LLP 401(K) Plan-167$21,211,511$2,058,602$12,327iApproximate average salary by contribution assumption: employee only about $308,174 at 4% or $205,449 at 6%; with 50% employer match about $205,449 at 4% or $136,966 at 6%; with 100% employer match about $154,087 at 4% or $102,725 at 6%.
Kennedy and Coe LLC Group Major Medical Plan-305---
Kennedy and Coe LLC Cafeteria Plan-105---
Group Life Insurance Plan-192---
20114304$18,575,633$1,964,776$6,463iApproximate average salary by contribution assumption: employee only about $161,577 at 4% or $107,718 at 6%; with 50% employer match about $107,718 at 4% or $71,812 at 6%; with 100% employer match about $80,788 at 4% or $53,859 at 6%.
Kcoe Isom LLP 401(K) Plan-168$18,575,633$1,964,776$11,695iApproximate average salary by contribution assumption: employee only about $292,377 at 4% or $194,918 at 6%; with 50% employer match about $194,918 at 4% or $129,946 at 6%; with 100% employer match about $146,189 at 4% or $97,459 at 6%.
Kennedy and Coe LLC Group Major Medical Plan-304---
Kennedy and Coe LLC Cafeteria Plan-102---
Group Life Insurance Plan-185---
20105327$16,633,141$3,251,745$9,944iApproximate average salary by contribution assumption: employee only about $248,604 at 4% or $165,736 at 6%; with 50% employer match about $165,736 at 4% or $110,491 at 6%; with 100% employer match about $124,302 at 4% or $82,868 at 6%.
Kcoe Isom LLP 401(K) Plan-170$16,633,141$3,208,404$18,873iApproximate average salary by contribution assumption: employee only about $471,824 at 4% or $314,549 at 6%; with 50% employer match about $314,549 at 4% or $209,700 at 6%; with 100% employer match about $235,912 at 4% or $157,275 at 6%.
Kennedy and Coe LLC Group Major Medical Plan-327---
Kennedy and Coe LLC Cafeteria Plan-116---
Group Life Insurance Plan-206---
KENNEDY AND COE, LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-0-$43,341-
20095375$18,317,377$1,920,914$5,122iApproximate average salary by contribution assumption: employee only about $128,061 at 4% or $85,374 at 6%; with 50% employer match about $85,374 at 4% or $56,916 at 6%; with 100% employer match about $64,030 at 4% or $42,687 at 6%.
Kcoe Isom LLP 401(K) Plan-162$13,638,595$1,920,914$11,857iApproximate average salary by contribution assumption: employee only about $296,437 at 4% or $197,625 at 6%; with 50% employer match about $197,625 at 4% or $131,750 at 6%; with 100% employer match about $148,219 at 4% or $98,812 at 6%.
KENNEDY AND COE, LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-138$4,678,782--
Kennedy and Coe LLC Group Major Medical Plan-375---
Kennedy and Coe LLC Cafeteria Plan-131---
Group Life Insurance Plan-223---
20085398$14,084,162$2,829,700$7,110iApproximate average salary by contribution assumption: employee only about $177,745 at 4% or $118,497 at 6%; with 50% employer match about $118,497 at 4% or $78,998 at 6%; with 100% employer match about $88,872 at 4% or $59,248 at 6%.
Kcoe Isom LLP 401(K) Plan-174$10,012,702$1,857,045$10,673iApproximate average salary by contribution assumption: employee only about $266,817 at 4% or $177,878 at 6%; with 50% employer match about $177,878 at 4% or $118,585 at 6%; with 100% employer match about $133,408 at 4% or $88,939 at 6%.
KENNEDY AND COE LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-138$4,071,460$972,655$7,048iApproximate average salary by contribution assumption: employee only about $176,206 at 4% or $117,470 at 6%; with 50% employer match about $117,470 at 4% or $78,314 at 6%; with 100% employer match about $88,103 at 4% or $58,735 at 6%.
Kennedy and Coe LLC Cafeteria Plan-131---
Group Life Insurance Plan-220---
Kennedy and Coe LLC Group Major Medical Plan-398---
20075412$18,560,454$2,796,452$6,788iApproximate average salary by contribution assumption: employee only about $169,688 at 4% or $113,125 at 6%; with 50% employer match about $113,125 at 4% or $75,417 at 6%; with 100% employer match about $84,844 at 4% or $56,563 at 6%.
Kcoe Isom LLP 401(K) Plan-175$14,048,091$1,913,508$10,934iApproximate average salary by contribution assumption: employee only about $273,358 at 4% or $182,239 at 6%; with 50% employer match about $182,239 at 4% or $121,493 at 6%; with 100% employer match about $136,679 at 4% or $91,119 at 6%.
KENNEDY AND COE LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-144$4,512,363$882,944$6,132iApproximate average salary by contribution assumption: employee only about $153,289 at 4% or $102,193 at 6%; with 50% employer match about $102,193 at 4% or $68,128 at 6%; with 100% employer match about $76,644 at 4% or $51,096 at 6%.
Kennedy and Coe LLC Group Major Medical Plan-412---
Group Life Insurance Plan-222---
Kennedy and Coe LLC Cafeteria Plan-133---
20065457$18,030,461$2,641,022$5,779iApproximate average salary by contribution assumption: employee only about $144,476 at 4% or $96,317 at 6%; with 50% employer match about $96,317 at 4% or $64,212 at 6%; with 100% employer match about $72,238 at 4% or $48,159 at 6%.
Kcoe Isom LLP 401(K) Plan-185$14,317,900$1,904,928$10,297iApproximate average salary by contribution assumption: employee only about $257,423 at 4% or $171,615 at 6%; with 50% employer match about $171,615 at 4% or $114,410 at 6%; with 100% employer match about $128,711 at 4% or $85,808 at 6%.
KENNEDY AND COE LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-145$3,712,561$736,094$5,077iApproximate average salary by contribution assumption: employee only about $126,913 at 4% or $84,609 at 6%; with 50% employer match about $84,609 at 4% or $56,406 at 6%; with 100% employer match about $63,456 at 4% or $42,304 at 6%.
Kennedy and Coe LLC Group Major Medical Plan-457---
Kennedy and Coe LLC Cafeteria Plan-121---
Group Life Insurance Plan-209---
20055419$14,812,185$2,454,705$5,858iApproximate average salary by contribution assumption: employee only about $146,462 at 4% or $97,641 at 6%; with 50% employer match about $97,641 at 4% or $65,094 at 6%; with 100% employer match about $73,231 at 4% or $48,821 at 6%.
Kcoe Isom LLP 401(K) Plan-164$12,132,499$1,749,291$10,666iApproximate average salary by contribution assumption: employee only about $266,660 at 4% or $177,773 at 6%; with 50% employer match about $177,773 at 4% or $118,516 at 6%; with 100% employer match about $133,330 at 4% or $88,887 at 6%.
KENNEDY AND COE LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-151$2,679,686$705,414$4,672iApproximate average salary by contribution assumption: employee only about $116,790 at 4% or $77,860 at 6%; with 50% employer match about $77,860 at 4% or $51,907 at 6%; with 100% employer match about $58,395 at 4% or $38,930 at 6%.
Kennedy and Coe LLC Cafeteria Plan-110---
Group Life Insurance Plan-206---
Kennedy and Coe LLC Group Major Medical Plan-419---
20045425$12,158,820$2,159,674$5,082iApproximate average salary by contribution assumption: employee only about $127,040 at 4% or $84,693 at 6%; with 50% employer match about $84,693 at 4% or $56,462 at 6%; with 100% employer match about $63,520 at 4% or $42,347 at 6%.
Kcoe Isom LLP 401(K) Plan-193$10,394,713$1,545,297$8,007iApproximate average salary by contribution assumption: employee only about $200,168 at 4% or $133,445 at 6%; with 50% employer match about $133,445 at 4% or $88,964 at 6%; with 100% employer match about $100,084 at 4% or $66,723 at 6%.
KENNEDY AND COE LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-162$1,764,107$614,377$3,792iApproximate average salary by contribution assumption: employee only about $94,811 at 4% or $63,208 at 6%; with 50% employer match about $63,208 at 4% or $42,138 at 6%; with 100% employer match about $47,406 at 4% or $31,604 at 6%.
Kennedy and Coe LLC Cafeteria Plan-108---
Group Life Insurance Plan-216---
Kennedy and Coe LLC Group Major Medical Plan-425---
20035450$9,872,534$2,209,008$4,909iApproximate average salary by contribution assumption: employee only about $122,723 at 4% or $81,815 at 6%; with 50% employer match about $81,815 at 4% or $54,543 at 6%; with 100% employer match about $61,361 at 4% or $40,908 at 6%.
Kcoe Isom LLP 401(K) Plan-191$8,599,355$1,589,075$8,320iApproximate average salary by contribution assumption: employee only about $207,994 at 4% or $138,663 at 6%; with 50% employer match about $138,663 at 4% or $92,442 at 6%; with 100% employer match about $103,997 at 4% or $69,331 at 6%.
KENNEDY AND COE LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-167$1,273,179$619,933$3,712iApproximate average salary by contribution assumption: employee only about $92,804 at 4% or $61,870 at 6%; with 50% employer match about $61,870 at 4% or $41,246 at 6%; with 100% employer match about $46,402 at 4% or $30,935 at 6%.
Kennedy and Coe LLC Cafeteria Plan-101---
Kennedy and Coe LLC Group Major Medical Plan-450---
Group Life Insurance Plan-233---
20026467$7,222,529$2,177,570$4,663iApproximate average salary by contribution assumption: employee only about $116,572 at 4% or $77,715 at 6%; with 50% employer match about $77,715 at 4% or $51,810 at 6%; with 100% employer match about $58,286 at 4% or $38,857 at 6%.
Kcoe Isom LLP 401(K) Plan-206$6,572,041$1,527,082$7,413iApproximate average salary by contribution assumption: employee only about $185,325 at 4% or $123,550 at 6%; with 50% employer match about $123,550 at 4% or $82,367 at 6%; with 100% employer match about $92,663 at 4% or $61,775 at 6%.
KENNEDY AND COE LLC SUPPLEMENTAL PENSION ACCOUNT PLAN-206$650,488$650,488$3,158iApproximate average salary by contribution assumption: employee only about $78,943 at 4% or $52,628 at 6%; with 50% employer match about $52,628 at 4% or $35,086 at 6%; with 100% employer match about $39,471 at 4% or $26,314 at 6%.
Group Life Insurance Plan-252---
Kennedy and Coe LLC Cafeteria Plan-107---
KENNEDY AND COE, LLC GROUP LTD INSURANCE-0---
Kennedy and Coe LLC Group Major Medical Plan-467---
20015505$7,269,104$1,233,831$2,443iApproximate average salary by contribution assumption: employee only about $61,081 at 4% or $40,720 at 6%; with 50% employer match about $40,720 at 4% or $27,147 at 6%; with 100% employer match about $30,540 at 4% or $20,360 at 6%.
Kcoe Isom LLP 401(K) Plan-219$7,269,104$1,233,831$5,634iApproximate average salary by contribution assumption: employee only about $140,848 at 4% or $93,899 at 6%; with 50% employer match about $93,899 at 4% or $62,599 at 6%; with 100% employer match about $70,424 at 4% or $46,949 at 6%.
Kennedy and Coe LLC Cafeteria Plan-123---
Group Life Insurance Plan-252---
Kennedy and Coe LLC Group Major Medical Plan-505---
KENNEDY AND COE, LLC GROUP LTD INSURANCE-252---
20004471$6,454,006$1,218,909$2,588iApproximate average salary by contribution assumption: employee only about $64,698 at 4% or $43,132 at 6%; with 50% employer match about $43,132 at 4% or $28,755 at 6%; with 100% employer match about $32,349 at 4% or $21,566 at 6%.
Kcoe Isom LLP 401(K) Plan-227$6,454,006$1,218,909$5,370iApproximate average salary by contribution assumption: employee only about $134,241 at 4% or $89,494 at 6%; with 50% employer match about $89,494 at 4% or $59,663 at 6%; with 100% employer match about $67,121 at 4% or $44,747 at 6%.
Kennedy and Coe LLC Group Major Medical Plan-471---
Group Life Insurance Plan-251---
KENNEDY AND COE, LLC GROUP LTD INSURANCE-301---