Civic Intelligence

Keeney Financial Group Inc.

Plan context: Keeney Financial Group 401(K) P/S Plan

EIN 52-2054931 • Columbia, MD • 20 filings • 3 plans

6811 Benjamin Franklin DrSuite 100Columbia, MD 21046
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,546,758

2024 Contributions

$120,319

Historical Graphs

Total Assets Over Time

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

$2,546,758$1,273,379$0200520152023YearValue
$2,546,758Latest year 2023

Participants Over Time

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

1260200520152023YearValue
11Latest year 2023

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
202410$0$120,319-
Keeney Financial Group 401(K) P/S Plan-0$0$120,319-
2023111$2,546,758$230,801$20,982iApproximate average salary by contribution assumption: employee only about $524,548 at 4% or $349,698 at 6%; with 50% employer match about $349,698 at 4% or $233,132 at 6%; with 100% employer match about $262,274 at 4% or $174,849 at 6%.
Keeney Financial Group 401(K) P/S Plan-11$2,546,758$230,801$20,982iApproximate average salary by contribution assumption: employee only about $524,548 at 4% or $349,698 at 6%; with 50% employer match about $349,698 at 4% or $233,132 at 6%; with 100% employer match about $262,274 at 4% or $174,849 at 6%.
2022112$2,011,151$172,128$14,344iApproximate average salary by contribution assumption: employee only about $358,600 at 4% or $239,067 at 6%; with 50% employer match about $239,067 at 4% or $159,378 at 6%; with 100% employer match about $179,300 at 4% or $119,533 at 6%.
Keeney Financial Group 401(K) P/S Plan-12$2,011,151$172,128$14,344iApproximate average salary by contribution assumption: employee only about $358,600 at 4% or $239,067 at 6%; with 50% employer match about $239,067 at 4% or $159,378 at 6%; with 100% employer match about $179,300 at 4% or $119,533 at 6%.
2021110$2,302,535$172,135$17,214iApproximate average salary by contribution assumption: employee only about $430,338 at 4% or $286,892 at 6%; with 50% employer match about $286,892 at 4% or $191,261 at 6%; with 100% employer match about $215,169 at 4% or $143,446 at 6%.
Keeney Financial Group 401(K) P/S Plan-10$2,302,535$172,135$17,214iApproximate average salary by contribution assumption: employee only about $430,338 at 4% or $286,892 at 6%; with 50% employer match about $286,892 at 4% or $191,261 at 6%; with 100% employer match about $215,169 at 4% or $143,446 at 6%.
2020111$2,117,596$169,066$15,370iApproximate average salary by contribution assumption: employee only about $384,241 at 4% or $256,161 at 6%; with 50% employer match about $256,161 at 4% or $170,774 at 6%; with 100% employer match about $192,120 at 4% or $128,080 at 6%.
Keeney Financial Group 401(K) P/S Plan-11$2,117,596$169,066$15,370iApproximate average salary by contribution assumption: employee only about $384,241 at 4% or $256,161 at 6%; with 50% employer match about $256,161 at 4% or $170,774 at 6%; with 100% employer match about $192,120 at 4% or $128,080 at 6%.
2019110$1,757,173$177,200$17,720iApproximate average salary by contribution assumption: employee only about $443,000 at 4% or $295,333 at 6%; with 50% employer match about $295,333 at 4% or $196,889 at 6%; with 100% employer match about $221,500 at 4% or $147,667 at 6%.
Keeney Financial Group 401(K) P/S Plan-10$1,757,173$177,200$17,720iApproximate average salary by contribution assumption: employee only about $443,000 at 4% or $295,333 at 6%; with 50% employer match about $295,333 at 4% or $196,889 at 6%; with 100% employer match about $221,500 at 4% or $147,667 at 6%.
201818$1,400,939$171,632$21,454iApproximate average salary by contribution assumption: employee only about $536,350 at 4% or $357,567 at 6%; with 50% employer match about $357,567 at 4% or $238,378 at 6%; with 100% employer match about $268,175 at 4% or $178,783 at 6%.
Keeney Financial Group 401(K) P/S Plan-8$1,400,939$171,632$21,454iApproximate average salary by contribution assumption: employee only about $536,350 at 4% or $357,567 at 6%; with 50% employer match about $357,567 at 4% or $238,378 at 6%; with 100% employer match about $268,175 at 4% or $178,783 at 6%.
201718$1,379,381$170,716$21,340iApproximate average salary by contribution assumption: employee only about $533,488 at 4% or $355,658 at 6%; with 50% employer match about $355,658 at 4% or $237,106 at 6%; with 100% employer match about $266,744 at 4% or $177,829 at 6%.
Keeney Financial Group 401(K) P/S Plan-8$1,379,381$170,716$21,340iApproximate average salary by contribution assumption: employee only about $533,488 at 4% or $355,658 at 6%; with 50% employer match about $355,658 at 4% or $237,106 at 6%; with 100% employer match about $266,744 at 4% or $177,829 at 6%.
201619$1,008,924$158,897$17,655iApproximate average salary by contribution assumption: employee only about $441,381 at 4% or $294,254 at 6%; with 50% employer match about $294,254 at 4% or $196,169 at 6%; with 100% employer match about $220,690 at 4% or $147,127 at 6%.
Keeney Financial Group 401(K) P/S Plan-9$1,008,924$158,897$17,655iApproximate average salary by contribution assumption: employee only about $441,381 at 4% or $294,254 at 6%; with 50% employer match about $294,254 at 4% or $196,169 at 6%; with 100% employer match about $220,690 at 4% or $147,127 at 6%.
201518$769,472$146,470$18,309iApproximate average salary by contribution assumption: employee only about $457,719 at 4% or $305,146 at 6%; with 50% employer match about $305,146 at 4% or $203,431 at 6%; with 100% employer match about $228,859 at 4% or $152,573 at 6%.
Keeney Financial Group 401(K) P/S Plan-8$769,472$146,470$18,309iApproximate average salary by contribution assumption: employee only about $457,719 at 4% or $305,146 at 6%; with 50% employer match about $305,146 at 4% or $203,431 at 6%; with 100% employer match about $228,859 at 4% or $152,573 at 6%.
201417$677,712$128,435$18,348iApproximate average salary by contribution assumption: employee only about $458,696 at 4% or $305,798 at 6%; with 50% employer match about $305,798 at 4% or $203,865 at 6%; with 100% employer match about $229,348 at 4% or $152,899 at 6%.
Keeney Financial Group 401(K) P/S Plan-7$677,712$128,435$18,348iApproximate average salary by contribution assumption: employee only about $458,696 at 4% or $305,798 at 6%; with 50% employer match about $305,798 at 4% or $203,865 at 6%; with 100% employer match about $229,348 at 4% or $152,899 at 6%.
201318$563,018$110,572$13,822iApproximate average salary by contribution assumption: employee only about $345,538 at 4% or $230,358 at 6%; with 50% employer match about $230,358 at 4% or $153,572 at 6%; with 100% employer match about $172,769 at 4% or $115,179 at 6%.
Keeney Financial Group 401(K) P/S Plan-8$563,018$110,572$13,822iApproximate average salary by contribution assumption: employee only about $345,538 at 4% or $230,358 at 6%; with 50% employer match about $230,358 at 4% or $153,572 at 6%; with 100% employer match about $172,769 at 4% or $115,179 at 6%.
201217$385,888$75,686$10,812iApproximate average salary by contribution assumption: employee only about $270,307 at 4% or $180,205 at 6%; with 50% employer match about $180,205 at 4% or $120,137 at 6%; with 100% employer match about $135,154 at 4% or $90,102 at 6%.
Keeney Financial Group 401(K) P/S Plan-7$385,888$75,686$10,812iApproximate average salary by contribution assumption: employee only about $270,307 at 4% or $180,205 at 6%; with 50% employer match about $180,205 at 4% or $120,137 at 6%; with 100% employer match about $135,154 at 4% or $90,102 at 6%.
201115$272,333$54,865$10,973iApproximate average salary by contribution assumption: employee only about $274,325 at 4% or $182,883 at 6%; with 50% employer match about $182,883 at 4% or $121,922 at 6%; with 100% employer match about $137,163 at 4% or $91,442 at 6%.
Keeney Financial Group 401(K) P/S Plan-5$272,333$54,865$10,973iApproximate average salary by contribution assumption: employee only about $274,325 at 4% or $182,883 at 6%; with 50% employer match about $182,883 at 4% or $121,922 at 6%; with 100% employer match about $137,163 at 4% or $91,442 at 6%.
201015$273,915$53,231$10,646iApproximate average salary by contribution assumption: employee only about $266,155 at 4% or $177,437 at 6%; with 50% employer match about $177,437 at 4% or $118,291 at 6%; with 100% employer match about $133,078 at 4% or $88,718 at 6%.
Keeney Financial Group 401(K) P/S Plan-5$273,915$53,231$10,646iApproximate average salary by contribution assumption: employee only about $266,155 at 4% or $177,437 at 6%; with 50% employer match about $177,437 at 4% or $118,291 at 6%; with 100% employer match about $133,078 at 4% or $88,718 at 6%.
200924$360,909$93,941$23,485iApproximate average salary by contribution assumption: employee only about $587,131 at 4% or $391,421 at 6%; with 50% employer match about $391,421 at 4% or $260,947 at 6%; with 100% employer match about $293,566 at 4% or $195,710 at 6%.
Keeney Financial Group 401(K) P/S Plan-4$215,444$44,370$11,093iApproximate average salary by contribution assumption: employee only about $277,313 at 4% or $184,875 at 6%; with 50% employer match about $184,875 at 4% or $123,250 at 6%; with 100% employer match about $138,656 at 4% or $92,438 at 6%.
Keeney Financial Group 401(K) P/S Plan-4$145,465$49,571$12,393iApproximate average salary by contribution assumption: employee only about $309,819 at 4% or $206,546 at 6%; with 50% employer match about $206,546 at 4% or $137,697 at 6%; with 100% employer match about $154,909 at 4% or $103,273 at 6%.
200813$109,269$53,262$17,754iApproximate average salary by contribution assumption: employee only about $443,850 at 4% or $295,900 at 6%; with 50% employer match about $295,900 at 4% or $197,267 at 6%; with 100% employer match about $221,925 at 4% or $147,950 at 6%.
Keeney Financial Group 401(K) P/S Plan-3$109,269$53,262$17,754iApproximate average salary by contribution assumption: employee only about $443,850 at 4% or $295,900 at 6%; with 50% employer match about $295,900 at 4% or $197,267 at 6%; with 100% employer match about $221,925 at 4% or $147,950 at 6%.
200613$82,765$36,540$12,180iApproximate average salary by contribution assumption: employee only about $304,500 at 4% or $203,000 at 6%; with 50% employer match about $203,000 at 4% or $135,333 at 6%; with 100% employer match about $152,250 at 4% or $101,500 at 6%.
Keeney Financial Group 401(K) P/S Plan-3$82,765$36,540$12,180iApproximate average salary by contribution assumption: employee only about $304,500 at 4% or $203,000 at 6%; with 50% employer match about $203,000 at 4% or $135,333 at 6%; with 100% employer match about $152,250 at 4% or $101,500 at 6%.
200513$37,321$35,124$11,708iApproximate average salary by contribution assumption: employee only about $292,700 at 4% or $195,133 at 6%; with 50% employer match about $195,133 at 4% or $130,089 at 6%; with 100% employer match about $146,350 at 4% or $97,567 at 6%.
Keeney Financial Group 401(K) P/S Plan-3$37,321$35,124$11,708iApproximate average salary by contribution assumption: employee only about $292,700 at 4% or $195,133 at 6%; with 50% employer match about $195,133 at 4% or $130,089 at 6%; with 100% employer match about $146,350 at 4% or $97,567 at 6%.