Civic Intelligence

Keel Point Advisors LLC

Plan context: Keel Point Advisors LLC 401K Plan

EIN 54-2191781 • Huntsville, AL • 12 filings • 3 plans

100 Church StreetSte 500Huntsville, AL 35801
Current Snapshot

Latest Year

2018

2018 Participants

69

2018 Assets

$5,929,970

2018 Contributions

$985,463

Historical Graphs

Total Assets Over Time

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

$5,966,235$2,983,118$0200720132018YearValue
$5,929,970Latest year 2018

Participants Over Time

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

69350200720132018YearValue
69Latest year 2018

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
2018169$5,929,970$985,463$14,282iApproximate average salary by contribution assumption: employee only about $357,052 at 4% or $238,035 at 6%; with 50% employer match about $238,035 at 4% or $158,690 at 6%; with 100% employer match about $178,526 at 4% or $119,017 at 6%.
Keel Point Advisors LLC 401K Plan-69$5,929,970$985,463$14,282iApproximate average salary by contribution assumption: employee only about $357,052 at 4% or $238,035 at 6%; with 50% employer match about $238,035 at 4% or $158,690 at 6%; with 100% employer match about $178,526 at 4% or $119,017 at 6%.
2017166$5,966,235$1,008,907$15,286iApproximate average salary by contribution assumption: employee only about $382,162 at 4% or $254,774 at 6%; with 50% employer match about $254,774 at 4% or $169,850 at 6%; with 100% employer match about $191,081 at 4% or $127,387 at 6%.
Keel Point Advisors LLC 401K Plan-66$5,966,235$1,008,907$15,286iApproximate average salary by contribution assumption: employee only about $382,162 at 4% or $254,774 at 6%; with 50% employer match about $254,774 at 4% or $169,850 at 6%; with 100% employer match about $191,081 at 4% or $127,387 at 6%.
2016166$4,452,971$816,501$12,371iApproximate average salary by contribution assumption: employee only about $309,281 at 4% or $206,187 at 6%; with 50% employer match about $206,187 at 4% or $137,458 at 6%; with 100% employer match about $154,640 at 4% or $103,094 at 6%.
Keel Point Advisors LLC 401K Plan-66$4,452,971$816,501$12,371iApproximate average salary by contribution assumption: employee only about $309,281 at 4% or $206,187 at 6%; with 50% employer match about $206,187 at 4% or $137,458 at 6%; with 100% employer match about $154,640 at 4% or $103,094 at 6%.
2015151$3,603,765$708,483$13,892iApproximate average salary by contribution assumption: employee only about $347,296 at 4% or $231,530 at 6%; with 50% employer match about $231,530 at 4% or $154,354 at 6%; with 100% employer match about $173,648 at 4% or $115,765 at 6%.
Keel Point Advisors LLC 401K Plan-51$3,603,765$708,483$13,892iApproximate average salary by contribution assumption: employee only about $347,296 at 4% or $231,530 at 6%; with 50% employer match about $231,530 at 4% or $154,354 at 6%; with 100% employer match about $173,648 at 4% or $115,765 at 6%.
2014136$2,178,214$397,031$11,029iApproximate average salary by contribution assumption: employee only about $275,716 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,540 at 6%; with 100% employer match about $137,858 at 4% or $91,905 at 6%.
Keel Point Advisors LLC 401K Plan-36$2,178,214$397,031$11,029iApproximate average salary by contribution assumption: employee only about $275,716 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,540 at 6%; with 100% employer match about $137,858 at 4% or $91,905 at 6%.
2013132$1,744,064$298,697$9,334iApproximate average salary by contribution assumption: employee only about $233,357 at 4% or $155,571 at 6%; with 50% employer match about $155,571 at 4% or $103,714 at 6%; with 100% employer match about $116,679 at 4% or $77,786 at 6%.
Keel Point Advisors LLC 401K Plan-32$1,744,064$298,697$9,334iApproximate average salary by contribution assumption: employee only about $233,357 at 4% or $155,571 at 6%; with 50% employer match about $155,571 at 4% or $103,714 at 6%; with 100% employer match about $116,679 at 4% or $77,786 at 6%.
2012137$1,495,239$292,042$7,893iApproximate average salary by contribution assumption: employee only about $197,326 at 4% or $131,550 at 6%; with 50% employer match about $131,550 at 4% or $87,700 at 6%; with 100% employer match about $98,663 at 4% or $65,775 at 6%.
Keel Point Advisors LLC 401K Plan-37$1,495,239$292,042$7,893iApproximate average salary by contribution assumption: employee only about $197,326 at 4% or $131,550 at 6%; with 50% employer match about $131,550 at 4% or $87,700 at 6%; with 100% employer match about $98,663 at 4% or $65,775 at 6%.
2011129$1,030,854$231,677$7,989iApproximate average salary by contribution assumption: employee only about $199,722 at 4% or $133,148 at 6%; with 50% employer match about $133,148 at 4% or $88,765 at 6%; with 100% employer match about $99,861 at 4% or $66,574 at 6%.
Keel Point Advisors LLC 401K Plan-29$1,030,854$231,677$7,989iApproximate average salary by contribution assumption: employee only about $199,722 at 4% or $133,148 at 6%; with 50% employer match about $133,148 at 4% or $88,765 at 6%; with 100% employer match about $99,861 at 4% or $66,574 at 6%.
2010128$886,029$241,631$8,630iApproximate average salary by contribution assumption: employee only about $215,742 at 4% or $143,828 at 6%; with 50% employer match about $143,828 at 4% or $95,885 at 6%; with 100% employer match about $107,871 at 4% or $71,914 at 6%.
Keel Point Advisors LLC 401K Plan-28$886,029$241,631$8,630iApproximate average salary by contribution assumption: employee only about $215,742 at 4% or $143,828 at 6%; with 50% employer match about $143,828 at 4% or $95,885 at 6%; with 100% employer match about $107,871 at 4% or $71,914 at 6%.
2009128$607,125$235,369$8,406iApproximate average salary by contribution assumption: employee only about $210,151 at 4% or $140,101 at 6%; with 50% employer match about $140,101 at 4% or $93,400 at 6%; with 100% employer match about $105,075 at 4% or $70,050 at 6%.
Keel Point Advisors LLC 401K Plan-28$607,125$235,369$8,406iApproximate average salary by contribution assumption: employee only about $210,151 at 4% or $140,101 at 6%; with 50% employer match about $140,101 at 4% or $93,400 at 6%; with 100% employer match about $105,075 at 4% or $70,050 at 6%.
2008116$316,224$243,627$15,227iApproximate average salary by contribution assumption: employee only about $380,667 at 4% or $253,778 at 6%; with 50% employer match about $253,778 at 4% or $169,185 at 6%; with 100% employer match about $190,334 at 4% or $126,889 at 6%.
Keel Point Advisors LLC 401K Plan-16$316,224$243,627$15,227iApproximate average salary by contribution assumption: employee only about $380,667 at 4% or $253,778 at 6%; with 50% employer match about $253,778 at 4% or $169,185 at 6%; with 100% employer match about $190,334 at 4% or $126,889 at 6%.
2007116$243,967$237,658$14,854iApproximate average salary by contribution assumption: employee only about $371,341 at 4% or $247,560 at 6%; with 50% employer match about $247,560 at 4% or $165,040 at 6%; with 100% employer match about $185,670 at 4% or $123,780 at 6%.
Keel Point Advisors LLC 401K Plan-16$243,967$237,658$14,854iApproximate average salary by contribution assumption: employee only about $371,341 at 4% or $247,560 at 6%; with 50% employer match about $247,560 at 4% or $165,040 at 6%; with 100% employer match about $185,670 at 4% or $123,780 at 6%.
Keel Point Advisors LLC | EIN 54-2191781 | 2018 Form 5500 Company Profile