Civic Intelligence

Kennedy & Wulfhorst, P.A.

Plan context: Kennedy & Wulfhorst 401(K) Plan

EIN 56-1423238 • Denver, NC • 19 filings • 3 plans

3758 Highway 16 NorthDenver, NC 28037
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,478,384

2024 Contributions

$49,370

Historical Graphs

Total Assets Over Time

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

$2,478,384$1,239,192$0200620162024YearValue
$2,478,384Latest year 2024

Participants Over Time

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

1050200620152024YearValue
3Latest 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
202413$2,478,384$49,370$16,457iApproximate average salary by contribution assumption: employee only about $411,417 at 4% or $274,278 at 6%; with 50% employer match about $274,278 at 4% or $182,852 at 6%; with 100% employer match about $205,708 at 4% or $137,139 at 6%.
Kennedy & Wulfhorst 401(K) Plan-3$2,478,384$49,370$16,457iApproximate average salary by contribution assumption: employee only about $411,417 at 4% or $274,278 at 6%; with 50% employer match about $274,278 at 4% or $182,852 at 6%; with 100% employer match about $205,708 at 4% or $137,139 at 6%.
202314$2,116,697$99,440$24,860iApproximate average salary by contribution assumption: employee only about $621,500 at 4% or $414,333 at 6%; with 50% employer match about $414,333 at 4% or $276,222 at 6%; with 100% employer match about $310,750 at 4% or $207,167 at 6%.
Kennedy & Wulfhorst 401(K) Plan-4$2,116,697$99,440$24,860iApproximate average salary by contribution assumption: employee only about $621,500 at 4% or $414,333 at 6%; with 50% employer match about $414,333 at 4% or $276,222 at 6%; with 100% employer match about $310,750 at 4% or $207,167 at 6%.
202214$1,833,882$90,299$22,575iApproximate average salary by contribution assumption: employee only about $564,369 at 4% or $376,246 at 6%; with 50% employer match about $376,246 at 4% or $250,831 at 6%; with 100% employer match about $282,184 at 4% or $188,123 at 6%.
Kennedy & Wulfhorst 401(K) Plan-4$1,833,882$90,299$22,575iApproximate average salary by contribution assumption: employee only about $564,369 at 4% or $376,246 at 6%; with 50% employer match about $376,246 at 4% or $250,831 at 6%; with 100% employer match about $282,184 at 4% or $188,123 at 6%.
202114$1,929,134$82,698$20,675iApproximate average salary by contribution assumption: employee only about $516,863 at 4% or $344,575 at 6%; with 50% employer match about $344,575 at 4% or $229,717 at 6%; with 100% employer match about $258,431 at 4% or $172,288 at 6%.
Kennedy & Wulfhorst 401(K) Plan-4$1,929,134$82,698$20,675iApproximate average salary by contribution assumption: employee only about $516,863 at 4% or $344,575 at 6%; with 50% employer match about $344,575 at 4% or $229,717 at 6%; with 100% employer match about $258,431 at 4% or $172,288 at 6%.
202014$1,527,983$81,633$20,408iApproximate average salary by contribution assumption: employee only about $510,206 at 4% or $340,138 at 6%; with 50% employer match about $340,138 at 4% or $226,758 at 6%; with 100% employer match about $255,103 at 4% or $170,069 at 6%.
Kennedy & Wulfhorst 401(K) Plan-4$1,527,983$81,633$20,408iApproximate average salary by contribution assumption: employee only about $510,206 at 4% or $340,138 at 6%; with 50% employer match about $340,138 at 4% or $226,758 at 6%; with 100% employer match about $255,103 at 4% or $170,069 at 6%.
201914$1,357,303$73,312$18,328iApproximate average salary by contribution assumption: employee only about $458,200 at 4% or $305,467 at 6%; with 50% employer match about $305,467 at 4% or $203,644 at 6%; with 100% employer match about $229,100 at 4% or $152,733 at 6%.
Kennedy & Wulfhorst 401(K) Plan-4$1,357,303$73,312$18,328iApproximate average salary by contribution assumption: employee only about $458,200 at 4% or $305,467 at 6%; with 50% employer match about $305,467 at 4% or $203,644 at 6%; with 100% employer match about $229,100 at 4% or $152,733 at 6%.
201813$1,050,789$57,720$19,240iApproximate average salary by contribution assumption: employee only about $481,000 at 4% or $320,667 at 6%; with 50% employer match about $320,667 at 4% or $213,778 at 6%; with 100% employer match about $240,500 at 4% or $160,333 at 6%.
Kennedy & Wulfhorst 401(K) Plan-3$1,050,789$57,720$19,240iApproximate average salary by contribution assumption: employee only about $481,000 at 4% or $320,667 at 6%; with 50% employer match about $320,667 at 4% or $213,778 at 6%; with 100% employer match about $240,500 at 4% or $160,333 at 6%.
201712$1,093,725$67,515$33,758iApproximate average salary by contribution assumption: employee only about $843,938 at 4% or $562,625 at 6%; with 50% employer match about $562,625 at 4% or $375,083 at 6%; with 100% employer match about $421,969 at 4% or $281,313 at 6%.
Kennedy & Wulfhorst 401(K) Plan-2$1,093,725$67,515$33,758iApproximate average salary by contribution assumption: employee only about $843,938 at 4% or $562,625 at 6%; with 50% employer match about $562,625 at 4% or $375,083 at 6%; with 100% employer match about $421,969 at 4% or $281,313 at 6%.
201613$904,339$60,795$20,265iApproximate average salary by contribution assumption: employee only about $506,625 at 4% or $337,750 at 6%; with 50% employer match about $337,750 at 4% or $225,167 at 6%; with 100% employer match about $253,313 at 4% or $168,875 at 6%.
Kennedy & Wulfhorst 401(K) Plan-3$904,339$60,795$20,265iApproximate average salary by contribution assumption: employee only about $506,625 at 4% or $337,750 at 6%; with 50% employer match about $337,750 at 4% or $225,167 at 6%; with 100% employer match about $253,313 at 4% or $168,875 at 6%.
201516$913,383$75,523$12,587iApproximate average salary by contribution assumption: employee only about $314,679 at 4% or $209,786 at 6%; with 50% employer match about $209,786 at 4% or $139,857 at 6%; with 100% employer match about $157,340 at 4% or $104,893 at 6%.
Kennedy & Wulfhorst 401(K) Plan-6$913,383$75,523$12,587iApproximate average salary by contribution assumption: employee only about $314,679 at 4% or $209,786 at 6%; with 50% employer match about $209,786 at 4% or $139,857 at 6%; with 100% employer match about $157,340 at 4% or $104,893 at 6%.
201417$735,932$76,905$10,986iApproximate average salary by contribution assumption: employee only about $274,661 at 4% or $183,107 at 6%; with 50% employer match about $183,107 at 4% or $122,071 at 6%; with 100% employer match about $137,330 at 4% or $91,554 at 6%.
Kennedy & Wulfhorst 401(K) Plan-7$735,932$76,905$10,986iApproximate average salary by contribution assumption: employee only about $274,661 at 4% or $183,107 at 6%; with 50% employer match about $183,107 at 4% or $122,071 at 6%; with 100% employer match about $137,330 at 4% or $91,554 at 6%.
201316$585,283$73,946$12,324iApproximate average salary by contribution assumption: employee only about $308,108 at 4% or $205,406 at 6%; with 50% employer match about $205,406 at 4% or $136,937 at 6%; with 100% employer match about $154,054 at 4% or $102,703 at 6%.
Kennedy & Wulfhorst 401(K) Plan-6$585,283$73,946$12,324iApproximate average salary by contribution assumption: employee only about $308,108 at 4% or $205,406 at 6%; with 50% employer match about $205,406 at 4% or $136,937 at 6%; with 100% employer match about $154,054 at 4% or $102,703 at 6%.
201216$457,818$60,242$10,040iApproximate average salary by contribution assumption: employee only about $251,008 at 4% or $167,339 at 6%; with 50% employer match about $167,339 at 4% or $111,559 at 6%; with 100% employer match about $125,504 at 4% or $83,669 at 6%.
Kennedy & Wulfhorst 401(K) Plan-6$457,818$60,242$10,040iApproximate average salary by contribution assumption: employee only about $251,008 at 4% or $167,339 at 6%; with 50% employer match about $167,339 at 4% or $111,559 at 6%; with 100% employer match about $125,504 at 4% or $83,669 at 6%.
201117$410,153$30,923$4,418iApproximate average salary by contribution assumption: employee only about $110,439 at 4% or $73,626 at 6%; with 50% employer match about $73,626 at 4% or $49,084 at 6%; with 100% employer match about $55,220 at 4% or $36,813 at 6%.
Kennedy & Wulfhorst 401(K) Plan-7$410,153$30,923$4,418iApproximate average salary by contribution assumption: employee only about $110,439 at 4% or $73,626 at 6%; with 50% employer match about $73,626 at 4% or $49,084 at 6%; with 100% employer match about $55,220 at 4% or $36,813 at 6%.
201015$404,826$17,565$3,513iApproximate average salary by contribution assumption: employee only about $87,825 at 4% or $58,550 at 6%; with 50% employer match about $58,550 at 4% or $39,033 at 6%; with 100% employer match about $43,913 at 4% or $29,275 at 6%.
Kennedy & Wulfhorst 401(K) Plan-5$404,826$17,565$3,513iApproximate average salary by contribution assumption: employee only about $87,825 at 4% or $58,550 at 6%; with 50% employer match about $58,550 at 4% or $39,033 at 6%; with 100% employer match about $43,913 at 4% or $29,275 at 6%.
2009110$372,941$33,064$3,306iApproximate average salary by contribution assumption: employee only about $82,660 at 4% or $55,107 at 6%; with 50% employer match about $55,107 at 4% or $36,738 at 6%; with 100% employer match about $41,330 at 4% or $27,553 at 6%.
Kennedy & Wulfhorst 401(K) Plan-10$372,941$33,064$3,306iApproximate average salary by contribution assumption: employee only about $82,660 at 4% or $55,107 at 6%; with 50% employer match about $55,107 at 4% or $36,738 at 6%; with 100% employer match about $41,330 at 4% or $27,553 at 6%.
200814$277,653$56,358$14,090iApproximate average salary by contribution assumption: employee only about $352,238 at 4% or $234,825 at 6%; with 50% employer match about $234,825 at 4% or $156,550 at 6%; with 100% employer match about $176,119 at 4% or $117,413 at 6%.
Kennedy & Wulfhorst 401(K) Plan-4$277,653$56,358$14,090iApproximate average salary by contribution assumption: employee only about $352,238 at 4% or $234,825 at 6%; with 50% employer match about $234,825 at 4% or $156,550 at 6%; with 100% employer match about $176,119 at 4% or $117,413 at 6%.
200714$0$0-
Kennedy & Wulfhorst 401(K) Plan-4---
200615$229,287$70,639$14,128iApproximate average salary by contribution assumption: employee only about $353,195 at 4% or $235,463 at 6%; with 50% employer match about $235,463 at 4% or $156,976 at 6%; with 100% employer match about $176,598 at 4% or $117,732 at 6%.
Kennedy & Wulfhorst 401(K) Plan-5$229,287$70,639$14,128iApproximate average salary by contribution assumption: employee only about $353,195 at 4% or $235,463 at 6%; with 50% employer match about $235,463 at 4% or $156,976 at 6%; with 100% employer match about $176,598 at 4% or $117,732 at 6%.