WILLIAM R. KENAN, JR. FUND
Plan context: WILLIAM R KENAN JR FUND 403B PLAN
EIN 57-0757568 • Chapel Hill, NC • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$404,213
2024 Contributions
$34,850
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $404,213 | $34,850 | $17,425iApproximate average salary by contribution assumption: employee only about $435,625 at 4% or $290,417 at 6%; with 50% employer match about $290,417 at 4% or $193,611 at 6%; with 100% employer match about $217,813 at 4% or $145,208 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $404,213 | $34,850 | $17,425iApproximate average salary by contribution assumption: employee only about $435,625 at 4% or $290,417 at 6%; with 50% employer match about $290,417 at 4% or $193,611 at 6%; with 100% employer match about $217,813 at 4% or $145,208 at 6%. |
| 2023 | 1 | 2 | $336,307 | $32,862 | $16,431iApproximate average salary by contribution assumption: employee only about $410,775 at 4% or $273,850 at 6%; with 50% employer match about $273,850 at 4% or $182,567 at 6%; with 100% employer match about $205,388 at 4% or $136,925 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $336,307 | $32,862 | $16,431iApproximate average salary by contribution assumption: employee only about $410,775 at 4% or $273,850 at 6%; with 50% employer match about $273,850 at 4% or $182,567 at 6%; with 100% employer match about $205,388 at 4% or $136,925 at 6%. |
| 2022 | 1 | 2 | $265,926 | $31,545 | $15,773iApproximate average salary by contribution assumption: employee only about $394,313 at 4% or $262,875 at 6%; with 50% employer match about $262,875 at 4% or $175,250 at 6%; with 100% employer match about $197,156 at 4% or $131,438 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $265,926 | $31,545 | $15,773iApproximate average salary by contribution assumption: employee only about $394,313 at 4% or $262,875 at 6%; with 50% employer match about $262,875 at 4% or $175,250 at 6%; with 100% employer match about $197,156 at 4% or $131,438 at 6%. |
| 2021 | 1 | 2 | $215,800 | $30,046 | $15,023iApproximate average salary by contribution assumption: employee only about $375,575 at 4% or $250,383 at 6%; with 50% employer match about $250,383 at 4% or $166,922 at 6%; with 100% employer match about $187,788 at 4% or $125,192 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $215,800 | $30,046 | $15,023iApproximate average salary by contribution assumption: employee only about $375,575 at 4% or $250,383 at 6%; with 50% employer match about $250,383 at 4% or $166,922 at 6%; with 100% employer match about $187,788 at 4% or $125,192 at 6%. |
| 2020 | 1 | 2 | $227,991 | $22,781 | $11,391iApproximate average salary by contribution assumption: employee only about $284,763 at 4% or $189,842 at 6%; with 50% employer match about $189,842 at 4% or $126,561 at 6%; with 100% employer match about $142,381 at 4% or $94,921 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $227,991 | $22,781 | $11,391iApproximate average salary by contribution assumption: employee only about $284,763 at 4% or $189,842 at 6%; with 50% employer match about $189,842 at 4% or $126,561 at 6%; with 100% employer match about $142,381 at 4% or $94,921 at 6%. |
| 2019 | 1 | 2 | $153,281 | $18,635 | $9,318iApproximate average salary by contribution assumption: employee only about $232,938 at 4% or $155,292 at 6%; with 50% employer match about $155,292 at 4% or $103,528 at 6%; with 100% employer match about $116,469 at 4% or $77,646 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $153,281 | $18,635 | $9,318iApproximate average salary by contribution assumption: employee only about $232,938 at 4% or $155,292 at 6%; with 50% employer match about $155,292 at 4% or $103,528 at 6%; with 100% employer match about $116,469 at 4% or $77,646 at 6%. |
| 2018 | 1 | 2 | $129,723 | $12,397 | $6,199iApproximate average salary by contribution assumption: employee only about $154,963 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $129,723 | $12,397 | $6,199iApproximate average salary by contribution assumption: employee only about $154,963 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%. |
| 2017 | 1 | 2 | $113,418 | $4,898 | $2,449iApproximate average salary by contribution assumption: employee only about $61,225 at 4% or $40,817 at 6%; with 50% employer match about $40,817 at 4% or $27,211 at 6%; with 100% employer match about $30,613 at 4% or $20,408 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $113,418 | $4,898 | $2,449iApproximate average salary by contribution assumption: employee only about $61,225 at 4% or $40,817 at 6%; with 50% employer match about $40,817 at 4% or $27,211 at 6%; with 100% employer match about $30,613 at 4% or $20,408 at 6%. |
| 2016 | 1 | 2 | $141,795 | $3,600 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $141,795 | $3,600 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2015 | 1 | 2 | $121,624 | $3,600 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 2 | $121,624 | $3,600 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2014 | 1 | 3 | $132,457 | $33,155 | $11,052iApproximate average salary by contribution assumption: employee only about $276,292 at 4% or $184,194 at 6%; with 50% employer match about $184,194 at 4% or $122,796 at 6%; with 100% employer match about $138,146 at 4% or $92,097 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 3 | $132,457 | $33,155 | $11,052iApproximate average salary by contribution assumption: employee only about $276,292 at 4% or $184,194 at 6%; with 50% employer match about $184,194 at 4% or $122,796 at 6%; with 100% employer match about $138,146 at 4% or $92,097 at 6%. |
| 2013 | 1 | 3 | $256,496 | $19,990 | $6,663iApproximate average salary by contribution assumption: employee only about $166,583 at 4% or $111,056 at 6%; with 50% employer match about $111,056 at 4% or $74,037 at 6%; with 100% employer match about $83,292 at 4% or $55,528 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 3 | $256,496 | $19,990 | $6,663iApproximate average salary by contribution assumption: employee only about $166,583 at 4% or $111,056 at 6%; with 50% employer match about $111,056 at 4% or $74,037 at 6%; with 100% employer match about $83,292 at 4% or $55,528 at 6%. |
| 2012 | 1 | 4 | $304,087 | $53,338 | $13,335iApproximate average salary by contribution assumption: employee only about $333,363 at 4% or $222,242 at 6%; with 50% employer match about $222,242 at 4% or $148,161 at 6%; with 100% employer match about $166,681 at 4% or $111,121 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 4 | $304,087 | $53,338 | $13,335iApproximate average salary by contribution assumption: employee only about $333,363 at 4% or $222,242 at 6%; with 50% employer match about $222,242 at 4% or $148,161 at 6%; with 100% employer match about $166,681 at 4% or $111,121 at 6%. |
| 2011 | 1 | 5 | $226,765 | $55,078 | $11,016iApproximate average salary by contribution assumption: employee only about $275,390 at 4% or $183,593 at 6%; with 50% employer match about $183,593 at 4% or $122,396 at 6%; with 100% employer match about $137,695 at 4% or $91,797 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 5 | $226,765 | $55,078 | $11,016iApproximate average salary by contribution assumption: employee only about $275,390 at 4% or $183,593 at 6%; with 50% employer match about $183,593 at 4% or $122,396 at 6%; with 100% employer match about $137,695 at 4% or $91,797 at 6%. |
| 2010 | 1 | 4 | $170,500 | $29,738 | $7,435iApproximate average salary by contribution assumption: employee only about $185,863 at 4% or $123,908 at 6%; with 50% employer match about $123,908 at 4% or $82,606 at 6%; with 100% employer match about $92,931 at 4% or $61,954 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 4 | $170,500 | $29,738 | $7,435iApproximate average salary by contribution assumption: employee only about $185,863 at 4% or $123,908 at 6%; with 50% employer match about $123,908 at 4% or $82,606 at 6%; with 100% employer match about $92,931 at 4% or $61,954 at 6%. |
| 2009 | 1 | 4 | $117,560 | $32,097 | $8,024iApproximate average salary by contribution assumption: employee only about $200,606 at 4% or $133,738 at 6%; with 50% employer match about $133,738 at 4% or $89,158 at 6%; with 100% employer match about $100,303 at 4% or $66,869 at 6%. |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 4 | $117,560 | $32,097 | $8,024iApproximate average salary by contribution assumption: employee only about $200,606 at 4% or $133,738 at 6%; with 50% employer match about $133,738 at 4% or $89,158 at 6%; with 100% employer match about $100,303 at 4% or $66,869 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
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| 2007 | 1 | 0 | $0 | $0 | - |
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| 2006 | 1 | 0 | $0 | $0 | - |
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| 2005 | 1 | 0 | $0 | $0 | - |
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| 2004 | 1 | 0 | $0 | $0 | - |
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| 2003 | 1 | 0 | $0 | $0 | - |
| WILLIAM R. KENAN JR FUND 403 B PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
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| 2001 | 1 | 0 | $0 | $0 | - |
| WILLIAM R KENAN JR FUND 403B PLAN | - | 0 | - | - | - |