Civic Intelligence

Roger B. Kennedy Inc.

Plan context: Roger B. Kennedy Inc. 401K Profit Sharing Plan

EIN 59-3560597 • Altamonte Springs, FL • 8 filings • 3 plans

1105 Kensington Park DrAltamonte Springs, FL 32714-1939
Current Snapshot

Latest Year

2015

2015 Participants

33

2015 Assets

$952,784

2015 Contributions

$599,176

Historical Graphs

Total Assets Over Time

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

$952,784$476,392$0200820122015YearValue
$952,784Latest year 2015

Participants Over Time

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

37190200820122015YearValue
33Latest year 2015

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
2015133$952,784$599,176$18,157iApproximate average salary by contribution assumption: employee only about $453,921 at 4% or $302,614 at 6%; with 50% employer match about $302,614 at 4% or $201,743 at 6%; with 100% employer match about $226,961 at 4% or $151,307 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-33$952,784$599,176$18,157iApproximate average salary by contribution assumption: employee only about $453,921 at 4% or $302,614 at 6%; with 50% employer match about $302,614 at 4% or $201,743 at 6%; with 100% employer match about $226,961 at 4% or $151,307 at 6%.
2014118$760,849$114,441$6,358iApproximate average salary by contribution assumption: employee only about $158,946 at 4% or $105,964 at 6%; with 50% employer match about $105,964 at 4% or $70,643 at 6%; with 100% employer match about $79,473 at 4% or $52,982 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-18$760,849$114,441$6,358iApproximate average salary by contribution assumption: employee only about $158,946 at 4% or $105,964 at 6%; with 50% employer match about $105,964 at 4% or $70,643 at 6%; with 100% employer match about $79,473 at 4% or $52,982 at 6%.
2013118$711,568$137,357$7,631iApproximate average salary by contribution assumption: employee only about $190,774 at 4% or $127,182 at 6%; with 50% employer match about $127,182 at 4% or $84,788 at 6%; with 100% employer match about $95,387 at 4% or $63,591 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-18$711,568$137,357$7,631iApproximate average salary by contribution assumption: employee only about $190,774 at 4% or $127,182 at 6%; with 50% employer match about $127,182 at 4% or $84,788 at 6%; with 100% employer match about $95,387 at 4% or $63,591 at 6%.
2012117$498,053$50,763$2,986iApproximate average salary by contribution assumption: employee only about $74,651 at 4% or $49,768 at 6%; with 50% employer match about $49,768 at 4% or $33,178 at 6%; with 100% employer match about $37,326 at 4% or $24,884 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-17$498,053$50,763$2,986iApproximate average salary by contribution assumption: employee only about $74,651 at 4% or $49,768 at 6%; with 50% employer match about $49,768 at 4% or $33,178 at 6%; with 100% employer match about $37,326 at 4% or $24,884 at 6%.
2011115$426,153$143,485$9,566iApproximate average salary by contribution assumption: employee only about $239,142 at 4% or $159,428 at 6%; with 50% employer match about $159,428 at 4% or $106,285 at 6%; with 100% employer match about $119,571 at 4% or $79,714 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-15$426,153$143,485$9,566iApproximate average salary by contribution assumption: employee only about $239,142 at 4% or $159,428 at 6%; with 50% employer match about $159,428 at 4% or $106,285 at 6%; with 100% employer match about $119,571 at 4% or $79,714 at 6%.
2010118$348,193$35,243$1,958iApproximate average salary by contribution assumption: employee only about $48,949 at 4% or $32,632 at 6%; with 50% employer match about $32,632 at 4% or $21,755 at 6%; with 100% employer match about $24,474 at 4% or $16,316 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-18$348,193$35,243$1,958iApproximate average salary by contribution assumption: employee only about $48,949 at 4% or $32,632 at 6%; with 50% employer match about $32,632 at 4% or $21,755 at 6%; with 100% employer match about $24,474 at 4% or $16,316 at 6%.
2009126$356,010$131,662$5,064iApproximate average salary by contribution assumption: employee only about $126,598 at 4% or $84,399 at 6%; with 50% employer match about $84,399 at 4% or $56,266 at 6%; with 100% employer match about $63,299 at 4% or $42,199 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-26$356,010$131,662$5,064iApproximate average salary by contribution assumption: employee only about $126,598 at 4% or $84,399 at 6%; with 50% employer match about $84,399 at 4% or $56,266 at 6%; with 100% employer match about $63,299 at 4% or $42,199 at 6%.
2008137$203,780$241,294$6,521iApproximate average salary by contribution assumption: employee only about $163,036 at 4% or $108,691 at 6%; with 50% employer match about $108,691 at 4% or $72,461 at 6%; with 100% employer match about $81,518 at 4% or $54,345 at 6%.
Roger B. Kennedy Inc. 401K Profit Sharing Plan-37$203,780$241,294$6,521iApproximate average salary by contribution assumption: employee only about $163,036 at 4% or $108,691 at 6%; with 50% employer match about $108,691 at 4% or $72,461 at 6%; with 100% employer match about $81,518 at 4% or $54,345 at 6%.