Civic Intelligence

Kennerly, Montgomery & Finley PC.

Plan context: Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan

EIN 62-1257477 • Knoxville, TN • 26 filings • 2 plans

550 Main Street, 4th FloorKnoxville, TN 37902
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$11,660,203

2024 Contributions

$656,367

Historical Graphs

Total Assets Over Time

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

$11,660,203$5,830,102$0199920132024YearValue
$11,660,203Latest year 2024

Participants Over Time

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

43220199920122024YearValue
41Latest 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
2024141$11,660,203$656,367$16,009iApproximate average salary by contribution assumption: employee only about $400,224 at 4% or $266,816 at 6%; with 50% employer match about $266,816 at 4% or $177,877 at 6%; with 100% employer match about $200,112 at 4% or $133,408 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-41$11,660,203$656,367$16,009iApproximate average salary by contribution assumption: employee only about $400,224 at 4% or $266,816 at 6%; with 50% employer match about $266,816 at 4% or $177,877 at 6%; with 100% employer match about $200,112 at 4% or $133,408 at 6%.
2023141$10,060,412$571,893$13,949iApproximate average salary by contribution assumption: employee only about $348,715 at 4% or $232,477 at 6%; with 50% employer match about $232,477 at 4% or $154,985 at 6%; with 100% employer match about $174,358 at 4% or $116,238 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-41$10,060,412$571,893$13,949iApproximate average salary by contribution assumption: employee only about $348,715 at 4% or $232,477 at 6%; with 50% employer match about $232,477 at 4% or $154,985 at 6%; with 100% employer match about $174,358 at 4% or $116,238 at 6%.
2022143$8,477,194$686,221$15,959iApproximate average salary by contribution assumption: employee only about $398,966 at 4% or $265,977 at 6%; with 50% employer match about $265,977 at 4% or $177,318 at 6%; with 100% employer match about $199,483 at 4% or $132,989 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-43$8,477,194$686,221$15,959iApproximate average salary by contribution assumption: employee only about $398,966 at 4% or $265,977 at 6%; with 50% employer match about $265,977 at 4% or $177,318 at 6%; with 100% employer match about $199,483 at 4% or $132,989 at 6%.
2021142$9,373,681$585,367$13,937iApproximate average salary by contribution assumption: employee only about $348,433 at 4% or $232,288 at 6%; with 50% employer match about $232,288 at 4% or $154,859 at 6%; with 100% employer match about $174,216 at 4% or $116,144 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-42$9,373,681$585,367$13,937iApproximate average salary by contribution assumption: employee only about $348,433 at 4% or $232,288 at 6%; with 50% employer match about $232,288 at 4% or $154,859 at 6%; with 100% employer match about $174,216 at 4% or $116,144 at 6%.
2020143$7,766,247$610,673$14,202iApproximate average salary by contribution assumption: employee only about $355,042 at 4% or $236,695 at 6%; with 50% employer match about $236,695 at 4% or $157,797 at 6%; with 100% employer match about $177,521 at 4% or $118,347 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-43$7,766,247$610,673$14,202iApproximate average salary by contribution assumption: employee only about $355,042 at 4% or $236,695 at 6%; with 50% employer match about $236,695 at 4% or $157,797 at 6%; with 100% employer match about $177,521 at 4% or $118,347 at 6%.
2019137$6,334,591$478,561$12,934iApproximate average salary by contribution assumption: employee only about $323,352 at 4% or $215,568 at 6%; with 50% employer match about $215,568 at 4% or $143,712 at 6%; with 100% employer match about $161,676 at 4% or $107,784 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-37$6,334,591$478,561$12,934iApproximate average salary by contribution assumption: employee only about $323,352 at 4% or $215,568 at 6%; with 50% employer match about $215,568 at 4% or $143,712 at 6%; with 100% employer match about $161,676 at 4% or $107,784 at 6%.
2018136$5,070,698$450,578$12,516iApproximate average salary by contribution assumption: employee only about $312,901 at 4% or $208,601 at 6%; with 50% employer match about $208,601 at 4% or $139,067 at 6%; with 100% employer match about $156,451 at 4% or $104,300 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-36$5,070,698$450,578$12,516iApproximate average salary by contribution assumption: employee only about $312,901 at 4% or $208,601 at 6%; with 50% employer match about $208,601 at 4% or $139,067 at 6%; with 100% employer match about $156,451 at 4% or $104,300 at 6%.
2017137$5,638,363$464,621$12,557iApproximate average salary by contribution assumption: employee only about $313,933 at 4% or $209,289 at 6%; with 50% employer match about $209,289 at 4% or $139,526 at 6%; with 100% employer match about $156,967 at 4% or $104,644 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-37$5,638,363$464,621$12,557iApproximate average salary by contribution assumption: employee only about $313,933 at 4% or $209,289 at 6%; with 50% employer match about $209,289 at 4% or $139,526 at 6%; with 100% employer match about $156,967 at 4% or $104,644 at 6%.
2016137$4,714,746$498,290$13,467iApproximate average salary by contribution assumption: employee only about $336,682 at 4% or $224,455 at 6%; with 50% employer match about $224,455 at 4% or $149,637 at 6%; with 100% employer match about $168,341 at 4% or $112,227 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-37$4,714,746$498,290$13,467iApproximate average salary by contribution assumption: employee only about $336,682 at 4% or $224,455 at 6%; with 50% employer match about $224,455 at 4% or $149,637 at 6%; with 100% employer match about $168,341 at 4% or $112,227 at 6%.
2015139$4,106,214$468,759$12,019iApproximate average salary by contribution assumption: employee only about $300,487 at 4% or $200,324 at 6%; with 50% employer match about $200,324 at 4% or $133,550 at 6%; with 100% employer match about $150,243 at 4% or $100,162 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-39$4,106,214$468,759$12,019iApproximate average salary by contribution assumption: employee only about $300,487 at 4% or $200,324 at 6%; with 50% employer match about $200,324 at 4% or $133,550 at 6%; with 100% employer match about $150,243 at 4% or $100,162 at 6%.
2014138$4,178,046$433,441$11,406iApproximate average salary by contribution assumption: employee only about $285,159 at 4% or $190,106 at 6%; with 50% employer match about $190,106 at 4% or $126,737 at 6%; with 100% employer match about $142,579 at 4% or $95,053 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-38$4,178,046$433,441$11,406iApproximate average salary by contribution assumption: employee only about $285,159 at 4% or $190,106 at 6%; with 50% employer match about $190,106 at 4% or $126,737 at 6%; with 100% employer match about $142,579 at 4% or $95,053 at 6%.
2013137$4,030,369$472,569$12,772iApproximate average salary by contribution assumption: employee only about $319,303 at 4% or $212,869 at 6%; with 50% employer match about $212,869 at 4% or $141,913 at 6%; with 100% employer match about $159,652 at 4% or $106,434 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-37$4,030,369$472,569$12,772iApproximate average salary by contribution assumption: employee only about $319,303 at 4% or $212,869 at 6%; with 50% employer match about $212,869 at 4% or $141,913 at 6%; with 100% employer match about $159,652 at 4% or $106,434 at 6%.
2012135$3,411,398$370,799$10,594iApproximate average salary by contribution assumption: employee only about $264,856 at 4% or $176,571 at 6%; with 50% employer match about $176,571 at 4% or $117,714 at 6%; with 100% employer match about $132,428 at 4% or $88,285 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-35$3,411,398$370,799$10,594iApproximate average salary by contribution assumption: employee only about $264,856 at 4% or $176,571 at 6%; with 50% employer match about $176,571 at 4% or $117,714 at 6%; with 100% employer match about $132,428 at 4% or $88,285 at 6%.
2011134$3,435,744$362,606$10,665iApproximate average salary by contribution assumption: employee only about $266,622 at 4% or $177,748 at 6%; with 50% employer match about $177,748 at 4% or $118,499 at 6%; with 100% employer match about $133,311 at 4% or $88,874 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-34$3,435,744$362,606$10,665iApproximate average salary by contribution assumption: employee only about $266,622 at 4% or $177,748 at 6%; with 50% employer match about $177,748 at 4% or $118,499 at 6%; with 100% employer match about $133,311 at 4% or $88,874 at 6%.
2010138$3,514,363$569,050$14,975iApproximate average salary by contribution assumption: employee only about $374,375 at 4% or $249,583 at 6%; with 50% employer match about $249,583 at 4% or $166,389 at 6%; with 100% employer match about $187,188 at 4% or $124,792 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-38$3,514,363$569,050$14,975iApproximate average salary by contribution assumption: employee only about $374,375 at 4% or $249,583 at 6%; with 50% employer match about $249,583 at 4% or $166,389 at 6%; with 100% employer match about $187,188 at 4% or $124,792 at 6%.
2009126$4,460,142$329,969$12,691iApproximate average salary by contribution assumption: employee only about $317,278 at 4% or $211,519 at 6%; with 50% employer match about $211,519 at 4% or $141,012 at 6%; with 100% employer match about $158,639 at 4% or $105,759 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-26$4,460,142$329,969$12,691iApproximate average salary by contribution assumption: employee only about $317,278 at 4% or $211,519 at 6%; with 50% employer match about $211,519 at 4% or $141,012 at 6%; with 100% employer match about $158,639 at 4% or $105,759 at 6%.
2008123$3,791,691$332,566$14,459iApproximate average salary by contribution assumption: employee only about $361,485 at 4% or $240,990 at 6%; with 50% employer match about $240,990 at 4% or $160,660 at 6%; with 100% employer match about $180,742 at 4% or $120,495 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-23$3,791,691$332,566$14,459iApproximate average salary by contribution assumption: employee only about $361,485 at 4% or $240,990 at 6%; with 50% employer match about $240,990 at 4% or $160,660 at 6%; with 100% employer match about $180,742 at 4% or $120,495 at 6%.
2007134$0$0-
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-34---
2006132$5,009,046$200,121$6,254iApproximate average salary by contribution assumption: employee only about $156,345 at 4% or $104,230 at 6%; with 50% employer match about $104,230 at 4% or $69,486 at 6%; with 100% employer match about $78,172 at 4% or $52,115 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-32$5,009,046$200,121$6,254iApproximate average salary by contribution assumption: employee only about $156,345 at 4% or $104,230 at 6%; with 50% employer match about $104,230 at 4% or $69,486 at 6%; with 100% employer match about $78,172 at 4% or $52,115 at 6%.
2005130$4,286,686$349,359$11,645iApproximate average salary by contribution assumption: employee only about $291,133 at 4% or $194,088 at 6%; with 50% employer match about $194,088 at 4% or $129,392 at 6%; with 100% employer match about $145,566 at 4% or $97,044 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-30$4,286,686$349,359$11,645iApproximate average salary by contribution assumption: employee only about $291,133 at 4% or $194,088 at 6%; with 50% employer match about $194,088 at 4% or $129,392 at 6%; with 100% employer match about $145,566 at 4% or $97,044 at 6%.
2004130$4,133,084$344,003$11,467iApproximate average salary by contribution assumption: employee only about $286,669 at 4% or $191,113 at 6%; with 50% employer match about $191,113 at 4% or $127,409 at 6%; with 100% employer match about $143,335 at 4% or $95,556 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-30$4,133,084$344,003$11,467iApproximate average salary by contribution assumption: employee only about $286,669 at 4% or $191,113 at 6%; with 50% employer match about $191,113 at 4% or $127,409 at 6%; with 100% employer match about $143,335 at 4% or $95,556 at 6%.
2003134$3,585,598$320,357$9,422iApproximate average salary by contribution assumption: employee only about $235,557 at 4% or $157,038 at 6%; with 50% employer match about $157,038 at 4% or $104,692 at 6%; with 100% employer match about $117,778 at 4% or $78,519 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-34$3,585,598$320,357$9,422iApproximate average salary by contribution assumption: employee only about $235,557 at 4% or $157,038 at 6%; with 50% employer match about $157,038 at 4% or $104,692 at 6%; with 100% employer match about $117,778 at 4% or $78,519 at 6%.
2002138$2,742,319$320,641$8,438iApproximate average salary by contribution assumption: employee only about $210,948 at 4% or $140,632 at 6%; with 50% employer match about $140,632 at 4% or $93,755 at 6%; with 100% employer match about $105,474 at 4% or $70,316 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-38$2,742,319$320,641$8,438iApproximate average salary by contribution assumption: employee only about $210,948 at 4% or $140,632 at 6%; with 50% employer match about $140,632 at 4% or $93,755 at 6%; with 100% employer match about $105,474 at 4% or $70,316 at 6%.
2001138$0$0-
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-38---
2000136$0$0-
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-36---
1999136$3,677,998$326,786$9,077iApproximate average salary by contribution assumption: employee only about $226,935 at 4% or $151,290 at 6%; with 50% employer match about $151,290 at 4% or $100,860 at 6%; with 100% employer match about $113,467 at 4% or $75,645 at 6%.
Kennerly, Montgomery & Finley PC. 401(K) Profit Sharing Plan-36$3,677,998$326,786$9,077iApproximate average salary by contribution assumption: employee only about $226,935 at 4% or $151,290 at 6%; with 50% employer match about $151,290 at 4% or $100,860 at 6%; with 100% employer match about $113,467 at 4% or $75,645 at 6%.