Kennedy Management Corp.
Plan context: Kennedy Management Corp 401(K) P/S Plan
EIN 65-1057248 • Sarasota, FL • 16 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
7
2022 Assets
$465,996
2022 Contributions
$57,170
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 7 | $465,996 | $0 | - |
| Kennedy Management Corp 401(K) P/S Plan | - | 7 | $465,996 | $0 | - |
| Kennedy Management Corp 401(K) P/S Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 7 | $558,195 | $57,170 | $8,167iApproximate average salary by contribution assumption: employee only about $204,179 at 4% or $136,119 at 6%; with 50% employer match about $136,119 at 4% or $90,746 at 6%; with 100% employer match about $102,089 at 4% or $68,060 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 7 | $558,195 | $57,170 | $8,167iApproximate average salary by contribution assumption: employee only about $204,179 at 4% or $136,119 at 6%; with 50% employer match about $136,119 at 4% or $90,746 at 6%; with 100% employer match about $102,089 at 4% or $68,060 at 6%. |
| 2020 | 1 | 7 | $460,965 | $55,469 | $7,924iApproximate average salary by contribution assumption: employee only about $198,104 at 4% or $132,069 at 6%; with 50% employer match about $132,069 at 4% or $88,046 at 6%; with 100% employer match about $99,052 at 4% or $66,035 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 7 | $460,965 | $55,469 | $7,924iApproximate average salary by contribution assumption: employee only about $198,104 at 4% or $132,069 at 6%; with 50% employer match about $132,069 at 4% or $88,046 at 6%; with 100% employer match about $99,052 at 4% or $66,035 at 6%. |
| 2019 | 1 | 7 | $374,894 | $24,877 | $3,554iApproximate average salary by contribution assumption: employee only about $88,846 at 4% or $59,231 at 6%; with 50% employer match about $59,231 at 4% or $39,487 at 6%; with 100% employer match about $44,423 at 4% or $29,615 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 7 | $374,894 | $24,877 | $3,554iApproximate average salary by contribution assumption: employee only about $88,846 at 4% or $59,231 at 6%; with 50% employer match about $59,231 at 4% or $39,487 at 6%; with 100% employer match about $44,423 at 4% or $29,615 at 6%. |
| 2018 | 1 | 7 | $300,049 | $29,133 | $4,162iApproximate average salary by contribution assumption: employee only about $104,046 at 4% or $69,364 at 6%; with 50% employer match about $69,364 at 4% or $46,243 at 6%; with 100% employer match about $52,023 at 4% or $34,682 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 7 | $300,049 | $29,133 | $4,162iApproximate average salary by contribution assumption: employee only about $104,046 at 4% or $69,364 at 6%; with 50% employer match about $69,364 at 4% or $46,243 at 6%; with 100% employer match about $52,023 at 4% or $34,682 at 6%. |
| 2017 | 1 | 7 | $288,537 | $28,787 | $4,112iApproximate average salary by contribution assumption: employee only about $102,811 at 4% or $68,540 at 6%; with 50% employer match about $68,540 at 4% or $45,694 at 6%; with 100% employer match about $51,405 at 4% or $34,270 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 7 | $288,537 | $28,787 | $4,112iApproximate average salary by contribution assumption: employee only about $102,811 at 4% or $68,540 at 6%; with 50% employer match about $68,540 at 4% or $45,694 at 6%; with 100% employer match about $51,405 at 4% or $34,270 at 6%. |
| 2016 | 1 | 9 | $299,853 | $25,758 | $2,862iApproximate average salary by contribution assumption: employee only about $71,550 at 4% or $47,700 at 6%; with 50% employer match about $47,700 at 4% or $31,800 at 6%; with 100% employer match about $35,775 at 4% or $23,850 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 9 | $299,853 | $25,758 | $2,862iApproximate average salary by contribution assumption: employee only about $71,550 at 4% or $47,700 at 6%; with 50% employer match about $47,700 at 4% or $31,800 at 6%; with 100% employer match about $35,775 at 4% or $23,850 at 6%. |
| 2015 | 1 | 5 | $272,003 | $27,866 | $5,573iApproximate average salary by contribution assumption: employee only about $139,330 at 4% or $92,887 at 6%; with 50% employer match about $92,887 at 4% or $61,924 at 6%; with 100% employer match about $69,665 at 4% or $46,443 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 5 | $272,003 | $27,866 | $5,573iApproximate average salary by contribution assumption: employee only about $139,330 at 4% or $92,887 at 6%; with 50% employer match about $92,887 at 4% or $61,924 at 6%; with 100% employer match about $69,665 at 4% or $46,443 at 6%. |
| 2014 | 1 | 6 | $251,174 | $3,252 | $542iApproximate average salary by contribution assumption: employee only about $13,550 at 4% or $9,033 at 6%; with 50% employer match about $9,033 at 4% or $6,022 at 6%; with 100% employer match about $6,775 at 4% or $4,517 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 6 | $251,174 | $3,252 | $542iApproximate average salary by contribution assumption: employee only about $13,550 at 4% or $9,033 at 6%; with 50% employer match about $9,033 at 4% or $6,022 at 6%; with 100% employer match about $6,775 at 4% or $4,517 at 6%. |
| 2013 | 1 | 6 | $248,461 | $25,376 | $4,229iApproximate average salary by contribution assumption: employee only about $105,733 at 4% or $70,489 at 6%; with 50% employer match about $70,489 at 4% or $46,993 at 6%; with 100% employer match about $52,867 at 4% or $35,244 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 6 | $248,461 | $25,376 | $4,229iApproximate average salary by contribution assumption: employee only about $105,733 at 4% or $70,489 at 6%; with 50% employer match about $70,489 at 4% or $46,993 at 6%; with 100% employer match about $52,867 at 4% or $35,244 at 6%. |
| 2012 | 1 | 5 | $203,219 | $22,693 | $4,539iApproximate average salary by contribution assumption: employee only about $113,465 at 4% or $75,643 at 6%; with 50% employer match about $75,643 at 4% or $50,429 at 6%; with 100% employer match about $56,733 at 4% or $37,822 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 5 | $203,219 | $22,693 | $4,539iApproximate average salary by contribution assumption: employee only about $113,465 at 4% or $75,643 at 6%; with 50% employer match about $75,643 at 4% or $50,429 at 6%; with 100% employer match about $56,733 at 4% or $37,822 at 6%. |
| 2011 | 1 | 110 | $136,695 | $16,430 | $149iApproximate average salary by contribution assumption: employee only about $3,734 at 4% or $2,489 at 6%; with 50% employer match about $2,489 at 4% or $1,660 at 6%; with 100% employer match about $1,867 at 4% or $1,245 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 110 | $136,695 | $16,430 | $149iApproximate average salary by contribution assumption: employee only about $3,734 at 4% or $2,489 at 6%; with 50% employer match about $2,489 at 4% or $1,660 at 6%; with 100% employer match about $1,867 at 4% or $1,245 at 6%. |
| 2010 | 1 | 109 | $110,719 | $14,884 | $137iApproximate average salary by contribution assumption: employee only about $3,414 at 4% or $2,276 at 6%; with 50% employer match about $2,276 at 4% or $1,517 at 6%; with 100% employer match about $1,707 at 4% or $1,138 at 6%. |
| Kennedy Management Corp 401(K) P/S Plan | - | 109 | $110,719 | $14,884 | $137iApproximate average salary by contribution assumption: employee only about $3,414 at 4% or $2,276 at 6%; with 50% employer match about $2,276 at 4% or $1,517 at 6%; with 100% employer match about $1,707 at 4% or $1,138 at 6%. |
| 2005 | 1 | 39 | $0 | $0 | - |
| Kennedy Management Corp 401(K) P/S Plan | - | 39 | - | - | - |
| 2004 | 1 | 50 | $0 | $0 | - |
| Kennedy Management Corp 401(K) P/S Plan | - | 50 | - | - | - |