Kennedy & Associates
Plan context: KENNEDY & ASSOCIATES, PLLC 401(K) PLAN
EIN 76-0638683 • Houston, TX • 7 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$13,657
2020 Contributions
$8,834
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| KENNEDY & ASSOCIATES, PLLC 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2019 | 1 | 3 | $13,657 | $8,834 | $2,945iApproximate average salary by contribution assumption: employee only about $73,617 at 4% or $49,078 at 6%; with 50% employer match about $49,078 at 4% or $32,719 at 6%; with 100% employer match about $36,808 at 4% or $24,539 at 6%. |
| KENNEDY & ASSOCIATES, PLLC 401(K) PLAN | - | 3 | $13,657 | $8,834 | $2,945iApproximate average salary by contribution assumption: employee only about $73,617 at 4% or $49,078 at 6%; with 50% employer match about $49,078 at 4% or $32,719 at 6%; with 100% employer match about $36,808 at 4% or $24,539 at 6%. |
| 2018 | 1 | 2 | $4,671 | $4,671 | $2,336iApproximate average salary by contribution assumption: employee only about $58,388 at 4% or $38,925 at 6%; with 50% employer match about $38,925 at 4% or $25,950 at 6%; with 100% employer match about $29,194 at 4% or $19,463 at 6%. |
| KENNEDY & ASSOCIATES, PLLC 401(K) PLAN | - | 2 | $4,671 | $4,671 | $2,336iApproximate average salary by contribution assumption: employee only about $58,388 at 4% or $38,925 at 6%; with 50% employer match about $38,925 at 4% or $25,950 at 6%; with 100% employer match about $29,194 at 4% or $19,463 at 6%. |
| 2016 | 1 | 1 | $815,994 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Kennedy & Associates Defined Benefit Plan | - | 1 | $815,994 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2015 | 1 | 0 | $789,841 | $50,000 | - |
| Kennedy & Associates Defined Benefit Plan | - | 0 | $789,841 | $50,000 | - |
| 2014 | 1 | 2 | $812,519 | $0 | - |
| Kennedy & Associates Defined Benefit Plan | - | 2 | $812,519 | $0 | - |
| 2013 | 1 | 3 | $796,664 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Kennedy & Associates Defined Benefit Plan | - | 3 | $796,664 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |