Kennedy & Associates PLLC
Plan context: Kennedy & Associates PLLC 401(K) Plan
EIN 81-0925062 • Houston, TX • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,405,175
2024 Contributions
$690,365
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 | 3 | $1,405,175 | $690,365 | $230,122iApproximate average salary by contribution assumption: employee only about $5,753,042 at 4% or $3,835,361 at 6%; with 50% employer match about $3,835,361 at 4% or $2,556,907 at 6%; with 100% employer match about $2,876,521 at 4% or $1,917,681 at 6%. |
| Kennedy & Associates PLLC 401(K) Plan | - | 3 | $1,405,175 | $690,365 | $230,122iApproximate average salary by contribution assumption: employee only about $5,753,042 at 4% or $3,835,361 at 6%; with 50% employer match about $3,835,361 at 4% or $2,556,907 at 6%; with 100% employer match about $2,876,521 at 4% or $1,917,681 at 6%. |
| 2023 | 1 | 2 | $698,326 | $7,996 | $3,998iApproximate average salary by contribution assumption: employee only about $99,950 at 4% or $66,633 at 6%; with 50% employer match about $66,633 at 4% or $44,422 at 6%; with 100% employer match about $49,975 at 4% or $33,317 at 6%. |
| Kennedy & Associates PLLC 401(K) Plan | - | 2 | $698,326 | $7,996 | $3,998iApproximate average salary by contribution assumption: employee only about $99,950 at 4% or $66,633 at 6%; with 50% employer match about $66,633 at 4% or $44,422 at 6%; with 100% employer match about $49,975 at 4% or $33,317 at 6%. |
| 2022 | 1 | 3 | $699,087 | $13,622 | $4,541iApproximate average salary by contribution assumption: employee only about $113,517 at 4% or $75,678 at 6%; with 50% employer match about $75,678 at 4% or $50,452 at 6%; with 100% employer match about $56,758 at 4% or $37,839 at 6%. |
| Kennedy & Associates PLLC 401(K) Plan | - | 3 | $699,087 | $13,622 | $4,541iApproximate average salary by contribution assumption: employee only about $113,517 at 4% or $75,678 at 6%; with 50% employer match about $75,678 at 4% or $50,452 at 6%; with 100% employer match about $56,758 at 4% or $37,839 at 6%. |
| 2021 | 1 | 4 | $834,906 | $12,934 | $3,234iApproximate average salary by contribution assumption: employee only about $80,838 at 4% or $53,892 at 6%; with 50% employer match about $53,892 at 4% or $35,928 at 6%; with 100% employer match about $40,419 at 4% or $26,946 at 6%. |
| Kennedy & Associates PLLC 401(K) Plan | - | 4 | $834,906 | $12,934 | $3,234iApproximate average salary by contribution assumption: employee only about $80,838 at 4% or $53,892 at 6%; with 50% employer match about $53,892 at 4% or $35,928 at 6%; with 100% employer match about $40,419 at 4% or $26,946 at 6%. |
| 2020 | 1 | 3 | $804,698 | $691,057 | $230,352iApproximate average salary by contribution assumption: employee only about $5,758,808 at 4% or $3,839,206 at 6%; with 50% employer match about $3,839,206 at 4% or $2,559,470 at 6%; with 100% employer match about $2,879,404 at 4% or $1,919,603 at 6%. |
| Kennedy & Associates PLLC 401(K) Plan | - | 3 | $804,698 | $691,057 | $230,352iApproximate average salary by contribution assumption: employee only about $5,758,808 at 4% or $3,839,206 at 6%; with 50% employer match about $3,839,206 at 4% or $2,559,470 at 6%; with 100% employer match about $2,879,404 at 4% or $1,919,603 at 6%. |
| 2019 | 1 | 2 | $13,657 | $8,834 | $4,417iApproximate average salary by contribution assumption: employee only about $110,425 at 4% or $73,617 at 6%; with 50% employer match about $73,617 at 4% or $49,078 at 6%; with 100% employer match about $55,213 at 4% or $36,808 at 6%. |
| Kennedy & Associates PLLC 401(K) Plan | - | 2 | $13,657 | $8,834 | $4,417iApproximate average salary by contribution assumption: employee only about $110,425 at 4% or $73,617 at 6%; with 50% employer match about $73,617 at 4% or $49,078 at 6%; with 100% employer match about $55,213 at 4% or $36,808 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%. |
| 2017 | 1 | 0 | $0 | $0 | - |
| Kennedy & Associates PLLC 401(K) Plan | - | 0 | $0 | $0 | - |