Kenneth Bellavance Advisory LLC
Plan context: Kenneth Bellavance Advisory 401(K) Plan
EIN 83-2876715 • Cumming, GA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$527,914
2025 Contributions
$111,146
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $527,914 | $111,146 | $15,878iApproximate average salary by contribution assumption: employee only about $396,950 at 4% or $264,633 at 6%; with 50% employer match about $264,633 at 4% or $176,422 at 6%; with 100% employer match about $198,475 at 4% or $132,317 at 6%. |
| Kenneth Bellavance Advisory 401(K) Plan | - | 7 | $527,914 | $111,146 | $15,878iApproximate average salary by contribution assumption: employee only about $396,950 at 4% or $264,633 at 6%; with 50% employer match about $264,633 at 4% or $176,422 at 6%; with 100% employer match about $198,475 at 4% or $132,317 at 6%. |
| 2024 | 1 | 7 | $348,552 | $82,383 | $11,769iApproximate average salary by contribution assumption: employee only about $294,225 at 4% or $196,150 at 6%; with 50% employer match about $196,150 at 4% or $130,767 at 6%; with 100% employer match about $147,113 at 4% or $98,075 at 6%. |
| Kenneth Bellavance Advisory 401(K) Plan | - | 7 | $348,552 | $82,383 | $11,769iApproximate average salary by contribution assumption: employee only about $294,225 at 4% or $196,150 at 6%; with 50% employer match about $196,150 at 4% or $130,767 at 6%; with 100% employer match about $147,113 at 4% or $98,075 at 6%. |
| 2023 | 1 | 7 | $220,219 | $82,007 | $11,715iApproximate average salary by contribution assumption: employee only about $292,882 at 4% or $195,255 at 6%; with 50% employer match about $195,255 at 4% or $130,170 at 6%; with 100% employer match about $146,441 at 4% or $97,627 at 6%. |
| Kenneth Bellavance Advisory 401(K) Plan | - | 7 | $220,219 | $82,007 | $11,715iApproximate average salary by contribution assumption: employee only about $292,882 at 4% or $195,255 at 6%; with 50% employer match about $195,255 at 4% or $130,170 at 6%; with 100% employer match about $146,441 at 4% or $97,627 at 6%. |
| 2022 | 1 | 6 | $106,974 | $89,295 | $14,883iApproximate average salary by contribution assumption: employee only about $372,063 at 4% or $248,042 at 6%; with 50% employer match about $248,042 at 4% or $165,361 at 6%; with 100% employer match about $186,031 at 4% or $124,021 at 6%. |
| Kenneth Bellavance Advisory 401(K) Plan | - | 6 | $106,974 | $89,295 | $14,883iApproximate average salary by contribution assumption: employee only about $372,063 at 4% or $248,042 at 6%; with 50% employer match about $248,042 at 4% or $165,361 at 6%; with 100% employer match about $186,031 at 4% or $124,021 at 6%. |
| 2021 | 1 | 4 | $28,439 | $26,442 | $6,611iApproximate average salary by contribution assumption: employee only about $165,263 at 4% or $110,175 at 6%; with 50% employer match about $110,175 at 4% or $73,450 at 6%; with 100% employer match about $82,631 at 4% or $55,088 at 6%. |
| Kenneth Bellavance Advisory 401(K) Plan | - | 4 | $28,439 | $26,442 | $6,611iApproximate average salary by contribution assumption: employee only about $165,263 at 4% or $110,175 at 6%; with 50% employer match about $110,175 at 4% or $73,450 at 6%; with 100% employer match about $82,631 at 4% or $55,088 at 6%. |