KELLY COOKSEY GROUP, LLC
Plan context: KELLY COOKSEY GROUP, LLC
EIN 85-1431811 • Georgetown, KY • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$355,179
2025 Contributions
$61,163
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 | 2 | $355,179 | $61,163 | $30,582iApproximate average salary by contribution assumption: employee only about $764,538 at 4% or $509,692 at 6%; with 50% employer match about $509,692 at 4% or $339,794 at 6%; with 100% employer match about $382,269 at 4% or $254,846 at 6%. |
| KELLY COOKSEY GROUP, LLC | - | 2 | $355,179 | $61,163 | $30,582iApproximate average salary by contribution assumption: employee only about $764,538 at 4% or $509,692 at 6%; with 50% employer match about $509,692 at 4% or $339,794 at 6%; with 100% employer match about $382,269 at 4% or $254,846 at 6%. |
| 2024 | 1 | 2 | $235,015 | $60,200 | $30,100iApproximate average salary by contribution assumption: employee only about $752,500 at 4% or $501,667 at 6%; with 50% employer match about $501,667 at 4% or $334,444 at 6%; with 100% employer match about $376,250 at 4% or $250,833 at 6%. |
| KELLY COOKSEY GROUP, LLC | - | 2 | $235,015 | $60,200 | $30,100iApproximate average salary by contribution assumption: employee only about $752,500 at 4% or $501,667 at 6%; with 50% employer match about $501,667 at 4% or $334,444 at 6%; with 100% employer match about $376,250 at 4% or $250,833 at 6%. |
| 2023 | 1 | 1 | $157,203 | $16,800 | $16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%. |
| KELLY COOKSEY GROUP, LLC | - | 1 | $157,203 | $16,800 | $16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%. |
| 2022 | 1 | 1 | $121,229 | $118,529 | $118,529iApproximate average salary by contribution assumption: employee only about $2,963,225 at 4% or $1,975,483 at 6%; with 50% employer match about $1,975,483 at 4% or $1,316,989 at 6%; with 100% employer match about $1,481,613 at 4% or $987,742 at 6%. |
| KELLY COOKSEY GROUP, LLC | - | 1 | $121,229 | $118,529 | $118,529iApproximate average salary by contribution assumption: employee only about $2,963,225 at 4% or $1,975,483 at 6%; with 50% employer match about $1,975,483 at 4% or $1,316,989 at 6%; with 100% employer match about $1,481,613 at 4% or $987,742 at 6%. |