Civic Intelligence

Key Financial Group LLC

Plan context: KEY FINANCIAL GROUP 401(K) PLAN

EIN 87-0637068 • Farmington, UT • 24 filings • 6 plans

P.O. Box 68Farmington, UT 84025
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$145,341

2024 Contributions

$39,699

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,727,306$1,863,653$0200320132024YearValue
$145,341Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200120112024YearValue
4Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$145,341$39,699$9,925iApproximate average salary by contribution assumption: employee only about $248,119 at 4% or $165,413 at 6%; with 50% employer match about $165,413 at 4% or $110,275 at 6%; with 100% employer match about $124,059 at 4% or $82,706 at 6%.
KEY FINANCIAL GROUP 401(K) PLAN-4$145,341$39,699$9,925iApproximate average salary by contribution assumption: employee only about $248,119 at 4% or $165,413 at 6%; with 50% employer match about $165,413 at 4% or $110,275 at 6%; with 100% employer match about $124,059 at 4% or $82,706 at 6%.
202314$107,061$49,558$12,390iApproximate average salary by contribution assumption: employee only about $309,738 at 4% or $206,492 at 6%; with 50% employer match about $206,492 at 4% or $137,661 at 6%; with 100% employer match about $154,869 at 4% or $103,246 at 6%.
KEY FINANCIAL GROUP 401(K) PLAN-4$107,061$49,558$12,390iApproximate average salary by contribution assumption: employee only about $309,738 at 4% or $206,492 at 6%; with 50% employer match about $206,492 at 4% or $137,661 at 6%; with 100% employer match about $154,869 at 4% or $103,246 at 6%.
202210$37,300$37,300-
KEY FINANCIAL GROUP 401(K) PLAN-0$37,300$37,300-
202110$0$0-
Key Financial Group 401K Plan-0$0$0-
202010$3,727,306$71,550-
Key Financial Group 401K Plan-0$3,727,306$71,550-
201916$700,172$71,550$11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%.
Key Financial Group 401K Plan-6$700,172$71,550$11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%.
201816$628,623$72,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Key Financial Group 401K Plan-6$628,623$72,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201716$556,623$72,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Key Financial Group 401K Plan-6$556,623$72,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201616$554,823$70,200$11,700iApproximate average salary by contribution assumption: employee only about $292,500 at 4% or $195,000 at 6%; with 50% employer match about $195,000 at 4% or $130,000 at 6%; with 100% employer match about $146,250 at 4% or $97,500 at 6%.
Key Financial Group 401K Plan-6$554,823$70,200$11,700iApproximate average salary by contribution assumption: employee only about $292,500 at 4% or $195,000 at 6%; with 50% employer match about $195,000 at 4% or $130,000 at 6%; with 100% employer match about $146,250 at 4% or $97,500 at 6%.
201515$484,623$69,600$13,920iApproximate average salary by contribution assumption: employee only about $348,000 at 4% or $232,000 at 6%; with 50% employer match about $232,000 at 4% or $154,667 at 6%; with 100% employer match about $174,000 at 4% or $116,000 at 6%.
Key Financial Group 401K Plan-5$484,623$69,600$13,920iApproximate average salary by contribution assumption: employee only about $348,000 at 4% or $232,000 at 6%; with 50% employer match about $232,000 at 4% or $154,667 at 6%; with 100% employer match about $174,000 at 4% or $116,000 at 6%.
201415$415,023$68,600$13,720iApproximate average salary by contribution assumption: employee only about $343,000 at 4% or $228,667 at 6%; with 50% employer match about $228,667 at 4% or $152,444 at 6%; with 100% employer match about $171,500 at 4% or $114,333 at 6%.
Key Financial Group 401K Plan-5$415,023$68,600$13,720iApproximate average salary by contribution assumption: employee only about $343,000 at 4% or $228,667 at 6%; with 50% employer match about $228,667 at 4% or $152,444 at 6%; with 100% employer match about $171,500 at 4% or $114,333 at 6%.
201315$446,395$68,600$13,720iApproximate average salary by contribution assumption: employee only about $343,000 at 4% or $228,667 at 6%; with 50% employer match about $228,667 at 4% or $152,444 at 6%; with 100% employer match about $171,500 at 4% or $114,333 at 6%.
Key Financial Group 401K Plan-5$446,395$68,600$13,720iApproximate average salary by contribution assumption: employee only about $343,000 at 4% or $228,667 at 6%; with 50% employer match about $228,667 at 4% or $152,444 at 6%; with 100% employer match about $171,500 at 4% or $114,333 at 6%.
201216$329,503$56,700$9,450iApproximate average salary by contribution assumption: employee only about $236,250 at 4% or $157,500 at 6%; with 50% employer match about $157,500 at 4% or $105,000 at 6%; with 100% employer match about $118,125 at 4% or $78,750 at 6%.
Key Financial Group 401K Plan-6$329,503$56,700$9,450iApproximate average salary by contribution assumption: employee only about $236,250 at 4% or $157,500 at 6%; with 50% employer match about $157,500 at 4% or $105,000 at 6%; with 100% employer match about $118,125 at 4% or $78,750 at 6%.
201116$318,387$65,775$10,963iApproximate average salary by contribution assumption: employee only about $274,063 at 4% or $182,708 at 6%; with 50% employer match about $182,708 at 4% or $121,806 at 6%; with 100% employer match about $137,031 at 4% or $91,354 at 6%.
Key Financial Group 401K Plan-6$318,387$65,775$10,963iApproximate average salary by contribution assumption: employee only about $274,063 at 4% or $182,708 at 6%; with 50% employer match about $182,708 at 4% or $121,806 at 6%; with 100% employer match about $137,031 at 4% or $91,354 at 6%.
201015$300,757$49,500$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Key Financial Group 401K Plan-5$300,757$49,500$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
200915$242,032$48,100$9,620iApproximate average salary by contribution assumption: employee only about $240,500 at 4% or $160,333 at 6%; with 50% employer match about $160,333 at 4% or $106,889 at 6%; with 100% employer match about $120,250 at 4% or $80,167 at 6%.
Key Financial Group 401K Plan-5$242,032$48,100$9,620iApproximate average salary by contribution assumption: employee only about $240,500 at 4% or $160,333 at 6%; with 50% employer match about $160,333 at 4% or $106,889 at 6%; with 100% employer match about $120,250 at 4% or $80,167 at 6%.
200815$182,657$41,250$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Key Financial Group 401K Plan-5$182,657$41,250$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
200715$191,147$37,850$7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%.
Key Financial Group 401K Plan-5$191,147$37,850$7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%.
200615$185,545$31,900$6,380iApproximate average salary by contribution assumption: employee only about $159,500 at 4% or $106,333 at 6%; with 50% employer match about $106,333 at 4% or $70,889 at 6%; with 100% employer match about $79,750 at 4% or $53,167 at 6%.
Key Financial Group 401K Plan-5$185,545$31,900$6,380iApproximate average salary by contribution assumption: employee only about $159,500 at 4% or $106,333 at 6%; with 50% employer match about $106,333 at 4% or $70,889 at 6%; with 100% employer match about $79,750 at 4% or $53,167 at 6%.
200515$163,216$24,950$4,990iApproximate average salary by contribution assumption: employee only about $124,750 at 4% or $83,167 at 6%; with 50% employer match about $83,167 at 4% or $55,444 at 6%; with 100% employer match about $62,375 at 4% or $41,583 at 6%.
Key Financial Group 401K Plan-5$163,216$24,950$4,990iApproximate average salary by contribution assumption: employee only about $124,750 at 4% or $83,167 at 6%; with 50% employer match about $83,167 at 4% or $55,444 at 6%; with 100% employer match about $62,375 at 4% or $41,583 at 6%.
200415$139,561$20,550$4,110iApproximate average salary by contribution assumption: employee only about $102,750 at 4% or $68,500 at 6%; with 50% employer match about $68,500 at 4% or $45,667 at 6%; with 100% employer match about $51,375 at 4% or $34,250 at 6%.
Key Financial Group 401K Plan-5$139,561$20,550$4,110iApproximate average salary by contribution assumption: employee only about $102,750 at 4% or $68,500 at 6%; with 50% employer match about $68,500 at 4% or $45,667 at 6%; with 100% employer match about $51,375 at 4% or $34,250 at 6%.
200315$76,420$15,900$3,180iApproximate average salary by contribution assumption: employee only about $79,500 at 4% or $53,000 at 6%; with 50% employer match about $53,000 at 4% or $35,333 at 6%; with 100% employer match about $39,750 at 4% or $26,500 at 6%.
Key Financial Group 401K Plan-5$76,420$15,900$3,180iApproximate average salary by contribution assumption: employee only about $79,500 at 4% or $53,000 at 6%; with 50% employer match about $53,000 at 4% or $35,333 at 6%; with 100% employer match about $39,750 at 4% or $26,500 at 6%.
200215$0$0-
Key Financial Group 401K Plan-5---
200115$0$0-
Key Financial Group 401K Plan-5---