Civic Intelligence

Kennedy-Nelson-Schultz Inc.

Plan context: Kennedy 401K Plan

EIN 93-1054735 • Orlando, FL • 14 filings • 2 plans

260 S Osceola AveUnit 604Orlando, FL 32801
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$897,893

2017 Contributions

$104,567

Historical Graphs

Total Assets Over Time

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

$897,893$448,947$0200520112017YearValue
$897,893Latest year 2017

Participants Over Time

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

840200520112017YearValue
5Latest year 2017

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
201725$897,893$104,567$20,913iApproximate average salary by contribution assumption: employee only about $522,835 at 4% or $348,557 at 6%; with 50% employer match about $348,557 at 4% or $232,371 at 6%; with 100% employer match about $261,418 at 4% or $174,278 at 6%.
Kennedy 401K Plan-5$897,893$105,934$21,187iApproximate average salary by contribution assumption: employee only about $529,670 at 4% or $353,113 at 6%; with 50% employer match about $353,113 at 4% or $235,409 at 6%; with 100% employer match about $264,835 at 4% or $176,557 at 6%.
Kennedy 401K Plan-0$0-$1,367-
201615$673,453$116,320$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,733 at 6%; with 50% employer match about $387,733 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
Kennedy 401K Plan-5$673,453$116,320$23,264iApproximate average salary by contribution assumption: employee only about $581,600 at 4% or $387,733 at 6%; with 50% employer match about $387,733 at 4% or $258,489 at 6%; with 100% employer match about $290,800 at 4% or $193,867 at 6%.
201515$525,008$41,055$8,211iApproximate average salary by contribution assumption: employee only about $205,275 at 4% or $136,850 at 6%; with 50% employer match about $136,850 at 4% or $91,233 at 6%; with 100% employer match about $102,638 at 4% or $68,425 at 6%.
Kennedy 401K Plan-5$525,008$41,055$8,211iApproximate average salary by contribution assumption: employee only about $205,275 at 4% or $136,850 at 6%; with 50% employer match about $136,850 at 4% or $91,233 at 6%; with 100% employer match about $102,638 at 4% or $68,425 at 6%.
201415$494,252$32,642$6,528iApproximate average salary by contribution assumption: employee only about $163,210 at 4% or $108,807 at 6%; with 50% employer match about $108,807 at 4% or $72,538 at 6%; with 100% employer match about $81,605 at 4% or $54,403 at 6%.
Kennedy 401K Plan-5$494,252$32,642$6,528iApproximate average salary by contribution assumption: employee only about $163,210 at 4% or $108,807 at 6%; with 50% employer match about $108,807 at 4% or $72,538 at 6%; with 100% employer match about $81,605 at 4% or $54,403 at 6%.
201315$442,628$34,858$6,972iApproximate average salary by contribution assumption: employee only about $174,290 at 4% or $116,193 at 6%; with 50% employer match about $116,193 at 4% or $77,462 at 6%; with 100% employer match about $87,145 at 4% or $58,097 at 6%.
Kennedy 401K Plan-5$442,628$34,858$6,972iApproximate average salary by contribution assumption: employee only about $174,290 at 4% or $116,193 at 6%; with 50% employer match about $116,193 at 4% or $77,462 at 6%; with 100% employer match about $87,145 at 4% or $58,097 at 6%.
201215$352,661$37,176$7,435iApproximate average salary by contribution assumption: employee only about $185,880 at 4% or $123,920 at 6%; with 50% employer match about $123,920 at 4% or $82,613 at 6%; with 100% employer match about $92,940 at 4% or $61,960 at 6%.
Kennedy 401K Plan-5$352,661$37,176$7,435iApproximate average salary by contribution assumption: employee only about $185,880 at 4% or $123,920 at 6%; with 50% employer match about $123,920 at 4% or $82,613 at 6%; with 100% employer match about $92,940 at 4% or $61,960 at 6%.
201115$281,728$35,345$7,069iApproximate average salary by contribution assumption: employee only about $176,725 at 4% or $117,817 at 6%; with 50% employer match about $117,817 at 4% or $78,544 at 6%; with 100% employer match about $88,363 at 4% or $58,908 at 6%.
Kennedy 401K Plan-5$281,728$35,345$7,069iApproximate average salary by contribution assumption: employee only about $176,725 at 4% or $117,817 at 6%; with 50% employer match about $117,817 at 4% or $78,544 at 6%; with 100% employer match about $88,363 at 4% or $58,908 at 6%.
201015$266,467$30,411$6,082iApproximate average salary by contribution assumption: employee only about $152,055 at 4% or $101,370 at 6%; with 50% employer match about $101,370 at 4% or $67,580 at 6%; with 100% employer match about $76,028 at 4% or $50,685 at 6%.
Kennedy 401K Plan-5$266,467$30,411$6,082iApproximate average salary by contribution assumption: employee only about $152,055 at 4% or $101,370 at 6%; with 50% employer match about $101,370 at 4% or $67,580 at 6%; with 100% employer match about $76,028 at 4% or $50,685 at 6%.
200916$212,124$35,921$5,987iApproximate average salary by contribution assumption: employee only about $149,671 at 4% or $99,781 at 6%; with 50% employer match about $99,781 at 4% or $66,520 at 6%; with 100% employer match about $74,835 at 4% or $49,890 at 6%.
Kennedy 401K Plan-6$212,124$35,921$5,987iApproximate average salary by contribution assumption: employee only about $149,671 at 4% or $99,781 at 6%; with 50% employer match about $99,781 at 4% or $66,520 at 6%; with 100% employer match about $74,835 at 4% or $49,890 at 6%.
200815$171,178$47,851$9,570iApproximate average salary by contribution assumption: employee only about $239,255 at 4% or $159,503 at 6%; with 50% employer match about $159,503 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
Kennedy 401K Plan-5$171,178$47,851$9,570iApproximate average salary by contribution assumption: employee only about $239,255 at 4% or $159,503 at 6%; with 50% employer match about $159,503 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
200718$237,334$98,387$12,298iApproximate average salary by contribution assumption: employee only about $307,459 at 4% or $204,973 at 6%; with 50% employer match about $204,973 at 4% or $136,649 at 6%; with 100% employer match about $153,730 at 4% or $102,486 at 6%.
Kennedy 401K Plan-8$237,334$98,387$12,298iApproximate average salary by contribution assumption: employee only about $307,459 at 4% or $204,973 at 6%; with 50% employer match about $204,973 at 4% or $136,649 at 6%; with 100% employer match about $153,730 at 4% or $102,486 at 6%.
200615$135,365$83,123$16,625iApproximate average salary by contribution assumption: employee only about $415,615 at 4% or $277,077 at 6%; with 50% employer match about $277,077 at 4% or $184,718 at 6%; with 100% employer match about $207,807 at 4% or $138,538 at 6%.
Kennedy 401K Plan-5$135,365$83,123$16,625iApproximate average salary by contribution assumption: employee only about $415,615 at 4% or $277,077 at 6%; with 50% employer match about $277,077 at 4% or $184,718 at 6%; with 100% employer match about $207,807 at 4% or $138,538 at 6%.
200512$42,736$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Kennedy 401K Plan-2$42,736$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.