Civic Intelligence

Kennedy Accounting Systems

Plan context: Kennedy Accounting 401(K) Safe Harbor Plan

EIN 95-3549845 • Santa Barbara, CA • 8 filings • 3 plans

1332 DE LA VinaSanta Barbara, CA 93101
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$468,716

2013 Contributions

$41,775

Historical Graphs

Total Assets Over Time

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

$468,716$234,358$0200720102013YearValue
$468,716Latest year 2013

Participants Over Time

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

740200720102013YearValue
6Latest year 2013

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
201316$468,716$41,775$6,963iApproximate average salary by contribution assumption: employee only about $174,063 at 4% or $116,042 at 6%; with 50% employer match about $116,042 at 4% or $77,361 at 6%; with 100% employer match about $87,031 at 4% or $58,021 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-6$468,716$41,775$6,963iApproximate average salary by contribution assumption: employee only about $174,063 at 4% or $116,042 at 6%; with 50% employer match about $116,042 at 4% or $77,361 at 6%; with 100% employer match about $87,031 at 4% or $58,021 at 6%.
201215$383,447$36,248$7,250iApproximate average salary by contribution assumption: employee only about $181,240 at 4% or $120,827 at 6%; with 50% employer match about $120,827 at 4% or $80,551 at 6%; with 100% employer match about $90,620 at 4% or $60,413 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-5$383,447$36,248$7,250iApproximate average salary by contribution assumption: employee only about $181,240 at 4% or $120,827 at 6%; with 50% employer match about $120,827 at 4% or $80,551 at 6%; with 100% employer match about $90,620 at 4% or $60,413 at 6%.
201116$332,278$44,880$7,480iApproximate average salary by contribution assumption: employee only about $187,000 at 4% or $124,667 at 6%; with 50% employer match about $124,667 at 4% or $83,111 at 6%; with 100% employer match about $93,500 at 4% or $62,333 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-6$332,278$44,880$7,480iApproximate average salary by contribution assumption: employee only about $187,000 at 4% or $124,667 at 6%; with 50% employer match about $124,667 at 4% or $83,111 at 6%; with 100% employer match about $93,500 at 4% or $62,333 at 6%.
201016$317,971$50,577$8,430iApproximate average salary by contribution assumption: employee only about $210,738 at 4% or $140,492 at 6%; with 50% employer match about $140,492 at 4% or $93,661 at 6%; with 100% employer match about $105,369 at 4% or $70,246 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-6$317,971$50,577$8,430iApproximate average salary by contribution assumption: employee only about $210,738 at 4% or $140,492 at 6%; with 50% employer match about $140,492 at 4% or $93,661 at 6%; with 100% employer match about $105,369 at 4% or $70,246 at 6%.
200926$456,714$100,083$16,681iApproximate average salary by contribution assumption: employee only about $417,013 at 4% or $278,008 at 6%; with 50% employer match about $278,008 at 4% or $185,339 at 6%; with 100% employer match about $208,506 at 4% or $139,004 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-5$231,193$48,585$9,717iApproximate average salary by contribution assumption: employee only about $242,925 at 4% or $161,950 at 6%; with 50% employer match about $161,950 at 4% or $107,967 at 6%; with 100% employer match about $121,463 at 4% or $80,975 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-6$225,521$51,498$8,583iApproximate average salary by contribution assumption: employee only about $214,575 at 4% or $143,050 at 6%; with 50% employer match about $143,050 at 4% or $95,367 at 6%; with 100% employer match about $107,288 at 4% or $71,525 at 6%.
200817$135,122$31,043$4,435iApproximate average salary by contribution assumption: employee only about $110,868 at 4% or $73,912 at 6%; with 50% employer match about $73,912 at 4% or $49,275 at 6%; with 100% employer match about $55,434 at 4% or $36,956 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-7$135,122$31,043$4,435iApproximate average salary by contribution assumption: employee only about $110,868 at 4% or $73,912 at 6%; with 50% employer match about $73,912 at 4% or $49,275 at 6%; with 100% employer match about $55,434 at 4% or $36,956 at 6%.
200716$208,744$212,014$35,336iApproximate average salary by contribution assumption: employee only about $883,392 at 4% or $588,928 at 6%; with 50% employer match about $588,928 at 4% or $392,619 at 6%; with 100% employer match about $441,696 at 4% or $294,464 at 6%.
Kennedy Accounting 401(K) Safe Harbor Plan-6$208,744$212,014$35,336iApproximate average salary by contribution assumption: employee only about $883,392 at 4% or $588,928 at 6%; with 50% employer match about $588,928 at 4% or $392,619 at 6%; with 100% employer match about $441,696 at 4% or $294,464 at 6%.