Civic Intelligence

James E. Kennedy

Plan context: James E. Kennedy Defined Benefit Plan and Trust

EIN 99-0244096 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$593,563

2004 Contributions

$41,623

Historical Graphs

Total Assets Over Time

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

$593,563$296,782$0199920032004YearValue
$593,563Latest year 2004

Participants Over Time

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

210199920022004YearValue
1Latest year 2004

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
200411$593,563$41,623$41,623iApproximate average salary by contribution assumption: employee only about $1,040,575 at 4% or $693,717 at 6%; with 50% employer match about $693,717 at 4% or $462,478 at 6%; with 100% employer match about $520,288 at 4% or $346,858 at 6%.
James E. Kennedy Defined Benefit Plan and Trust-1$593,563$41,623$41,623iApproximate average salary by contribution assumption: employee only about $1,040,575 at 4% or $693,717 at 6%; with 50% employer match about $693,717 at 4% or $462,478 at 6%; with 100% employer match about $520,288 at 4% or $346,858 at 6%.
200312$507,129$47,822$23,911iApproximate average salary by contribution assumption: employee only about $597,775 at 4% or $398,517 at 6%; with 50% employer match about $398,517 at 4% or $265,678 at 6%; with 100% employer match about $298,888 at 4% or $199,258 at 6%.
James E. Kennedy Defined Benefit Plan and Trust-2$507,129$47,822$23,911iApproximate average salary by contribution assumption: employee only about $597,775 at 4% or $398,517 at 6%; with 50% employer match about $398,517 at 4% or $265,678 at 6%; with 100% employer match about $298,888 at 4% or $199,258 at 6%.
200212$0$0-
James E. Kennedy Defined Benefit Plan and Trust-2---
200112$0$0-
James E. Kennedy Defined Benefit Plan and Trust-2---
200012$419,227$45,544$22,772iApproximate average salary by contribution assumption: employee only about $569,300 at 4% or $379,533 at 6%; with 50% employer match about $379,533 at 4% or $253,022 at 6%; with 100% employer match about $284,650 at 4% or $189,767 at 6%.
James E. Kennedy Defined Benefit Plan and Trust-2$419,227$45,544$22,772iApproximate average salary by contribution assumption: employee only about $569,300 at 4% or $379,533 at 6%; with 50% employer match about $379,533 at 4% or $253,022 at 6%; with 100% employer match about $284,650 at 4% or $189,767 at 6%.
199912$437,070$127,828$63,914iApproximate average salary by contribution assumption: employee only about $1,597,850 at 4% or $1,065,233 at 6%; with 50% employer match about $1,065,233 at 4% or $710,156 at 6%; with 100% employer match about $798,925 at 4% or $532,617 at 6%.
James E. Kennedy Defined Benefit Plan and Trust-2$437,070$127,828$63,914iApproximate average salary by contribution assumption: employee only about $1,597,850 at 4% or $1,065,233 at 6%; with 50% employer match about $1,065,233 at 4% or $710,156 at 6%; with 100% employer match about $798,925 at 4% or $532,617 at 6%.