Civic Intelligence

SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH

Plan context: FRESCA KELLER WEALTH 401(K) PLAN

EIN 99-3511964 • Lexington, KY • 3 filings • 2 plans

3225 Summit Square PlaceLexington, KY 40509
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,088,339

2025 Contributions

$618,520

Historical Graphs

Total Assets Over Time

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

$1,088,339$544,170$020242025YearValue
$1,088,339Latest year 2025

Participants Over Time

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

63020242025YearValue
6Latest year 2025

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
202516$1,088,339$618,520$103,087iApproximate average salary by contribution assumption: employee only about $2,577,167 at 4% or $1,718,111 at 6%; with 50% employer match about $1,718,111 at 4% or $1,145,407 at 6%; with 100% employer match about $1,288,583 at 4% or $859,056 at 6%.
FRESCA KELLER WEALTH 401(K) PLAN-6$1,088,339$618,520$103,087iApproximate average salary by contribution assumption: employee only about $2,577,167 at 4% or $1,718,111 at 6%; with 50% employer match about $1,718,111 at 4% or $1,145,407 at 6%; with 100% employer match about $1,288,583 at 4% or $859,056 at 6%.
202425$385,204$438,235$87,647iApproximate average salary by contribution assumption: employee only about $2,191,175 at 4% or $1,460,783 at 6%; with 50% employer match about $1,460,783 at 4% or $973,856 at 6%; with 100% employer match about $1,095,588 at 4% or $730,392 at 6%.
FRESCA KELLER WEALTH 401(K) PLAN-5$383,698$387,293$77,459iApproximate average salary by contribution assumption: employee only about $1,936,465 at 4% or $1,290,977 at 6%; with 50% employer match about $1,290,977 at 4% or $860,651 at 6%; with 100% employer match about $968,233 at 4% or $645,488 at 6%.
FRESCA KELLER WEALTH - RAYMOND JAMES CBS BENEFIT PLAN-5$1,506$50,942$10,188iApproximate average salary by contribution assumption: employee only about $254,710 at 4% or $169,807 at 6%; with 50% employer match about $169,807 at 4% or $113,204 at 6%; with 100% employer match about $127,355 at 4% or $84,903 at 6%.