Civic Intelligence

Kelliher/Samets Ltd.

Plan context: Kelliher/Samets Ltd. 401(K) Profit Sharing Plan

EIN 03-0270393 • Burlington, VT • 26 filings • 3 plans

212 Battery StreetBurlington, VT 05401
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$3,138,933

2024 Contributions

$342,235

Historical Graphs

Total Assets Over Time

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

$5,274,121$2,637,061$0199920122024YearValue
$3,138,933Latest year 2024

Participants Over Time

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

76380199920122024YearValue
66Latest 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
2024166$3,138,933$342,235$5,185iApproximate average salary by contribution assumption: employee only about $129,634 at 4% or $86,423 at 6%; with 50% employer match about $86,423 at 4% or $57,615 at 6%; with 100% employer match about $64,817 at 4% or $43,211 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-66$3,138,933$342,235$5,185iApproximate average salary by contribution assumption: employee only about $129,634 at 4% or $86,423 at 6%; with 50% employer match about $86,423 at 4% or $57,615 at 6%; with 100% employer match about $64,817 at 4% or $43,211 at 6%.
2023152$2,944,206$213,232$4,101iApproximate average salary by contribution assumption: employee only about $102,515 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,562 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-52$2,944,206$213,232$4,101iApproximate average salary by contribution assumption: employee only about $102,515 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,562 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
2022151$2,371,013$181,144$3,552iApproximate average salary by contribution assumption: employee only about $88,796 at 4% or $59,197 at 6%; with 50% employer match about $59,197 at 4% or $39,465 at 6%; with 100% employer match about $44,398 at 4% or $29,599 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-51$2,371,013$181,144$3,552iApproximate average salary by contribution assumption: employee only about $88,796 at 4% or $59,197 at 6%; with 50% employer match about $59,197 at 4% or $39,465 at 6%; with 100% employer match about $44,398 at 4% or $29,599 at 6%.
2021152$2,786,451$208,550$4,011iApproximate average salary by contribution assumption: employee only about $100,264 at 4% or $66,843 at 6%; with 50% employer match about $66,843 at 4% or $44,562 at 6%; with 100% employer match about $50,132 at 4% or $33,421 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-52$2,786,451$208,550$4,011iApproximate average salary by contribution assumption: employee only about $100,264 at 4% or $66,843 at 6%; with 50% employer match about $66,843 at 4% or $44,562 at 6%; with 100% employer match about $50,132 at 4% or $33,421 at 6%.
2020154$2,351,986$114,959$2,129iApproximate average salary by contribution assumption: employee only about $53,222 at 4% or $35,481 at 6%; with 50% employer match about $35,481 at 4% or $23,654 at 6%; with 100% employer match about $26,611 at 4% or $17,741 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-54$2,351,986$114,959$2,129iApproximate average salary by contribution assumption: employee only about $53,222 at 4% or $35,481 at 6%; with 50% employer match about $35,481 at 4% or $23,654 at 6%; with 100% employer match about $26,611 at 4% or $17,741 at 6%.
2019160$5,256,509$154,592$2,577iApproximate average salary by contribution assumption: employee only about $64,413 at 4% or $42,942 at 6%; with 50% employer match about $42,942 at 4% or $28,628 at 6%; with 100% employer match about $32,207 at 4% or $21,471 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-60$5,256,509$154,592$2,577iApproximate average salary by contribution assumption: employee only about $64,413 at 4% or $42,942 at 6%; with 50% employer match about $42,942 at 4% or $28,628 at 6%; with 100% employer match about $32,207 at 4% or $21,471 at 6%.
2018161$4,426,441$238,168$3,904iApproximate average salary by contribution assumption: employee only about $97,610 at 4% or $65,073 at 6%; with 50% employer match about $65,073 at 4% or $43,382 at 6%; with 100% employer match about $48,805 at 4% or $32,537 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-61$4,426,441$238,168$3,904iApproximate average salary by contribution assumption: employee only about $97,610 at 4% or $65,073 at 6%; with 50% employer match about $65,073 at 4% or $43,382 at 6%; with 100% employer match about $48,805 at 4% or $32,537 at 6%.
2017150$5,274,121$197,436$3,949iApproximate average salary by contribution assumption: employee only about $98,718 at 4% or $65,812 at 6%; with 50% employer match about $65,812 at 4% or $43,875 at 6%; with 100% employer match about $49,359 at 4% or $32,906 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-50$5,274,121$197,436$3,949iApproximate average salary by contribution assumption: employee only about $98,718 at 4% or $65,812 at 6%; with 50% employer match about $65,812 at 4% or $43,875 at 6%; with 100% employer match about $49,359 at 4% or $32,906 at 6%.
2016157$4,346,131$175,848$3,085iApproximate average salary by contribution assumption: employee only about $77,126 at 4% or $51,418 at 6%; with 50% employer match about $51,418 at 4% or $34,278 at 6%; with 100% employer match about $38,563 at 4% or $25,709 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-57$4,346,131$175,848$3,085iApproximate average salary by contribution assumption: employee only about $77,126 at 4% or $51,418 at 6%; with 50% employer match about $51,418 at 4% or $34,278 at 6%; with 100% employer match about $38,563 at 4% or $25,709 at 6%.
2015158$4,453,872$135,316$2,333iApproximate average salary by contribution assumption: employee only about $58,326 at 4% or $38,884 at 6%; with 50% employer match about $38,884 at 4% or $25,923 at 6%; with 100% employer match about $29,163 at 4% or $19,442 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-58$4,453,872$135,316$2,333iApproximate average salary by contribution assumption: employee only about $58,326 at 4% or $38,884 at 6%; with 50% employer match about $38,884 at 4% or $25,923 at 6%; with 100% employer match about $29,163 at 4% or $19,442 at 6%.
2014176$4,403,471$135,796$1,787iApproximate average salary by contribution assumption: employee only about $44,670 at 4% or $29,780 at 6%; with 50% employer match about $29,780 at 4% or $19,853 at 6%; with 100% employer match about $22,335 at 4% or $14,890 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-76$4,403,471$135,796$1,787iApproximate average salary by contribution assumption: employee only about $44,670 at 4% or $29,780 at 6%; with 50% employer match about $29,780 at 4% or $19,853 at 6%; with 100% employer match about $22,335 at 4% or $14,890 at 6%.
2013164$4,060,779$108,957$1,702iApproximate average salary by contribution assumption: employee only about $42,561 at 4% or $28,374 at 6%; with 50% employer match about $28,374 at 4% or $18,916 at 6%; with 100% employer match about $21,281 at 4% or $14,187 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-64$4,060,779$108,957$1,702iApproximate average salary by contribution assumption: employee only about $42,561 at 4% or $28,374 at 6%; with 50% employer match about $28,374 at 4% or $18,916 at 6%; with 100% employer match about $21,281 at 4% or $14,187 at 6%.
2012169$3,832,715$142,288$2,062iApproximate average salary by contribution assumption: employee only about $51,554 at 4% or $34,369 at 6%; with 50% employer match about $34,369 at 4% or $22,913 at 6%; with 100% employer match about $25,777 at 4% or $17,185 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-69$3,832,715$142,288$2,062iApproximate average salary by contribution assumption: employee only about $51,554 at 4% or $34,369 at 6%; with 50% employer match about $34,369 at 4% or $22,913 at 6%; with 100% employer match about $25,777 at 4% or $17,185 at 6%.
2011169$3,538,259$206,248$2,989iApproximate average salary by contribution assumption: employee only about $74,728 at 4% or $49,818 at 6%; with 50% employer match about $49,818 at 4% or $33,212 at 6%; with 100% employer match about $37,364 at 4% or $24,909 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-69$3,538,259$206,248$2,989iApproximate average salary by contribution assumption: employee only about $74,728 at 4% or $49,818 at 6%; with 50% employer match about $49,818 at 4% or $33,212 at 6%; with 100% employer match about $37,364 at 4% or $24,909 at 6%.
2010169$3,614,783$278,737$4,040iApproximate average salary by contribution assumption: employee only about $100,992 at 4% or $67,328 at 6%; with 50% employer match about $67,328 at 4% or $44,885 at 6%; with 100% employer match about $50,496 at 4% or $33,664 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-69$3,614,783$278,737$4,040iApproximate average salary by contribution assumption: employee only about $100,992 at 4% or $67,328 at 6%; with 50% employer match about $67,328 at 4% or $44,885 at 6%; with 100% employer match about $50,496 at 4% or $33,664 at 6%.
2009166$3,030,907$202,221$3,064iApproximate average salary by contribution assumption: employee only about $76,599 at 4% or $51,066 at 6%; with 50% employer match about $51,066 at 4% or $34,044 at 6%; with 100% employer match about $38,299 at 4% or $25,533 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-66$3,030,907$202,221$3,064iApproximate average salary by contribution assumption: employee only about $76,599 at 4% or $51,066 at 6%; with 50% employer match about $51,066 at 4% or $34,044 at 6%; with 100% employer match about $38,299 at 4% or $25,533 at 6%.
2008140$2,178,207$249,517$6,238iApproximate average salary by contribution assumption: employee only about $155,948 at 4% or $103,965 at 6%; with 50% employer match about $103,965 at 4% or $69,310 at 6%; with 100% employer match about $77,974 at 4% or $51,983 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-40$2,178,207$249,517$6,238iApproximate average salary by contribution assumption: employee only about $155,948 at 4% or $103,965 at 6%; with 50% employer match about $103,965 at 4% or $69,310 at 6%; with 100% employer match about $77,974 at 4% or $51,983 at 6%.
2007137$3,064,027$343,050$9,272iApproximate average salary by contribution assumption: employee only about $231,791 at 4% or $154,527 at 6%; with 50% employer match about $154,527 at 4% or $103,018 at 6%; with 100% employer match about $115,895 at 4% or $77,264 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-37$3,064,027$343,050$9,272iApproximate average salary by contribution assumption: employee only about $231,791 at 4% or $154,527 at 6%; with 50% employer match about $154,527 at 4% or $103,018 at 6%; with 100% employer match about $115,895 at 4% or $77,264 at 6%.
2006135$2,493,813$233,691$6,677iApproximate average salary by contribution assumption: employee only about $166,922 at 4% or $111,281 at 6%; with 50% employer match about $111,281 at 4% or $74,188 at 6%; with 100% employer match about $83,461 at 4% or $55,641 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-35$2,493,813$233,691$6,677iApproximate average salary by contribution assumption: employee only about $166,922 at 4% or $111,281 at 6%; with 50% employer match about $111,281 at 4% or $74,188 at 6%; with 100% employer match about $83,461 at 4% or $55,641 at 6%.
2005134$2,111,503$178,484$5,250iApproximate average salary by contribution assumption: employee only about $131,238 at 4% or $87,492 at 6%; with 50% employer match about $87,492 at 4% or $58,328 at 6%; with 100% employer match about $65,619 at 4% or $43,746 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-34$2,111,503$178,484$5,250iApproximate average salary by contribution assumption: employee only about $131,238 at 4% or $87,492 at 6%; with 50% employer match about $87,492 at 4% or $58,328 at 6%; with 100% employer match about $65,619 at 4% or $43,746 at 6%.
2004136$1,754,614$212,168$5,894iApproximate average salary by contribution assumption: employee only about $147,339 at 4% or $98,226 at 6%; with 50% employer match about $98,226 at 4% or $65,484 at 6%; with 100% employer match about $73,669 at 4% or $49,113 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-36$1,754,614$212,168$5,894iApproximate average salary by contribution assumption: employee only about $147,339 at 4% or $98,226 at 6%; with 50% employer match about $98,226 at 4% or $65,484 at 6%; with 100% employer match about $73,669 at 4% or $49,113 at 6%.
2003134$1,396,008$264,589$7,782iApproximate average salary by contribution assumption: employee only about $194,551 at 4% or $129,700 at 6%; with 50% employer match about $129,700 at 4% or $86,467 at 6%; with 100% employer match about $97,275 at 4% or $64,850 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-34$1,396,008$264,589$7,782iApproximate average salary by contribution assumption: employee only about $194,551 at 4% or $129,700 at 6%; with 50% employer match about $129,700 at 4% or $86,467 at 6%; with 100% employer match about $97,275 at 4% or $64,850 at 6%.
2002135$953,616$159,881$4,568iApproximate average salary by contribution assumption: employee only about $114,201 at 4% or $76,134 at 6%; with 50% employer match about $76,134 at 4% or $50,756 at 6%; with 100% employer match about $57,100 at 4% or $38,067 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-35$953,616$159,881$4,568iApproximate average salary by contribution assumption: employee only about $114,201 at 4% or $76,134 at 6%; with 50% employer match about $76,134 at 4% or $50,756 at 6%; with 100% employer match about $57,100 at 4% or $38,067 at 6%.
2001136$935,281$112,461$3,124iApproximate average salary by contribution assumption: employee only about $78,098 at 4% or $52,065 at 6%; with 50% employer match about $52,065 at 4% or $34,710 at 6%; with 100% employer match about $39,049 at 4% or $26,033 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-36$935,281$112,461$3,124iApproximate average salary by contribution assumption: employee only about $78,098 at 4% or $52,065 at 6%; with 50% employer match about $52,065 at 4% or $34,710 at 6%; with 100% employer match about $39,049 at 4% or $26,033 at 6%.
2000130$1,060,241$108,900$3,630iApproximate average salary by contribution assumption: employee only about $90,750 at 4% or $60,500 at 6%; with 50% employer match about $60,500 at 4% or $40,333 at 6%; with 100% employer match about $45,375 at 4% or $30,250 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-30$1,060,241$108,900$3,630iApproximate average salary by contribution assumption: employee only about $90,750 at 4% or $60,500 at 6%; with 50% employer match about $60,500 at 4% or $40,333 at 6%; with 100% employer match about $45,375 at 4% or $30,250 at 6%.
1999126$1,220,139$135,305$5,204iApproximate average salary by contribution assumption: employee only about $130,101 at 4% or $86,734 at 6%; with 50% employer match about $86,734 at 4% or $57,823 at 6%; with 100% employer match about $65,050 at 4% or $43,367 at 6%.
Kelliher/Samets Ltd. 401(K) Profit Sharing Plan-26$1,220,139$135,305$5,204iApproximate average salary by contribution assumption: employee only about $130,101 at 4% or $86,734 at 6%; with 50% employer match about $86,734 at 4% or $57,823 at 6%; with 100% employer match about $65,050 at 4% or $43,367 at 6%.