Civic Intelligence

Bryan T. Kelly, MD PLLC

Plan context: KELLY 401(K) TRUST

EIN 03-0545444 • New York, NY • 13 filings • 3 plans

535 East 70th StreetNew York, NY 10021
Current Snapshot

Latest Year

2017

2017 Participants

11

2017 Assets

$1,363,211

2017 Contributions

$224,625

Historical Graphs

Total Assets Over Time

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

$1,363,211$681,606$0201020132016YearValue
$1,363,211Latest year 2016

Participants Over Time

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

1370201020132016YearValue
11Latest year 2016

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
201720$0$0-
Kelly Pension Trust-0$0$0-
KELLY 401(K) TRUST-0$0--
2016211$1,363,211$224,625$20,420iApproximate average salary by contribution assumption: employee only about $510,511 at 4% or $340,341 at 6%; with 50% employer match about $340,341 at 4% or $226,894 at 6%; with 100% employer match about $255,256 at 4% or $170,170 at 6%.
KELLY 401(K) TRUST-11$905,836$84,573$7,688iApproximate average salary by contribution assumption: employee only about $192,211 at 4% or $128,141 at 6%; with 50% employer match about $128,141 at 4% or $85,427 at 6%; with 100% employer match about $96,106 at 4% or $64,070 at 6%.
Kelly Pension Trust-10$457,375$140,052$14,005iApproximate average salary by contribution assumption: employee only about $350,130 at 4% or $233,420 at 6%; with 50% employer match about $233,420 at 4% or $155,613 at 6%; with 100% employer match about $175,065 at 4% or $116,710 at 6%.
2015212$1,189,197$248,652$20,721iApproximate average salary by contribution assumption: employee only about $518,025 at 4% or $345,350 at 6%; with 50% employer match about $345,350 at 4% or $230,233 at 6%; with 100% employer match about $259,013 at 4% or $172,675 at 6%.
KELLY 401(K) TRUST-12$870,556$131,147$10,929iApproximate average salary by contribution assumption: employee only about $273,223 at 4% or $182,149 at 6%; with 50% employer match about $182,149 at 4% or $121,432 at 6%; with 100% employer match about $136,611 at 4% or $91,074 at 6%.
Kelly Pension Trust-10$318,641$117,505$11,751iApproximate average salary by contribution assumption: employee only about $293,763 at 4% or $195,842 at 6%; with 50% employer match about $195,842 at 4% or $130,561 at 6%; with 100% employer match about $146,881 at 4% or $97,921 at 6%.
201429$956,407$165,638$18,404iApproximate average salary by contribution assumption: employee only about $460,106 at 4% or $306,737 at 6%; with 50% employer match about $306,737 at 4% or $204,491 at 6%; with 100% employer match about $230,053 at 4% or $153,369 at 6%.
KELLY 401K TRUST-9$753,711$64,138$7,126iApproximate average salary by contribution assumption: employee only about $178,161 at 4% or $118,774 at 6%; with 50% employer match about $118,774 at 4% or $79,183 at 6%; with 100% employer match about $89,081 at 4% or $59,387 at 6%.
Kelly Pension Trust-4$202,696$101,500$25,375iApproximate average salary by contribution assumption: employee only about $634,375 at 4% or $422,917 at 6%; with 50% employer match about $422,917 at 4% or $281,944 at 6%; with 100% employer match about $317,188 at 4% or $211,458 at 6%.
2013210$864,430$186,276$18,628iApproximate average salary by contribution assumption: employee only about $465,690 at 4% or $310,460 at 6%; with 50% employer match about $310,460 at 4% or $206,973 at 6%; with 100% employer match about $232,845 at 4% or $155,230 at 6%.
KELLY 401K TRUST-10$762,466$84,776$8,478iApproximate average salary by contribution assumption: employee only about $211,940 at 4% or $141,293 at 6%; with 50% employer match about $141,293 at 4% or $94,196 at 6%; with 100% employer match about $105,970 at 4% or $70,647 at 6%.
Kelly Pension Trust-4$101,964$101,500$25,375iApproximate average salary by contribution assumption: employee only about $634,375 at 4% or $422,917 at 6%; with 50% employer match about $422,917 at 4% or $281,944 at 6%; with 100% employer match about $317,188 at 4% or $211,458 at 6%.
2012113$623,467$113,374$8,721iApproximate average salary by contribution assumption: employee only about $218,027 at 4% or $145,351 at 6%; with 50% employer match about $145,351 at 4% or $96,901 at 6%; with 100% employer match about $109,013 at 4% or $72,676 at 6%.
KELLY 401K TRUST-13$623,467$113,374$8,721iApproximate average salary by contribution assumption: employee only about $218,027 at 4% or $145,351 at 6%; with 50% employer match about $145,351 at 4% or $96,901 at 6%; with 100% employer match about $109,013 at 4% or $72,676 at 6%.
201114$361,113$52,936$13,234iApproximate average salary by contribution assumption: employee only about $330,850 at 4% or $220,567 at 6%; with 50% employer match about $220,567 at 4% or $147,044 at 6%; with 100% employer match about $165,425 at 4% or $110,283 at 6%.
KELLY 401K TRUST-4$361,113$52,936$13,234iApproximate average salary by contribution assumption: employee only about $330,850 at 4% or $220,567 at 6%; with 50% employer match about $220,567 at 4% or $147,044 at 6%; with 100% employer match about $165,425 at 4% or $110,283 at 6%.
201013$308,571$68,950$22,983iApproximate average salary by contribution assumption: employee only about $574,583 at 4% or $383,056 at 6%; with 50% employer match about $383,056 at 4% or $255,370 at 6%; with 100% employer match about $287,292 at 4% or $191,528 at 6%.
KELLY 401(K) TRUST-3$308,571$68,950$22,983iApproximate average salary by contribution assumption: employee only about $574,583 at 4% or $383,056 at 6%; with 50% employer match about $383,056 at 4% or $255,370 at 6%; with 100% employer match about $287,292 at 4% or $191,528 at 6%.