Civic Intelligence

Robert E. Kellan, M.D.

Plan context: Robert E. Kellan, M.D. Self-Employed Retirement Plan

EIN 03-4289616 • North Andover, MA • 18 filings • 1 plans

49 Sutton Hill RdNorth Andover, MA 01845-4618
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$1,896,352

2016 Contributions

$75,646

Historical Graphs

Total Assets Over Time

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

$2,073,252$1,036,626$0199920102015YearValue
$1,896,352Latest year 2015

Participants Over Time

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

530199920072015YearValue
4Latest year 2015

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
201610$0$0-
Robert E. Kellan, M.D. Self-Employed Retirement Plan-0$0$0-
201514$1,896,352$75,646$18,912iApproximate average salary by contribution assumption: employee only about $472,788 at 4% or $315,192 at 6%; with 50% employer match about $315,192 at 4% or $210,128 at 6%; with 100% employer match about $236,394 at 4% or $157,596 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,896,352$75,646$18,912iApproximate average salary by contribution assumption: employee only about $472,788 at 4% or $315,192 at 6%; with 50% employer match about $315,192 at 4% or $210,128 at 6%; with 100% employer match about $236,394 at 4% or $157,596 at 6%.
201414$1,851,888$42,094$10,524iApproximate average salary by contribution assumption: employee only about $263,088 at 4% or $175,392 at 6%; with 50% employer match about $175,392 at 4% or $116,928 at 6%; with 100% employer match about $131,544 at 4% or $87,696 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,851,888$42,094$10,524iApproximate average salary by contribution assumption: employee only about $263,088 at 4% or $175,392 at 6%; with 50% employer match about $175,392 at 4% or $116,928 at 6%; with 100% employer match about $131,544 at 4% or $87,696 at 6%.
201314$1,821,938$79,158$19,790iApproximate average salary by contribution assumption: employee only about $494,738 at 4% or $329,825 at 6%; with 50% employer match about $329,825 at 4% or $219,883 at 6%; with 100% employer match about $247,369 at 4% or $164,913 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,821,938$79,158$19,790iApproximate average salary by contribution assumption: employee only about $494,738 at 4% or $329,825 at 6%; with 50% employer match about $329,825 at 4% or $219,883 at 6%; with 100% employer match about $247,369 at 4% or $164,913 at 6%.
201214$1,774,059$81,498$20,375iApproximate average salary by contribution assumption: employee only about $509,363 at 4% or $339,575 at 6%; with 50% employer match about $339,575 at 4% or $226,383 at 6%; with 100% employer match about $254,681 at 4% or $169,788 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,774,059$81,498$20,375iApproximate average salary by contribution assumption: employee only about $509,363 at 4% or $339,575 at 6%; with 50% employer match about $339,575 at 4% or $226,383 at 6%; with 100% employer match about $254,681 at 4% or $169,788 at 6%.
201114$1,771,860$88,682$22,171iApproximate average salary by contribution assumption: employee only about $554,263 at 4% or $369,508 at 6%; with 50% employer match about $369,508 at 4% or $246,339 at 6%; with 100% employer match about $277,131 at 4% or $184,754 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,771,860$88,682$22,171iApproximate average salary by contribution assumption: employee only about $554,263 at 4% or $369,508 at 6%; with 50% employer match about $369,508 at 4% or $246,339 at 6%; with 100% employer match about $277,131 at 4% or $184,754 at 6%.
201014$1,813,691$80,158$20,040iApproximate average salary by contribution assumption: employee only about $500,988 at 4% or $333,992 at 6%; with 50% employer match about $333,992 at 4% or $222,661 at 6%; with 100% employer match about $250,494 at 4% or $166,996 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,813,691$80,158$20,040iApproximate average salary by contribution assumption: employee only about $500,988 at 4% or $333,992 at 6%; with 50% employer match about $333,992 at 4% or $222,661 at 6%; with 100% employer match about $250,494 at 4% or $166,996 at 6%.
200914$1,860,381$78,458$19,615iApproximate average salary by contribution assumption: employee only about $490,363 at 4% or $326,908 at 6%; with 50% employer match about $326,908 at 4% or $217,939 at 6%; with 100% employer match about $245,181 at 4% or $163,454 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,860,381$78,458$19,615iApproximate average salary by contribution assumption: employee only about $490,363 at 4% or $326,908 at 6%; with 50% employer match about $326,908 at 4% or $217,939 at 6%; with 100% employer match about $245,181 at 4% or $163,454 at 6%.
200814$0$0-
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4---
200714$0$0-
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4---
200614$1,838,448$37,981$9,495iApproximate average salary by contribution assumption: employee only about $237,381 at 4% or $158,254 at 6%; with 50% employer match about $158,254 at 4% or $105,503 at 6%; with 100% employer match about $118,691 at 4% or $79,127 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4$1,838,448$37,981$9,495iApproximate average salary by contribution assumption: employee only about $237,381 at 4% or $158,254 at 6%; with 50% employer match about $158,254 at 4% or $105,503 at 6%; with 100% employer match about $118,691 at 4% or $79,127 at 6%.
200515$1,744,400$51,181$10,236iApproximate average salary by contribution assumption: employee only about $255,905 at 4% or $170,603 at 6%; with 50% employer match about $170,603 at 4% or $113,736 at 6%; with 100% employer match about $127,953 at 4% or $85,302 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-5$1,744,400$51,181$10,236iApproximate average salary by contribution assumption: employee only about $255,905 at 4% or $170,603 at 6%; with 50% employer match about $170,603 at 4% or $113,736 at 6%; with 100% employer match about $127,953 at 4% or $85,302 at 6%.
200415$1,627,370$51,547$10,309iApproximate average salary by contribution assumption: employee only about $257,735 at 4% or $171,823 at 6%; with 50% employer match about $171,823 at 4% or $114,549 at 6%; with 100% employer match about $128,868 at 4% or $85,912 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-5$1,627,370$51,547$10,309iApproximate average salary by contribution assumption: employee only about $257,735 at 4% or $171,823 at 6%; with 50% employer match about $171,823 at 4% or $114,549 at 6%; with 100% employer match about $128,868 at 4% or $85,912 at 6%.
200314$0$0-
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4---
200214$0$0-
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4---
200114$0$0-
Robert E. Kellan, M.D. Self-Employed Retirement Plan-4---
200015$0$0-
Robert E. Kellan, M.D. Self-Employed Retirement Plan-5---
199915$2,073,252$40,570$8,114iApproximate average salary by contribution assumption: employee only about $202,850 at 4% or $135,233 at 6%; with 50% employer match about $135,233 at 4% or $90,156 at 6%; with 100% employer match about $101,425 at 4% or $67,617 at 6%.
Robert E. Kellan, M.D. Self-Employed Retirement Plan-5$2,073,252$40,570$8,114iApproximate average salary by contribution assumption: employee only about $202,850 at 4% or $135,233 at 6%; with 50% employer match about $135,233 at 4% or $90,156 at 6%; with 100% employer match about $101,425 at 4% or $67,617 at 6%.