Civic Intelligence

Richard J Kelly

Plan context: Richard J Kelly 401K Profit Sharing Plan & Trust

EIN 04-2631837 • Burlington, MA • 7 filings • 2 plans

55 Cambridge StreetBurlington, MA 01803
Current Snapshot

Latest Year

2011

2011 Participants

16

2011 Assets

$569,287

2011 Contributions

$85,098

Historical Graphs

Total Assets Over Time

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

$569,287$284,644$0199920082011YearValue
$569,287Latest year 2011

Participants Over Time

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

28140199920082011YearValue
16Latest year 2011

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
2011116$569,287$85,098$5,319iApproximate average salary by contribution assumption: employee only about $132,966 at 4% or $88,644 at 6%; with 50% employer match about $88,644 at 4% or $59,096 at 6%; with 100% employer match about $66,483 at 4% or $44,322 at 6%.
Richard J Kelly 401K Profit Sharing Plan & Trust-16$569,287$85,098$5,319iApproximate average salary by contribution assumption: employee only about $132,966 at 4% or $88,644 at 6%; with 50% employer match about $88,644 at 4% or $59,096 at 6%; with 100% employer match about $66,483 at 4% or $44,322 at 6%.
2010116$506,103$86,582$5,411iApproximate average salary by contribution assumption: employee only about $135,284 at 4% or $90,190 at 6%; with 50% employer match about $90,190 at 4% or $60,126 at 6%; with 100% employer match about $67,642 at 4% or $45,095 at 6%.
Richard J Kelly 401K Profit Sharing Plan & Trust-16$506,103$86,582$5,411iApproximate average salary by contribution assumption: employee only about $135,284 at 4% or $90,190 at 6%; with 50% employer match about $90,190 at 4% or $60,126 at 6%; with 100% employer match about $67,642 at 4% or $45,095 at 6%.
2009128$543,049$83,076$2,967iApproximate average salary by contribution assumption: employee only about $74,175 at 4% or $49,450 at 6%; with 50% employer match about $49,450 at 4% or $32,967 at 6%; with 100% employer match about $37,088 at 4% or $24,725 at 6%.
Richard J Kelly 401K Profit Sharing Plan & Trust-28$543,049$83,076$2,967iApproximate average salary by contribution assumption: employee only about $74,175 at 4% or $49,450 at 6%; with 50% employer match about $49,450 at 4% or $32,967 at 6%; with 100% employer match about $37,088 at 4% or $24,725 at 6%.
2008123$376,359$92,091$4,004iApproximate average salary by contribution assumption: employee only about $100,099 at 4% or $66,733 at 6%; with 50% employer match about $66,733 at 4% or $44,488 at 6%; with 100% employer match about $50,049 at 4% or $33,366 at 6%.
Richard J Kelly 401K Profit Sharing Plan & Trust-23$376,359$92,091$4,004iApproximate average salary by contribution assumption: employee only about $100,099 at 4% or $66,733 at 6%; with 50% employer match about $66,733 at 4% or $44,488 at 6%; with 100% employer match about $50,049 at 4% or $33,366 at 6%.
2007121$463,395$98,975$4,713iApproximate average salary by contribution assumption: employee only about $117,827 at 4% or $78,552 at 6%; with 50% employer match about $78,552 at 4% or $52,368 at 6%; with 100% employer match about $58,914 at 4% or $39,276 at 6%.
Richard J Kelly 401K Profit Sharing Plan & Trust-21$463,395$98,975$4,713iApproximate average salary by contribution assumption: employee only about $117,827 at 4% or $78,552 at 6%; with 50% employer match about $78,552 at 4% or $52,368 at 6%; with 100% employer match about $58,914 at 4% or $39,276 at 6%.
2006122$352,498$43,968$1,999iApproximate average salary by contribution assumption: employee only about $49,964 at 4% or $33,309 at 6%; with 50% employer match about $33,309 at 4% or $22,206 at 6%; with 100% employer match about $24,982 at 4% or $16,655 at 6%.
Richard J Kelly 401K Profit Sharing Plan & Trust-22$352,498$43,968$1,999iApproximate average salary by contribution assumption: employee only about $49,964 at 4% or $33,309 at 6%; with 50% employer match about $33,309 at 4% or $22,206 at 6%; with 100% employer match about $24,982 at 4% or $16,655 at 6%.
1999113$22,773$22,442$1,726iApproximate average salary by contribution assumption: employee only about $43,158 at 4% or $28,772 at 6%; with 50% employer match about $28,772 at 4% or $19,181 at 6%; with 100% employer match about $21,579 at 4% or $14,386 at 6%.
Richard J Kelly 401K Profit Sharing Plan & Trust-13$22,773$22,442$1,726iApproximate average salary by contribution assumption: employee only about $43,158 at 4% or $28,772 at 6%; with 50% employer match about $28,772 at 4% or $19,181 at 6%; with 100% employer match about $21,579 at 4% or $14,386 at 6%.