Civic Intelligence

Updike Kelly & Spellacy PC

Plan context: Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement

EIN 06-0859435 • Hartford, CT • 54 filings • 8 plans

225 Asylum Street 20th FloorHartford, CT 06103
Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$78,856,447

2024 Contributions

$2,010,747

Historical Graphs

Total Assets Over Time

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

$78,856,447$39,428,224$0199920122024YearValue
$78,856,447Latest year 2024

Participants Over Time

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

182910199920122024YearValue
92Latest 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
2024192$78,856,447$2,010,747$21,856iApproximate average salary by contribution assumption: employee only about $546,399 at 4% or $364,266 at 6%; with 50% employer match about $364,266 at 4% or $242,844 at 6%; with 100% employer match about $273,199 at 4% or $182,133 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-92$78,856,447$2,010,747$21,856iApproximate average salary by contribution assumption: employee only about $546,399 at 4% or $364,266 at 6%; with 50% employer match about $364,266 at 4% or $242,844 at 6%; with 100% employer match about $273,199 at 4% or $182,133 at 6%.
2023189$67,152,736$2,013,743$22,626iApproximate average salary by contribution assumption: employee only about $565,658 at 4% or $377,105 at 6%; with 50% employer match about $377,105 at 4% or $251,404 at 6%; with 100% employer match about $282,829 at 4% or $188,553 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-89$67,152,736$2,013,743$22,626iApproximate average salary by contribution assumption: employee only about $565,658 at 4% or $377,105 at 6%; with 50% employer match about $377,105 at 4% or $251,404 at 6%; with 100% employer match about $282,829 at 4% or $188,553 at 6%.
2022171$55,885,403$1,760,190$24,791iApproximate average salary by contribution assumption: employee only about $619,785 at 4% or $413,190 at 6%; with 50% employer match about $413,190 at 4% or $275,460 at 6%; with 100% employer match about $309,893 at 4% or $206,595 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-71$55,885,403$1,760,190$24,791iApproximate average salary by contribution assumption: employee only about $619,785 at 4% or $413,190 at 6%; with 50% employer match about $413,190 at 4% or $275,460 at 6%; with 100% employer match about $309,893 at 4% or $206,595 at 6%.
2021271$66,165,929$1,626,788$22,913iApproximate average salary by contribution assumption: employee only about $572,813 at 4% or $381,875 at 6%; with 50% employer match about $381,875 at 4% or $254,583 at 6%; with 100% employer match about $286,406 at 4% or $190,938 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-68$66,165,929$1,626,788$23,923iApproximate average salary by contribution assumption: employee only about $598,084 at 4% or $398,723 at 6%; with 50% employer match about $398,723 at 4% or $265,815 at 6%; with 100% employer match about $299,042 at 4% or $199,361 at 6%.
Updike, Kelly & Spellacy Welfare Plan-71---
2020273$56,638,892$1,507,974$20,657iApproximate average salary by contribution assumption: employee only about $516,429 at 4% or $344,286 at 6%; with 50% employer match about $344,286 at 4% or $229,524 at 6%; with 100% employer match about $258,215 at 4% or $172,143 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-73$56,638,892$1,507,974$20,657iApproximate average salary by contribution assumption: employee only about $516,429 at 4% or $344,286 at 6%; with 50% employer match about $344,286 at 4% or $229,524 at 6%; with 100% employer match about $258,215 at 4% or $172,143 at 6%.
Updike, Kelly & Spellacy Welfare Plan-71---
2019290$48,380,457$1,473,581$16,373iApproximate average salary by contribution assumption: employee only about $409,328 at 4% or $272,885 at 6%; with 50% employer match about $272,885 at 4% or $181,924 at 6%; with 100% employer match about $204,664 at 4% or $136,443 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-77$48,380,457$1,473,581$19,137iApproximate average salary by contribution assumption: employee only about $478,435 at 4% or $318,957 at 6%; with 50% employer match about $318,957 at 4% or $212,638 at 6%; with 100% employer match about $239,218 at 4% or $159,478 at 6%.
Updike, Kelly & Spellacy Welfare Plan-90---
2018288$38,847,275$1,780,125$20,229iApproximate average salary by contribution assumption: employee only about $505,717 at 4% or $337,145 at 6%; with 50% employer match about $337,145 at 4% or $224,763 at 6%; with 100% employer match about $252,859 at 4% or $168,572 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-86$38,847,275$1,780,125$20,699iApproximate average salary by contribution assumption: employee only about $517,478 at 4% or $344,985 at 6%; with 50% employer match about $344,985 at 4% or $229,990 at 6%; with 100% employer match about $258,739 at 4% or $172,493 at 6%.
Updike, Kelly & Spellacy Welfare Plan-88---
2017286$40,570,568$3,281,473$38,157iApproximate average salary by contribution assumption: employee only about $953,917 at 4% or $635,944 at 6%; with 50% employer match about $635,944 at 4% or $423,963 at 6%; with 100% employer match about $476,958 at 4% or $317,972 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-86$40,570,568$3,281,473$38,157iApproximate average salary by contribution assumption: employee only about $953,917 at 4% or $635,944 at 6%; with 50% employer match about $635,944 at 4% or $423,963 at 6%; with 100% employer match about $476,958 at 4% or $317,972 at 6%.
Updike, Kelly & Spellacy Welfare Plan-86---
20162103$34,828,566$1,328,317$12,896iApproximate average salary by contribution assumption: employee only about $322,407 at 4% or $214,938 at 6%; with 50% employer match about $214,938 at 4% or $143,292 at 6%; with 100% employer match about $161,204 at 4% or $107,469 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-103$34,828,566$1,328,317$12,896iApproximate average salary by contribution assumption: employee only about $322,407 at 4% or $214,938 at 6%; with 50% employer match about $214,938 at 4% or $143,292 at 6%; with 100% employer match about $161,204 at 4% or $107,469 at 6%.
Updike, Kelly & Spellacy Welfare Plan-97---
2015296$31,398,803$1,351,063$14,074iApproximate average salary by contribution assumption: employee only about $351,839 at 4% or $234,560 at 6%; with 50% employer match about $234,560 at 4% or $156,373 at 6%; with 100% employer match about $175,920 at 4% or $117,280 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-96$31,398,803$1,351,063$14,074iApproximate average salary by contribution assumption: employee only about $351,839 at 4% or $234,560 at 6%; with 50% employer match about $234,560 at 4% or $156,373 at 6%; with 100% employer match about $175,920 at 4% or $117,280 at 6%.
Updike, Kelly & Spellacy Welfare Plan-89---
2014294$30,348,823$1,263,947$13,446iApproximate average salary by contribution assumption: employee only about $336,156 at 4% or $224,104 at 6%; with 50% employer match about $224,104 at 4% or $149,403 at 6%; with 100% employer match about $168,078 at 4% or $112,052 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-94$30,348,823$1,263,947$13,446iApproximate average salary by contribution assumption: employee only about $336,156 at 4% or $224,104 at 6%; with 50% employer match about $224,104 at 4% or $149,403 at 6%; with 100% employer match about $168,078 at 4% or $112,052 at 6%.
Updike, Kelly & Spellacy Welfare Plan-83---
2013293$29,500,858$1,334,333$14,348iApproximate average salary by contribution assumption: employee only about $358,692 at 4% or $239,128 at 6%; with 50% employer match about $239,128 at 4% or $159,419 at 6%; with 100% employer match about $179,346 at 4% or $119,564 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-93$29,500,858$1,334,333$14,348iApproximate average salary by contribution assumption: employee only about $358,692 at 4% or $239,128 at 6%; with 50% employer match about $239,128 at 4% or $159,419 at 6%; with 100% employer match about $179,346 at 4% or $119,564 at 6%.
Updike, Kelly & Spellacy Welfare Plan-76---
2012289$23,964,132$1,850,379$20,791iApproximate average salary by contribution assumption: employee only about $519,769 at 4% or $346,513 at 6%; with 50% employer match about $346,513 at 4% or $231,009 at 6%; with 100% employer match about $259,885 at 4% or $173,256 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-89$23,964,132$1,850,379$20,791iApproximate average salary by contribution assumption: employee only about $519,769 at 4% or $346,513 at 6%; with 50% employer match about $346,513 at 4% or $231,009 at 6%; with 100% employer match about $259,885 at 4% or $173,256 at 6%.
Updike, Kelly & Spellacy Welfare Plan-74---
2011288$19,283,000$1,147,939$13,045iApproximate average salary by contribution assumption: employee only about $326,119 at 4% or $217,413 at 6%; with 50% employer match about $217,413 at 4% or $144,942 at 6%; with 100% employer match about $163,060 at 4% or $108,706 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-88$19,283,000$1,147,939$13,045iApproximate average salary by contribution assumption: employee only about $326,119 at 4% or $217,413 at 6%; with 50% employer match about $217,413 at 4% or $144,942 at 6%; with 100% employer match about $163,060 at 4% or $108,706 at 6%.
Updike, Kelly & Spellacy Welfare Plan-71---
2010290$20,141,204$579,737$6,442iApproximate average salary by contribution assumption: employee only about $161,038 at 4% or $107,359 at 6%; with 50% employer match about $107,359 at 4% or $71,572 at 6%; with 100% employer match about $80,519 at 4% or $53,679 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-90$20,141,204$579,737$6,442iApproximate average salary by contribution assumption: employee only about $161,038 at 4% or $107,359 at 6%; with 50% employer match about $107,359 at 4% or $71,572 at 6%; with 100% employer match about $80,519 at 4% or $53,679 at 6%.
Updike, Kelly & Spellacy Welfare Plan-66---
2009267$22,831,283$1,135,598$16,949iApproximate average salary by contribution assumption: employee only about $423,731 at 4% or $282,487 at 6%; with 50% employer match about $282,487 at 4% or $188,325 at 6%; with 100% employer match about $211,865 at 4% or $141,244 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-66$22,831,283$1,135,598$17,206iApproximate average salary by contribution assumption: employee only about $430,151 at 4% or $286,767 at 6%; with 50% employer match about $286,767 at 4% or $191,178 at 6%; with 100% employer match about $215,075 at 4% or $143,384 at 6%.
Updike, Kelly & Spellacy Welfare Plan-67---
2008277$17,913,879$1,105,679$14,359iApproximate average salary by contribution assumption: employee only about $358,987 at 4% or $239,324 at 6%; with 50% employer match about $239,324 at 4% or $159,550 at 6%; with 100% employer match about $179,493 at 4% or $119,662 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-77$17,913,879$1,105,679$14,359iApproximate average salary by contribution assumption: employee only about $358,987 at 4% or $239,324 at 6%; with 50% employer match about $239,324 at 4% or $159,550 at 6%; with 100% employer match about $179,493 at 4% or $119,662 at 6%.
Updike, Kelly & Spellacy Welfare Plan-77---
2007279$26,226,700$1,184,096$14,989iApproximate average salary by contribution assumption: employee only about $374,714 at 4% or $249,809 at 6%; with 50% employer match about $249,809 at 4% or $166,540 at 6%; with 100% employer match about $187,357 at 4% or $124,905 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-75$26,226,700$1,184,096$15,788iApproximate average salary by contribution assumption: employee only about $394,699 at 4% or $263,132 at 6%; with 50% employer match about $263,132 at 4% or $175,422 at 6%; with 100% employer match about $197,349 at 4% or $131,566 at 6%.
Updike, Kelly & Spellacy Welfare Plan-79---
2006289$25,227,435$1,127,688$12,671iApproximate average salary by contribution assumption: employee only about $316,766 at 4% or $211,178 at 6%; with 50% employer match about $211,178 at 4% or $140,785 at 6%; with 100% employer match about $158,383 at 4% or $105,589 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-78$25,227,435$1,127,688$14,458iApproximate average salary by contribution assumption: employee only about $361,438 at 4% or $240,959 at 6%; with 50% employer match about $240,959 at 4% or $160,639 at 6%; with 100% employer match about $180,719 at 4% or $120,479 at 6%.
Updike, Kelly & Spellacy Welfare Plan-89---
2005293$21,065,938$1,096,791$11,793iApproximate average salary by contribution assumption: employee only about $294,836 at 4% or $196,558 at 6%; with 50% employer match about $196,558 at 4% or $131,038 at 6%; with 100% employer match about $147,418 at 4% or $98,279 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-82$21,065,938$1,096,791$13,376iApproximate average salary by contribution assumption: employee only about $334,388 at 4% or $222,925 at 6%; with 50% employer match about $222,925 at 4% or $148,617 at 6%; with 100% employer match about $167,194 at 4% or $111,463 at 6%.
Updike, Kelly & Spellacy Welfare Plan-93---
2004285$19,150,056$1,028,354$12,098iApproximate average salary by contribution assumption: employee only about $302,457 at 4% or $201,638 at 6%; with 50% employer match about $201,638 at 4% or $134,425 at 6%; with 100% employer match about $151,229 at 4% or $100,819 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-78$19,150,056$1,028,354$13,184iApproximate average salary by contribution assumption: employee only about $329,601 at 4% or $219,734 at 6%; with 50% employer match about $219,734 at 4% or $146,489 at 6%; with 100% employer match about $164,800 at 4% or $109,867 at 6%.
Updike, Kelly & Spellacy Welfare Plan-85---
2003391$16,900,758$1,015,295$11,157iApproximate average salary by contribution assumption: employee only about $278,927 at 4% or $185,951 at 6%; with 50% employer match about $185,951 at 4% or $123,968 at 6%; with 100% employer match about $139,464 at 4% or $92,976 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-87$16,900,758$1,015,295$11,670iApproximate average salary by contribution assumption: employee only about $291,751 at 4% or $194,501 at 6%; with 50% employer match about $194,501 at 4% or $129,667 at 6%; with 100% employer match about $145,876 at 4% or $97,250 at 6%.
Updike, Kelly & Spellacy Welfare Plan-91---
Updike Kelly & Spellacy PC. Target Benefit Plan-0---
20023124$12,863,022$1,092,682$8,812iApproximate average salary by contribution assumption: employee only about $220,299 at 4% or $146,866 at 6%; with 50% employer match about $146,866 at 4% or $97,911 at 6%; with 100% employer match about $110,149 at 4% or $73,433 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-117$7,731,695$547,109$4,676iApproximate average salary by contribution assumption: employee only about $116,904 at 4% or $77,936 at 6%; with 50% employer match about $77,936 at 4% or $51,957 at 6%; with 100% employer match about $58,452 at 4% or $38,968 at 6%.
Updike Kelly & Spellacy PC. Target Benefit Plan-124$5,131,327$545,573$4,400iApproximate average salary by contribution assumption: employee only about $109,995 at 4% or $73,330 at 6%; with 50% employer match about $73,330 at 4% or $48,886 at 6%; with 100% employer match about $54,997 at 4% or $36,665 at 6%.
Updike, Kelly & Spellacy Welfare Plan-104---
20013135$8,665,468$518,205$3,839iApproximate average salary by contribution assumption: employee only about $95,964 at 4% or $63,976 at 6%; with 50% employer match about $63,976 at 4% or $42,651 at 6%; with 100% employer match about $47,982 at 4% or $31,988 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-123$8,665,468$518,205$4,213iApproximate average salary by contribution assumption: employee only about $105,326 at 4% or $70,217 at 6%; with 50% employer match about $70,217 at 4% or $46,812 at 6%; with 100% employer match about $52,663 at 4% or $35,109 at 6%.
Updike, Kelly & Spellacy Welfare Plan-135---
Updike Kelly & Spellacy PC. Target Benefit Plan-124---
20003182$14,952,076$895,885$4,922iApproximate average salary by contribution assumption: employee only about $123,061 at 4% or $82,041 at 6%; with 50% employer match about $82,041 at 4% or $54,694 at 6%; with 100% employer match about $61,531 at 4% or $41,020 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-121$9,494,211$371,989$3,074iApproximate average salary by contribution assumption: employee only about $76,857 at 4% or $51,238 at 6%; with 50% employer match about $51,238 at 4% or $34,159 at 6%; with 100% employer match about $38,429 at 4% or $25,619 at 6%.
Updike Kelly & Spellacy PC. Target Benefit Plan-117$5,457,865$523,896$4,478iApproximate average salary by contribution assumption: employee only about $111,944 at 4% or $74,629 at 6%; with 50% employer match about $74,629 at 4% or $49,753 at 6%; with 100% employer match about $55,972 at 4% or $37,315 at 6%.
Updike, Kelly & Spellacy Welfare Plan-182---
19993165$14,266,169$863,188$5,231iApproximate average salary by contribution assumption: employee only about $130,786 at 4% or $87,191 at 6%; with 50% employer match about $87,191 at 4% or $58,127 at 6%; with 100% employer match about $65,393 at 4% or $43,595 at 6%.
Updike Kelly & Spellacy PC. Profit Sharing Plan and Trust Agreement-94$9,392,748$370,020$3,936iApproximate average salary by contribution assumption: employee only about $98,410 at 4% or $65,606 at 6%; with 50% employer match about $65,606 at 4% or $43,738 at 6%; with 100% employer match about $49,205 at 4% or $32,803 at 6%.
Updike Kelly & Spellacy PC. Target Benefit Plan-98$4,873,421$493,168$5,032iApproximate average salary by contribution assumption: employee only about $125,808 at 4% or $83,872 at 6%; with 50% employer match about $83,872 at 4% or $55,915 at 6%; with 100% employer match about $62,904 at 4% or $41,936 at 6%.
Updike, Kelly & Spellacy Welfare Plan-165---