Civic Intelligence

James Kelly, M.D. PC.

Plan context: James Kelly, M.D. PC. Profit-Sharing Plan & Trust

EIN 06-1064066 • Stonington, CT • 15 filings • 2 plans

525 North Stonington RoadStonington, CT 06378
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$2,291,504

2013 Contributions

$57,760

Historical Graphs

Total Assets Over Time

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

$2,291,504$1,145,752$0199920062012YearValue
$2,291,504Latest year 2012

Participants Over Time

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

530199920062012YearValue
5Latest year 2012

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
201310$0$0-
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-0$0$0-
201215$2,291,504$57,760$11,552iApproximate average salary by contribution assumption: employee only about $288,800 at 4% or $192,533 at 6%; with 50% employer match about $192,533 at 4% or $128,356 at 6%; with 100% employer match about $144,400 at 4% or $96,267 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-5$2,291,504$57,760$11,552iApproximate average salary by contribution assumption: employee only about $288,800 at 4% or $192,533 at 6%; with 50% employer match about $192,533 at 4% or $128,356 at 6%; with 100% employer match about $144,400 at 4% or $96,267 at 6%.
201115$1,968,130$58,226$11,645iApproximate average salary by contribution assumption: employee only about $291,130 at 4% or $194,087 at 6%; with 50% employer match about $194,087 at 4% or $129,391 at 6%; with 100% employer match about $145,565 at 4% or $97,043 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-5$1,968,130$58,226$11,645iApproximate average salary by contribution assumption: employee only about $291,130 at 4% or $194,087 at 6%; with 50% employer match about $194,087 at 4% or $129,391 at 6%; with 100% employer match about $145,565 at 4% or $97,043 at 6%.
201015$1,879,252$58,657$11,731iApproximate average salary by contribution assumption: employee only about $293,285 at 4% or $195,523 at 6%; with 50% employer match about $195,523 at 4% or $130,349 at 6%; with 100% employer match about $146,643 at 4% or $97,762 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-5$1,879,252$58,657$11,731iApproximate average salary by contribution assumption: employee only about $293,285 at 4% or $195,523 at 6%; with 50% employer match about $195,523 at 4% or $130,349 at 6%; with 100% employer match about $146,643 at 4% or $97,762 at 6%.
200915$1,624,387$59,025$11,805iApproximate average salary by contribution assumption: employee only about $295,125 at 4% or $196,750 at 6%; with 50% employer match about $196,750 at 4% or $131,167 at 6%; with 100% employer match about $147,563 at 4% or $98,375 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-5$1,624,387$59,025$11,805iApproximate average salary by contribution assumption: employee only about $295,125 at 4% or $196,750 at 6%; with 50% employer match about $196,750 at 4% or $131,167 at 6%; with 100% employer match about $147,563 at 4% or $98,375 at 6%.
200814$1,285,234$57,246$14,312iApproximate average salary by contribution assumption: employee only about $357,788 at 4% or $238,525 at 6%; with 50% employer match about $238,525 at 4% or $159,017 at 6%; with 100% employer match about $178,894 at 4% or $119,263 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-4$1,285,234$57,246$14,312iApproximate average salary by contribution assumption: employee only about $357,788 at 4% or $238,525 at 6%; with 50% employer match about $238,525 at 4% or $159,017 at 6%; with 100% employer match about $178,894 at 4% or $119,263 at 6%.
200714$1,639,527$53,522$13,381iApproximate average salary by contribution assumption: employee only about $334,513 at 4% or $223,008 at 6%; with 50% employer match about $223,008 at 4% or $148,672 at 6%; with 100% employer match about $167,256 at 4% or $111,504 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-4$1,639,527$53,522$13,381iApproximate average salary by contribution assumption: employee only about $334,513 at 4% or $223,008 at 6%; with 50% employer match about $223,008 at 4% or $148,672 at 6%; with 100% employer match about $167,256 at 4% or $111,504 at 6%.
200615$1,476,307$56,384$11,277iApproximate average salary by contribution assumption: employee only about $281,920 at 4% or $187,947 at 6%; with 50% employer match about $187,947 at 4% or $125,298 at 6%; with 100% employer match about $140,960 at 4% or $93,973 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-5$1,476,307$56,384$11,277iApproximate average salary by contribution assumption: employee only about $281,920 at 4% or $187,947 at 6%; with 50% employer match about $187,947 at 4% or $125,298 at 6%; with 100% employer match about $140,960 at 4% or $93,973 at 6%.
200514$1,320,246$51,616$12,904iApproximate average salary by contribution assumption: employee only about $322,600 at 4% or $215,067 at 6%; with 50% employer match about $215,067 at 4% or $143,378 at 6%; with 100% employer match about $161,300 at 4% or $107,533 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-4$1,320,246$51,616$12,904iApproximate average salary by contribution assumption: employee only about $322,600 at 4% or $215,067 at 6%; with 50% employer match about $215,067 at 4% or $143,378 at 6%; with 100% employer match about $161,300 at 4% or $107,533 at 6%.
200414$1,208,277$50,799$12,700iApproximate average salary by contribution assumption: employee only about $317,494 at 4% or $211,663 at 6%; with 50% employer match about $211,663 at 4% or $141,108 at 6%; with 100% employer match about $158,747 at 4% or $105,831 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-4$1,208,277$50,799$12,700iApproximate average salary by contribution assumption: employee only about $317,494 at 4% or $211,663 at 6%; with 50% employer match about $211,663 at 4% or $141,108 at 6%; with 100% employer match about $158,747 at 4% or $105,831 at 6%.
200314$1,085,680$50,224$12,556iApproximate average salary by contribution assumption: employee only about $313,900 at 4% or $209,267 at 6%; with 50% employer match about $209,267 at 4% or $139,511 at 6%; with 100% employer match about $156,950 at 4% or $104,633 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-4$1,085,680$50,224$12,556iApproximate average salary by contribution assumption: employee only about $313,900 at 4% or $209,267 at 6%; with 50% employer match about $209,267 at 4% or $139,511 at 6%; with 100% employer match about $156,950 at 4% or $104,633 at 6%.
200213$802,259$45,691$15,230iApproximate average salary by contribution assumption: employee only about $380,758 at 4% or $253,839 at 6%; with 50% employer match about $253,839 at 4% or $169,226 at 6%; with 100% employer match about $190,379 at 4% or $126,919 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-3$802,259$45,691$15,230iApproximate average salary by contribution assumption: employee only about $380,758 at 4% or $253,839 at 6%; with 50% employer match about $253,839 at 4% or $169,226 at 6%; with 100% employer match about $190,379 at 4% or $126,919 at 6%.
200113$0$0-
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-3---
200014$1,095,485$36,280$9,070iApproximate average salary by contribution assumption: employee only about $226,750 at 4% or $151,167 at 6%; with 50% employer match about $151,167 at 4% or $100,778 at 6%; with 100% employer match about $113,375 at 4% or $75,583 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-4$1,095,485$36,280$9,070iApproximate average salary by contribution assumption: employee only about $226,750 at 4% or $151,167 at 6%; with 50% employer match about $151,167 at 4% or $100,778 at 6%; with 100% employer match about $113,375 at 4% or $75,583 at 6%.
199915$1,252,674$36,223$7,245iApproximate average salary by contribution assumption: employee only about $181,115 at 4% or $120,743 at 6%; with 50% employer match about $120,743 at 4% or $80,496 at 6%; with 100% employer match about $90,558 at 4% or $60,372 at 6%.
James Kelly, M.D. PC. Profit-Sharing Plan & Trust-5$1,252,674$36,223$7,245iApproximate average salary by contribution assumption: employee only about $181,115 at 4% or $120,743 at 6%; with 50% employer match about $120,743 at 4% or $80,496 at 6%; with 100% employer match about $90,558 at 4% or $60,372 at 6%.