Bena Kallick
Plan context: Bena Kallick Keogh Retirement Plan
EIN 06-1147331 • Westport, CT • 18 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$331,952
2020 Contributions
$8,385
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 1 | $331,952 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $331,952 | - | - |
| 2019 | 1 | 1 | $487,248 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $487,248 | - | - |
| 2018 | 1 | 1 | $695,429 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $695,429 | - | - |
| 2017 | 1 | 1 | $715,549 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $715,549 | - | - |
| 2016 | 1 | 1 | $830,086 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $830,086 | - | - |
| 2015 | 1 | 1 | $814,648 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $814,648 | - | - |
| 2014 | 1 | 1 | $923,041 | $8,385 | $8,385iApproximate average salary by contribution assumption: employee only about $209,625 at 4% or $139,750 at 6%; with 50% employer match about $139,750 at 4% or $93,167 at 6%; with 100% employer match about $104,813 at 4% or $69,875 at 6%. |
| Bena Kallick Keogh Retirement Plan | - | 1 | $923,041 | $8,385 | $8,385iApproximate average salary by contribution assumption: employee only about $209,625 at 4% or $139,750 at 6%; with 50% employer match about $139,750 at 4% or $93,167 at 6%; with 100% employer match about $104,813 at 4% or $69,875 at 6%. |
| 2013 | 1 | 1 | $923,390 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $923,390 | - | - |
| 2012 | 1 | 1 | $1,059,870 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $1,059,870 | - | - |
| 2011 | 1 | 1 | $1,117,154 | $21,750 | $21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%. |
| Bena Kallick Keogh Retirement Plan | - | 1 | $1,117,154 | $21,750 | $21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%. |
| 2009 | 2 | 1 | $2,014,924 | $120,968 | $120,968iApproximate average salary by contribution assumption: employee only about $3,024,200 at 4% or $2,016,133 at 6%; with 50% employer match about $2,016,133 at 4% or $1,344,089 at 6%; with 100% employer match about $1,512,100 at 4% or $1,008,067 at 6%. |
| Bena Kallick Keogh Retirement Plan | - | 1 | $1,051,578 | $33,215 | $33,215iApproximate average salary by contribution assumption: employee only about $830,375 at 4% or $553,583 at 6%; with 50% employer match about $553,583 at 4% or $369,056 at 6%; with 100% employer match about $415,188 at 4% or $276,792 at 6%. |
| Bena Kallick Keogh Retirement Plan | - | 1 | $963,346 | $87,753 | $87,753iApproximate average salary by contribution assumption: employee only about $2,193,825 at 4% or $1,462,550 at 6%; with 50% employer match about $1,462,550 at 4% or $975,033 at 6%; with 100% employer match about $1,096,913 at 4% or $731,275 at 6%. |
| 2007 | 1 | 1 | $854,602 | $0 | - |
| Bena Kallick Keogh Retirement Plan | - | 1 | $854,602 | - | - |
| 2006 | 1 | 1 | $756,922 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Bena Kallick Keogh Retirement Plan | - | 1 | $756,922 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| 2005 | 1 | 1 | $676,885 | $39,250 | $39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%. |
| Bena Kallick Keogh Retirement Plan | - | 1 | $676,885 | $39,250 | $39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%. |
| 2004 | 1 | 1 | $598,662 | $37,146 | $37,146iApproximate average salary by contribution assumption: employee only about $928,650 at 4% or $619,100 at 6%; with 50% employer match about $619,100 at 4% or $412,733 at 6%; with 100% employer match about $464,325 at 4% or $309,550 at 6%. |
| Bena Kallick Keogh Retirement Plan | - | 1 | $598,662 | $37,146 | $37,146iApproximate average salary by contribution assumption: employee only about $928,650 at 4% or $619,100 at 6%; with 50% employer match about $619,100 at 4% or $412,733 at 6%; with 100% employer match about $464,325 at 4% or $309,550 at 6%. |
| 2003 | 1 | 0 | $539,562 | $40,000 | - |
| Bena Kallick Keogh Retirement Plan | - | 0 | $539,562 | $40,000 | - |
| 2002 | 1 | 0 | $450,978 | $35,000 | - |
| Bena Kallick Keogh Retirement Plan | - | 0 | $450,978 | $35,000 | - |