Civic Intelligence

Kelley & Company LLC

Plan context: Kelley & Company LLC Section 401(K) Profit Sharing Plan

EIN 06-1527593 • Middlebury, CT • 19 filings • 2 plans

PO Box 964Middlebury, CT 06762
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$1,265,873

2020 Contributions

$97,132

Historical Graphs

Total Assets Over Time

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

$1,522,222$761,111$0200220112019YearValue
$1,265,873Latest year 2019

Participants Over Time

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

950200220112019YearValue
5Latest year 2019

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
202010$0$97,132-
Kelley & Company LLC Section 401(K) Profit Sharing Plan-0$0$97,132-
201915$1,265,873$56,120$11,224iApproximate average salary by contribution assumption: employee only about $280,600 at 4% or $187,067 at 6%; with 50% employer match about $187,067 at 4% or $124,711 at 6%; with 100% employer match about $140,300 at 4% or $93,533 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-5$1,265,873$56,120$11,224iApproximate average salary by contribution assumption: employee only about $280,600 at 4% or $187,067 at 6%; with 50% employer match about $187,067 at 4% or $124,711 at 6%; with 100% employer match about $140,300 at 4% or $93,533 at 6%.
201815$1,493,101$75,556$15,111iApproximate average salary by contribution assumption: employee only about $377,780 at 4% or $251,853 at 6%; with 50% employer match about $251,853 at 4% or $167,902 at 6%; with 100% employer match about $188,890 at 4% or $125,927 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-5$1,493,101$75,556$15,111iApproximate average salary by contribution assumption: employee only about $377,780 at 4% or $251,853 at 6%; with 50% employer match about $251,853 at 4% or $167,902 at 6%; with 100% employer match about $188,890 at 4% or $125,927 at 6%.
201715$1,522,222$64,325$12,865iApproximate average salary by contribution assumption: employee only about $321,625 at 4% or $214,417 at 6%; with 50% employer match about $214,417 at 4% or $142,944 at 6%; with 100% employer match about $160,813 at 4% or $107,208 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-5$1,522,222$64,325$12,865iApproximate average salary by contribution assumption: employee only about $321,625 at 4% or $214,417 at 6%; with 50% employer match about $214,417 at 4% or $142,944 at 6%; with 100% employer match about $160,813 at 4% or $107,208 at 6%.
201616$1,290,504$75,800$12,633iApproximate average salary by contribution assumption: employee only about $315,833 at 4% or $210,556 at 6%; with 50% employer match about $210,556 at 4% or $140,370 at 6%; with 100% employer match about $157,917 at 4% or $105,278 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-6$1,290,504$75,800$12,633iApproximate average salary by contribution assumption: employee only about $315,833 at 4% or $210,556 at 6%; with 50% employer match about $210,556 at 4% or $140,370 at 6%; with 100% employer match about $157,917 at 4% or $105,278 at 6%.
201516$1,151,214$81,500$13,583iApproximate average salary by contribution assumption: employee only about $339,583 at 4% or $226,389 at 6%; with 50% employer match about $226,389 at 4% or $150,926 at 6%; with 100% employer match about $169,792 at 4% or $113,194 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-6$1,151,214$81,500$13,583iApproximate average salary by contribution assumption: employee only about $339,583 at 4% or $226,389 at 6%; with 50% employer match about $226,389 at 4% or $150,926 at 6%; with 100% employer match about $169,792 at 4% or $113,194 at 6%.
201415$1,108,644$65,525$13,105iApproximate average salary by contribution assumption: employee only about $327,625 at 4% or $218,417 at 6%; with 50% employer match about $218,417 at 4% or $145,611 at 6%; with 100% employer match about $163,813 at 4% or $109,208 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-5$1,108,644$65,525$13,105iApproximate average salary by contribution assumption: employee only about $327,625 at 4% or $218,417 at 6%; with 50% employer match about $218,417 at 4% or $145,611 at 6%; with 100% employer match about $163,813 at 4% or $109,208 at 6%.
201314$1,005,849$66,899$16,725iApproximate average salary by contribution assumption: employee only about $418,119 at 4% or $278,746 at 6%; with 50% employer match about $278,746 at 4% or $185,831 at 6%; with 100% employer match about $209,059 at 4% or $139,373 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-4$1,005,849$66,899$16,725iApproximate average salary by contribution assumption: employee only about $418,119 at 4% or $278,746 at 6%; with 50% employer match about $278,746 at 4% or $185,831 at 6%; with 100% employer match about $209,059 at 4% or $139,373 at 6%.
201217$1,035,551$50,080$7,154iApproximate average salary by contribution assumption: employee only about $178,857 at 4% or $119,238 at 6%; with 50% employer match about $119,238 at 4% or $79,492 at 6%; with 100% employer match about $89,429 at 4% or $59,619 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-7$1,035,551$50,080$7,154iApproximate average salary by contribution assumption: employee only about $178,857 at 4% or $119,238 at 6%; with 50% employer match about $119,238 at 4% or $79,492 at 6%; with 100% employer match about $89,429 at 4% or $59,619 at 6%.
201118$1,017,546$59,420$7,428iApproximate average salary by contribution assumption: employee only about $185,688 at 4% or $123,792 at 6%; with 50% employer match about $123,792 at 4% or $82,528 at 6%; with 100% employer match about $92,844 at 4% or $61,896 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-8$1,017,546$59,420$7,428iApproximate average salary by contribution assumption: employee only about $185,688 at 4% or $123,792 at 6%; with 50% employer match about $123,792 at 4% or $82,528 at 6%; with 100% employer match about $92,844 at 4% or $61,896 at 6%.
201018$1,006,967$58,620$7,328iApproximate average salary by contribution assumption: employee only about $183,188 at 4% or $122,125 at 6%; with 50% employer match about $122,125 at 4% or $81,417 at 6%; with 100% employer match about $91,594 at 4% or $61,063 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-8$1,006,967$58,620$7,328iApproximate average salary by contribution assumption: employee only about $183,188 at 4% or $122,125 at 6%; with 50% employer match about $122,125 at 4% or $81,417 at 6%; with 100% employer match about $91,594 at 4% or $61,063 at 6%.
200919$872,373$55,650$6,183iApproximate average salary by contribution assumption: employee only about $154,583 at 4% or $103,056 at 6%; with 50% employer match about $103,056 at 4% or $68,704 at 6%; with 100% employer match about $77,292 at 4% or $51,528 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-9$872,373$55,650$6,183iApproximate average salary by contribution assumption: employee only about $154,583 at 4% or $103,056 at 6%; with 50% employer match about $103,056 at 4% or $68,704 at 6%; with 100% employer match about $77,292 at 4% or $51,528 at 6%.
200818$641,491$48,435$6,054iApproximate average salary by contribution assumption: employee only about $151,359 at 4% or $100,906 at 6%; with 50% employer match about $100,906 at 4% or $67,271 at 6%; with 100% employer match about $75,680 at 4% or $50,453 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-8$641,491$48,435$6,054iApproximate average salary by contribution assumption: employee only about $151,359 at 4% or $100,906 at 6%; with 50% employer match about $100,906 at 4% or $67,271 at 6%; with 100% employer match about $75,680 at 4% or $50,453 at 6%.
200716$0$0-
Kelley & Company LLC Section 401(K) Profit Sharing Plan-6---
200616$770,033$81,700$13,617iApproximate average salary by contribution assumption: employee only about $340,417 at 4% or $226,944 at 6%; with 50% employer match about $226,944 at 4% or $151,296 at 6%; with 100% employer match about $170,208 at 4% or $113,472 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-6$770,033$81,700$13,617iApproximate average salary by contribution assumption: employee only about $340,417 at 4% or $226,944 at 6%; with 50% employer match about $226,944 at 4% or $151,296 at 6%; with 100% employer match about $170,208 at 4% or $113,472 at 6%.
200517$587,244$52,700$7,529iApproximate average salary by contribution assumption: employee only about $188,214 at 4% or $125,476 at 6%; with 50% employer match about $125,476 at 4% or $83,651 at 6%; with 100% employer match about $94,107 at 4% or $62,738 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-7$587,244$52,700$7,529iApproximate average salary by contribution assumption: employee only about $188,214 at 4% or $125,476 at 6%; with 50% employer match about $125,476 at 4% or $83,651 at 6%; with 100% employer match about $94,107 at 4% or $62,738 at 6%.
200417$501,267$109,029$15,576iApproximate average salary by contribution assumption: employee only about $389,389 at 4% or $259,593 at 6%; with 50% employer match about $259,593 at 4% or $173,062 at 6%; with 100% employer match about $194,695 at 4% or $129,796 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-7$501,267$109,029$15,576iApproximate average salary by contribution assumption: employee only about $389,389 at 4% or $259,593 at 6%; with 50% employer match about $259,593 at 4% or $173,062 at 6%; with 100% employer match about $194,695 at 4% or $129,796 at 6%.
200319$342,865$156,269$17,363iApproximate average salary by contribution assumption: employee only about $434,081 at 4% or $289,387 at 6%; with 50% employer match about $289,387 at 4% or $192,925 at 6%; with 100% employer match about $217,040 at 4% or $144,694 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-9$342,865$156,269$17,363iApproximate average salary by contribution assumption: employee only about $434,081 at 4% or $289,387 at 6%; with 50% employer match about $289,387 at 4% or $192,925 at 6%; with 100% employer match about $217,040 at 4% or $144,694 at 6%.
200219$129,712$147,666$16,407iApproximate average salary by contribution assumption: employee only about $410,183 at 4% or $273,456 at 6%; with 50% employer match about $273,456 at 4% or $182,304 at 6%; with 100% employer match about $205,092 at 4% or $136,728 at 6%.
Kelley & Company LLC Section 401(K) Profit Sharing Plan-9$129,712$147,666$16,407iApproximate average salary by contribution assumption: employee only about $410,183 at 4% or $273,456 at 6%; with 50% employer match about $273,456 at 4% or $182,304 at 6%; with 100% employer match about $205,092 at 4% or $136,728 at 6%.