Civic Intelligence

Kelly, Rode & Kelly LLP

Plan context: Kelly, Rode & Kelly LLP 401(K) Plan

EIN 11-2152879 • Mineola, NY • 17 filings • 2 plans

330 Old Country Rd Ste 305Mineola, NY 11501-4143
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$12,141,383

2024 Contributions

$771,251

Historical Graphs

Total Assets Over Time

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

$13,042,637$6,521,319$0200620162024YearValue
$12,141,383Latest year 2024

Participants Over Time

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

85430200620162024YearValue
66Latest 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
2024166$12,141,383$771,251$11,686iApproximate average salary by contribution assumption: employee only about $292,141 at 4% or $194,760 at 6%; with 50% employer match about $194,760 at 4% or $129,840 at 6%; with 100% employer match about $146,070 at 4% or $97,380 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-66$12,141,383$771,251$11,686iApproximate average salary by contribution assumption: employee only about $292,141 at 4% or $194,760 at 6%; with 50% employer match about $194,760 at 4% or $129,840 at 6%; with 100% employer match about $146,070 at 4% or $97,380 at 6%.
2023174$10,668,714$611,227$8,260iApproximate average salary by contribution assumption: employee only about $206,496 at 4% or $137,664 at 6%; with 50% employer match about $137,664 at 4% or $91,776 at 6%; with 100% employer match about $103,248 at 4% or $68,832 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-74$10,668,714$611,227$8,260iApproximate average salary by contribution assumption: employee only about $206,496 at 4% or $137,664 at 6%; with 50% employer match about $137,664 at 4% or $91,776 at 6%; with 100% employer match about $103,248 at 4% or $68,832 at 6%.
2022177$9,943,543$561,705$7,295iApproximate average salary by contribution assumption: employee only about $182,372 at 4% or $121,581 at 6%; with 50% employer match about $121,581 at 4% or $81,054 at 6%; with 100% employer match about $91,186 at 4% or $60,791 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-77$9,943,543$561,705$7,295iApproximate average salary by contribution assumption: employee only about $182,372 at 4% or $121,581 at 6%; with 50% employer match about $121,581 at 4% or $81,054 at 6%; with 100% employer match about $91,186 at 4% or $60,791 at 6%.
2021185$13,042,637$764,907$8,999iApproximate average salary by contribution assumption: employee only about $224,973 at 4% or $149,982 at 6%; with 50% employer match about $149,982 at 4% or $99,988 at 6%; with 100% employer match about $112,486 at 4% or $74,991 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-85$13,042,637$764,907$8,999iApproximate average salary by contribution assumption: employee only about $224,973 at 4% or $149,982 at 6%; with 50% employer match about $149,982 at 4% or $99,988 at 6%; with 100% employer match about $112,486 at 4% or $74,991 at 6%.
2020178$11,548,748$1,643,861$21,075iApproximate average salary by contribution assumption: employee only about $526,879 at 4% or $351,252 at 6%; with 50% employer match about $351,252 at 4% or $234,168 at 6%; with 100% employer match about $263,439 at 4% or $175,626 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-78$11,548,748$1,643,861$21,075iApproximate average salary by contribution assumption: employee only about $526,879 at 4% or $351,252 at 6%; with 50% employer match about $351,252 at 4% or $234,168 at 6%; with 100% employer match about $263,439 at 4% or $175,626 at 6%.
2019166$8,608,305$773,732$11,723iApproximate average salary by contribution assumption: employee only about $293,080 at 4% or $195,387 at 6%; with 50% employer match about $195,387 at 4% or $130,258 at 6%; with 100% employer match about $146,540 at 4% or $97,693 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-66$8,608,305$773,732$11,723iApproximate average salary by contribution assumption: employee only about $293,080 at 4% or $195,387 at 6%; with 50% employer match about $195,387 at 4% or $130,258 at 6%; with 100% employer match about $146,540 at 4% or $97,693 at 6%.
2018160$6,650,752$593,134$9,886iApproximate average salary by contribution assumption: employee only about $247,139 at 4% or $164,759 at 6%; with 50% employer match about $164,759 at 4% or $109,840 at 6%; with 100% employer match about $123,570 at 4% or $82,380 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-60$6,650,752$593,134$9,886iApproximate average salary by contribution assumption: employee only about $247,139 at 4% or $164,759 at 6%; with 50% employer match about $164,759 at 4% or $109,840 at 6%; with 100% employer match about $123,570 at 4% or $82,380 at 6%.
2017142$6,498,044$393,661$9,373iApproximate average salary by contribution assumption: employee only about $234,322 at 4% or $156,215 at 6%; with 50% employer match about $156,215 at 4% or $104,143 at 6%; with 100% employer match about $117,161 at 4% or $78,107 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-42$6,498,044$393,661$9,373iApproximate average salary by contribution assumption: employee only about $234,322 at 4% or $156,215 at 6%; with 50% employer match about $156,215 at 4% or $104,143 at 6%; with 100% employer match about $117,161 at 4% or $78,107 at 6%.
2016138$5,420,912$401,630$10,569iApproximate average salary by contribution assumption: employee only about $264,230 at 4% or $176,154 at 6%; with 50% employer match about $176,154 at 4% or $117,436 at 6%; with 100% employer match about $132,115 at 4% or $88,077 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-38$5,420,912$401,630$10,569iApproximate average salary by contribution assumption: employee only about $264,230 at 4% or $176,154 at 6%; with 50% employer match about $176,154 at 4% or $117,436 at 6%; with 100% employer match about $132,115 at 4% or $88,077 at 6%.
2015137$4,883,577$416,105$11,246iApproximate average salary by contribution assumption: employee only about $281,152 at 4% or $187,435 at 6%; with 50% employer match about $187,435 at 4% or $124,956 at 6%; with 100% employer match about $140,576 at 4% or $93,717 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-37$4,883,577$416,105$11,246iApproximate average salary by contribution assumption: employee only about $281,152 at 4% or $187,435 at 6%; with 50% employer match about $187,435 at 4% or $124,956 at 6%; with 100% employer match about $140,576 at 4% or $93,717 at 6%.
2014136$4,634,936$348,260$9,674iApproximate average salary by contribution assumption: employee only about $241,847 at 4% or $161,231 at 6%; with 50% employer match about $161,231 at 4% or $107,488 at 6%; with 100% employer match about $120,924 at 4% or $80,616 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-36$4,634,936$348,260$9,674iApproximate average salary by contribution assumption: employee only about $241,847 at 4% or $161,231 at 6%; with 50% employer match about $161,231 at 4% or $107,488 at 6%; with 100% employer match about $120,924 at 4% or $80,616 at 6%.
2013135$4,119,889$393,951$11,256iApproximate average salary by contribution assumption: employee only about $281,394 at 4% or $187,596 at 6%; with 50% employer match about $187,596 at 4% or $125,064 at 6%; with 100% employer match about $140,697 at 4% or $93,798 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-35$4,119,889$393,951$11,256iApproximate average salary by contribution assumption: employee only about $281,394 at 4% or $187,596 at 6%; with 50% employer match about $187,596 at 4% or $125,064 at 6%; with 100% employer match about $140,697 at 4% or $93,798 at 6%.
2012133$3,469,056$357,040$10,819iApproximate average salary by contribution assumption: employee only about $270,485 at 4% or $180,323 at 6%; with 50% employer match about $180,323 at 4% or $120,215 at 6%; with 100% employer match about $135,242 at 4% or $90,162 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-33$3,469,056$357,040$10,819iApproximate average salary by contribution assumption: employee only about $270,485 at 4% or $180,323 at 6%; with 50% employer match about $180,323 at 4% or $120,215 at 6%; with 100% employer match about $135,242 at 4% or $90,162 at 6%.
2011136$2,876,982$276,373$7,677iApproximate average salary by contribution assumption: employee only about $191,926 at 4% or $127,950 at 6%; with 50% employer match about $127,950 at 4% or $85,300 at 6%; with 100% employer match about $95,963 at 4% or $63,975 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-36$2,876,982$276,373$7,677iApproximate average salary by contribution assumption: employee only about $191,926 at 4% or $127,950 at 6%; with 50% employer match about $127,950 at 4% or $85,300 at 6%; with 100% employer match about $95,963 at 4% or $63,975 at 6%.
2010134$2,686,035$301,733$8,875iApproximate average salary by contribution assumption: employee only about $221,863 at 4% or $147,908 at 6%; with 50% employer match about $147,908 at 4% or $98,606 at 6%; with 100% employer match about $110,931 at 4% or $73,954 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-34$2,686,035$301,733$8,875iApproximate average salary by contribution assumption: employee only about $221,863 at 4% or $147,908 at 6%; with 50% employer match about $147,908 at 4% or $98,606 at 6%; with 100% employer match about $110,931 at 4% or $73,954 at 6%.
2007136$1,928,370$306,283$8,508iApproximate average salary by contribution assumption: employee only about $212,697 at 4% or $141,798 at 6%; with 50% employer match about $141,798 at 4% or $94,532 at 6%; with 100% employer match about $106,348 at 4% or $70,899 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-36$1,928,370$306,283$8,508iApproximate average salary by contribution assumption: employee only about $212,697 at 4% or $141,798 at 6%; with 50% employer match about $141,798 at 4% or $94,532 at 6%; with 100% employer match about $106,348 at 4% or $70,899 at 6%.
2006137$1,406,720$294,412$7,957iApproximate average salary by contribution assumption: employee only about $198,927 at 4% or $132,618 at 6%; with 50% employer match about $132,618 at 4% or $88,412 at 6%; with 100% employer match about $99,464 at 4% or $66,309 at 6%.
Kelly, Rode & Kelly LLP 401(K) Plan-37$1,406,720$294,412$7,957iApproximate average salary by contribution assumption: employee only about $198,927 at 4% or $132,618 at 6%; with 50% employer match about $132,618 at 4% or $88,412 at 6%; with 100% employer match about $99,464 at 4% or $66,309 at 6%.