Civic Intelligence

William E. Kelly Agency, Inc.

Plan context: William E. Kelly Agency Inc. Profit Sharing Plan

EIN 13-2896137 • Mamaroneck, NY • 7 filings • 1 plans

477 East Boston Post Rd.Mamaroneck, NY 10543
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$604,434

2010 Contributions

$80,000

Historical Graphs

Total Assets Over Time

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

$604,434$302,217$0200420072009YearValue
$604,434Latest year 2009

Participants Over Time

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

420200320062008YearValue
3Latest year 2008

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
201010$0$0-
William E. Kelly Agency Inc. Profit Sharing Plan-0$0--
200910$604,434$80,000-
William E. Kelly Agency Inc. Profit Sharing Plan-0$604,434$80,000-
200813$411,956$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
William E. Kelly Agency Inc. Profit Sharing Plan-3$411,956$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200713$492,615$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
William E. Kelly Agency Inc. Profit Sharing Plan-3$492,615$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200613$380,000$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
William E. Kelly Agency Inc. Profit Sharing Plan-3$380,000$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
200414$161,503$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
William E. Kelly Agency Inc. Profit Sharing Plan-4$161,503$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
200314$0$0-
William E. Kelly Agency Inc. Profit Sharing Plan-4---