Civic Intelligence

PATRICK J KELLY

Plan context: PATRICK J KELLY 401(K) PROFIT SHARING PLAN & TRUST

EIN 14-1704831 • East Greenbush, NY • 6 filings • 1 plans

24 Maria DrEast Greenbush, NY 12061-9613
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$59,833

2025 Contributions

$21,500

Historical Graphs

Total Assets Over Time

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

$59,833$29,917$0202020232025YearValue
$59,833Latest year 2025

Participants Over Time

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

110202020232025YearValue
1Latest year 2025

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
202511$59,833$0-
PATRICK J KELLY 401(K) PROFIT SHARING PLAN & TRUST-1$59,833$0-
202411$53,794$0-
PATRICK J KELLY 401(K) PROFIT SHARING PLAN & TRUST-1$53,794$0-
202311$50,520$0-
PATRICK J KELLY 401(K) PROFIT SHARING PLAN & TRUST-1$50,520$0-
202211$43,409$21,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
PATRICK J KELLY 401(K) PROFIT SHARING PLAN & TRUST-1$43,409$21,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
202111$29,714$174$174iApproximate average salary by contribution assumption: employee only about $4,350 at 4% or $2,900 at 6%; with 50% employer match about $2,900 at 4% or $1,933 at 6%; with 100% employer match about $2,175 at 4% or $1,450 at 6%.
PATRICK J KELLY 401(K) PROFIT SHARING PLAN & TRUST-1$29,714$174$174iApproximate average salary by contribution assumption: employee only about $4,350 at 4% or $2,900 at 6%; with 50% employer match about $2,900 at 4% or $1,933 at 6%; with 100% employer match about $2,175 at 4% or $1,450 at 6%.
202011$26,306$26,050$26,050iApproximate average salary by contribution assumption: employee only about $651,250 at 4% or $434,167 at 6%; with 50% employer match about $434,167 at 4% or $289,444 at 6%; with 100% employer match about $325,625 at 4% or $217,083 at 6%.
PATRICK J KELLY 401(K) PROFIT SHARING PLAN & TRUST-1$26,306$26,050$26,050iApproximate average salary by contribution assumption: employee only about $651,250 at 4% or $434,167 at 6%; with 50% employer match about $434,167 at 4% or $289,444 at 6%; with 100% employer match about $325,625 at 4% or $217,083 at 6%.