Civic Intelligence

Cheryl Kelley, D.M.D.

Plan context: Cheryl Kelly, D.M.D. 401K Plan

EIN 16-1361831 • Rochester, NY • 51 filings • 5 plans

370 White Spruce BlvdRochester, NY 14623
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$6,282

2024 Contributions

$45,647

Historical Graphs

Total Assets Over Time

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

$5,603,132$2,801,566$0199920112023YearValue
$6,282Latest year 2023

Participants Over Time

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

1790199920112023YearValue
17Latest year 2023

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
202420$0$0-
Cheryl Kelley, D.M.D. Defined Benefit Plan-0$0$0-
Cheryl Kelly, D.M.D. 401K Plan-0$0$0-
2023217$6,282$45,647$2,685iApproximate average salary by contribution assumption: employee only about $67,128 at 4% or $44,752 at 6%; with 50% employer match about $44,752 at 4% or $29,835 at 6%; with 100% employer match about $33,564 at 4% or $22,376 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-17$4,494$45,647$2,685iApproximate average salary by contribution assumption: employee only about $67,128 at 4% or $44,752 at 6%; with 50% employer match about $44,752 at 4% or $29,835 at 6%; with 100% employer match about $33,564 at 4% or $22,376 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-11$1,788$0-
2022216$4,841,223$111,967$6,998iApproximate average salary by contribution assumption: employee only about $174,948 at 4% or $116,632 at 6%; with 50% employer match about $116,632 at 4% or $77,755 at 6%; with 100% employer match about $87,474 at 4% or $58,316 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-16$3,443,940$111,967$6,998iApproximate average salary by contribution assumption: employee only about $174,948 at 4% or $116,632 at 6%; with 50% employer match about $116,632 at 4% or $77,755 at 6%; with 100% employer match about $87,474 at 4% or $58,316 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-11$1,397,283$0-
2021215$5,603,132$175,171$11,678iApproximate average salary by contribution assumption: employee only about $291,952 at 4% or $194,634 at 6%; with 50% employer match about $194,634 at 4% or $129,756 at 6%; with 100% employer match about $145,976 at 4% or $97,317 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-15$4,034,446$111,171$7,411iApproximate average salary by contribution assumption: employee only about $185,285 at 4% or $123,523 at 6%; with 50% employer match about $123,523 at 4% or $82,349 at 6%; with 100% employer match about $92,643 at 4% or $61,762 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-11$1,568,686$64,000$5,818iApproximate average salary by contribution assumption: employee only about $145,455 at 4% or $96,970 at 6%; with 50% employer match about $96,970 at 4% or $64,646 at 6%; with 100% employer match about $72,727 at 4% or $48,485 at 6%.
2020213$4,987,275$182,224$14,017iApproximate average salary by contribution assumption: employee only about $350,431 at 4% or $233,621 at 6%; with 50% employer match about $233,621 at 4% or $155,747 at 6%; with 100% employer match about $175,215 at 4% or $116,810 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-13$3,580,428$102,224$7,863iApproximate average salary by contribution assumption: employee only about $196,585 at 4% or $131,056 at 6%; with 50% employer match about $131,056 at 4% or $87,371 at 6%; with 100% employer match about $98,292 at 4% or $65,528 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-12$1,406,847$80,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
2019212$4,460,589$204,819$17,068iApproximate average salary by contribution assumption: employee only about $426,706 at 4% or $284,471 at 6%; with 50% employer match about $284,471 at 4% or $189,647 at 6%; with 100% employer match about $213,353 at 4% or $142,235 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-12$3,142,317$104,819$8,735iApproximate average salary by contribution assumption: employee only about $218,373 at 4% or $145,582 at 6%; with 50% employer match about $145,582 at 4% or $97,055 at 6%; with 100% employer match about $109,186 at 4% or $72,791 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$1,318,272$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2018212$3,605,457$136,457$11,371iApproximate average salary by contribution assumption: employee only about $284,285 at 4% or $189,524 at 6%; with 50% employer match about $189,524 at 4% or $126,349 at 6%; with 100% employer match about $142,143 at 4% or $94,762 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-12$2,574,767$101,457$8,455iApproximate average salary by contribution assumption: employee only about $211,369 at 4% or $140,913 at 6%; with 50% employer match about $140,913 at 4% or $93,942 at 6%; with 100% employer match about $105,684 at 4% or $70,456 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$1,030,690$35,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
2017214$3,886,068$135,881$9,706iApproximate average salary by contribution assumption: employee only about $242,645 at 4% or $161,763 at 6%; with 50% employer match about $161,763 at 4% or $107,842 at 6%; with 100% employer match about $121,322 at 4% or $80,882 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-14$2,803,586$100,881$7,206iApproximate average salary by contribution assumption: employee only about $180,145 at 4% or $120,096 at 6%; with 50% employer match about $120,096 at 4% or $80,064 at 6%; with 100% employer match about $90,072 at 4% or $60,048 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$1,082,482$35,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
2016214$3,367,435$134,761$9,626iApproximate average salary by contribution assumption: employee only about $240,645 at 4% or $160,430 at 6%; with 50% employer match about $160,430 at 4% or $106,953 at 6%; with 100% employer match about $120,322 at 4% or $80,215 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-14$2,414,834$99,761$7,126iApproximate average salary by contribution assumption: employee only about $178,145 at 4% or $118,763 at 6%; with 50% employer match about $118,763 at 4% or $79,175 at 6%; with 100% employer match about $89,072 at 4% or $59,382 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-8$952,601$35,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
2015214$3,185,985$129,226$9,230iApproximate average salary by contribution assumption: employee only about $230,761 at 4% or $153,840 at 6%; with 50% employer match about $153,840 at 4% or $102,560 at 6%; with 100% employer match about $115,380 at 4% or $76,920 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-14$2,304,462$94,226$6,730iApproximate average salary by contribution assumption: employee only about $168,261 at 4% or $112,174 at 6%; with 50% employer match about $112,174 at 4% or $74,783 at 6%; with 100% employer match about $84,130 at 4% or $56,087 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-8$881,523$35,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
2014213$3,186,074$120,880$9,298iApproximate average salary by contribution assumption: employee only about $232,462 at 4% or $154,974 at 6%; with 50% employer match about $154,974 at 4% or $103,316 at 6%; with 100% employer match about $116,231 at 4% or $77,487 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-13$2,289,396$95,920$7,378iApproximate average salary by contribution assumption: employee only about $184,462 at 4% or $122,974 at 6%; with 50% employer match about $122,974 at 4% or $81,983 at 6%; with 100% employer match about $92,231 at 4% or $61,487 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$896,678$24,960$2,773iApproximate average salary by contribution assumption: employee only about $69,333 at 4% or $46,222 at 6%; with 50% employer match about $46,222 at 4% or $30,815 at 6%; with 100% employer match about $34,667 at 4% or $23,111 at 6%.
2013213$2,935,337$131,577$10,121iApproximate average salary by contribution assumption: employee only about $253,033 at 4% or $168,688 at 6%; with 50% employer match about $168,688 at 4% or $112,459 at 6%; with 100% employer match about $126,516 at 4% or $84,344 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-13$2,099,040$100,377$7,721iApproximate average salary by contribution assumption: employee only about $193,033 at 4% or $128,688 at 6%; with 50% employer match about $128,688 at 4% or $85,792 at 6%; with 100% employer match about $96,516 at 4% or $64,344 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-8$836,297$31,200$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
2012213$2,568,271$148,533$11,426iApproximate average salary by contribution assumption: employee only about $285,640 at 4% or $190,427 at 6%; with 50% employer match about $190,427 at 4% or $126,951 at 6%; with 100% employer match about $142,820 at 4% or $95,213 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-13$1,850,683$117,333$9,026iApproximate average salary by contribution assumption: employee only about $225,640 at 4% or $150,427 at 6%; with 50% employer match about $150,427 at 4% or $100,285 at 6%; with 100% employer match about $112,820 at 4% or $75,213 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-8$717,588$31,200$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
2011213$2,171,151$164,872$12,682iApproximate average salary by contribution assumption: employee only about $317,062 at 4% or $211,374 at 6%; with 50% employer match about $211,374 at 4% or $140,916 at 6%; with 100% employer match about $158,531 at 4% or $105,687 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-13$1,550,411$126,272$9,713iApproximate average salary by contribution assumption: employee only about $242,831 at 4% or $161,887 at 6%; with 50% employer match about $161,887 at 4% or $107,925 at 6%; with 100% employer match about $121,415 at 4% or $80,944 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-8$620,740$38,600$4,825iApproximate average salary by contribution assumption: employee only about $120,625 at 4% or $80,417 at 6%; with 50% employer match about $80,417 at 4% or $53,611 at 6%; with 100% employer match about $60,313 at 4% or $40,208 at 6%.
2010213$2,056,733$174,711$13,439iApproximate average salary by contribution assumption: employee only about $335,983 at 4% or $223,988 at 6%; with 50% employer match about $223,988 at 4% or $149,326 at 6%; with 100% employer match about $167,991 at 4% or $111,994 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-13$1,472,109$126,191$9,707iApproximate average salary by contribution assumption: employee only about $242,675 at 4% or $161,783 at 6%; with 50% employer match about $161,783 at 4% or $107,856 at 6%; with 100% employer match about $121,338 at 4% or $80,892 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-10$584,624$48,520$4,852iApproximate average salary by contribution assumption: employee only about $121,300 at 4% or $80,867 at 6%; with 50% employer match about $80,867 at 4% or $53,911 at 6%; with 100% employer match about $60,650 at 4% or $40,433 at 6%.
2009212$1,714,031$180,650$15,054iApproximate average salary by contribution assumption: employee only about $376,354 at 4% or $250,903 at 6%; with 50% employer match about $250,903 at 4% or $167,269 at 6%; with 100% employer match about $188,177 at 4% or $125,451 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-12$1,213,755$115,885$9,657iApproximate average salary by contribution assumption: employee only about $241,427 at 4% or $160,951 at 6%; with 50% employer match about $160,951 at 4% or $107,301 at 6%; with 100% employer match about $120,714 at 4% or $80,476 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-10$500,276$64,765$6,477iApproximate average salary by contribution assumption: employee only about $161,913 at 4% or $107,942 at 6%; with 50% employer match about $107,942 at 4% or $71,961 at 6%; with 100% employer match about $80,956 at 4% or $53,971 at 6%.
200829$1,309,425$169,428$18,825iApproximate average salary by contribution assumption: employee only about $470,633 at 4% or $313,756 at 6%; with 50% employer match about $313,756 at 4% or $209,170 at 6%; with 100% employer match about $235,317 at 4% or $156,878 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-9$927,728$105,688$11,743iApproximate average salary by contribution assumption: employee only about $293,578 at 4% or $195,719 at 6%; with 50% employer match about $195,719 at 4% or $130,479 at 6%; with 100% employer match about $146,789 at 4% or $97,859 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$381,697$63,740$7,082iApproximate average salary by contribution assumption: employee only about $177,056 at 4% or $118,037 at 6%; with 50% employer match about $118,037 at 4% or $78,691 at 6%; with 100% employer match about $88,528 at 4% or $59,019 at 6%.
200728$1,266,214$107,902$13,488iApproximate average salary by contribution assumption: employee only about $337,194 at 4% or $224,796 at 6%; with 50% employer match about $224,796 at 4% or $149,864 at 6%; with 100% employer match about $168,597 at 4% or $112,398 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-8$1,266,214$107,902$13,488iApproximate average salary by contribution assumption: employee only about $337,194 at 4% or $224,796 at 6%; with 50% employer match about $224,796 at 4% or $149,864 at 6%; with 100% employer match about $168,597 at 4% or $112,398 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-8---
200629$1,363,887$160,926$17,881iApproximate average salary by contribution assumption: employee only about $447,017 at 4% or $298,011 at 6%; with 50% employer match about $298,011 at 4% or $198,674 at 6%; with 100% employer match about $223,508 at 4% or $149,006 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-9$1,026,423$109,766$12,196iApproximate average salary by contribution assumption: employee only about $304,906 at 4% or $203,270 at 6%; with 50% employer match about $203,270 at 4% or $135,514 at 6%; with 100% employer match about $152,453 at 4% or $101,635 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$337,464$51,160$5,684iApproximate average salary by contribution assumption: employee only about $142,111 at 4% or $94,741 at 6%; with 50% employer match about $94,741 at 4% or $63,160 at 6%; with 100% employer match about $71,056 at 4% or $47,370 at 6%.
200527$1,086,401$152,292$21,756iApproximate average salary by contribution assumption: employee only about $543,900 at 4% or $362,600 at 6%; with 50% employer match about $362,600 at 4% or $241,733 at 6%; with 100% employer match about $271,950 at 4% or $181,300 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-7$812,216$93,616$13,374iApproximate average salary by contribution assumption: employee only about $334,343 at 4% or $222,895 at 6%; with 50% employer match about $222,895 at 4% or $148,597 at 6%; with 100% employer match about $167,171 at 4% or $111,448 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-7$274,185$58,676$8,382iApproximate average salary by contribution assumption: employee only about $209,557 at 4% or $139,705 at 6%; with 50% employer match about $139,705 at 4% or $93,137 at 6%; with 100% employer match about $104,779 at 4% or $69,852 at 6%.
2004210$857,288$165,815$16,582iApproximate average salary by contribution assumption: employee only about $414,538 at 4% or $276,358 at 6%; with 50% employer match about $276,358 at 4% or $184,239 at 6%; with 100% employer match about $207,269 at 4% or $138,179 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-10$652,586$117,406$11,741iApproximate average salary by contribution assumption: employee only about $293,515 at 4% or $195,677 at 6%; with 50% employer match about $195,677 at 4% or $130,451 at 6%; with 100% employer match about $146,758 at 4% or $97,838 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-10$204,702$48,409$4,841iApproximate average salary by contribution assumption: employee only about $121,022 at 4% or $80,682 at 6%; with 50% employer match about $80,682 at 4% or $53,788 at 6%; with 100% employer match about $60,511 at 4% or $40,341 at 6%.
2003210$622,421$109,645$10,965iApproximate average salary by contribution assumption: employee only about $274,113 at 4% or $182,742 at 6%; with 50% employer match about $182,742 at 4% or $121,828 at 6%; with 100% employer match about $137,056 at 4% or $91,371 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-10$476,461$64,137$6,414iApproximate average salary by contribution assumption: employee only about $160,343 at 4% or $106,895 at 6%; with 50% employer match about $106,895 at 4% or $71,263 at 6%; with 100% employer match about $80,171 at 4% or $53,448 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$145,960$45,508$5,056iApproximate average salary by contribution assumption: employee only about $126,411 at 4% or $84,274 at 6%; with 50% employer match about $84,274 at 4% or $56,183 at 6%; with 100% employer match about $63,206 at 4% or $42,137 at 6%.
2002211$412,622$98,235$8,930iApproximate average salary by contribution assumption: employee only about $223,261 at 4% or $148,841 at 6%; with 50% employer match about $148,841 at 4% or $99,227 at 6%; with 100% employer match about $111,631 at 4% or $74,420 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-11$325,175$62,336$5,667iApproximate average salary by contribution assumption: employee only about $141,673 at 4% or $94,448 at 6%; with 50% employer match about $94,448 at 4% or $62,966 at 6%; with 100% employer match about $70,836 at 4% or $47,224 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-9$87,447$35,899$3,989iApproximate average salary by contribution assumption: employee only about $99,719 at 4% or $66,480 at 6%; with 50% employer match about $66,480 at 4% or $44,320 at 6%; with 100% employer match about $49,860 at 4% or $33,240 at 6%.
200129$436,902$75,560$8,396iApproximate average salary by contribution assumption: employee only about $209,889 at 4% or $139,926 at 6%; with 50% employer match about $139,926 at 4% or $93,284 at 6%; with 100% employer match about $104,944 at 4% or $69,963 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-9$379,360$48,499$5,389iApproximate average salary by contribution assumption: employee only about $134,719 at 4% or $89,813 at 6%; with 50% employer match about $89,813 at 4% or $59,875 at 6%; with 100% employer match about $67,360 at 4% or $44,906 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-7$57,542$27,061$3,866iApproximate average salary by contribution assumption: employee only about $96,646 at 4% or $64,431 at 6%; with 50% employer match about $64,431 at 4% or $42,954 at 6%; with 100% employer match about $48,323 at 4% or $32,215 at 6%.
200029$407,693$73,188$8,132iApproximate average salary by contribution assumption: employee only about $203,300 at 4% or $135,533 at 6%; with 50% employer match about $135,533 at 4% or $90,356 at 6%; with 100% employer match about $101,650 at 4% or $67,767 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-9$381,269$46,764$5,196iApproximate average salary by contribution assumption: employee only about $129,900 at 4% or $86,600 at 6%; with 50% employer match about $86,600 at 4% or $57,733 at 6%; with 100% employer match about $64,950 at 4% or $43,300 at 6%.
Cheryl Kelley, D.M.D. Defined Benefit Plan-7$26,424$26,424$3,775iApproximate average salary by contribution assumption: employee only about $94,371 at 4% or $62,914 at 6%; with 50% employer match about $62,914 at 4% or $41,943 at 6%; with 100% employer match about $47,186 at 4% or $31,457 at 6%.
199918$425,059$44,440$5,555iApproximate average salary by contribution assumption: employee only about $138,875 at 4% or $92,583 at 6%; with 50% employer match about $92,583 at 4% or $61,722 at 6%; with 100% employer match about $69,438 at 4% or $46,292 at 6%.
Cheryl Kelly, D.M.D. 401K Plan-8$425,059$44,440$5,555iApproximate average salary by contribution assumption: employee only about $138,875 at 4% or $92,583 at 6%; with 50% employer match about $92,583 at 4% or $61,722 at 6%; with 100% employer match about $69,438 at 4% or $46,292 at 6%.