Civic Intelligence

William a Kelly

Plan context: William a. Kelly 401 K Profit Sharing Plan Trust

EIN 20-1156516 • Braintree, MA • 3 filings • 2 plans

10 Forbes RoadSuite 130Braintree, MA 02184
Current Snapshot

Latest Year

2017

2017 Participants

8

2017 Assets

$132,076

2017 Contributions

$38,601

Historical Graphs

Total Assets Over Time

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

$132,076$66,038$0201520162017YearValue
$132,076Latest year 2017

Participants Over Time

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

950201520162017YearValue
8Latest year 2017

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
201718$132,076$38,601$4,825iApproximate average salary by contribution assumption: employee only about $120,628 at 4% or $80,419 at 6%; with 50% employer match about $80,419 at 4% or $53,613 at 6%; with 100% employer match about $60,314 at 4% or $40,209 at 6%.
William a. Kelly 401 K Profit Sharing Plan Trust-8$132,076$38,601$4,825iApproximate average salary by contribution assumption: employee only about $120,628 at 4% or $80,419 at 6%; with 50% employer match about $80,419 at 4% or $53,613 at 6%; with 100% employer match about $60,314 at 4% or $40,209 at 6%.
201619$104,529$69,230$7,692iApproximate average salary by contribution assumption: employee only about $192,306 at 4% or $128,204 at 6%; with 50% employer match about $128,204 at 4% or $85,469 at 6%; with 100% employer match about $96,153 at 4% or $64,102 at 6%.
William a. Kelly 401 K Profit Sharing Plan Trust-9$104,529$69,230$7,692iApproximate average salary by contribution assumption: employee only about $192,306 at 4% or $128,204 at 6%; with 50% employer match about $128,204 at 4% or $85,469 at 6%; with 100% employer match about $96,153 at 4% or $64,102 at 6%.
201517$31,051$31,028$4,433iApproximate average salary by contribution assumption: employee only about $110,814 at 4% or $73,876 at 6%; with 50% employer match about $73,876 at 4% or $49,251 at 6%; with 100% employer match about $55,407 at 4% or $36,938 at 6%.
William a. Kelly 401 K Profit Sharing Plan Trust-7$31,051$31,028$4,433iApproximate average salary by contribution assumption: employee only about $110,814 at 4% or $73,876 at 6%; with 50% employer match about $73,876 at 4% or $49,251 at 6%; with 100% employer match about $55,407 at 4% or $36,938 at 6%.