Civic Intelligence

Kelly & Hubner LLP

Plan context: Kelly & Hubner LLP 401(K) Profit Sharing Plan

EIN 20-2171319 • Ventura, CA • 6 filings • 1 plans

1893 South Hill RoadVentura, CA 93003
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,281,588

2017 Contributions

$114,000

Historical Graphs

Total Assets Over Time

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

$1,281,588$640,794$0201220142016YearValue
$1,281,588Latest year 2016

Participants Over Time

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

320201220142016YearValue
3Latest year 2016

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
201710$0$0-
Kelly & Hubner LLP 401(K) Profit Sharing Plan-0$0--
201613$1,281,588$114,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
Kelly & Hubner LLP 401(K) Profit Sharing Plan-3$1,281,588$114,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
201513$1,109,851$100,426$33,475iApproximate average salary by contribution assumption: employee only about $836,883 at 4% or $557,922 at 6%; with 50% employer match about $557,922 at 4% or $371,948 at 6%; with 100% employer match about $418,442 at 4% or $278,961 at 6%.
Kelly & Hubner LLP 401(K) Profit Sharing Plan-3$1,109,851$100,426$33,475iApproximate average salary by contribution assumption: employee only about $836,883 at 4% or $557,922 at 6%; with 50% employer match about $557,922 at 4% or $371,948 at 6%; with 100% employer match about $418,442 at 4% or $278,961 at 6%.
201413$1,053,512$94,900$31,633iApproximate average salary by contribution assumption: employee only about $790,833 at 4% or $527,222 at 6%; with 50% employer match about $527,222 at 4% or $351,481 at 6%; with 100% employer match about $395,417 at 4% or $263,611 at 6%.
Kelly & Hubner LLP 401(K) Profit Sharing Plan-3$1,053,512$94,900$31,633iApproximate average salary by contribution assumption: employee only about $790,833 at 4% or $527,222 at 6%; with 50% employer match about $527,222 at 4% or $351,481 at 6%; with 100% employer match about $395,417 at 4% or $263,611 at 6%.
201313$930,038$90,650$30,217iApproximate average salary by contribution assumption: employee only about $755,417 at 4% or $503,611 at 6%; with 50% employer match about $503,611 at 4% or $335,741 at 6%; with 100% employer match about $377,708 at 4% or $251,806 at 6%.
Kelly & Hubner LLP 401(K) Profit Sharing Plan-3$930,038$90,650$30,217iApproximate average salary by contribution assumption: employee only about $755,417 at 4% or $503,611 at 6%; with 50% employer match about $503,611 at 4% or $335,741 at 6%; with 100% employer match about $377,708 at 4% or $251,806 at 6%.
201213$745,104$82,250$27,417iApproximate average salary by contribution assumption: employee only about $685,417 at 4% or $456,944 at 6%; with 50% employer match about $456,944 at 4% or $304,630 at 6%; with 100% employer match about $342,708 at 4% or $228,472 at 6%.
Kelly & Hubner LLP 401(K) Profit Sharing Plan-3$745,104$82,250$27,417iApproximate average salary by contribution assumption: employee only about $685,417 at 4% or $456,944 at 6%; with 50% employer match about $456,944 at 4% or $304,630 at 6%; with 100% employer match about $342,708 at 4% or $228,472 at 6%.