Civic Intelligence

Kelley Uustal PLC

Plan context: Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust

EIN 20-3357705 • Ft. Lauderdale, FL • 18 filings • 4 plans

500 N. Federal HighwaySuite 200Ft. Lauderdale, FL 33301
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$6,023,597

2024 Contributions

$253,158

Historical Graphs

Total Assets Over Time

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

$6,029,361$3,014,681$0200820162024YearValue
$6,023,597Latest year 2024

Participants Over Time

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

59300200720162024YearValue
22Latest year 2024

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
2024122$6,023,597$253,158$11,507iApproximate average salary by contribution assumption: employee only about $287,680 at 4% or $191,786 at 6%; with 50% employer match about $191,786 at 4% or $127,858 at 6%; with 100% employer match about $143,840 at 4% or $95,893 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-22$6,023,597$253,158$11,507iApproximate average salary by contribution assumption: employee only about $287,680 at 4% or $191,786 at 6%; with 50% employer match about $191,786 at 4% or $127,858 at 6%; with 100% employer match about $143,840 at 4% or $95,893 at 6%.
2023124$5,157,848$324,013$13,501iApproximate average salary by contribution assumption: employee only about $337,514 at 4% or $225,009 at 6%; with 50% employer match about $225,009 at 4% or $150,006 at 6%; with 100% employer match about $168,757 at 4% or $112,505 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-24$5,157,848$324,013$13,501iApproximate average salary by contribution assumption: employee only about $337,514 at 4% or $225,009 at 6%; with 50% employer match about $225,009 at 4% or $150,006 at 6%; with 100% employer match about $168,757 at 4% or $112,505 at 6%.
2022123$5,382,129$323,847$14,080iApproximate average salary by contribution assumption: employee only about $352,008 at 4% or $234,672 at 6%; with 50% employer match about $234,672 at 4% or $156,448 at 6%; with 100% employer match about $176,004 at 4% or $117,336 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-23$5,382,129$323,847$14,080iApproximate average salary by contribution assumption: employee only about $352,008 at 4% or $234,672 at 6%; with 50% employer match about $234,672 at 4% or $156,448 at 6%; with 100% employer match about $176,004 at 4% or $117,336 at 6%.
2021131$6,029,361$434,619$14,020iApproximate average salary by contribution assumption: employee only about $350,499 at 4% or $233,666 at 6%; with 50% employer match about $233,666 at 4% or $155,777 at 6%; with 100% employer match about $175,250 at 4% or $116,833 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-31$6,029,361$434,619$14,020iApproximate average salary by contribution assumption: employee only about $350,499 at 4% or $233,666 at 6%; with 50% employer match about $233,666 at 4% or $155,777 at 6%; with 100% employer match about $175,250 at 4% or $116,833 at 6%.
2020133$5,044,930$176,617$5,352iApproximate average salary by contribution assumption: employee only about $133,801 at 4% or $89,201 at 6%; with 50% employer match about $89,201 at 4% or $59,467 at 6%; with 100% employer match about $66,900 at 4% or $44,600 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-33$5,044,930$176,617$5,352iApproximate average salary by contribution assumption: employee only about $133,801 at 4% or $89,201 at 6%; with 50% employer match about $89,201 at 4% or $59,467 at 6%; with 100% employer match about $66,900 at 4% or $44,600 at 6%.
2019159$5,739,504$451,567$7,654iApproximate average salary by contribution assumption: employee only about $191,342 at 4% or $127,561 at 6%; with 50% employer match about $127,561 at 4% or $85,041 at 6%; with 100% employer match about $95,671 at 4% or $63,781 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-59$5,739,504$451,567$7,654iApproximate average salary by contribution assumption: employee only about $191,342 at 4% or $127,561 at 6%; with 50% employer match about $127,561 at 4% or $85,041 at 6%; with 100% employer match about $95,671 at 4% or $63,781 at 6%.
2018150$4,527,911$433,767$8,675iApproximate average salary by contribution assumption: employee only about $216,884 at 4% or $144,589 at 6%; with 50% employer match about $144,589 at 4% or $96,393 at 6%; with 100% employer match about $108,442 at 4% or $72,295 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-50$4,527,911$433,767$8,675iApproximate average salary by contribution assumption: employee only about $216,884 at 4% or $144,589 at 6%; with 50% employer match about $144,589 at 4% or $96,393 at 6%; with 100% employer match about $108,442 at 4% or $72,295 at 6%.
2017142$4,458,559$404,318$9,627iApproximate average salary by contribution assumption: employee only about $240,665 at 4% or $160,444 at 6%; with 50% employer match about $160,444 at 4% or $106,962 at 6%; with 100% employer match about $120,333 at 4% or $80,222 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-42$4,458,559$404,318$9,627iApproximate average salary by contribution assumption: employee only about $240,665 at 4% or $160,444 at 6%; with 50% employer match about $160,444 at 4% or $106,962 at 6%; with 100% employer match about $120,333 at 4% or $80,222 at 6%.
2016145$3,491,447$339,640$7,548iApproximate average salary by contribution assumption: employee only about $188,689 at 4% or $125,793 at 6%; with 50% employer match about $125,793 at 4% or $83,862 at 6%; with 100% employer match about $94,344 at 4% or $62,896 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-45$3,491,447$339,640$7,548iApproximate average salary by contribution assumption: employee only about $188,689 at 4% or $125,793 at 6%; with 50% employer match about $125,793 at 4% or $83,862 at 6%; with 100% employer match about $94,344 at 4% or $62,896 at 6%.
2015132$2,949,895$648,792$20,275iApproximate average salary by contribution assumption: employee only about $506,869 at 4% or $337,913 at 6%; with 50% employer match about $337,913 at 4% or $225,275 at 6%; with 100% employer match about $253,434 at 4% or $168,956 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-32$2,949,895$648,792$20,275iApproximate average salary by contribution assumption: employee only about $506,869 at 4% or $337,913 at 6%; with 50% employer match about $337,913 at 4% or $225,275 at 6%; with 100% employer match about $253,434 at 4% or $168,956 at 6%.
2014123$2,415,697$339,699$14,770iApproximate average salary by contribution assumption: employee only about $369,238 at 4% or $246,159 at 6%; with 50% employer match about $246,159 at 4% or $164,106 at 6%; with 100% employer match about $184,619 at 4% or $123,079 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-23$2,415,697$339,699$14,770iApproximate average salary by contribution assumption: employee only about $369,238 at 4% or $246,159 at 6%; with 50% employer match about $246,159 at 4% or $164,106 at 6%; with 100% employer match about $184,619 at 4% or $123,079 at 6%.
2013126$2,022,991$307,234$11,817iApproximate average salary by contribution assumption: employee only about $295,417 at 4% or $196,945 at 6%; with 50% employer match about $196,945 at 4% or $131,297 at 6%; with 100% employer match about $147,709 at 4% or $98,472 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-26$2,022,991$307,234$11,817iApproximate average salary by contribution assumption: employee only about $295,417 at 4% or $196,945 at 6%; with 50% employer match about $196,945 at 4% or $131,297 at 6%; with 100% employer match about $147,709 at 4% or $98,472 at 6%.
2012116$1,538,655$294,822$18,426iApproximate average salary by contribution assumption: employee only about $460,659 at 4% or $307,106 at 6%; with 50% employer match about $307,106 at 4% or $204,738 at 6%; with 100% employer match about $230,330 at 4% or $153,553 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-16$1,538,655$294,822$18,426iApproximate average salary by contribution assumption: employee only about $460,659 at 4% or $307,106 at 6%; with 50% employer match about $307,106 at 4% or $204,738 at 6%; with 100% employer match about $230,330 at 4% or $153,553 at 6%.
2011119$1,132,471$156,674$8,246iApproximate average salary by contribution assumption: employee only about $206,150 at 4% or $137,433 at 6%; with 50% employer match about $137,433 at 4% or $91,622 at 6%; with 100% employer match about $103,075 at 4% or $68,717 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-19$1,132,471$156,674$8,246iApproximate average salary by contribution assumption: employee only about $206,150 at 4% or $137,433 at 6%; with 50% employer match about $137,433 at 4% or $91,622 at 6%; with 100% employer match about $103,075 at 4% or $68,717 at 6%.
2010123$1,005,195$253,763$11,033iApproximate average salary by contribution assumption: employee only about $275,829 at 4% or $183,886 at 6%; with 50% employer match about $183,886 at 4% or $122,591 at 6%; with 100% employer match about $137,915 at 4% or $91,943 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-23$1,005,195$253,763$11,033iApproximate average salary by contribution assumption: employee only about $275,829 at 4% or $183,886 at 6%; with 50% employer match about $183,886 at 4% or $122,591 at 6%; with 100% employer match about $137,915 at 4% or $91,943 at 6%.
2009119$663,384$279,534$14,712iApproximate average salary by contribution assumption: employee only about $367,808 at 4% or $245,205 at 6%; with 50% employer match about $245,205 at 4% or $163,470 at 6%; with 100% employer match about $183,904 at 4% or $122,603 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-19$663,384$279,534$14,712iApproximate average salary by contribution assumption: employee only about $367,808 at 4% or $245,205 at 6%; with 50% employer match about $245,205 at 4% or $163,470 at 6%; with 100% employer match about $183,904 at 4% or $122,603 at 6%.
2008111$324,935$186,344$16,940iApproximate average salary by contribution assumption: employee only about $423,509 at 4% or $282,339 at 6%; with 50% employer match about $282,339 at 4% or $188,226 at 6%; with 100% employer match about $211,755 at 4% or $141,170 at 6%.
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-11$324,935$186,344$16,940iApproximate average salary by contribution assumption: employee only about $423,509 at 4% or $282,339 at 6%; with 50% employer match about $282,339 at 4% or $188,226 at 6%; with 100% employer match about $211,755 at 4% or $141,170 at 6%.
200715$0$0-
Kelley Uustal PLC 401(K) Profit Sharing Plan & Trust-5---