Civic Intelligence

Matthew J. Kelley, Inc

Plan context: Matthew J. Kelley Inc. 401(K) Plan

EIN 20-8028218 • Hollister, CA • 16 filings • 1 plans

400 Park Center DriveSuite 4Hollister, CA 95023
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,088,771

2024 Contributions

$39,955

Historical Graphs

Total Assets Over Time

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

$1,088,771$544,386$0200920172024YearValue
$1,088,771Latest year 2024

Participants Over Time

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

420200920172024YearValue
4Latest 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
202414$1,088,771$39,955$9,989iApproximate average salary by contribution assumption: employee only about $249,719 at 4% or $166,479 at 6%; with 50% employer match about $166,479 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,240 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-4$1,088,771$39,955$9,989iApproximate average salary by contribution assumption: employee only about $249,719 at 4% or $166,479 at 6%; with 50% employer match about $166,479 at 4% or $110,986 at 6%; with 100% employer match about $124,859 at 4% or $83,240 at 6%.
202314$954,857$39,171$9,793iApproximate average salary by contribution assumption: employee only about $244,819 at 4% or $163,213 at 6%; with 50% employer match about $163,213 at 4% or $108,808 at 6%; with 100% employer match about $122,409 at 4% or $81,606 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-4$954,857$39,171$9,793iApproximate average salary by contribution assumption: employee only about $244,819 at 4% or $163,213 at 6%; with 50% employer match about $163,213 at 4% or $108,808 at 6%; with 100% employer match about $122,409 at 4% or $81,606 at 6%.
202214$789,455$36,611$9,153iApproximate average salary by contribution assumption: employee only about $228,819 at 4% or $152,546 at 6%; with 50% employer match about $152,546 at 4% or $101,697 at 6%; with 100% employer match about $114,409 at 4% or $76,273 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-4$789,455$36,611$9,153iApproximate average salary by contribution assumption: employee only about $228,819 at 4% or $152,546 at 6%; with 50% employer match about $152,546 at 4% or $101,697 at 6%; with 100% employer match about $114,409 at 4% or $76,273 at 6%.
202113$918,325$26,416$8,805iApproximate average salary by contribution assumption: employee only about $220,133 at 4% or $146,756 at 6%; with 50% employer match about $146,756 at 4% or $97,837 at 6%; with 100% employer match about $110,067 at 4% or $73,378 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$918,325$26,416$8,805iApproximate average salary by contribution assumption: employee only about $220,133 at 4% or $146,756 at 6%; with 50% employer match about $146,756 at 4% or $97,837 at 6%; with 100% employer match about $110,067 at 4% or $73,378 at 6%.
202013$786,452$62,236$20,745iApproximate average salary by contribution assumption: employee only about $518,633 at 4% or $345,756 at 6%; with 50% employer match about $345,756 at 4% or $230,504 at 6%; with 100% employer match about $259,317 at 4% or $172,878 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$786,452$62,236$20,745iApproximate average salary by contribution assumption: employee only about $518,633 at 4% or $345,756 at 6%; with 50% employer match about $345,756 at 4% or $230,504 at 6%; with 100% employer match about $259,317 at 4% or $172,878 at 6%.
201913$625,407$30,378$10,126iApproximate average salary by contribution assumption: employee only about $253,150 at 4% or $168,767 at 6%; with 50% employer match about $168,767 at 4% or $112,511 at 6%; with 100% employer match about $126,575 at 4% or $84,383 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$625,407$30,378$10,126iApproximate average salary by contribution assumption: employee only about $253,150 at 4% or $168,767 at 6%; with 50% employer match about $168,767 at 4% or $112,511 at 6%; with 100% employer match about $126,575 at 4% or $84,383 at 6%.
201814$493,278$37,344$9,336iApproximate average salary by contribution assumption: employee only about $233,400 at 4% or $155,600 at 6%; with 50% employer match about $155,600 at 4% or $103,733 at 6%; with 100% employer match about $116,700 at 4% or $77,800 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-4$493,278$37,344$9,336iApproximate average salary by contribution assumption: employee only about $233,400 at 4% or $155,600 at 6%; with 50% employer match about $155,600 at 4% or $103,733 at 6%; with 100% employer match about $116,700 at 4% or $77,800 at 6%.
201714$497,733$122,335$30,584iApproximate average salary by contribution assumption: employee only about $764,594 at 4% or $509,729 at 6%; with 50% employer match about $509,729 at 4% or $339,819 at 6%; with 100% employer match about $382,297 at 4% or $254,865 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-4$497,733$122,335$30,584iApproximate average salary by contribution assumption: employee only about $764,594 at 4% or $509,729 at 6%; with 50% employer match about $509,729 at 4% or $339,819 at 6%; with 100% employer match about $382,297 at 4% or $254,865 at 6%.
201613$317,188$88,997$29,666iApproximate average salary by contribution assumption: employee only about $741,642 at 4% or $494,428 at 6%; with 50% employer match about $494,428 at 4% or $329,619 at 6%; with 100% employer match about $370,821 at 4% or $247,214 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$317,188$88,997$29,666iApproximate average salary by contribution assumption: employee only about $741,642 at 4% or $494,428 at 6%; with 50% employer match about $494,428 at 4% or $329,619 at 6%; with 100% employer match about $370,821 at 4% or $247,214 at 6%.
201513$214,103$72,344$24,115iApproximate average salary by contribution assumption: employee only about $602,867 at 4% or $401,911 at 6%; with 50% employer match about $401,911 at 4% or $267,941 at 6%; with 100% employer match about $301,433 at 4% or $200,956 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$214,103$72,344$24,115iApproximate average salary by contribution assumption: employee only about $602,867 at 4% or $401,911 at 6%; with 50% employer match about $401,911 at 4% or $267,941 at 6%; with 100% employer match about $301,433 at 4% or $200,956 at 6%.
201413$142,311$49,840$16,613iApproximate average salary by contribution assumption: employee only about $415,333 at 4% or $276,889 at 6%; with 50% employer match about $276,889 at 4% or $184,593 at 6%; with 100% employer match about $207,667 at 4% or $138,444 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$142,311$49,840$16,613iApproximate average salary by contribution assumption: employee only about $415,333 at 4% or $276,889 at 6%; with 50% employer match about $276,889 at 4% or $184,593 at 6%; with 100% employer match about $207,667 at 4% or $138,444 at 6%.
201313$84,744$15,633$5,211iApproximate average salary by contribution assumption: employee only about $130,275 at 4% or $86,850 at 6%; with 50% employer match about $86,850 at 4% or $57,900 at 6%; with 100% employer match about $65,138 at 4% or $43,425 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$84,744$15,633$5,211iApproximate average salary by contribution assumption: employee only about $130,275 at 4% or $86,850 at 6%; with 50% employer match about $86,850 at 4% or $57,900 at 6%; with 100% employer match about $65,138 at 4% or $43,425 at 6%.
201212$54,267$11,047$5,524iApproximate average salary by contribution assumption: employee only about $138,088 at 4% or $92,058 at 6%; with 50% employer match about $92,058 at 4% or $61,372 at 6%; with 100% employer match about $69,044 at 4% or $46,029 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-2$54,267$11,047$5,524iApproximate average salary by contribution assumption: employee only about $138,088 at 4% or $92,058 at 6%; with 50% employer match about $92,058 at 4% or $61,372 at 6%; with 100% employer match about $69,044 at 4% or $46,029 at 6%.
201112$36,940$14,942$7,471iApproximate average salary by contribution assumption: employee only about $186,775 at 4% or $124,517 at 6%; with 50% employer match about $124,517 at 4% or $83,011 at 6%; with 100% employer match about $93,388 at 4% or $62,258 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-2$36,940$14,942$7,471iApproximate average salary by contribution assumption: employee only about $186,775 at 4% or $124,517 at 6%; with 50% employer match about $124,517 at 4% or $83,011 at 6%; with 100% employer match about $93,388 at 4% or $62,258 at 6%.
201013$31,917$15,271$5,090iApproximate average salary by contribution assumption: employee only about $127,258 at 4% or $84,839 at 6%; with 50% employer match about $84,839 at 4% or $56,559 at 6%; with 100% employer match about $63,629 at 4% or $42,419 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$31,917$15,271$5,090iApproximate average salary by contribution assumption: employee only about $127,258 at 4% or $84,839 at 6%; with 50% employer match about $84,839 at 4% or $56,559 at 6%; with 100% employer match about $63,629 at 4% or $42,419 at 6%.
200913$13,114$11,789$3,930iApproximate average salary by contribution assumption: employee only about $98,242 at 4% or $65,494 at 6%; with 50% employer match about $65,494 at 4% or $43,663 at 6%; with 100% employer match about $49,121 at 4% or $32,747 at 6%.
Matthew J. Kelley Inc. 401(K) Plan-3$13,114$11,789$3,930iApproximate average salary by contribution assumption: employee only about $98,242 at 4% or $65,494 at 6%; with 50% employer match about $65,494 at 4% or $43,663 at 6%; with 100% employer match about $49,121 at 4% or $32,747 at 6%.