Civic Intelligence

Kelly & Kelly

Plan context: Kelly & Kelly Money Purchase Pension Plan and Trust

EIN 23-2320785 • 7 filings • 3 plans

Current Snapshot

Latest Year

2002

2002 Participants

3

2002 Assets

$1,234,843

2002 Contributions

$85,720

Historical Graphs

Total Assets Over Time

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

$1,319,540$659,770$0199920012002YearValue
$1,234,843Latest year 2002

Participants Over Time

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

320199920012002YearValue
3Latest year 2002

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
200223$1,234,843$85,720$28,573iApproximate average salary by contribution assumption: employee only about $714,333 at 4% or $476,222 at 6%; with 50% employer match about $476,222 at 4% or $317,481 at 6%; with 100% employer match about $357,167 at 4% or $238,111 at 6%.
Kelly & Kelly Money Purchase Pension Plan and Trust-3$708,586$34,288$11,429iApproximate average salary by contribution assumption: employee only about $285,733 at 4% or $190,489 at 6%; with 50% employer match about $190,489 at 4% or $126,993 at 6%; with 100% employer match about $142,867 at 4% or $95,244 at 6%.
KELLY & KELLY PROFIT SHARING PLAN AND TRUST-3$526,257$51,432$17,144iApproximate average salary by contribution assumption: employee only about $428,600 at 4% or $285,733 at 6%; with 50% employer match about $285,733 at 4% or $190,489 at 6%; with 100% employer match about $214,300 at 4% or $142,867 at 6%.
200123$1,319,540$42,374$14,125iApproximate average salary by contribution assumption: employee only about $353,117 at 4% or $235,411 at 6%; with 50% employer match about $235,411 at 4% or $156,941 at 6%; with 100% employer match about $176,558 at 4% or $117,706 at 6%.
Kelly & Kelly Money Purchase Pension Plan and Trust-3$774,440$16,950$5,650iApproximate average salary by contribution assumption: employee only about $141,250 at 4% or $94,167 at 6%; with 50% employer match about $94,167 at 4% or $62,778 at 6%; with 100% employer match about $70,625 at 4% or $47,083 at 6%.
KELLY & KELLY PROFIT SHARING PLAN AND TRUST-3$545,100$25,424$8,475iApproximate average salary by contribution assumption: employee only about $211,867 at 4% or $141,244 at 6%; with 50% employer match about $141,244 at 4% or $94,163 at 6%; with 100% employer match about $105,933 at 4% or $70,622 at 6%.
200023$0$0-
KELLY & KELLY PROFIT SHARING PLAN AND TRUST-3---
Kelly & Kelly Money Purchase Pension Plan and Trust-3---
199913$790,619$23,044$7,681iApproximate average salary by contribution assumption: employee only about $192,033 at 4% or $128,022 at 6%; with 50% employer match about $128,022 at 4% or $85,348 at 6%; with 100% employer match about $96,017 at 4% or $64,011 at 6%.
Kelly & Kelly Money Purchase Pension Plan and Trust-3$790,619$23,044$7,681iApproximate average salary by contribution assumption: employee only about $192,033 at 4% or $128,022 at 6%; with 50% employer match about $128,022 at 4% or $85,348 at 6%; with 100% employer match about $96,017 at 4% or $64,011 at 6%.