Current Snapshot
Latest Year
2003
2003 Participants
145
2003 Assets
$265,039
2003 Contributions
$337,487
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $265,039 | $0 | - |
| Kelly Waldron & Co. 401K Plan | - | 0 | $265,039 | - | - |
| 2002 | 1 | 145 | $672,859 | $0 | - |
| Kelly Waldron & Co. 401K Plan | - | 145 | $672,859 | - | - |
| 2001 | 1 | 143 | $0 | $0 | - |
| Kelly Waldron & Co. 401K Plan | - | 143 | - | - | - |
| 2000 | 1 | 207 | $1,225,082 | $0 | - |
| Kelly Waldron & Co. 401K Plan | - | 207 | $1,225,082 | - | - |
| 1999 | 1 | 224 | $1,510,994 | $337,487 | $1,507iApproximate average salary by contribution assumption: employee only about $37,666 at 4% or $25,111 at 6%; with 50% employer match about $25,111 at 4% or $16,740 at 6%; with 100% employer match about $18,833 at 4% or $12,555 at 6%. |
| Kelly Waldron & Co. 401K Plan | - | 224 | $1,510,994 | $337,487 | $1,507iApproximate average salary by contribution assumption: employee only about $37,666 at 4% or $25,111 at 6%; with 50% employer match about $25,111 at 4% or $16,740 at 6%; with 100% employer match about $18,833 at 4% or $12,555 at 6%. |