Civic Intelligence

Larson, Kellett & Associates

Plan context: Larson, Kellett & Associates Retirement Plan

EIN 23-2723863 • Montoursville, PA • 23 filings • 2 plans

40 Choate CircleMontoursville, PA 17754
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$9,482,558

2024 Contributions

$376,835

Historical Graphs

Total Assets Over Time

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

$9,482,558$4,741,279$0200420152024YearValue
$9,482,558Latest year 2024

Participants Over Time

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

47240200220132024YearValue
42Latest 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
2024142$9,482,558$376,835$8,972iApproximate average salary by contribution assumption: employee only about $224,307 at 4% or $149,538 at 6%; with 50% employer match about $149,538 at 4% or $99,692 at 6%; with 100% employer match about $112,153 at 4% or $74,769 at 6%.
Larson, Kellett & Associates Retirement Plan-42$9,482,558$376,835$8,972iApproximate average salary by contribution assumption: employee only about $224,307 at 4% or $149,538 at 6%; with 50% employer match about $149,538 at 4% or $99,692 at 6%; with 100% employer match about $112,153 at 4% or $74,769 at 6%.
2023140$8,322,677$367,450$9,186iApproximate average salary by contribution assumption: employee only about $229,656 at 4% or $153,104 at 6%; with 50% employer match about $153,104 at 4% or $102,069 at 6%; with 100% employer match about $114,828 at 4% or $76,552 at 6%.
Larson, Kellett & Associates Retirement Plan-40$8,322,677$367,450$9,186iApproximate average salary by contribution assumption: employee only about $229,656 at 4% or $153,104 at 6%; with 50% employer match about $153,104 at 4% or $102,069 at 6%; with 100% employer match about $114,828 at 4% or $76,552 at 6%.
2022142$7,008,794$319,972$7,618iApproximate average salary by contribution assumption: employee only about $190,460 at 4% or $126,973 at 6%; with 50% employer match about $126,973 at 4% or $84,649 at 6%; with 100% employer match about $95,230 at 4% or $63,487 at 6%.
Larson, Kellett & Associates Retirement Plan-42$7,008,794$319,972$7,618iApproximate average salary by contribution assumption: employee only about $190,460 at 4% or $126,973 at 6%; with 50% employer match about $126,973 at 4% or $84,649 at 6%; with 100% employer match about $95,230 at 4% or $63,487 at 6%.
2021142$7,692,563$320,292$7,626iApproximate average salary by contribution assumption: employee only about $190,650 at 4% or $127,100 at 6%; with 50% employer match about $127,100 at 4% or $84,733 at 6%; with 100% employer match about $95,325 at 4% or $63,550 at 6%.
Larson, Kellett & Associates Retirement Plan-42$7,692,563$320,292$7,626iApproximate average salary by contribution assumption: employee only about $190,650 at 4% or $127,100 at 6%; with 50% employer match about $127,100 at 4% or $84,733 at 6%; with 100% employer match about $95,325 at 4% or $63,550 at 6%.
2020145$6,591,976$299,050$6,646iApproximate average salary by contribution assumption: employee only about $166,139 at 4% or $110,759 at 6%; with 50% employer match about $110,759 at 4% or $73,840 at 6%; with 100% employer match about $83,069 at 4% or $55,380 at 6%.
Larson, Kellett & Associates Retirement Plan-45$6,591,976$299,050$6,646iApproximate average salary by contribution assumption: employee only about $166,139 at 4% or $110,759 at 6%; with 50% employer match about $110,759 at 4% or $73,840 at 6%; with 100% employer match about $83,069 at 4% or $55,380 at 6%.
2019147$5,608,456$286,054$6,086iApproximate average salary by contribution assumption: employee only about $152,156 at 4% or $101,438 at 6%; with 50% employer match about $101,438 at 4% or $67,625 at 6%; with 100% employer match about $76,078 at 4% or $50,719 at 6%.
Larson, Kellett & Associates Retirement Plan-47$5,608,456$286,054$6,086iApproximate average salary by contribution assumption: employee only about $152,156 at 4% or $101,438 at 6%; with 50% employer match about $101,438 at 4% or $67,625 at 6%; with 100% employer match about $76,078 at 4% or $50,719 at 6%.
2018144$4,554,728$240,451$5,465iApproximate average salary by contribution assumption: employee only about $136,620 at 4% or $91,080 at 6%; with 50% employer match about $91,080 at 4% or $60,720 at 6%; with 100% employer match about $68,310 at 4% or $45,540 at 6%.
Larson, Kellett & Associates Retirement Plan-44$4,554,728$240,451$5,465iApproximate average salary by contribution assumption: employee only about $136,620 at 4% or $91,080 at 6%; with 50% employer match about $91,080 at 4% or $60,720 at 6%; with 100% employer match about $68,310 at 4% or $45,540 at 6%.
2017141$4,698,201$267,750$6,530iApproximate average salary by contribution assumption: employee only about $163,262 at 4% or $108,841 at 6%; with 50% employer match about $108,841 at 4% or $72,561 at 6%; with 100% employer match about $81,631 at 4% or $54,421 at 6%.
Larson, Kellett & Associates Retirement Plan-41$4,698,201$267,750$6,530iApproximate average salary by contribution assumption: employee only about $163,262 at 4% or $108,841 at 6%; with 50% employer match about $108,841 at 4% or $72,561 at 6%; with 100% employer match about $81,631 at 4% or $54,421 at 6%.
2016143$3,944,019$350,243$8,145iApproximate average salary by contribution assumption: employee only about $203,630 at 4% or $135,753 at 6%; with 50% employer match about $135,753 at 4% or $90,502 at 6%; with 100% employer match about $101,815 at 4% or $67,877 at 6%.
Larson, Kellett & Associates Retirement Plan-43$3,944,019$350,243$8,145iApproximate average salary by contribution assumption: employee only about $203,630 at 4% or $135,753 at 6%; with 50% employer match about $135,753 at 4% or $90,502 at 6%; with 100% employer match about $101,815 at 4% or $67,877 at 6%.
2015141$3,513,771$246,541$6,013iApproximate average salary by contribution assumption: employee only about $150,330 at 4% or $100,220 at 6%; with 50% employer match about $100,220 at 4% or $66,813 at 6%; with 100% employer match about $75,165 at 4% or $50,110 at 6%.
Larson, Kellett & Associates Retirement Plan-41$3,513,771$246,541$6,013iApproximate average salary by contribution assumption: employee only about $150,330 at 4% or $100,220 at 6%; with 50% employer match about $100,220 at 4% or $66,813 at 6%; with 100% employer match about $75,165 at 4% or $50,110 at 6%.
2014139$3,386,950$233,701$5,992iApproximate average salary by contribution assumption: employee only about $149,808 at 4% or $99,872 at 6%; with 50% employer match about $99,872 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%.
Larson, Kellett & Associates Retirement Plan-39$3,386,950$233,701$5,992iApproximate average salary by contribution assumption: employee only about $149,808 at 4% or $99,872 at 6%; with 50% employer match about $99,872 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%.
2013137$3,071,162$242,585$6,556iApproximate average salary by contribution assumption: employee only about $163,909 at 4% or $109,273 at 6%; with 50% employer match about $109,273 at 4% or $72,848 at 6%; with 100% employer match about $81,954 at 4% or $54,636 at 6%.
Larson, Kellett & Associates Retirement Plan-37$3,071,162$242,585$6,556iApproximate average salary by contribution assumption: employee only about $163,909 at 4% or $109,273 at 6%; with 50% employer match about $109,273 at 4% or $72,848 at 6%; with 100% employer match about $81,954 at 4% or $54,636 at 6%.
2012137$2,458,461$244,613$6,611iApproximate average salary by contribution assumption: employee only about $165,279 at 4% or $110,186 at 6%; with 50% employer match about $110,186 at 4% or $73,457 at 6%; with 100% employer match about $82,640 at 4% or $55,093 at 6%.
Larson, Kellett & Associates Retirement Plan-37$2,458,461$244,613$6,611iApproximate average salary by contribution assumption: employee only about $165,279 at 4% or $110,186 at 6%; with 50% employer match about $110,186 at 4% or $73,457 at 6%; with 100% employer match about $82,640 at 4% or $55,093 at 6%.
2011135$1,983,913$24,428$698iApproximate average salary by contribution assumption: employee only about $17,449 at 4% or $11,632 at 6%; with 50% employer match about $11,632 at 4% or $7,755 at 6%; with 100% employer match about $8,724 at 4% or $5,816 at 6%.
Larson, Kellett & Associates Retirement Plan-35$1,983,913$24,428$698iApproximate average salary by contribution assumption: employee only about $17,449 at 4% or $11,632 at 6%; with 50% employer match about $11,632 at 4% or $7,755 at 6%; with 100% employer match about $8,724 at 4% or $5,816 at 6%.
2010136$1,943,108$225,721$6,270iApproximate average salary by contribution assumption: employee only about $156,751 at 4% or $104,500 at 6%; with 50% employer match about $104,500 at 4% or $69,667 at 6%; with 100% employer match about $78,375 at 4% or $52,250 at 6%.
Larson, Kellett & Associates Retirement Plan-36$1,943,108$225,721$6,270iApproximate average salary by contribution assumption: employee only about $156,751 at 4% or $104,500 at 6%; with 50% employer match about $104,500 at 4% or $69,667 at 6%; with 100% employer match about $78,375 at 4% or $52,250 at 6%.
2009135$1,705,572$219,038$6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.
Larson, Kellett & Associates Retirement Plan-35$1,705,572$219,038$6,258iApproximate average salary by contribution assumption: employee only about $156,456 at 4% or $104,304 at 6%; with 50% employer match about $104,304 at 4% or $69,536 at 6%; with 100% employer match about $78,228 at 4% or $52,152 at 6%.
2008129$0$0-
Larson, Kellett & Associates Retirement Plan-29---
2007128$0$0-
Larson, Kellett & Associates Retirement Plan-28---
2006126$1,104,648$206,764$7,952iApproximate average salary by contribution assumption: employee only about $198,812 at 4% or $132,541 at 6%; with 50% employer match about $132,541 at 4% or $88,361 at 6%; with 100% employer match about $99,406 at 4% or $66,271 at 6%.
Larson, Kellett & Associates Retirement Plan-26$1,104,648$206,764$7,952iApproximate average salary by contribution assumption: employee only about $198,812 at 4% or $132,541 at 6%; with 50% employer match about $132,541 at 4% or $88,361 at 6%; with 100% employer match about $99,406 at 4% or $66,271 at 6%.
2005120$824,819$208,182$10,409iApproximate average salary by contribution assumption: employee only about $260,228 at 4% or $173,485 at 6%; with 50% employer match about $173,485 at 4% or $115,657 at 6%; with 100% employer match about $130,114 at 4% or $86,743 at 6%.
Larson, Kellett & Associates Retirement Plan-20$824,819$208,182$10,409iApproximate average salary by contribution assumption: employee only about $260,228 at 4% or $173,485 at 6%; with 50% employer match about $173,485 at 4% or $115,657 at 6%; with 100% employer match about $130,114 at 4% or $86,743 at 6%.
2004119$557,092$190,392$10,021iApproximate average salary by contribution assumption: employee only about $250,516 at 4% or $167,011 at 6%; with 50% employer match about $167,011 at 4% or $111,340 at 6%; with 100% employer match about $125,258 at 4% or $83,505 at 6%.
Larson, Kellett & Associates Retirement Plan-19$557,092$190,392$10,021iApproximate average salary by contribution assumption: employee only about $250,516 at 4% or $167,011 at 6%; with 50% employer match about $167,011 at 4% or $111,340 at 6%; with 100% employer match about $125,258 at 4% or $83,505 at 6%.
2003121$0$0-
Larson, Kellett & Associates Retirement Plan-21---
2002116$0$0-
Larson, Kellett & Associates Retirement Plan-16---