Civic Intelligence

Kellcole Holdings LLC DBA Qolity Financial

Plan context: Qolity Financial 401(K) Plan

EIN 26-2185924 • Utica, MI • 10 filings • 1 plans

7669 Auburn RoadUtica, MI 48317-5219
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$925,684

2024 Contributions

$48,096

Historical Graphs

Total Assets Over Time

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

$925,684$462,842$0201520202024YearValue
$925,684Latest year 2024

Participants Over Time

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

530201520202024YearValue
5Latest 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
202415$925,684$48,096$9,619iApproximate average salary by contribution assumption: employee only about $240,480 at 4% or $160,320 at 6%; with 50% employer match about $160,320 at 4% or $106,880 at 6%; with 100% employer match about $120,240 at 4% or $80,160 at 6%.
Qolity Financial 401(K) Plan-5$925,684$48,096$9,619iApproximate average salary by contribution assumption: employee only about $240,480 at 4% or $160,320 at 6%; with 50% employer match about $160,320 at 4% or $106,880 at 6%; with 100% employer match about $120,240 at 4% or $80,160 at 6%.
202315$743,923$136,215$27,243iApproximate average salary by contribution assumption: employee only about $681,075 at 4% or $454,050 at 6%; with 50% employer match about $454,050 at 4% or $302,700 at 6%; with 100% employer match about $340,538 at 4% or $227,025 at 6%.
Qolity Financial 401(K) Plan-5$743,923$136,215$27,243iApproximate average salary by contribution assumption: employee only about $681,075 at 4% or $454,050 at 6%; with 50% employer match about $454,050 at 4% or $302,700 at 6%; with 100% employer match about $340,538 at 4% or $227,025 at 6%.
202214$482,477$47,607$11,902iApproximate average salary by contribution assumption: employee only about $297,544 at 4% or $198,363 at 6%; with 50% employer match about $198,363 at 4% or $132,242 at 6%; with 100% employer match about $148,772 at 4% or $99,181 at 6%.
Qolity Financial 401(K) Plan-4$482,477$47,607$11,902iApproximate average salary by contribution assumption: employee only about $297,544 at 4% or $198,363 at 6%; with 50% employer match about $198,363 at 4% or $132,242 at 6%; with 100% employer match about $148,772 at 4% or $99,181 at 6%.
202115$593,343$101,479$20,296iApproximate average salary by contribution assumption: employee only about $507,395 at 4% or $338,263 at 6%; with 50% employer match about $338,263 at 4% or $225,509 at 6%; with 100% employer match about $253,698 at 4% or $169,132 at 6%.
Qolity Financial 401(K) Plan-5$593,343$101,479$20,296iApproximate average salary by contribution assumption: employee only about $507,395 at 4% or $338,263 at 6%; with 50% employer match about $338,263 at 4% or $225,509 at 6%; with 100% employer match about $253,698 at 4% or $169,132 at 6%.
202015$417,449$54,987$10,997iApproximate average salary by contribution assumption: employee only about $274,935 at 4% or $183,290 at 6%; with 50% employer match about $183,290 at 4% or $122,193 at 6%; with 100% employer match about $137,468 at 4% or $91,645 at 6%.
Qolity Financial 401(K) Plan-5$417,449$54,987$10,997iApproximate average salary by contribution assumption: employee only about $274,935 at 4% or $183,290 at 6%; with 50% employer match about $183,290 at 4% or $122,193 at 6%; with 100% employer match about $137,468 at 4% or $91,645 at 6%.
201915$287,519$80,827$16,165iApproximate average salary by contribution assumption: employee only about $404,135 at 4% or $269,423 at 6%; with 50% employer match about $269,423 at 4% or $179,616 at 6%; with 100% employer match about $202,068 at 4% or $134,712 at 6%.
Qolity Financial 401(K) Plan-5$287,519$80,827$16,165iApproximate average salary by contribution assumption: employee only about $404,135 at 4% or $269,423 at 6%; with 50% employer match about $269,423 at 4% or $179,616 at 6%; with 100% employer match about $202,068 at 4% or $134,712 at 6%.
201814$175,552$111,547$27,887iApproximate average salary by contribution assumption: employee only about $697,169 at 4% or $464,779 at 6%; with 50% employer match about $464,779 at 4% or $309,853 at 6%; with 100% employer match about $348,584 at 4% or $232,390 at 6%.
Qolity Financial 401(K) Plan-4$175,552$111,547$27,887iApproximate average salary by contribution assumption: employee only about $697,169 at 4% or $464,779 at 6%; with 50% employer match about $464,779 at 4% or $309,853 at 6%; with 100% employer match about $348,584 at 4% or $232,390 at 6%.
201714$75,079$22,238$5,560iApproximate average salary by contribution assumption: employee only about $138,988 at 4% or $92,658 at 6%; with 50% employer match about $92,658 at 4% or $61,772 at 6%; with 100% employer match about $69,494 at 4% or $46,329 at 6%.
Qolity Financial 401(K) Plan-4$75,079$22,238$5,560iApproximate average salary by contribution assumption: employee only about $138,988 at 4% or $92,658 at 6%; with 50% employer match about $92,658 at 4% or $61,772 at 6%; with 100% employer match about $69,494 at 4% or $46,329 at 6%.
201613$43,366$27,528$9,176iApproximate average salary by contribution assumption: employee only about $229,400 at 4% or $152,933 at 6%; with 50% employer match about $152,933 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.
Qolity Financial 401(K) Plan-3$43,366$27,528$9,176iApproximate average salary by contribution assumption: employee only about $229,400 at 4% or $152,933 at 6%; with 50% employer match about $152,933 at 4% or $101,956 at 6%; with 100% employer match about $114,700 at 4% or $76,467 at 6%.
201513$13,409$13,437$4,479iApproximate average salary by contribution assumption: employee only about $111,975 at 4% or $74,650 at 6%; with 50% employer match about $74,650 at 4% or $49,767 at 6%; with 100% employer match about $55,988 at 4% or $37,325 at 6%.
Qolity Financial 401(K) Plan-3$13,409$13,437$4,479iApproximate average salary by contribution assumption: employee only about $111,975 at 4% or $74,650 at 6%; with 50% employer match about $74,650 at 4% or $49,767 at 6%; with 100% employer match about $55,988 at 4% or $37,325 at 6%.