Civic Intelligence

Kilty Risk and Insurance Services,

Plan context: Kilty Risk and Insurance Services Inc. Retirement Trust

EIN 26-3444433 • San Ramon, CA • 11 filings • 2 plans

12657 Alcosta BoulevardSuite 175San Ramon, CA 94583
Current Snapshot

Latest Year

2021

2021 Participants

11

2021 Assets

$730,550

2021 Contributions

$51,265

Historical Graphs

Total Assets Over Time

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

$730,550$365,275$0201120162020YearValue
$730,550Latest year 2020

Participants Over Time

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

1160201120162020YearValue
11Latest year 2020

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
202110$0$51,265-
Kilty Risk and Insurance Services Inc. Retirement Trust-0$0$51,265-
2020111$730,550$82,528$7,503iApproximate average salary by contribution assumption: employee only about $187,564 at 4% or $125,042 at 6%; with 50% employer match about $125,042 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-11$730,550$82,528$7,503iApproximate average salary by contribution assumption: employee only about $187,564 at 4% or $125,042 at 6%; with 50% employer match about $125,042 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%.
201919$589,587$107,929$11,992iApproximate average salary by contribution assumption: employee only about $299,803 at 4% or $199,869 at 6%; with 50% employer match about $199,869 at 4% or $133,246 at 6%; with 100% employer match about $149,901 at 4% or $99,934 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-9$589,587$107,929$11,992iApproximate average salary by contribution assumption: employee only about $299,803 at 4% or $199,869 at 6%; with 50% employer match about $199,869 at 4% or $133,246 at 6%; with 100% employer match about $149,901 at 4% or $99,934 at 6%.
201818$404,419$71,147$8,893iApproximate average salary by contribution assumption: employee only about $222,334 at 4% or $148,223 at 6%; with 50% employer match about $148,223 at 4% or $98,815 at 6%; with 100% employer match about $111,167 at 4% or $74,111 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-8$404,419$71,147$8,893iApproximate average salary by contribution assumption: employee only about $222,334 at 4% or $148,223 at 6%; with 50% employer match about $148,223 at 4% or $98,815 at 6%; with 100% employer match about $111,167 at 4% or $74,111 at 6%.
201716$361,044$47,284$7,881iApproximate average salary by contribution assumption: employee only about $197,017 at 4% or $131,344 at 6%; with 50% employer match about $131,344 at 4% or $87,563 at 6%; with 100% employer match about $98,508 at 4% or $65,672 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-6$361,044$47,284$7,881iApproximate average salary by contribution assumption: employee only about $197,017 at 4% or $131,344 at 6%; with 50% employer match about $131,344 at 4% or $87,563 at 6%; with 100% employer match about $98,508 at 4% or $65,672 at 6%.
201616$284,805$47,664$7,944iApproximate average salary by contribution assumption: employee only about $198,600 at 4% or $132,400 at 6%; with 50% employer match about $132,400 at 4% or $88,267 at 6%; with 100% employer match about $99,300 at 4% or $66,200 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-6$284,805$47,664$7,944iApproximate average salary by contribution assumption: employee only about $198,600 at 4% or $132,400 at 6%; with 50% employer match about $132,400 at 4% or $88,267 at 6%; with 100% employer match about $99,300 at 4% or $66,200 at 6%.
201516$226,051$63,940$10,657iApproximate average salary by contribution assumption: employee only about $266,417 at 4% or $177,611 at 6%; with 50% employer match about $177,611 at 4% or $118,407 at 6%; with 100% employer match about $133,208 at 4% or $88,806 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-6$226,051$63,940$10,657iApproximate average salary by contribution assumption: employee only about $266,417 at 4% or $177,611 at 6%; with 50% employer match about $177,611 at 4% or $118,407 at 6%; with 100% employer match about $133,208 at 4% or $88,806 at 6%.
201415$161,483$46,000$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-5$161,483$46,000$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
201315$110,400$39,528$7,906iApproximate average salary by contribution assumption: employee only about $197,640 at 4% or $131,760 at 6%; with 50% employer match about $131,760 at 4% or $87,840 at 6%; with 100% employer match about $98,820 at 4% or $65,880 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-5$110,400$39,528$7,906iApproximate average salary by contribution assumption: employee only about $197,640 at 4% or $131,760 at 6%; with 50% employer match about $131,760 at 4% or $87,840 at 6%; with 100% employer match about $98,820 at 4% or $65,880 at 6%.
201214$61,003$37,356$9,339iApproximate average salary by contribution assumption: employee only about $233,475 at 4% or $155,650 at 6%; with 50% employer match about $155,650 at 4% or $103,767 at 6%; with 100% employer match about $116,738 at 4% or $77,825 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-4$61,003$37,356$9,339iApproximate average salary by contribution assumption: employee only about $233,475 at 4% or $155,650 at 6%; with 50% employer match about $155,650 at 4% or $103,767 at 6%; with 100% employer match about $116,738 at 4% or $77,825 at 6%.
201113$18,867$18,402$6,134iApproximate average salary by contribution assumption: employee only about $153,350 at 4% or $102,233 at 6%; with 50% employer match about $102,233 at 4% or $68,156 at 6%; with 100% employer match about $76,675 at 4% or $51,117 at 6%.
Kilty Risk and Insurance Services Inc. Retirement Trust-3$18,867$18,402$6,134iApproximate average salary by contribution assumption: employee only about $153,350 at 4% or $102,233 at 6%; with 50% employer match about $102,233 at 4% or $68,156 at 6%; with 100% employer match about $76,675 at 4% or $51,117 at 6%.