Civic Intelligence

Kelley Escrow

Plan context: Kelley Escrow 401 K Profit Sharing Plan Trust

EIN 33-0063000 • North Tustin, CA • 31 filings • 6 plans

12255 Newport AvenueNorth Tustin, CA 92705
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$109,447

2025 Contributions

$297,833

Historical Graphs

Total Assets Over Time

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

$940,025$470,013$0200020142024YearValue
$109,447Latest year 2024

Participants Over Time

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

1260200020132024YearValue
4Latest 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
202510$0$0-
Kelley Escrow 401 K Profit Sharing Plan Trust-0$0$0-
202414$109,447$0-
Kelley Escrow 401 K Profit Sharing Plan Trust-4$109,447$0-
202316$928,036$297,833$49,639iApproximate average salary by contribution assumption: employee only about $1,240,971 at 4% or $827,314 at 6%; with 50% employer match about $827,314 at 4% or $551,543 at 6%; with 100% employer match about $620,485 at 4% or $413,657 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-6$928,036$297,833$49,639iApproximate average salary by contribution assumption: employee only about $1,240,971 at 4% or $827,314 at 6%; with 50% employer match about $827,314 at 4% or $551,543 at 6%; with 100% employer match about $620,485 at 4% or $413,657 at 6%.
202224$580,631$16,685$4,171iApproximate average salary by contribution assumption: employee only about $104,281 at 4% or $69,521 at 6%; with 50% employer match about $69,521 at 4% or $46,347 at 6%; with 100% employer match about $52,141 at 4% or $34,760 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-4$580,631$16,685$4,171iApproximate average salary by contribution assumption: employee only about $104,281 at 4% or $69,521 at 6%; with 50% employer match about $69,521 at 4% or $46,347 at 6%; with 100% employer match about $52,141 at 4% or $34,760 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-0$0--
202126$940,025$46,973$7,829iApproximate average salary by contribution assumption: employee only about $195,721 at 4% or $130,481 at 6%; with 50% employer match about $130,481 at 4% or $86,987 at 6%; with 100% employer match about $97,860 at 4% or $65,240 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-4$678,127$46,973$11,743iApproximate average salary by contribution assumption: employee only about $293,581 at 4% or $195,721 at 6%; with 50% employer match about $195,721 at 4% or $130,481 at 6%; with 100% employer match about $146,791 at 4% or $97,860 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-6$261,898$0-
202026$937,357$28,903$4,817iApproximate average salary by contribution assumption: employee only about $120,429 at 4% or $80,286 at 6%; with 50% employer match about $80,286 at 4% or $53,524 at 6%; with 100% employer match about $60,215 at 4% or $40,143 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-5$621,351$28,903$5,781iApproximate average salary by contribution assumption: employee only about $144,515 at 4% or $96,343 at 6%; with 50% employer match about $96,343 at 4% or $64,229 at 6%; with 100% employer match about $72,258 at 4% or $48,172 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-6$316,006$0-
201926$757,501$84,522$14,087iApproximate average salary by contribution assumption: employee only about $352,175 at 4% or $234,783 at 6%; with 50% employer match about $234,783 at 4% or $156,522 at 6%; with 100% employer match about $176,088 at 4% or $117,392 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-5$529,475$18,556$3,711iApproximate average salary by contribution assumption: employee only about $92,780 at 4% or $61,853 at 6%; with 50% employer match about $61,853 at 4% or $41,236 at 6%; with 100% employer match about $46,390 at 4% or $30,927 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-6$228,026$65,966$10,994iApproximate average salary by contribution assumption: employee only about $274,858 at 4% or $183,239 at 6%; with 50% employer match about $183,239 at 4% or $122,159 at 6%; with 100% employer match about $137,429 at 4% or $91,619 at 6%.
201827$592,313$14,455$2,065iApproximate average salary by contribution assumption: employee only about $51,625 at 4% or $34,417 at 6%; with 50% employer match about $34,417 at 4% or $22,944 at 6%; with 100% employer match about $25,813 at 4% or $17,208 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-5$451,667$14,455$2,891iApproximate average salary by contribution assumption: employee only about $72,275 at 4% or $48,183 at 6%; with 50% employer match about $48,183 at 4% or $32,122 at 6%; with 100% employer match about $36,138 at 4% or $24,092 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-7$140,646$0-
201727$590,980$100,608$14,373iApproximate average salary by contribution assumption: employee only about $359,314 at 4% or $239,543 at 6%; with 50% employer match about $239,543 at 4% or $159,695 at 6%; with 100% employer match about $179,657 at 4% or $119,771 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-7$451,991$25,608$3,658iApproximate average salary by contribution assumption: employee only about $91,457 at 4% or $60,971 at 6%; with 50% employer match about $60,971 at 4% or $40,648 at 6%; with 100% employer match about $45,729 at 4% or $30,486 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-7$138,989$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
201627$464,935$87,378$12,483iApproximate average salary by contribution assumption: employee only about $312,064 at 4% or $208,043 at 6%; with 50% employer match about $208,043 at 4% or $138,695 at 6%; with 100% employer match about $156,032 at 4% or $104,021 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-7$404,853$27,296$3,899iApproximate average salary by contribution assumption: employee only about $97,486 at 4% or $64,990 at 6%; with 50% employer match about $64,990 at 4% or $43,327 at 6%; with 100% employer match about $48,743 at 4% or $32,495 at 6%.
KELLEY ESCROW PROFIT SHARING PLAN-7$60,082$60,082$8,583iApproximate average salary by contribution assumption: employee only about $214,579 at 4% or $143,052 at 6%; with 50% employer match about $143,052 at 4% or $95,368 at 6%; with 100% employer match about $107,289 at 4% or $71,526 at 6%.
201517$365,511$17,602$2,515iApproximate average salary by contribution assumption: employee only about $62,864 at 4% or $41,910 at 6%; with 50% employer match about $41,910 at 4% or $27,940 at 6%; with 100% employer match about $31,432 at 4% or $20,955 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-7$365,511$17,602$2,515iApproximate average salary by contribution assumption: employee only about $62,864 at 4% or $41,910 at 6%; with 50% employer match about $41,910 at 4% or $27,940 at 6%; with 100% employer match about $31,432 at 4% or $20,955 at 6%.
201418$352,353$20,081$2,510iApproximate average salary by contribution assumption: employee only about $62,753 at 4% or $41,835 at 6%; with 50% employer match about $41,835 at 4% or $27,890 at 6%; with 100% employer match about $31,377 at 4% or $20,918 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-8$352,353$20,081$2,510iApproximate average salary by contribution assumption: employee only about $62,753 at 4% or $41,835 at 6%; with 50% employer match about $41,835 at 4% or $27,890 at 6%; with 100% employer match about $31,377 at 4% or $20,918 at 6%.
201319$509,940$40,983$4,554iApproximate average salary by contribution assumption: employee only about $113,842 at 4% or $75,894 at 6%; with 50% employer match about $75,894 at 4% or $50,596 at 6%; with 100% employer match about $56,921 at 4% or $37,947 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-9$509,940$40,983$4,554iApproximate average salary by contribution assumption: employee only about $113,842 at 4% or $75,894 at 6%; with 50% employer match about $75,894 at 4% or $50,596 at 6%; with 100% employer match about $56,921 at 4% or $37,947 at 6%.
201219$436,067$22,794$2,533iApproximate average salary by contribution assumption: employee only about $63,317 at 4% or $42,211 at 6%; with 50% employer match about $42,211 at 4% or $28,141 at 6%; with 100% employer match about $31,658 at 4% or $21,106 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-9$436,067$22,794$2,533iApproximate average salary by contribution assumption: employee only about $63,317 at 4% or $42,211 at 6%; with 50% employer match about $42,211 at 4% or $28,141 at 6%; with 100% employer match about $31,658 at 4% or $21,106 at 6%.
201118$380,171$21,213$2,652iApproximate average salary by contribution assumption: employee only about $66,291 at 4% or $44,194 at 6%; with 50% employer match about $44,194 at 4% or $29,463 at 6%; with 100% employer match about $33,145 at 4% or $22,097 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-8$380,171$21,213$2,652iApproximate average salary by contribution assumption: employee only about $66,291 at 4% or $44,194 at 6%; with 50% employer match about $44,194 at 4% or $29,463 at 6%; with 100% employer match about $33,145 at 4% or $22,097 at 6%.
201018$387,017$28,989$3,624iApproximate average salary by contribution assumption: employee only about $90,591 at 4% or $60,394 at 6%; with 50% employer match about $60,394 at 4% or $40,263 at 6%; with 100% employer match about $45,295 at 4% or $30,197 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-8$387,017$28,989$3,624iApproximate average salary by contribution assumption: employee only about $90,591 at 4% or $60,394 at 6%; with 50% employer match about $60,394 at 4% or $40,263 at 6%; with 100% employer match about $45,295 at 4% or $30,197 at 6%.
200917$298,331$17,800$2,543iApproximate average salary by contribution assumption: employee only about $63,571 at 4% or $42,381 at 6%; with 50% employer match about $42,381 at 4% or $28,254 at 6%; with 100% employer match about $31,786 at 4% or $21,190 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-7$298,331$17,800$2,543iApproximate average salary by contribution assumption: employee only about $63,571 at 4% or $42,381 at 6%; with 50% employer match about $42,381 at 4% or $28,254 at 6%; with 100% employer match about $31,786 at 4% or $21,190 at 6%.
2007111$367,772$32,233$2,930iApproximate average salary by contribution assumption: employee only about $73,257 at 4% or $48,838 at 6%; with 50% employer match about $48,838 at 4% or $32,559 at 6%; with 100% employer match about $36,628 at 4% or $24,419 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-11$367,772$32,233$2,930iApproximate average salary by contribution assumption: employee only about $73,257 at 4% or $48,838 at 6%; with 50% employer match about $48,838 at 4% or $32,559 at 6%; with 100% employer match about $36,628 at 4% or $24,419 at 6%.
2006112$387,227$50,538$4,212iApproximate average salary by contribution assumption: employee only about $105,288 at 4% or $70,192 at 6%; with 50% employer match about $70,192 at 4% or $46,794 at 6%; with 100% employer match about $52,644 at 4% or $35,096 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-12$387,227$50,538$4,212iApproximate average salary by contribution assumption: employee only about $105,288 at 4% or $70,192 at 6%; with 50% employer match about $70,192 at 4% or $46,794 at 6%; with 100% employer match about $52,644 at 4% or $35,096 at 6%.
2005111$306,374$51,555$4,687iApproximate average salary by contribution assumption: employee only about $117,170 at 4% or $78,114 at 6%; with 50% employer match about $78,114 at 4% or $52,076 at 6%; with 100% employer match about $58,585 at 4% or $39,057 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-11$306,374$51,555$4,687iApproximate average salary by contribution assumption: employee only about $117,170 at 4% or $78,114 at 6%; with 50% employer match about $78,114 at 4% or $52,076 at 6%; with 100% employer match about $58,585 at 4% or $39,057 at 6%.
2004110$227,550$55,078$5,508iApproximate average salary by contribution assumption: employee only about $137,695 at 4% or $91,797 at 6%; with 50% employer match about $91,797 at 4% or $61,198 at 6%; with 100% employer match about $68,848 at 4% or $45,898 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-10$227,550$55,078$5,508iApproximate average salary by contribution assumption: employee only about $137,695 at 4% or $91,797 at 6%; with 50% employer match about $91,797 at 4% or $61,198 at 6%; with 100% employer match about $68,848 at 4% or $45,898 at 6%.
200219$75,450$36,533$4,059iApproximate average salary by contribution assumption: employee only about $101,481 at 4% or $67,654 at 6%; with 50% employer match about $67,654 at 4% or $45,102 at 6%; with 100% employer match about $50,740 at 4% or $33,827 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-9$75,450$36,533$4,059iApproximate average salary by contribution assumption: employee only about $101,481 at 4% or $67,654 at 6%; with 50% employer match about $67,654 at 4% or $45,102 at 6%; with 100% employer match about $50,740 at 4% or $33,827 at 6%.
200118$0$0-
Kelley Escrow 401 K Profit Sharing Plan Trust-8---
200019$27,879$30,663$3,407iApproximate average salary by contribution assumption: employee only about $85,175 at 4% or $56,783 at 6%; with 50% employer match about $56,783 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%.
Kelley Escrow 401 K Profit Sharing Plan Trust-9$27,879$30,663$3,407iApproximate average salary by contribution assumption: employee only about $85,175 at 4% or $56,783 at 6%; with 50% employer match about $56,783 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%.