Edward Kelly & Sons Inc
Plan context: Edward Kelly & Sons Inc. Profit Sharing Plan and Trust
EIN 34-0973770 • Northwood, OH • 34 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,369,085
2024 Contributions
$235,983
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 8 | $3,369,085 | $235,983 | $29,498iApproximate average salary by contribution assumption: employee only about $737,447 at 4% or $491,631 at 6%; with 50% employer match about $491,631 at 4% or $327,754 at 6%; with 100% employer match about $368,723 at 4% or $245,816 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 8 | $3,369,085 | $150,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 0 | $0 | $0 | - |
| Edward Kelly & Sons Inc Soca Benefit Plan | - | 0 | $0 | $85,983 | - |
| 2023 | 2 | 9 | $3,031,487 | $170,657 | $18,962iApproximate average salary by contribution assumption: employee only about $474,047 at 4% or $316,031 at 6%; with 50% employer match about $316,031 at 4% or $210,688 at 6%; with 100% employer match about $237,024 at 4% or $158,016 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 9 | $3,020,386 | $97,000 | $10,778iApproximate average salary by contribution assumption: employee only about $269,444 at 4% or $179,630 at 6%; with 50% employer match about $179,630 at 4% or $119,753 at 6%; with 100% employer match about $134,722 at 4% or $89,815 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 5 | $11,101 | $73,657 | $14,731iApproximate average salary by contribution assumption: employee only about $368,285 at 4% or $245,523 at 6%; with 50% employer match about $245,523 at 4% or $163,682 at 6%; with 100% employer match about $184,143 at 4% or $122,762 at 6%. |
| 2022 | 2 | 11 | $2,603,832 | $169,202 | $15,382iApproximate average salary by contribution assumption: employee only about $384,550 at 4% or $256,367 at 6%; with 50% employer match about $256,367 at 4% or $170,911 at 6%; with 100% employer match about $192,275 at 4% or $128,183 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 11 | $2,601,122 | $108,367 | $9,852iApproximate average salary by contribution assumption: employee only about $246,289 at 4% or $164,192 at 6%; with 50% employer match about $164,192 at 4% or $109,462 at 6%; with 100% employer match about $123,144 at 4% or $82,096 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 4 | $2,710 | $60,835 | $15,209iApproximate average salary by contribution assumption: employee only about $380,219 at 4% or $253,479 at 6%; with 50% employer match about $253,479 at 4% or $168,986 at 6%; with 100% employer match about $190,109 at 4% or $126,740 at 6%. |
| 2021 | 2 | 10 | $2,893,214 | $117,096 | $11,710iApproximate average salary by contribution assumption: employee only about $292,740 at 4% or $195,160 at 6%; with 50% employer match about $195,160 at 4% or $130,107 at 6%; with 100% employer match about $146,370 at 4% or $97,580 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 10 | $2,889,991 | $20,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 5 | $3,223 | $97,096 | $19,419iApproximate average salary by contribution assumption: employee only about $485,480 at 4% or $323,653 at 6%; with 50% employer match about $323,653 at 4% or $215,769 at 6%; with 100% employer match about $242,740 at 4% or $161,827 at 6%. |
| 2020 | 2 | 12 | $2,655,453 | $140,150 | $11,679iApproximate average salary by contribution assumption: employee only about $291,979 at 4% or $194,653 at 6%; with 50% employer match about $194,653 at 4% or $129,769 at 6%; with 100% employer match about $145,990 at 4% or $97,326 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 12 | $2,648,001 | $50,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 7 | $7,452 | $90,150 | $12,879iApproximate average salary by contribution assumption: employee only about $321,964 at 4% or $214,643 at 6%; with 50% employer match about $214,643 at 4% or $143,095 at 6%; with 100% employer match about $160,982 at 4% or $107,321 at 6%. |
| 2019 | 2 | 11 | $2,254,570 | $111,776 | $10,161iApproximate average salary by contribution assumption: employee only about $254,036 at 4% or $169,358 at 6%; with 50% employer match about $169,358 at 4% or $112,905 at 6%; with 100% employer match about $127,018 at 4% or $84,679 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 11 | $2,252,136 | $50,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 7 | $2,434 | $61,776 | $8,825iApproximate average salary by contribution assumption: employee only about $220,629 at 4% or $147,086 at 6%; with 50% employer match about $147,086 at 4% or $98,057 at 6%; with 100% employer match about $110,314 at 4% or $73,543 at 6%. |
| 2018 | 2 | 10 | $1,843,672 | $182,755 | $18,276iApproximate average salary by contribution assumption: employee only about $456,888 at 4% or $304,592 at 6%; with 50% employer match about $304,592 at 4% or $203,061 at 6%; with 100% employer match about $228,444 at 4% or $152,296 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 10 | $1,840,275 | $125,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 6 | $3,397 | $57,755 | $9,626iApproximate average salary by contribution assumption: employee only about $240,646 at 4% or $160,431 at 6%; with 50% employer match about $160,431 at 4% or $106,954 at 6%; with 100% employer match about $120,323 at 4% or $80,215 at 6%. |
| 2017 | 2 | 9 | $1,811,235 | $149,582 | $16,620iApproximate average salary by contribution assumption: employee only about $415,506 at 4% or $277,004 at 6%; with 50% employer match about $277,004 at 4% or $184,669 at 6%; with 100% employer match about $207,753 at 4% or $138,502 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 9 | $1,807,729 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| EDWARD KELLY & SONS INC. BUILDERS EXCHANGE BENEFIT PLAN | - | 5 | $3,506 | $49,582 | $9,916iApproximate average salary by contribution assumption: employee only about $247,910 at 4% or $165,273 at 6%; with 50% employer match about $165,273 at 4% or $110,182 at 6%; with 100% employer match about $123,955 at 4% or $82,637 at 6%. |
| 2016 | 1 | 9 | $1,480,797 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 9 | $1,480,797 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2015 | 1 | 7 | $1,324,936 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 7 | $1,324,936 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| 2014 | 1 | 6 | $1,296,174 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $1,296,174 | - | - |
| 2013 | 1 | 6 | $1,226,749 | $15,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $1,226,749 | $15,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2012 | 1 | 6 | $1,070,499 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $1,070,499 | - | - |
| 2011 | 1 | 6 | $946,194 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $946,194 | - | - |
| 2010 | 1 | 6 | $981,307 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $981,307 | - | - |
| 2009 | 1 | 6 | $867,462 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $867,462 | - | - |
| 2008 | 1 | 6 | $0 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2007 | 1 | 6 | $1,122,899 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $1,122,899 | - | - |
| 2006 | 1 | 6 | $1,855,686 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $1,855,686 | - | - |
| 2005 | 1 | 7 | $1,659,951 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 7 | $1,659,951 | - | - |
| 2004 | 1 | 7 | $1,550,497 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 7 | $1,550,497 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 2003 | 1 | 7 | $1,323,654 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 7 | $1,323,654 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2002 | 1 | 7 | $1,020,711 | $0 | - |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 7 | $1,020,711 | - | - |
| 2001 | 1 | 8 | $1,285,483 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 8 | $1,285,483 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2000 | 1 | 6 | $1,406,317 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Edward Kelly & Sons Inc. Profit Sharing Plan and Trust | - | 6 | $1,406,317 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |