Civic Intelligence

KELLISON AND COMPANY

Plan context: Kellison & Company 401(K) Plan

EIN 34-1865379 • Cleveland, OH • 28 filings • 5 plans

4925 Galaxy Parkway Suite UCleveland, OH 44128
Current Snapshot

Latest Year

2020

2020 Participants

35

2020 Assets

$1,159,399

2020 Contributions

$42,024

Historical Graphs

Total Assets Over Time

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

$2,307,630$1,153,815$0200520122019YearValue
$1,159,399Latest year 2019

Participants Over Time

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

59300200520122019YearValue
35Latest year 2019

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
202010$0$42,024-
Kellison & Company 401(K) Plan-0$0$42,024-
2019135$1,159,399$70,244$2,007iApproximate average salary by contribution assumption: employee only about $50,174 at 4% or $33,450 at 6%; with 50% employer match about $33,450 at 4% or $22,300 at 6%; with 100% employer match about $25,087 at 4% or $16,725 at 6%.
Kellison & Company 401(K) Plan-35$1,159,399$70,244$2,007iApproximate average salary by contribution assumption: employee only about $50,174 at 4% or $33,450 at 6%; with 50% employer match about $33,450 at 4% or $22,300 at 6%; with 100% employer match about $25,087 at 4% or $16,725 at 6%.
2018134$986,852$56,465$1,661iApproximate average salary by contribution assumption: employee only about $41,518 at 4% or $27,679 at 6%; with 50% employer match about $27,679 at 4% or $18,453 at 6%; with 100% employer match about $20,759 at 4% or $13,839 at 6%.
Kellison & Company 401(K) Plan-34$986,852$56,465$1,661iApproximate average salary by contribution assumption: employee only about $41,518 at 4% or $27,679 at 6%; with 50% employer match about $27,679 at 4% or $18,453 at 6%; with 100% employer match about $20,759 at 4% or $13,839 at 6%.
2017130$1,235,473$79,235$2,641iApproximate average salary by contribution assumption: employee only about $66,029 at 4% or $44,019 at 6%; with 50% employer match about $44,019 at 4% or $29,346 at 6%; with 100% employer match about $33,015 at 4% or $22,010 at 6%.
Kellison & Company 401(K) Plan-30$1,235,473$79,235$2,641iApproximate average salary by contribution assumption: employee only about $66,029 at 4% or $44,019 at 6%; with 50% employer match about $44,019 at 4% or $29,346 at 6%; with 100% employer match about $33,015 at 4% or $22,010 at 6%.
2016133$1,221,824$59,453$1,802iApproximate average salary by contribution assumption: employee only about $45,040 at 4% or $30,027 at 6%; with 50% employer match about $30,027 at 4% or $20,018 at 6%; with 100% employer match about $22,520 at 4% or $15,013 at 6%.
Kellison & Company 401(K) Plan-33$1,221,824$59,453$1,802iApproximate average salary by contribution assumption: employee only about $45,040 at 4% or $30,027 at 6%; with 50% employer match about $30,027 at 4% or $20,018 at 6%; with 100% employer match about $22,520 at 4% or $15,013 at 6%.
2015131$1,116,189$194,326$6,269iApproximate average salary by contribution assumption: employee only about $156,715 at 4% or $104,476 at 6%; with 50% employer match about $104,476 at 4% or $69,651 at 6%; with 100% employer match about $78,357 at 4% or $52,238 at 6%.
Kellison & Company 401(K) Plan-31$1,116,189$194,326$6,269iApproximate average salary by contribution assumption: employee only about $156,715 at 4% or $104,476 at 6%; with 50% employer match about $104,476 at 4% or $69,651 at 6%; with 100% employer match about $78,357 at 4% or $52,238 at 6%.
2014441$1,639,030$181,534$4,428iApproximate average salary by contribution assumption: employee only about $110,691 at 4% or $73,794 at 6%; with 50% employer match about $73,794 at 4% or $49,196 at 6%; with 100% employer match about $55,346 at 4% or $36,897 at 6%.
Kellison & Company 401(K) Plan-23$1,168,777$147,016$6,392iApproximate average salary by contribution assumption: employee only about $159,800 at 4% or $106,533 at 6%; with 50% employer match about $106,533 at 4% or $71,022 at 6%; with 100% employer match about $79,900 at 4% or $53,267 at 6%.
KELLISON & COMPANY PROFIT SHARING PLAN, KEVIN ELLISON, TRUSTEE-41$470,253$34,518$842iApproximate average salary by contribution assumption: employee only about $21,048 at 4% or $14,032 at 6%; with 50% employer match about $14,032 at 4% or $9,354 at 6%; with 100% employer match about $10,524 at 4% or $7,016 at 6%.
KELLISON AND COMPANY CASH BALANCE PLAN-0$0$0-
KELLISON AND COMPANY PROFIT SHARING PLAN, KEVIN ELLISON, TRUSTEE-0$0--
2013328$2,307,630$44,257$1,581iApproximate average salary by contribution assumption: employee only about $39,515 at 4% or $26,343 at 6%; with 50% employer match about $26,343 at 4% or $17,562 at 6%; with 100% employer match about $19,758 at 4% or $13,172 at 6%.
Kellison & Company 401(K) Plan-28$1,050,315$44,257$1,581iApproximate average salary by contribution assumption: employee only about $39,515 at 4% or $26,343 at 6%; with 50% employer match about $26,343 at 4% or $17,562 at 6%; with 100% employer match about $19,758 at 4% or $13,172 at 6%.
KELLISON AND COMPANY CASH BALANCE PLAN-23$840,259$0-
KELLISON & COMPANY PROFIT SHARING PLAN, KEVIN ELLISON, TRUSTEE-25$417,056$0-
2012333$2,060,522$110,763$3,356iApproximate average salary by contribution assumption: employee only about $83,911 at 4% or $55,941 at 6%; with 50% employer match about $55,941 at 4% or $37,294 at 6%; with 100% employer match about $41,956 at 4% or $27,970 at 6%.
Kellison & Company 401(K) Plan-33$968,448$52,655$1,596iApproximate average salary by contribution assumption: employee only about $39,890 at 4% or $26,593 at 6%; with 50% employer match about $26,593 at 4% or $17,729 at 6%; with 100% employer match about $19,945 at 4% or $13,297 at 6%.
KELLISON AND COMPANY CASH BALANCE PLAN-23$731,880$29,487$1,282iApproximate average salary by contribution assumption: employee only about $32,051 at 4% or $21,367 at 6%; with 50% employer match about $21,367 at 4% or $14,245 at 6%; with 100% employer match about $16,026 at 4% or $10,684 at 6%.
KELLISON & COMPANY PROFIT SHARING PLAN, KEVIN ELLISON, TRUSTEE-26$360,194$28,621$1,101iApproximate average salary by contribution assumption: employee only about $27,520 at 4% or $18,347 at 6%; with 50% employer match about $18,347 at 4% or $12,231 at 6%; with 100% employer match about $13,760 at 4% or $9,173 at 6%.
2011340$1,831,839$430,188$10,755iApproximate average salary by contribution assumption: employee only about $268,868 at 4% or $179,245 at 6%; with 50% employer match about $179,245 at 4% or $119,497 at 6%; with 100% employer match about $134,434 at 4% or $89,623 at 6%.
Kellison & Company 401(K) Plan-40$861,484$56,787$1,420iApproximate average salary by contribution assumption: employee only about $35,492 at 4% or $23,661 at 6%; with 50% employer match about $23,661 at 4% or $15,774 at 6%; with 100% employer match about $17,746 at 4% or $11,831 at 6%.
KELLISON AND COMPANY CASH BALANCE PLAN-24$648,185$223,200$9,300iApproximate average salary by contribution assumption: employee only about $232,500 at 4% or $155,000 at 6%; with 50% employer match about $155,000 at 4% or $103,333 at 6%; with 100% employer match about $116,250 at 4% or $77,500 at 6%.
KELLISON & COMPANY PROFIT SHARING PLAN, KEVIN ELLISON, TRUSTEE-31$322,170$150,201$4,845iApproximate average salary by contribution assumption: employee only about $121,130 at 4% or $80,753 at 6%; with 50% employer match about $80,753 at 4% or $53,835 at 6%; with 100% employer match about $60,565 at 4% or $40,377 at 6%.
2010337$1,465,358$455,637$12,315iApproximate average salary by contribution assumption: employee only about $307,863 at 4% or $205,242 at 6%; with 50% employer match about $205,242 at 4% or $136,828 at 6%; with 100% employer match about $153,931 at 4% or $102,621 at 6%.
Kellison & Company 401(K) Plan-37$821,637$110,548$2,988iApproximate average salary by contribution assumption: employee only about $74,695 at 4% or $49,796 at 6%; with 50% employer match about $49,796 at 4% or $33,198 at 6%; with 100% employer match about $37,347 at 4% or $24,898 at 6%.
KELLISON AND COMPANY CASH BALANCE PLAN-0$460,590$235,194-
KELLISON & COMPANY PROFIT SHARING PLAN, KEVIN ELLISON, TRUSTEE-23$183,131$109,895$4,778iApproximate average salary by contribution assumption: employee only about $119,451 at 4% or $79,634 at 6%; with 50% employer match about $79,634 at 4% or $53,089 at 6%; with 100% employer match about $59,726 at 4% or $39,817 at 6%.
2009259$917,761$288,459$4,889iApproximate average salary by contribution assumption: employee only about $122,228 at 4% or $81,486 at 6%; with 50% employer match about $81,486 at 4% or $54,324 at 6%; with 100% employer match about $61,114 at 4% or $40,743 at 6%.
Kellison & Company 401(K) Plan-59$718,673$89,371$1,515iApproximate average salary by contribution assumption: employee only about $37,869 at 4% or $25,246 at 6%; with 50% employer match about $25,246 at 4% or $16,831 at 6%; with 100% employer match about $18,935 at 4% or $12,623 at 6%.
KELLISON AND COMPANY CASH BALANCE PLAN-24$199,088$199,088$8,295iApproximate average salary by contribution assumption: employee only about $207,383 at 4% or $138,256 at 6%; with 50% employer match about $138,256 at 4% or $92,170 at 6%; with 100% employer match about $103,692 at 4% or $69,128 at 6%.
2008141$518,210$131,029$3,196iApproximate average salary by contribution assumption: employee only about $79,896 at 4% or $53,264 at 6%; with 50% employer match about $53,264 at 4% or $35,509 at 6%; with 100% employer match about $39,948 at 4% or $26,632 at 6%.
Kellison & Company 401(K) Plan-41$518,210$131,029$3,196iApproximate average salary by contribution assumption: employee only about $79,896 at 4% or $53,264 at 6%; with 50% employer match about $53,264 at 4% or $35,509 at 6%; with 100% employer match about $39,948 at 4% or $26,632 at 6%.
2007148$632,238$145,047$3,022iApproximate average salary by contribution assumption: employee only about $75,545 at 4% or $50,364 at 6%; with 50% employer match about $50,364 at 4% or $33,576 at 6%; with 100% employer match about $37,773 at 4% or $25,182 at 6%.
Kellison & Company 401(K) Plan-48$632,238$145,047$3,022iApproximate average salary by contribution assumption: employee only about $75,545 at 4% or $50,364 at 6%; with 50% employer match about $50,364 at 4% or $33,576 at 6%; with 100% employer match about $37,773 at 4% or $25,182 at 6%.
2006154$455,327$147,181$2,726iApproximate average salary by contribution assumption: employee only about $68,139 at 4% or $45,426 at 6%; with 50% employer match about $45,426 at 4% or $30,284 at 6%; with 100% employer match about $34,070 at 4% or $22,713 at 6%.
Kellison & Company 401(K) Plan-54$455,327$147,181$2,726iApproximate average salary by contribution assumption: employee only about $68,139 at 4% or $45,426 at 6%; with 50% employer match about $45,426 at 4% or $30,284 at 6%; with 100% employer match about $34,070 at 4% or $22,713 at 6%.
2005146$307,566$288,500$6,272iApproximate average salary by contribution assumption: employee only about $156,793 at 4% or $104,529 at 6%; with 50% employer match about $104,529 at 4% or $69,686 at 6%; with 100% employer match about $78,397 at 4% or $52,264 at 6%.
Kellison & Company 401(K) Plan-46$307,566$288,500$6,272iApproximate average salary by contribution assumption: employee only about $156,793 at 4% or $104,529 at 6%; with 50% employer match about $104,529 at 4% or $69,686 at 6%; with 100% employer match about $78,397 at 4% or $52,264 at 6%.