KELLY ORTHODONTICS, LTD.
Plan context: KELLY ORTHODONTICS, LTD. 401(K) PLAN
EIN 36-3045300 • Saint Charles, IL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$887,866
2025 Contributions
$5,770
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $5,770 | - |
| KELLY ORTHODONTICS, LTD. 401(K) PLAN | - | 0 | $0 | $5,770 | - |
| 2024 | 1 | 10 | $887,866 | $104,609 | $10,461iApproximate average salary by contribution assumption: employee only about $261,523 at 4% or $174,348 at 6%; with 50% employer match about $174,348 at 4% or $116,232 at 6%; with 100% employer match about $130,761 at 4% or $87,174 at 6%. |
| KELLY ORTHODONTICS, LTD. 401(K) PLAN | - | 10 | $887,866 | $104,609 | $10,461iApproximate average salary by contribution assumption: employee only about $261,523 at 4% or $174,348 at 6%; with 50% employer match about $174,348 at 4% or $116,232 at 6%; with 100% employer match about $130,761 at 4% or $87,174 at 6%. |
| 2023 | 1 | 10 | $683,224 | $85,609 | $8,561iApproximate average salary by contribution assumption: employee only about $214,023 at 4% or $142,682 at 6%; with 50% employer match about $142,682 at 4% or $95,121 at 6%; with 100% employer match about $107,011 at 4% or $71,341 at 6%. |
| KELLY ORTHODONTICS, LTD. 401(K) PLAN | - | 10 | $683,224 | $85,609 | $8,561iApproximate average salary by contribution assumption: employee only about $214,023 at 4% or $142,682 at 6%; with 50% employer match about $142,682 at 4% or $95,121 at 6%; with 100% employer match about $107,011 at 4% or $71,341 at 6%. |
| 2022 | 1 | 9 | $492,379 | $133,587 | $14,843iApproximate average salary by contribution assumption: employee only about $371,075 at 4% or $247,383 at 6%; with 50% employer match about $247,383 at 4% or $164,922 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%. |
| KELLY ORTHODONTICS, LTD. 401(K) PLAN | - | 9 | $492,379 | $133,587 | $14,843iApproximate average salary by contribution assumption: employee only about $371,075 at 4% or $247,383 at 6%; with 50% employer match about $247,383 at 4% or $164,922 at 6%; with 100% employer match about $185,538 at 4% or $123,692 at 6%. |
| 2021 | 1 | 8 | $454,638 | $104,444 | $13,056iApproximate average salary by contribution assumption: employee only about $326,388 at 4% or $217,592 at 6%; with 50% employer match about $217,592 at 4% or $145,061 at 6%; with 100% employer match about $163,194 at 4% or $108,796 at 6%. |
| KELLY ORTHODONTICS, LTD. 401(K) PLAN | - | 8 | $454,638 | $104,444 | $13,056iApproximate average salary by contribution assumption: employee only about $326,388 at 4% or $217,592 at 6%; with 50% employer match about $217,592 at 4% or $145,061 at 6%; with 100% employer match about $163,194 at 4% or $108,796 at 6%. |
| 2020 | 1 | 9 | $302,298 | $104,098 | $11,566iApproximate average salary by contribution assumption: employee only about $289,161 at 4% or $192,774 at 6%; with 50% employer match about $192,774 at 4% or $128,516 at 6%; with 100% employer match about $144,581 at 4% or $96,387 at 6%. |
| KELLY ORTHODONTICS, LTD. 401(K) PLAN | - | 9 | $302,298 | $104,098 | $11,566iApproximate average salary by contribution assumption: employee only about $289,161 at 4% or $192,774 at 6%; with 50% employer match about $192,774 at 4% or $128,516 at 6%; with 100% employer match about $144,581 at 4% or $96,387 at 6%. |
| 2019 | 1 | 9 | $169,005 | $181,962 | $20,218iApproximate average salary by contribution assumption: employee only about $505,450 at 4% or $336,967 at 6%; with 50% employer match about $336,967 at 4% or $224,644 at 6%; with 100% employer match about $252,725 at 4% or $168,483 at 6%. |
| KELLY ORTHODONTICS, LTD. 401(K) PLAN | - | 9 | $169,005 | $181,962 | $20,218iApproximate average salary by contribution assumption: employee only about $505,450 at 4% or $336,967 at 6%; with 50% employer match about $336,967 at 4% or $224,644 at 6%; with 100% employer match about $252,725 at 4% or $168,483 at 6%. |