Civic Intelligence

Kelley, Kelley & Kelley

Plan context: Kelley, Kelley & Kelley Retirement Plan

EIN 36-3519247 • Schaumburg, IL • 11 filings • 1 plans

1535 West Schaumburg RoadSchaumburg, IL 60194
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,746,190

2024 Contributions

$52,847

Historical Graphs

Total Assets Over Time

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

$1,746,190$873,095$0201420192024YearValue
$1,746,190Latest year 2024

Participants Over Time

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

840201420192024YearValue
7Latest 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
202417$1,746,190$52,847$7,550iApproximate average salary by contribution assumption: employee only about $188,739 at 4% or $125,826 at 6%; with 50% employer match about $125,826 at 4% or $83,884 at 6%; with 100% employer match about $94,370 at 4% or $62,913 at 6%.
Kelley, Kelley & Kelley Retirement Plan-7$1,746,190$52,847$7,550iApproximate average salary by contribution assumption: employee only about $188,739 at 4% or $125,826 at 6%; with 50% employer match about $125,826 at 4% or $83,884 at 6%; with 100% employer match about $94,370 at 4% or $62,913 at 6%.
202317$1,540,838$86,926$12,418iApproximate average salary by contribution assumption: employee only about $310,450 at 4% or $206,967 at 6%; with 50% employer match about $206,967 at 4% or $137,978 at 6%; with 100% employer match about $155,225 at 4% or $103,483 at 6%.
Kelley, Kelley & Kelley Retirement Plan-7$1,540,838$86,926$12,418iApproximate average salary by contribution assumption: employee only about $310,450 at 4% or $206,967 at 6%; with 50% employer match about $206,967 at 4% or $137,978 at 6%; with 100% employer match about $155,225 at 4% or $103,483 at 6%.
202216$1,337,641$142,612$23,769iApproximate average salary by contribution assumption: employee only about $594,217 at 4% or $396,144 at 6%; with 50% employer match about $396,144 at 4% or $264,096 at 6%; with 100% employer match about $297,108 at 4% or $198,072 at 6%.
Kelley, Kelley & Kelley Retirement Plan-6$1,337,641$142,612$23,769iApproximate average salary by contribution assumption: employee only about $594,217 at 4% or $396,144 at 6%; with 50% employer match about $396,144 at 4% or $264,096 at 6%; with 100% employer match about $297,108 at 4% or $198,072 at 6%.
202116$1,259,516$49,783$8,297iApproximate average salary by contribution assumption: employee only about $207,429 at 4% or $138,286 at 6%; with 50% employer match about $138,286 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,143 at 6%.
Kelley, Kelley & Kelley Retirement Plan-6$1,259,516$49,783$8,297iApproximate average salary by contribution assumption: employee only about $207,429 at 4% or $138,286 at 6%; with 50% employer match about $138,286 at 4% or $92,191 at 6%; with 100% employer match about $103,715 at 4% or $69,143 at 6%.
202016$1,194,566$79,017$13,170iApproximate average salary by contribution assumption: employee only about $329,238 at 4% or $219,492 at 6%; with 50% employer match about $219,492 at 4% or $146,328 at 6%; with 100% employer match about $164,619 at 4% or $109,746 at 6%.
Kelley, Kelley & Kelley Retirement Plan-6$1,194,566$79,017$13,170iApproximate average salary by contribution assumption: employee only about $329,238 at 4% or $219,492 at 6%; with 50% employer match about $219,492 at 4% or $146,328 at 6%; with 100% employer match about $164,619 at 4% or $109,746 at 6%.
201917$1,174,074$77,983$11,140iApproximate average salary by contribution assumption: employee only about $278,511 at 4% or $185,674 at 6%; with 50% employer match about $185,674 at 4% or $123,783 at 6%; with 100% employer match about $139,255 at 4% or $92,837 at 6%.
Kelley, Kelley & Kelley Retirement Plan-7$1,174,074$77,983$11,140iApproximate average salary by contribution assumption: employee only about $278,511 at 4% or $185,674 at 6%; with 50% employer match about $185,674 at 4% or $123,783 at 6%; with 100% employer match about $139,255 at 4% or $92,837 at 6%.
201817$900,008$68,012$9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%.
Kelley, Kelley & Kelley Retirement Plan-7$900,008$68,012$9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%.
201717$874,902$50,385$7,198iApproximate average salary by contribution assumption: employee only about $179,946 at 4% or $119,964 at 6%; with 50% employer match about $119,964 at 4% or $79,976 at 6%; with 100% employer match about $89,973 at 4% or $59,982 at 6%.
Kelley, Kelley & Kelley Retirement Plan-7$874,902$50,385$7,198iApproximate average salary by contribution assumption: employee only about $179,946 at 4% or $119,964 at 6%; with 50% employer match about $119,964 at 4% or $79,976 at 6%; with 100% employer match about $89,973 at 4% or $59,982 at 6%.
201618$749,286$54,767$6,846iApproximate average salary by contribution assumption: employee only about $171,147 at 4% or $114,098 at 6%; with 50% employer match about $114,098 at 4% or $76,065 at 6%; with 100% employer match about $85,573 at 4% or $57,049 at 6%.
Kelley, Kelley & Kelley Retirement Plan-8$749,286$54,767$6,846iApproximate average salary by contribution assumption: employee only about $171,147 at 4% or $114,098 at 6%; with 50% employer match about $114,098 at 4% or $76,065 at 6%; with 100% employer match about $85,573 at 4% or $57,049 at 6%.
201515$587,863$57,211$11,442iApproximate average salary by contribution assumption: employee only about $286,055 at 4% or $190,703 at 6%; with 50% employer match about $190,703 at 4% or $127,136 at 6%; with 100% employer match about $143,028 at 4% or $95,352 at 6%.
Kelley, Kelley & Kelley Retirement Plan-5$587,863$57,211$11,442iApproximate average salary by contribution assumption: employee only about $286,055 at 4% or $190,703 at 6%; with 50% employer match about $190,703 at 4% or $127,136 at 6%; with 100% employer match about $143,028 at 4% or $95,352 at 6%.
201413$667,023$667,019$222,340iApproximate average salary by contribution assumption: employee only about $5,558,492 at 4% or $3,705,661 at 6%; with 50% employer match about $3,705,661 at 4% or $2,470,441 at 6%; with 100% employer match about $2,779,246 at 4% or $1,852,831 at 6%.
Kelley, Kelley & Kelley Retirement Plan-3$667,023$667,019$222,340iApproximate average salary by contribution assumption: employee only about $5,558,492 at 4% or $3,705,661 at 6%; with 50% employer match about $3,705,661 at 4% or $2,470,441 at 6%; with 100% employer match about $2,779,246 at 4% or $1,852,831 at 6%.