Civic Intelligence

Lisa M Sanford

Plan context: Lisa M Kelly Profit Sharing Plan

EIN 36-3851609 • 19 filings • 4 plans

Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$1,150,334

2011 Contributions

$19,172

Historical Graphs

Total Assets Over Time

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

$1,150,334$575,167$0200020052010YearValue
$1,150,334Latest year 2010

Participants Over Time

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

210200020052010YearValue
2Latest year 2010

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
201110$0$0-
Lisa M Kelly Profit Sharing Plan-----
201012$1,150,334$0-
Lisa M Kelly Profit Sharing Plan-2$1,150,334--
200912$777,297$0-
Lisa M Kelly Profit Sharing Plan-2$777,297--
200812$613,236$19,172$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
Lisa M Kelly Profit Sharing Plan-2$613,236$19,172$9,586iApproximate average salary by contribution assumption: employee only about $239,650 at 4% or $159,767 at 6%; with 50% employer match about $159,767 at 4% or $106,511 at 6%; with 100% employer match about $119,825 at 4% or $79,883 at 6%.
200711$822,201$27,160$27,160iApproximate average salary by contribution assumption: employee only about $679,000 at 4% or $452,667 at 6%; with 50% employer match about $452,667 at 4% or $301,778 at 6%; with 100% employer match about $339,500 at 4% or $226,333 at 6%.
Lisa M Kelly Profit Sharing Plan-1$822,201$27,160$27,160iApproximate average salary by contribution assumption: employee only about $679,000 at 4% or $452,667 at 6%; with 50% employer match about $452,667 at 4% or $301,778 at 6%; with 100% employer match about $339,500 at 4% or $226,333 at 6%.
200622$718,894$39,739$19,870iApproximate average salary by contribution assumption: employee only about $496,738 at 4% or $331,158 at 6%; with 50% employer match about $331,158 at 4% or $220,772 at 6%; with 100% employer match about $248,369 at 4% or $165,579 at 6%.
Lisa M Kelly Profit Sharing Plan-2$718,894$39,739$19,870iApproximate average salary by contribution assumption: employee only about $496,738 at 4% or $331,158 at 6%; with 50% employer match about $331,158 at 4% or $220,772 at 6%; with 100% employer match about $248,369 at 4% or $165,579 at 6%.
LISA M. KELLY MONEY PURCHASE PLAN-0---
200522$611,546$40,608$20,304iApproximate average salary by contribution assumption: employee only about $507,600 at 4% or $338,400 at 6%; with 50% employer match about $338,400 at 4% or $225,600 at 6%; with 100% employer match about $253,800 at 4% or $169,200 at 6%.
Lisa M Kelly Profit Sharing Plan-2$555,199$34,111$17,056iApproximate average salary by contribution assumption: employee only about $426,388 at 4% or $284,258 at 6%; with 50% employer match about $284,258 at 4% or $189,506 at 6%; with 100% employer match about $213,194 at 4% or $142,129 at 6%.
LISA M KELLY MONEY PURCHASE PLAN-2$56,347$6,497$3,249iApproximate average salary by contribution assumption: employee only about $81,213 at 4% or $54,142 at 6%; with 50% employer match about $54,142 at 4% or $36,094 at 6%; with 100% employer match about $40,606 at 4% or $27,071 at 6%.
200422$534,938$49,639$24,820iApproximate average salary by contribution assumption: employee only about $620,488 at 4% or $413,658 at 6%; with 50% employer match about $413,658 at 4% or $275,772 at 6%; with 100% employer match about $310,244 at 4% or $206,829 at 6%.
Lisa M Kelly Profit Sharing Plan-2$491,532$41,697$20,849iApproximate average salary by contribution assumption: employee only about $521,213 at 4% or $347,475 at 6%; with 50% employer match about $347,475 at 4% or $231,650 at 6%; with 100% employer match about $260,606 at 4% or $173,738 at 6%.
LISA M KELLY MONEY PURCHASE PLAN-2$43,406$7,942$3,971iApproximate average salary by contribution assumption: employee only about $99,275 at 4% or $66,183 at 6%; with 50% employer match about $66,183 at 4% or $44,122 at 6%; with 100% employer match about $49,638 at 4% or $33,092 at 6%.
200322$465,566$31,967$15,984iApproximate average salary by contribution assumption: employee only about $399,588 at 4% or $266,392 at 6%; with 50% employer match about $266,392 at 4% or $177,594 at 6%; with 100% employer match about $199,794 at 4% or $133,196 at 6%.
Lisa M Kelly Profit Sharing Plan-2$431,044$26,852$13,426iApproximate average salary by contribution assumption: employee only about $335,650 at 4% or $223,767 at 6%; with 50% employer match about $223,767 at 4% or $149,178 at 6%; with 100% employer match about $167,825 at 4% or $111,883 at 6%.
LISA M KELLY MONEY PURCHASE PLAN-2$34,522$5,115$2,558iApproximate average salary by contribution assumption: employee only about $63,938 at 4% or $42,625 at 6%; with 50% employer match about $42,625 at 4% or $28,417 at 6%; with 100% employer match about $31,969 at 4% or $21,313 at 6%.
200222$395,157$36,218$18,109iApproximate average salary by contribution assumption: employee only about $452,725 at 4% or $301,817 at 6%; with 50% employer match about $301,817 at 4% or $201,211 at 6%; with 100% employer match about $226,363 at 4% or $150,908 at 6%.
Lisa M Kelly Profit Sharing Plan-2$365,966$30,423$15,212iApproximate average salary by contribution assumption: employee only about $380,288 at 4% or $253,525 at 6%; with 50% employer match about $253,525 at 4% or $169,017 at 6%; with 100% employer match about $190,144 at 4% or $126,763 at 6%.
LISA M KELLY MONEY PURCHASE PLAN-2$29,191$5,795$2,898iApproximate average salary by contribution assumption: employee only about $72,438 at 4% or $48,292 at 6%; with 50% employer match about $48,292 at 4% or $32,194 at 6%; with 100% employer match about $36,219 at 4% or $24,146 at 6%.
200122$411,121$31,989$15,995iApproximate average salary by contribution assumption: employee only about $399,863 at 4% or $266,575 at 6%; with 50% employer match about $266,575 at 4% or $177,717 at 6%; with 100% employer match about $199,931 at 4% or $133,288 at 6%.
Lisa M Kelly Profit Sharing Plan-2$386,014$25,254$12,627iApproximate average salary by contribution assumption: employee only about $315,675 at 4% or $210,450 at 6%; with 50% employer match about $210,450 at 4% or $140,300 at 6%; with 100% employer match about $157,838 at 4% or $105,225 at 6%.
LISA M KELLY MONEY PURCHASE PLAN-2$25,107$6,735$3,368iApproximate average salary by contribution assumption: employee only about $84,188 at 4% or $56,125 at 6%; with 50% employer match about $56,125 at 4% or $37,417 at 6%; with 100% employer match about $42,094 at 4% or $28,063 at 6%.
200022$457,074$27,789$13,895iApproximate average salary by contribution assumption: employee only about $347,363 at 4% or $231,575 at 6%; with 50% employer match about $231,575 at 4% or $154,383 at 6%; with 100% employer match about $173,681 at 4% or $115,788 at 6%.
Lisa M Kelly Profit Sharing Plan-2$436,328$21,267$10,634iApproximate average salary by contribution assumption: employee only about $265,838 at 4% or $177,225 at 6%; with 50% employer match about $177,225 at 4% or $118,150 at 6%; with 100% employer match about $132,919 at 4% or $88,613 at 6%.
LISA M KELLY MONEY PURCHASE PLAN-2$20,746$6,522$3,261iApproximate average salary by contribution assumption: employee only about $81,525 at 4% or $54,350 at 6%; with 50% employer match about $54,350 at 4% or $36,233 at 6%; with 100% employer match about $40,763 at 4% or $27,175 at 6%.