Civic Intelligence

Drs. Kellam & Klein PC.

Plan context: Drs. Kellam & Klein PC. Employees Money Purchase Plan

EIN 38-1878422 • Lake Orion, MI • 39 filings • 9 plans

399 S. BroadwayLake Orion, MI 48362
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$12,024,730

2025 Contributions

$670,566

Historical Graphs

Total Assets Over Time

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

$12,024,730$6,012,365$0199920132024YearValue
$12,024,730Latest year 2024

Participants Over Time

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

1470199920122024YearValue
13Latest 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
202520$0$670,566-
Kellam & Associates PC. 401(K) Plan-0$0$180,234-
Drs. Kellam & Klein PC. Employees Money Purchase Plan-0$0$490,332-
2024213$12,024,730$1,143,171$87,936iApproximate average salary by contribution assumption: employee only about $2,198,406 at 4% or $1,465,604 at 6%; with 50% employer match about $1,465,604 at 4% or $977,069 at 6%; with 100% employer match about $1,099,203 at 4% or $732,802 at 6%.
Kellam & Associates PC. 401(K) Plan-13$10,343,003$743,171$57,167iApproximate average salary by contribution assumption: employee only about $1,429,175 at 4% or $952,783 at 6%; with 50% employer match about $952,783 at 4% or $635,189 at 6%; with 100% employer match about $714,588 at 4% or $476,392 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-13$1,681,727$400,000$30,769iApproximate average salary by contribution assumption: employee only about $769,231 at 4% or $512,821 at 6%; with 50% employer match about $512,821 at 4% or $341,880 at 6%; with 100% employer match about $384,615 at 4% or $256,410 at 6%.
2023214$9,779,719$1,323,276$94,520iApproximate average salary by contribution assumption: employee only about $2,362,993 at 4% or $1,575,329 at 6%; with 50% employer match about $1,575,329 at 4% or $1,050,219 at 6%; with 100% employer match about $1,181,496 at 4% or $787,664 at 6%.
Kellam & Associates PC. 401(K) Plan-14$8,571,952$853,276$60,948iApproximate average salary by contribution assumption: employee only about $1,523,707 at 4% or $1,015,805 at 6%; with 50% employer match about $1,015,805 at 4% or $677,203 at 6%; with 100% employer match about $761,854 at 4% or $507,902 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-12$1,207,767$470,000$39,167iApproximate average salary by contribution assumption: employee only about $979,167 at 4% or $652,778 at 6%; with 50% employer match about $652,778 at 4% or $435,185 at 6%; with 100% employer match about $489,583 at 4% or $326,389 at 6%.
2022214$7,657,498$1,179,511$84,251iApproximate average salary by contribution assumption: employee only about $2,106,270 at 4% or $1,404,180 at 6%; with 50% employer match about $1,404,180 at 4% or $936,120 at 6%; with 100% employer match about $1,053,135 at 4% or $702,090 at 6%.
Kellam & Associates PC. 401(K) Plan-14$6,950,525$674,511$48,179iApproximate average salary by contribution assumption: employee only about $1,204,484 at 4% or $802,989 at 6%; with 50% employer match about $802,989 at 4% or $535,326 at 6%; with 100% employer match about $602,242 at 4% or $401,495 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-12$706,973$505,000$42,083iApproximate average salary by contribution assumption: employee only about $1,052,083 at 4% or $701,389 at 6%; with 50% employer match about $701,389 at 4% or $467,593 at 6%; with 100% employer match about $526,042 at 4% or $350,694 at 6%.
2021214$7,359,039$904,550$64,611iApproximate average salary by contribution assumption: employee only about $1,615,268 at 4% or $1,076,845 at 6%; with 50% employer match about $1,076,845 at 4% or $717,897 at 6%; with 100% employer match about $807,634 at 4% or $538,423 at 6%.
Kellam & Associates PC. 401(K) Plan-14$7,154,039$699,550$49,968iApproximate average salary by contribution assumption: employee only about $1,249,196 at 4% or $832,798 at 6%; with 50% employer match about $832,798 at 4% or $555,198 at 6%; with 100% employer match about $624,598 at 4% or $416,399 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-11$205,000$205,000$18,636iApproximate average salary by contribution assumption: employee only about $465,909 at 4% or $310,606 at 6%; with 50% employer match about $310,606 at 4% or $207,071 at 6%; with 100% employer match about $232,955 at 4% or $155,303 at 6%.
2020112$7,653,023$575,636$47,970iApproximate average salary by contribution assumption: employee only about $1,199,242 at 4% or $799,494 at 6%; with 50% employer match about $799,494 at 4% or $532,996 at 6%; with 100% employer match about $599,621 at 4% or $399,747 at 6%.
Kellam & Associates PC. 401(K) Plan-12$7,653,023$575,636$47,970iApproximate average salary by contribution assumption: employee only about $1,199,242 at 4% or $799,494 at 6%; with 50% employer match about $799,494 at 4% or $532,996 at 6%; with 100% employer match about $599,621 at 4% or $399,747 at 6%.
2019112$6,351,529$842,871$70,239iApproximate average salary by contribution assumption: employee only about $1,755,981 at 4% or $1,170,654 at 6%; with 50% employer match about $1,170,654 at 4% or $780,436 at 6%; with 100% employer match about $877,991 at 4% or $585,327 at 6%.
Kellam & Associates PC. 401(K) Plan-12$6,351,529$842,871$70,239iApproximate average salary by contribution assumption: employee only about $1,755,981 at 4% or $1,170,654 at 6%; with 50% employer match about $1,170,654 at 4% or $780,436 at 6%; with 100% employer match about $877,991 at 4% or $585,327 at 6%.
2018110$4,608,643$454,568$45,457iApproximate average salary by contribution assumption: employee only about $1,136,420 at 4% or $757,613 at 6%; with 50% employer match about $757,613 at 4% or $505,076 at 6%; with 100% employer match about $568,210 at 4% or $378,807 at 6%.
Kellam & Associates PC. 401(K) Plan-10$4,608,643$454,568$45,457iApproximate average salary by contribution assumption: employee only about $1,136,420 at 4% or $757,613 at 6%; with 50% employer match about $757,613 at 4% or $505,076 at 6%; with 100% employer match about $568,210 at 4% or $378,807 at 6%.
201719$4,723,324$182,051$20,228iApproximate average salary by contribution assumption: employee only about $505,697 at 4% or $337,131 at 6%; with 50% employer match about $337,131 at 4% or $224,754 at 6%; with 100% employer match about $252,849 at 4% or $168,566 at 6%.
Kellam & Associates PC. 401(K) Plan-9$4,723,324$182,051$20,228iApproximate average salary by contribution assumption: employee only about $505,697 at 4% or $337,131 at 6%; with 50% employer match about $337,131 at 4% or $224,754 at 6%; with 100% employer match about $252,849 at 4% or $168,566 at 6%.
2016110$5,246,248$471,290$47,129iApproximate average salary by contribution assumption: employee only about $1,178,225 at 4% or $785,483 at 6%; with 50% employer match about $785,483 at 4% or $523,656 at 6%; with 100% employer match about $589,113 at 4% or $392,742 at 6%.
Kellam & Associates PC. 401(K) Plan-10$5,246,248$471,290$47,129iApproximate average salary by contribution assumption: employee only about $1,178,225 at 4% or $785,483 at 6%; with 50% employer match about $785,483 at 4% or $523,656 at 6%; with 100% employer match about $589,113 at 4% or $392,742 at 6%.
201518$6,200,173$451,259$56,407iApproximate average salary by contribution assumption: employee only about $1,410,184 at 4% or $940,123 at 6%; with 50% employer match about $940,123 at 4% or $626,749 at 6%; with 100% employer match about $705,092 at 4% or $470,061 at 6%.
Kellam & Associates PC. 401(K) Plan-8$6,200,173$451,259$56,407iApproximate average salary by contribution assumption: employee only about $1,410,184 at 4% or $940,123 at 6%; with 50% employer match about $940,123 at 4% or $626,749 at 6%; with 100% employer match about $705,092 at 4% or $470,061 at 6%.
201418$5,963,592$439,614$54,952iApproximate average salary by contribution assumption: employee only about $1,373,794 at 4% or $915,863 at 6%; with 50% employer match about $915,863 at 4% or $610,575 at 6%; with 100% employer match about $686,897 at 4% or $457,931 at 6%.
Kellam & Associates PC. 401(K) Plan-8$5,963,592$439,614$54,952iApproximate average salary by contribution assumption: employee only about $1,373,794 at 4% or $915,863 at 6%; with 50% employer match about $915,863 at 4% or $610,575 at 6%; with 100% employer match about $686,897 at 4% or $457,931 at 6%.
201316$5,357,547$328,000$54,667iApproximate average salary by contribution assumption: employee only about $1,366,667 at 4% or $911,111 at 6%; with 50% employer match about $911,111 at 4% or $607,407 at 6%; with 100% employer match about $683,333 at 4% or $455,556 at 6%.
Kellam & Associates PC. 401(K) Plan-6$5,357,547$328,000$54,667iApproximate average salary by contribution assumption: employee only about $1,366,667 at 4% or $911,111 at 6%; with 50% employer match about $911,111 at 4% or $607,407 at 6%; with 100% employer match about $683,333 at 4% or $455,556 at 6%.
201218$5,769,965$344,500$43,063iApproximate average salary by contribution assumption: employee only about $1,076,563 at 4% or $717,708 at 6%; with 50% employer match about $717,708 at 4% or $478,472 at 6%; with 100% employer match about $538,281 at 4% or $358,854 at 6%.
Kellam & Associates PC. 401(K) Plan-8$5,769,965$344,500$43,063iApproximate average salary by contribution assumption: employee only about $1,076,563 at 4% or $717,708 at 6%; with 50% employer match about $717,708 at 4% or $478,472 at 6%; with 100% employer match about $538,281 at 4% or $358,854 at 6%.
201116$5,052,481$349,497$58,250iApproximate average salary by contribution assumption: employee only about $1,456,238 at 4% or $970,825 at 6%; with 50% employer match about $970,825 at 4% or $647,217 at 6%; with 100% employer match about $728,119 at 4% or $485,413 at 6%.
Kellam & Associates PC. 401(K) Plan-6$5,052,481$349,497$58,250iApproximate average salary by contribution assumption: employee only about $1,456,238 at 4% or $970,825 at 6%; with 50% employer match about $970,825 at 4% or $647,217 at 6%; with 100% employer match about $728,119 at 4% or $485,413 at 6%.
201019$6,156,315$381,500$42,389iApproximate average salary by contribution assumption: employee only about $1,059,722 at 4% or $706,481 at 6%; with 50% employer match about $706,481 at 4% or $470,988 at 6%; with 100% employer match about $529,861 at 4% or $353,241 at 6%.
Kellam & Associates PC. 401(K) Plan-9$6,156,315$381,500$42,389iApproximate average salary by contribution assumption: employee only about $1,059,722 at 4% or $706,481 at 6%; with 50% employer match about $706,481 at 4% or $470,988 at 6%; with 100% employer match about $529,861 at 4% or $353,241 at 6%.
200919$5,102,876$371,949$41,328iApproximate average salary by contribution assumption: employee only about $1,033,192 at 4% or $688,794 at 6%; with 50% employer match about $688,794 at 4% or $459,196 at 6%; with 100% employer match about $516,596 at 4% or $344,397 at 6%.
Kellam & Associates PC. 401(K) Plan-9$5,102,876$371,949$41,328iApproximate average salary by contribution assumption: employee only about $1,033,192 at 4% or $688,794 at 6%; with 50% employer match about $688,794 at 4% or $459,196 at 6%; with 100% employer match about $516,596 at 4% or $344,397 at 6%.
200818$4,034,727$336,570$42,071iApproximate average salary by contribution assumption: employee only about $1,051,781 at 4% or $701,188 at 6%; with 50% employer match about $701,188 at 4% or $467,458 at 6%; with 100% employer match about $525,891 at 4% or $350,594 at 6%.
Kellam & Associates PC. 401(K) Plan-8$4,034,727$336,570$42,071iApproximate average salary by contribution assumption: employee only about $1,051,781 at 4% or $701,188 at 6%; with 50% employer match about $701,188 at 4% or $467,458 at 6%; with 100% employer match about $525,891 at 4% or $350,594 at 6%.
200718$0$0-
Kellam & Associates PC. 401(K) Plan-8---
200627$4,195,638$274,000$39,143iApproximate average salary by contribution assumption: employee only about $978,571 at 4% or $652,381 at 6%; with 50% employer match about $652,381 at 4% or $434,921 at 6%; with 100% employer match about $489,286 at 4% or $326,190 at 6%.
Kellam & Associates PC. 401(K) Plan-7$4,195,638$274,000$39,143iApproximate average salary by contribution assumption: employee only about $978,571 at 4% or $652,381 at 6%; with 50% employer match about $652,381 at 4% or $434,921 at 6%; with 100% employer match about $489,286 at 4% or $326,190 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-0---
200527$3,499,108$302,000$43,143iApproximate average salary by contribution assumption: employee only about $1,078,571 at 4% or $719,048 at 6%; with 50% employer match about $719,048 at 4% or $479,365 at 6%; with 100% employer match about $539,286 at 4% or $359,524 at 6%.
Kellam & Associates PC. 401(K) Plan-7$3,498,640$302,000$43,143iApproximate average salary by contribution assumption: employee only about $1,078,571 at 4% or $719,048 at 6%; with 50% employer match about $719,048 at 4% or $479,365 at 6%; with 100% employer match about $539,286 at 4% or $359,524 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-0$468--
200428$3,038,821$290,307$36,288iApproximate average salary by contribution assumption: employee only about $907,209 at 4% or $604,806 at 6%; with 50% employer match about $604,806 at 4% or $403,204 at 6%; with 100% employer match about $453,605 at 4% or $302,403 at 6%.
Kellam & Associates PC. 401(K) Plan-8$3,038,320$290,307$36,288iApproximate average salary by contribution assumption: employee only about $907,209 at 4% or $604,806 at 6%; with 50% employer match about $604,806 at 4% or $403,204 at 6%; with 100% employer match about $453,605 at 4% or $302,403 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-1$501--
200329$2,667,847$284,260$31,584iApproximate average salary by contribution assumption: employee only about $789,611 at 4% or $526,407 at 6%; with 50% employer match about $526,407 at 4% or $350,938 at 6%; with 100% employer match about $394,806 at 4% or $263,204 at 6%.
Kellam & Associates PC. 401(K) Plan-9$2,667,305$284,260$31,584iApproximate average salary by contribution assumption: employee only about $789,611 at 4% or $526,407 at 6%; with 50% employer match about $526,407 at 4% or $350,938 at 6%; with 100% employer match about $394,806 at 4% or $263,204 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-1$542--
200229$1,961,294$891,727$99,081iApproximate average salary by contribution assumption: employee only about $2,477,019 at 4% or $1,651,346 at 6%; with 50% employer match about $1,651,346 at 4% or $1,100,898 at 6%; with 100% employer match about $1,238,510 at 4% or $825,673 at 6%.
Kellam & Associates PC. 401(K) Plan-9$1,845,043$891,727$99,081iApproximate average salary by contribution assumption: employee only about $2,477,019 at 4% or $1,651,346 at 6%; with 50% employer match about $1,651,346 at 4% or $1,100,898 at 6%; with 100% employer match about $1,238,510 at 4% or $825,673 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-1$116,251--
2001211$0$0-
Kellam & Associates PC. 401(K) Plan-11---
Drs. Kellam & Klein PC. Employees Money Purchase Plan-11---
2000211$0$0-
Kellam & Associates PC. 401(K) Plan-11---
Drs. Kellam & Klein PC. Employees Money Purchase Plan-11---
199919$846,843$153,255$17,028iApproximate average salary by contribution assumption: employee only about $425,708 at 4% or $283,806 at 6%; with 50% employer match about $283,806 at 4% or $189,204 at 6%; with 100% employer match about $212,854 at 4% or $141,903 at 6%.
Drs. Kellam & Klein PC. Employees Money Purchase Plan-9$846,843$153,255$17,028iApproximate average salary by contribution assumption: employee only about $425,708 at 4% or $283,806 at 6%; with 50% employer match about $283,806 at 4% or $189,204 at 6%; with 100% employer match about $212,854 at 4% or $141,903 at 6%.