Civic Intelligence

Kevin Paul Kelly

Plan context: Kevin Paul Kelly & Assoc 401K Profit Sharing Plan

EIN 38-2852189 • Traverse City, MI • 17 filings • 6 plans

2226 S Airport Rd W Ste CTraverse City, MI 49684-4706
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,830,084

2021 Contributions

$88,461

Historical Graphs

Total Assets Over Time

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

$1,830,084$915,042$0200320142021YearValue
$1,830,084Latest year 2021

Participants Over Time

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

210200320132021YearValue
2Latest year 2021

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
202112$1,830,084$88,461$44,231iApproximate average salary by contribution assumption: employee only about $1,105,763 at 4% or $737,175 at 6%; with 50% employer match about $737,175 at 4% or $491,450 at 6%; with 100% employer match about $552,881 at 4% or $368,588 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$1,830,084$88,461$44,231iApproximate average salary by contribution assumption: employee only about $1,105,763 at 4% or $737,175 at 6%; with 50% employer match about $737,175 at 4% or $491,450 at 6%; with 100% employer match about $552,881 at 4% or $368,588 at 6%.
202012$1,491,004$169,686$84,843iApproximate average salary by contribution assumption: employee only about $2,121,075 at 4% or $1,414,050 at 6%; with 50% employer match about $1,414,050 at 4% or $942,700 at 6%; with 100% employer match about $1,060,538 at 4% or $707,025 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$1,491,004$169,686$84,843iApproximate average salary by contribution assumption: employee only about $2,121,075 at 4% or $1,414,050 at 6%; with 50% employer match about $1,414,050 at 4% or $942,700 at 6%; with 100% employer match about $1,060,538 at 4% or $707,025 at 6%.
201912$1,066,605$99,522$49,761iApproximate average salary by contribution assumption: employee only about $1,244,025 at 4% or $829,350 at 6%; with 50% employer match about $829,350 at 4% or $552,900 at 6%; with 100% employer match about $622,013 at 4% or $414,675 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$1,066,605$99,522$49,761iApproximate average salary by contribution assumption: employee only about $1,244,025 at 4% or $829,350 at 6%; with 50% employer match about $829,350 at 4% or $552,900 at 6%; with 100% employer match about $622,013 at 4% or $414,675 at 6%.
201812$813,531$73,303$36,652iApproximate average salary by contribution assumption: employee only about $916,288 at 4% or $610,858 at 6%; with 50% employer match about $610,858 at 4% or $407,239 at 6%; with 100% employer match about $458,144 at 4% or $305,429 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$813,531$73,303$36,652iApproximate average salary by contribution assumption: employee only about $916,288 at 4% or $610,858 at 6%; with 50% employer match about $610,858 at 4% or $407,239 at 6%; with 100% employer match about $458,144 at 4% or $305,429 at 6%.
201712$782,125$151,005$75,503iApproximate average salary by contribution assumption: employee only about $1,887,563 at 4% or $1,258,375 at 6%; with 50% employer match about $1,258,375 at 4% or $838,917 at 6%; with 100% employer match about $943,781 at 4% or $629,188 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$782,125$151,005$75,503iApproximate average salary by contribution assumption: employee only about $1,887,563 at 4% or $1,258,375 at 6%; with 50% employer match about $1,258,375 at 4% or $838,917 at 6%; with 100% employer match about $943,781 at 4% or $629,188 at 6%.
201612$767,261$47,850$23,925iApproximate average salary by contribution assumption: employee only about $598,125 at 4% or $398,750 at 6%; with 50% employer match about $398,750 at 4% or $265,833 at 6%; with 100% employer match about $299,063 at 4% or $199,375 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$767,261$47,850$23,925iApproximate average salary by contribution assumption: employee only about $598,125 at 4% or $398,750 at 6%; with 50% employer match about $398,750 at 4% or $265,833 at 6%; with 100% employer match about $299,063 at 4% or $199,375 at 6%.
201512$728,622$13,079$6,540iApproximate average salary by contribution assumption: employee only about $163,488 at 4% or $108,992 at 6%; with 50% employer match about $108,992 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$728,622$13,079$6,540iApproximate average salary by contribution assumption: employee only about $163,488 at 4% or $108,992 at 6%; with 50% employer match about $108,992 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%.
201412$760,621$24,200$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$760,621$24,200$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
201312$708,200$22,145$11,073iApproximate average salary by contribution assumption: employee only about $276,813 at 4% or $184,542 at 6%; with 50% employer match about $184,542 at 4% or $123,028 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$708,200$22,145$11,073iApproximate average salary by contribution assumption: employee only about $276,813 at 4% or $184,542 at 6%; with 50% employer match about $184,542 at 4% or $123,028 at 6%; with 100% employer match about $138,406 at 4% or $92,271 at 6%.
201212$565,177$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$565,177$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
201112$501,051$19,138$9,569iApproximate average salary by contribution assumption: employee only about $239,225 at 4% or $159,483 at 6%; with 50% employer match about $159,483 at 4% or $106,322 at 6%; with 100% employer match about $119,613 at 4% or $79,742 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$501,051$19,138$9,569iApproximate average salary by contribution assumption: employee only about $239,225 at 4% or $159,483 at 6%; with 50% employer match about $159,483 at 4% or $106,322 at 6%; with 100% employer match about $119,613 at 4% or $79,742 at 6%.
201012$498,711$2,260$1,130iApproximate average salary by contribution assumption: employee only about $28,250 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$498,711$2,260$1,130iApproximate average salary by contribution assumption: employee only about $28,250 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%.
200912$419,147$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$419,147$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
200712$0$0-
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2---
200612$447,462$2,100$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$447,462$2,100$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.
200512$398,170$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$398,170$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200312$300,806$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Kevin Paul Kelly & Assoc 401K Profit Sharing Plan-2$300,806$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.