Civic Intelligence

Keller & Keller

Plan context: Keller & Keller 401K Plan & Trust

EIN 38-3439094 • Indianapolis, IN • 13 filings • 1 plans

2850 N. Meridian StreetIndianapolis, IN 46208
Current Snapshot

Latest Year

2015

2015 Participants

82

2015 Assets

$4,650,871

2015 Contributions

$476,810

Historical Graphs

Total Assets Over Time

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

$4,726,656$2,363,328$0200320092015YearValue
$4,650,871Latest year 2015

Participants Over Time

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

82410200320092015YearValue
82Latest year 2015

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
2015182$4,650,871$476,810$5,815iApproximate average salary by contribution assumption: employee only about $145,369 at 4% or $96,913 at 6%; with 50% employer match about $96,913 at 4% or $64,608 at 6%; with 100% employer match about $72,684 at 4% or $48,456 at 6%.
Keller & Keller 401K Plan & Trust-82$4,650,871$476,810$5,815iApproximate average salary by contribution assumption: employee only about $145,369 at 4% or $96,913 at 6%; with 50% employer match about $96,913 at 4% or $64,608 at 6%; with 100% employer match about $72,684 at 4% or $48,456 at 6%.
2014180$4,726,656$446,501$5,581iApproximate average salary by contribution assumption: employee only about $139,532 at 4% or $93,021 at 6%; with 50% employer match about $93,021 at 4% or $62,014 at 6%; with 100% employer match about $69,766 at 4% or $46,511 at 6%.
Keller & Keller 401K Plan & Trust-80$4,726,656$446,501$5,581iApproximate average salary by contribution assumption: employee only about $139,532 at 4% or $93,021 at 6%; with 50% employer match about $93,021 at 4% or $62,014 at 6%; with 100% employer match about $69,766 at 4% or $46,511 at 6%.
2013162$4,619,882$492,265$7,940iApproximate average salary by contribution assumption: employee only about $198,494 at 4% or $132,329 at 6%; with 50% employer match about $132,329 at 4% or $88,220 at 6%; with 100% employer match about $99,247 at 4% or $66,165 at 6%.
Keller & Keller 401K Plan & Trust-62$4,619,882$492,265$7,940iApproximate average salary by contribution assumption: employee only about $198,494 at 4% or $132,329 at 6%; with 50% employer match about $132,329 at 4% or $88,220 at 6%; with 100% employer match about $99,247 at 4% or $66,165 at 6%.
2012160$3,792,307$416,216$6,937iApproximate average salary by contribution assumption: employee only about $173,423 at 4% or $115,616 at 6%; with 50% employer match about $115,616 at 4% or $77,077 at 6%; with 100% employer match about $86,712 at 4% or $57,808 at 6%.
Keller & Keller 401K Plan & Trust-60$3,792,307$416,216$6,937iApproximate average salary by contribution assumption: employee only about $173,423 at 4% or $115,616 at 6%; with 50% employer match about $115,616 at 4% or $77,077 at 6%; with 100% employer match about $86,712 at 4% or $57,808 at 6%.
2011151$3,021,978$395,895$7,763iApproximate average salary by contribution assumption: employee only about $194,066 at 4% or $129,377 at 6%; with 50% employer match about $129,377 at 4% or $86,252 at 6%; with 100% employer match about $97,033 at 4% or $64,689 at 6%.
Keller & Keller 401K Plan & Trust-51$3,021,978$395,895$7,763iApproximate average salary by contribution assumption: employee only about $194,066 at 4% or $129,377 at 6%; with 50% employer match about $129,377 at 4% or $86,252 at 6%; with 100% employer match about $97,033 at 4% or $64,689 at 6%.
2010150$2,724,982$364,059$7,281iApproximate average salary by contribution assumption: employee only about $182,030 at 4% or $121,353 at 6%; with 50% employer match about $121,353 at 4% or $80,902 at 6%; with 100% employer match about $91,015 at 4% or $60,677 at 6%.
Keller & Keller 401K Plan & Trust-50$2,724,982$364,059$7,281iApproximate average salary by contribution assumption: employee only about $182,030 at 4% or $121,353 at 6%; with 50% employer match about $121,353 at 4% or $80,902 at 6%; with 100% employer match about $91,015 at 4% or $60,677 at 6%.
2009139$2,186,562$313,073$8,028iApproximate average salary by contribution assumption: employee only about $200,688 at 4% or $133,792 at 6%; with 50% employer match about $133,792 at 4% or $89,195 at 6%; with 100% employer match about $100,344 at 4% or $66,896 at 6%.
Keller & Keller 401K Plan & Trust-39$2,186,562$313,073$8,028iApproximate average salary by contribution assumption: employee only about $200,688 at 4% or $133,792 at 6%; with 50% employer match about $133,792 at 4% or $89,195 at 6%; with 100% employer match about $100,344 at 4% or $66,896 at 6%.
2008128$1,460,890$280,194$10,007iApproximate average salary by contribution assumption: employee only about $250,173 at 4% or $166,782 at 6%; with 50% employer match about $166,782 at 4% or $111,188 at 6%; with 100% employer match about $125,087 at 4% or $83,391 at 6%.
Keller & Keller 401K Plan & Trust-28$1,460,890$280,194$10,007iApproximate average salary by contribution assumption: employee only about $250,173 at 4% or $166,782 at 6%; with 50% employer match about $166,782 at 4% or $111,188 at 6%; with 100% employer match about $125,087 at 4% or $83,391 at 6%.
2007129$1,918,991$275,732$9,508iApproximate average salary by contribution assumption: employee only about $237,700 at 4% or $158,467 at 6%; with 50% employer match about $158,467 at 4% or $105,644 at 6%; with 100% employer match about $118,850 at 4% or $79,233 at 6%.
Keller & Keller 401K Plan & Trust-29$1,918,991$275,732$9,508iApproximate average salary by contribution assumption: employee only about $237,700 at 4% or $158,467 at 6%; with 50% employer match about $158,467 at 4% or $105,644 at 6%; with 100% employer match about $118,850 at 4% or $79,233 at 6%.
2006126$1,533,075$239,777$9,222iApproximate average salary by contribution assumption: employee only about $230,555 at 4% or $153,703 at 6%; with 50% employer match about $153,703 at 4% or $102,469 at 6%; with 100% employer match about $115,277 at 4% or $76,852 at 6%.
Keller & Keller 401K Plan & Trust-26$1,533,075$239,777$9,222iApproximate average salary by contribution assumption: employee only about $230,555 at 4% or $153,703 at 6%; with 50% employer match about $153,703 at 4% or $102,469 at 6%; with 100% employer match about $115,277 at 4% or $76,852 at 6%.
2005120$1,141,866$323,809$16,190iApproximate average salary by contribution assumption: employee only about $404,761 at 4% or $269,841 at 6%; with 50% employer match about $269,841 at 4% or $179,894 at 6%; with 100% employer match about $202,381 at 4% or $134,920 at 6%.
Keller & Keller 401K Plan & Trust-20$1,141,866$323,809$16,190iApproximate average salary by contribution assumption: employee only about $404,761 at 4% or $269,841 at 6%; with 50% employer match about $269,841 at 4% or $179,894 at 6%; with 100% employer match about $202,381 at 4% or $134,920 at 6%.
2004121$785,172$484,260$23,060iApproximate average salary by contribution assumption: employee only about $576,500 at 4% or $384,333 at 6%; with 50% employer match about $384,333 at 4% or $256,222 at 6%; with 100% employer match about $288,250 at 4% or $192,167 at 6%.
Keller & Keller 401K Plan & Trust-21$785,172$484,260$23,060iApproximate average salary by contribution assumption: employee only about $576,500 at 4% or $384,333 at 6%; with 50% employer match about $384,333 at 4% or $256,222 at 6%; with 100% employer match about $288,250 at 4% or $192,167 at 6%.
2003116$259,077$256,232$16,015iApproximate average salary by contribution assumption: employee only about $400,363 at 4% or $266,908 at 6%; with 50% employer match about $266,908 at 4% or $177,939 at 6%; with 100% employer match about $200,181 at 4% or $133,454 at 6%.
Keller & Keller 401K Plan & Trust-16$259,077$256,232$16,015iApproximate average salary by contribution assumption: employee only about $400,363 at 4% or $266,908 at 6%; with 50% employer match about $266,908 at 4% or $177,939 at 6%; with 100% employer match about $200,181 at 4% or $133,454 at 6%.