Civic Intelligence

Kelly Financial Inc.

Plan context: Kelly Financial Inc. Retirement Plan

EIN 39-1391706 • Madison, WI • 19 filings • 1 plans

120 E. Lakeside St.Madison, WI 53715
Current Snapshot

Latest Year

2017

2017 Participants

13

2017 Assets

$2,723,164

2017 Contributions

$73,902

Historical Graphs

Total Assets Over Time

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

$2,723,164$1,361,582$0199920102017YearValue
$2,723,164Latest year 2017

Participants Over Time

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

23120199920082017YearValue
13Latest year 2017

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
2017113$2,723,164$73,902$5,685iApproximate average salary by contribution assumption: employee only about $142,119 at 4% or $94,746 at 6%; with 50% employer match about $94,746 at 4% or $63,164 at 6%; with 100% employer match about $71,060 at 4% or $47,373 at 6%.
Kelly Financial Inc. Retirement Plan-13$2,723,164$73,902$5,685iApproximate average salary by contribution assumption: employee only about $142,119 at 4% or $94,746 at 6%; with 50% employer match about $94,746 at 4% or $63,164 at 6%; with 100% employer match about $71,060 at 4% or $47,373 at 6%.
2016120$2,695,418$146,985$7,349iApproximate average salary by contribution assumption: employee only about $183,731 at 4% or $122,488 at 6%; with 50% employer match about $122,488 at 4% or $81,658 at 6%; with 100% employer match about $91,866 at 4% or $61,244 at 6%.
Kelly Financial Inc. Retirement Plan-20$2,695,418$146,985$7,349iApproximate average salary by contribution assumption: employee only about $183,731 at 4% or $122,488 at 6%; with 50% employer match about $122,488 at 4% or $81,658 at 6%; with 100% employer match about $91,866 at 4% or $61,244 at 6%.
2015119$2,390,326$158,692$8,352iApproximate average salary by contribution assumption: employee only about $208,805 at 4% or $139,204 at 6%; with 50% employer match about $139,204 at 4% or $92,802 at 6%; with 100% employer match about $104,403 at 4% or $69,602 at 6%.
Kelly Financial Inc. Retirement Plan-19$2,390,326$158,692$8,352iApproximate average salary by contribution assumption: employee only about $208,805 at 4% or $139,204 at 6%; with 50% employer match about $139,204 at 4% or $92,802 at 6%; with 100% employer match about $104,403 at 4% or $69,602 at 6%.
2014121$2,297,114$166,359$7,922iApproximate average salary by contribution assumption: employee only about $198,046 at 4% or $132,031 at 6%; with 50% employer match about $132,031 at 4% or $88,021 at 6%; with 100% employer match about $99,023 at 4% or $66,015 at 6%.
Kelly Financial Inc. Retirement Plan-21$2,297,114$166,359$7,922iApproximate average salary by contribution assumption: employee only about $198,046 at 4% or $132,031 at 6%; with 50% employer match about $132,031 at 4% or $88,021 at 6%; with 100% employer match about $99,023 at 4% or $66,015 at 6%.
2013121$2,217,743$144,644$6,888iApproximate average salary by contribution assumption: employee only about $172,195 at 4% or $114,797 at 6%; with 50% employer match about $114,797 at 4% or $76,531 at 6%; with 100% employer match about $86,098 at 4% or $57,398 at 6%.
Kelly Financial Inc. Retirement Plan-21$2,217,743$144,644$6,888iApproximate average salary by contribution assumption: employee only about $172,195 at 4% or $114,797 at 6%; with 50% employer match about $114,797 at 4% or $76,531 at 6%; with 100% employer match about $86,098 at 4% or $57,398 at 6%.
2012120$1,640,908$143,378$7,169iApproximate average salary by contribution assumption: employee only about $179,223 at 4% or $119,482 at 6%; with 50% employer match about $119,482 at 4% or $79,654 at 6%; with 100% employer match about $89,611 at 4% or $59,741 at 6%.
Kelly Financial Inc. Retirement Plan-20$1,640,908$143,378$7,169iApproximate average salary by contribution assumption: employee only about $179,223 at 4% or $119,482 at 6%; with 50% employer match about $119,482 at 4% or $79,654 at 6%; with 100% employer match about $89,611 at 4% or $59,741 at 6%.
2011120$1,783,682$140,360$7,018iApproximate average salary by contribution assumption: employee only about $175,450 at 4% or $116,967 at 6%; with 50% employer match about $116,967 at 4% or $77,978 at 6%; with 100% employer match about $87,725 at 4% or $58,483 at 6%.
Kelly Financial Inc. Retirement Plan-20$1,783,682$140,360$7,018iApproximate average salary by contribution assumption: employee only about $175,450 at 4% or $116,967 at 6%; with 50% employer match about $116,967 at 4% or $77,978 at 6%; with 100% employer match about $87,725 at 4% or $58,483 at 6%.
2010122$2,121,223$121,252$5,511iApproximate average salary by contribution assumption: employee only about $137,786 at 4% or $91,858 at 6%; with 50% employer match about $91,858 at 4% or $61,238 at 6%; with 100% employer match about $68,893 at 4% or $45,929 at 6%.
Kelly Financial Inc. Retirement Plan-22$2,121,223$121,252$5,511iApproximate average salary by contribution assumption: employee only about $137,786 at 4% or $91,858 at 6%; with 50% employer match about $91,858 at 4% or $61,238 at 6%; with 100% employer match about $68,893 at 4% or $45,929 at 6%.
2009123$1,768,365$124,303$5,404iApproximate average salary by contribution assumption: employee only about $135,112 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,037 at 6%.
Kelly Financial Inc. Retirement Plan-23$1,768,365$124,303$5,404iApproximate average salary by contribution assumption: employee only about $135,112 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,037 at 6%.
2008117$1,212,774$118,598$6,976iApproximate average salary by contribution assumption: employee only about $174,409 at 4% or $116,273 at 6%; with 50% employer match about $116,273 at 4% or $77,515 at 6%; with 100% employer match about $87,204 at 4% or $58,136 at 6%.
Kelly Financial Inc. Retirement Plan-17$1,212,774$118,598$6,976iApproximate average salary by contribution assumption: employee only about $174,409 at 4% or $116,273 at 6%; with 50% employer match about $116,273 at 4% or $77,515 at 6%; with 100% employer match about $87,204 at 4% or $58,136 at 6%.
2007114$0$0-
Kelly Financial Inc. Retirement Plan-14---
2006116$1,526,746$123,301$7,706iApproximate average salary by contribution assumption: employee only about $192,658 at 4% or $128,439 at 6%; with 50% employer match about $128,439 at 4% or $85,626 at 6%; with 100% employer match about $96,329 at 4% or $64,219 at 6%.
Kelly Financial Inc. Retirement Plan-16$1,526,746$123,301$7,706iApproximate average salary by contribution assumption: employee only about $192,658 at 4% or $128,439 at 6%; with 50% employer match about $128,439 at 4% or $85,626 at 6%; with 100% employer match about $96,329 at 4% or $64,219 at 6%.
2005118$1,255,237$118,426$6,579iApproximate average salary by contribution assumption: employee only about $164,481 at 4% or $109,654 at 6%; with 50% employer match about $109,654 at 4% or $73,102 at 6%; with 100% employer match about $82,240 at 4% or $54,827 at 6%.
Kelly Financial Inc. Retirement Plan-18$1,255,237$118,426$6,579iApproximate average salary by contribution assumption: employee only about $164,481 at 4% or $109,654 at 6%; with 50% employer match about $109,654 at 4% or $73,102 at 6%; with 100% employer match about $82,240 at 4% or $54,827 at 6%.
2004116$1,049,311$108,354$6,772iApproximate average salary by contribution assumption: employee only about $169,303 at 4% or $112,869 at 6%; with 50% employer match about $112,869 at 4% or $75,246 at 6%; with 100% employer match about $84,652 at 4% or $56,434 at 6%.
Kelly Financial Inc. Retirement Plan-16$1,049,311$108,354$6,772iApproximate average salary by contribution assumption: employee only about $169,303 at 4% or $112,869 at 6%; with 50% employer match about $112,869 at 4% or $75,246 at 6%; with 100% employer match about $84,652 at 4% or $56,434 at 6%.
2003117$839,720$76,879$4,522iApproximate average salary by contribution assumption: employee only about $113,057 at 4% or $75,372 at 6%; with 50% employer match about $75,372 at 4% or $50,248 at 6%; with 100% employer match about $56,529 at 4% or $37,686 at 6%.
Kelly Financial Inc. Retirement Plan-17$839,720$76,879$4,522iApproximate average salary by contribution assumption: employee only about $113,057 at 4% or $75,372 at 6%; with 50% employer match about $75,372 at 4% or $50,248 at 6%; with 100% employer match about $56,529 at 4% or $37,686 at 6%.
2002116$0$0-
Kelly Financial Inc. Retirement Plan-16---
2001114$0$0-
Kelly Financial Inc. Retirement Plan-14---
2000113$727,178$45,858$3,528iApproximate average salary by contribution assumption: employee only about $88,188 at 4% or $58,792 at 6%; with 50% employer match about $58,792 at 4% or $39,195 at 6%; with 100% employer match about $44,094 at 4% or $29,396 at 6%.
Kelly Financial Inc. Retirement Plan-13$727,178$45,858$3,528iApproximate average salary by contribution assumption: employee only about $88,188 at 4% or $58,792 at 6%; with 50% employer match about $58,792 at 4% or $39,195 at 6%; with 100% employer match about $44,094 at 4% or $29,396 at 6%.
1999112$809,836$36,790$3,066iApproximate average salary by contribution assumption: employee only about $76,646 at 4% or $51,097 at 6%; with 50% employer match about $51,097 at 4% or $34,065 at 6%; with 100% employer match about $38,323 at 4% or $25,549 at 6%.
Kelly Financial Inc. Retirement Plan-12$809,836$36,790$3,066iApproximate average salary by contribution assumption: employee only about $76,646 at 4% or $51,097 at 6%; with 50% employer match about $51,097 at 4% or $34,065 at 6%; with 100% employer match about $38,323 at 4% or $25,549 at 6%.