Civic Intelligence

Kelly & Lemons, P.A.

Plan context: Kelly & Lemons, P.A. 401(K) Retirement Plan

EIN 41-1228060 • Saint Paul, MN • 26 filings • 7 plans

2350 Wycliff StreetSuite 200Saint Paul, MN 55114
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,581,499

2024 Contributions

$130,522

Historical Graphs

Total Assets Over Time

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

$1,581,499$790,750$0199920122024YearValue
$1,581,499Latest year 2024

Participants Over Time

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

1680199920122024YearValue
11Latest 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
2024111$1,581,499$130,522$11,866iApproximate average salary by contribution assumption: employee only about $296,641 at 4% or $197,761 at 6%; with 50% employer match about $197,761 at 4% or $131,840 at 6%; with 100% employer match about $148,320 at 4% or $98,880 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-11$1,581,499$130,522$11,866iApproximate average salary by contribution assumption: employee only about $296,641 at 4% or $197,761 at 6%; with 50% employer match about $197,761 at 4% or $131,840 at 6%; with 100% employer match about $148,320 at 4% or $98,880 at 6%.
2023111$1,400,810$113,005$10,273iApproximate average salary by contribution assumption: employee only about $256,830 at 4% or $171,220 at 6%; with 50% employer match about $171,220 at 4% or $114,146 at 6%; with 100% employer match about $128,415 at 4% or $85,610 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-11$1,400,810$113,005$10,273iApproximate average salary by contribution assumption: employee only about $256,830 at 4% or $171,220 at 6%; with 50% employer match about $171,220 at 4% or $114,146 at 6%; with 100% employer match about $128,415 at 4% or $85,610 at 6%.
2022112$1,127,724$116,580$9,715iApproximate average salary by contribution assumption: employee only about $242,875 at 4% or $161,917 at 6%; with 50% employer match about $161,917 at 4% or $107,944 at 6%; with 100% employer match about $121,438 at 4% or $80,958 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-12$1,127,724$116,580$9,715iApproximate average salary by contribution assumption: employee only about $242,875 at 4% or $161,917 at 6%; with 50% employer match about $161,917 at 4% or $107,944 at 6%; with 100% employer match about $121,438 at 4% or $80,958 at 6%.
2021112$1,186,052$94,986$7,916iApproximate average salary by contribution assumption: employee only about $197,888 at 4% or $131,925 at 6%; with 50% employer match about $131,925 at 4% or $87,950 at 6%; with 100% employer match about $98,944 at 4% or $65,963 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-12$1,186,052$94,986$7,916iApproximate average salary by contribution assumption: employee only about $197,888 at 4% or $131,925 at 6%; with 50% employer match about $131,925 at 4% or $87,950 at 6%; with 100% employer match about $98,944 at 4% or $65,963 at 6%.
2020112$1,051,244$90,167$7,514iApproximate average salary by contribution assumption: employee only about $187,848 at 4% or $125,232 at 6%; with 50% employer match about $125,232 at 4% or $83,488 at 6%; with 100% employer match about $93,924 at 4% or $62,616 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-12$1,051,244$90,167$7,514iApproximate average salary by contribution assumption: employee only about $187,848 at 4% or $125,232 at 6%; with 50% employer match about $125,232 at 4% or $83,488 at 6%; with 100% employer match about $93,924 at 4% or $62,616 at 6%.
2019110$852,070$77,578$7,758iApproximate average salary by contribution assumption: employee only about $193,945 at 4% or $129,297 at 6%; with 50% employer match about $129,297 at 4% or $86,198 at 6%; with 100% employer match about $96,973 at 4% or $64,648 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-10$852,070$77,578$7,758iApproximate average salary by contribution assumption: employee only about $193,945 at 4% or $129,297 at 6%; with 50% employer match about $129,297 at 4% or $86,198 at 6%; with 100% employer match about $96,973 at 4% or $64,648 at 6%.
2018111$672,161$73,731$6,703iApproximate average salary by contribution assumption: employee only about $167,570 at 4% or $111,714 at 6%; with 50% employer match about $111,714 at 4% or $74,476 at 6%; with 100% employer match about $83,785 at 4% or $55,857 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-11$672,161$73,731$6,703iApproximate average salary by contribution assumption: employee only about $167,570 at 4% or $111,714 at 6%; with 50% employer match about $111,714 at 4% or $74,476 at 6%; with 100% employer match about $83,785 at 4% or $55,857 at 6%.
2017110$656,998$60,048$6,005iApproximate average salary by contribution assumption: employee only about $150,120 at 4% or $100,080 at 6%; with 50% employer match about $100,080 at 4% or $66,720 at 6%; with 100% employer match about $75,060 at 4% or $50,040 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-10$656,998$60,048$6,005iApproximate average salary by contribution assumption: employee only about $150,120 at 4% or $100,080 at 6%; with 50% employer match about $100,080 at 4% or $66,720 at 6%; with 100% employer match about $75,060 at 4% or $50,040 at 6%.
2016112$1,062,334$56,374$4,698iApproximate average salary by contribution assumption: employee only about $117,446 at 4% or $78,297 at 6%; with 50% employer match about $78,297 at 4% or $52,198 at 6%; with 100% employer match about $58,723 at 4% or $39,149 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-12$1,062,334$56,374$4,698iApproximate average salary by contribution assumption: employee only about $117,446 at 4% or $78,297 at 6%; with 50% employer match about $78,297 at 4% or $52,198 at 6%; with 100% employer match about $58,723 at 4% or $39,149 at 6%.
2015112$961,516$69,397$5,783iApproximate average salary by contribution assumption: employee only about $144,577 at 4% or $96,385 at 6%; with 50% employer match about $96,385 at 4% or $64,256 at 6%; with 100% employer match about $72,289 at 4% or $48,192 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-12$961,516$69,397$5,783iApproximate average salary by contribution assumption: employee only about $144,577 at 4% or $96,385 at 6%; with 50% employer match about $96,385 at 4% or $64,256 at 6%; with 100% employer match about $72,289 at 4% or $48,192 at 6%.
2014112$916,604$66,621$5,552iApproximate average salary by contribution assumption: employee only about $138,794 at 4% or $92,529 at 6%; with 50% employer match about $92,529 at 4% or $61,686 at 6%; with 100% employer match about $69,397 at 4% or $46,265 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-12$916,604$66,621$5,552iApproximate average salary by contribution assumption: employee only about $138,794 at 4% or $92,529 at 6%; with 50% employer match about $92,529 at 4% or $61,686 at 6%; with 100% employer match about $69,397 at 4% or $46,265 at 6%.
2013112$887,168$70,961$5,913iApproximate average salary by contribution assumption: employee only about $147,835 at 4% or $98,557 at 6%; with 50% employer match about $98,557 at 4% or $65,705 at 6%; with 100% employer match about $73,918 at 4% or $49,278 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-12$887,168$70,961$5,913iApproximate average salary by contribution assumption: employee only about $147,835 at 4% or $98,557 at 6%; with 50% employer match about $98,557 at 4% or $65,705 at 6%; with 100% employer match about $73,918 at 4% or $49,278 at 6%.
2012113$682,248$67,759$5,212iApproximate average salary by contribution assumption: employee only about $130,306 at 4% or $86,871 at 6%; with 50% employer match about $86,871 at 4% or $57,914 at 6%; with 100% employer match about $65,153 at 4% or $43,435 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-13$682,248$67,759$5,212iApproximate average salary by contribution assumption: employee only about $130,306 at 4% or $86,871 at 6%; with 50% employer match about $86,871 at 4% or $57,914 at 6%; with 100% employer match about $65,153 at 4% or $43,435 at 6%.
2011116$567,229$63,353$3,960iApproximate average salary by contribution assumption: employee only about $98,989 at 4% or $65,993 at 6%; with 50% employer match about $65,993 at 4% or $43,995 at 6%; with 100% employer match about $49,495 at 4% or $32,996 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-16$567,229$63,353$3,960iApproximate average salary by contribution assumption: employee only about $98,989 at 4% or $65,993 at 6%; with 50% employer match about $65,993 at 4% or $43,995 at 6%; with 100% employer match about $49,495 at 4% or $32,996 at 6%.
2010114$526,019$42,842$3,060iApproximate average salary by contribution assumption: employee only about $76,504 at 4% or $51,002 at 6%; with 50% employer match about $51,002 at 4% or $34,002 at 6%; with 100% employer match about $38,252 at 4% or $25,501 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-14$526,019$42,842$3,060iApproximate average salary by contribution assumption: employee only about $76,504 at 4% or $51,002 at 6%; with 50% employer match about $51,002 at 4% or $34,002 at 6%; with 100% employer match about $38,252 at 4% or $25,501 at 6%.
2009111$435,245$37,292$3,390iApproximate average salary by contribution assumption: employee only about $84,755 at 4% or $56,503 at 6%; with 50% employer match about $56,503 at 4% or $37,669 at 6%; with 100% employer match about $42,377 at 4% or $28,252 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-11$435,245$37,292$3,390iApproximate average salary by contribution assumption: employee only about $84,755 at 4% or $56,503 at 6%; with 50% employer match about $56,503 at 4% or $37,669 at 6%; with 100% employer match about $42,377 at 4% or $28,252 at 6%.
200817$333,133$23,468$3,353iApproximate average salary by contribution assumption: employee only about $83,814 at 4% or $55,876 at 6%; with 50% employer match about $55,876 at 4% or $37,251 at 6%; with 100% employer match about $41,907 at 4% or $27,938 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-7$333,133$23,468$3,353iApproximate average salary by contribution assumption: employee only about $83,814 at 4% or $55,876 at 6%; with 50% employer match about $55,876 at 4% or $37,251 at 6%; with 100% employer match about $41,907 at 4% or $27,938 at 6%.
200716$489,657$26,802$4,467iApproximate average salary by contribution assumption: employee only about $111,675 at 4% or $74,450 at 6%; with 50% employer match about $74,450 at 4% or $49,633 at 6%; with 100% employer match about $55,838 at 4% or $37,225 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-6$489,657$26,802$4,467iApproximate average salary by contribution assumption: employee only about $111,675 at 4% or $74,450 at 6%; with 50% employer match about $74,450 at 4% or $49,633 at 6%; with 100% employer match about $55,838 at 4% or $37,225 at 6%.
200618$447,148$64,673$8,084iApproximate average salary by contribution assumption: employee only about $202,103 at 4% or $134,735 at 6%; with 50% employer match about $134,735 at 4% or $89,824 at 6%; with 100% employer match about $101,052 at 4% or $67,368 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-8$447,148$64,673$8,084iApproximate average salary by contribution assumption: employee only about $202,103 at 4% or $134,735 at 6%; with 50% employer match about $134,735 at 4% or $89,824 at 6%; with 100% employer match about $101,052 at 4% or $67,368 at 6%.
200518$357,941$44,040$5,505iApproximate average salary by contribution assumption: employee only about $137,625 at 4% or $91,750 at 6%; with 50% employer match about $91,750 at 4% or $61,167 at 6%; with 100% employer match about $68,813 at 4% or $45,875 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-8$357,941$44,040$5,505iApproximate average salary by contribution assumption: employee only about $137,625 at 4% or $91,750 at 6%; with 50% employer match about $91,750 at 4% or $61,167 at 6%; with 100% employer match about $68,813 at 4% or $45,875 at 6%.
2004110$343,074$67,293$6,729iApproximate average salary by contribution assumption: employee only about $168,233 at 4% or $112,155 at 6%; with 50% employer match about $112,155 at 4% or $74,770 at 6%; with 100% employer match about $84,116 at 4% or $56,078 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-10$343,074$67,293$6,729iApproximate average salary by contribution assumption: employee only about $168,233 at 4% or $112,155 at 6%; with 50% employer match about $112,155 at 4% or $74,770 at 6%; with 100% employer match about $84,116 at 4% or $56,078 at 6%.
200319$257,175$60,288$6,699iApproximate average salary by contribution assumption: employee only about $167,467 at 4% or $111,644 at 6%; with 50% employer match about $111,644 at 4% or $74,430 at 6%; with 100% employer match about $83,733 at 4% or $55,822 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-9$257,175$60,288$6,699iApproximate average salary by contribution assumption: employee only about $167,467 at 4% or $111,644 at 6%; with 50% employer match about $111,644 at 4% or $74,430 at 6%; with 100% employer match about $83,733 at 4% or $55,822 at 6%.
200218$220,523$45,634$5,704iApproximate average salary by contribution assumption: employee only about $142,606 at 4% or $95,071 at 6%; with 50% employer match about $95,071 at 4% or $63,381 at 6%; with 100% employer match about $71,303 at 4% or $47,535 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-8$220,523$45,634$5,704iApproximate average salary by contribution assumption: employee only about $142,606 at 4% or $95,071 at 6%; with 50% employer match about $95,071 at 4% or $63,381 at 6%; with 100% employer match about $71,303 at 4% or $47,535 at 6%.
200115$0$0-
Kelly & Lemons, P.A. 401(K) Retirement Plan-5---
200016$587,355$42,581$7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,710 at 4% or $59,140 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-6$587,355$42,581$7,097iApproximate average salary by contribution assumption: employee only about $177,421 at 4% or $118,281 at 6%; with 50% employer match about $118,281 at 4% or $78,854 at 6%; with 100% employer match about $88,710 at 4% or $59,140 at 6%.
199914$572,299$45,776$11,444iApproximate average salary by contribution assumption: employee only about $286,100 at 4% or $190,733 at 6%; with 50% employer match about $190,733 at 4% or $127,156 at 6%; with 100% employer match about $143,050 at 4% or $95,367 at 6%.
Kelly & Lemons, P.A. 401(K) Retirement Plan-4$572,299$45,776$11,444iApproximate average salary by contribution assumption: employee only about $286,100 at 4% or $190,733 at 6%; with 50% employer match about $190,733 at 4% or $127,156 at 6%; with 100% employer match about $143,050 at 4% or $95,367 at 6%.