Civic Intelligence

William J. & Kathleen E. Bellamy

Plan context: William J. & Kathleen E. Bellamy Profit Sharing Plan

EIN 41-1535240 • Duluth, MN • 23 filings • 4 plans

1324 E 1st StreetDuluth, MN 55805
Current Snapshot

Latest Year

2023

2023 Participants

23

2023 Assets

$3,992,461

2023 Contributions

$106,787

Historical Graphs

Total Assets Over Time

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

$3,992,461$1,996,231$0200020132023YearValue
$3,992,461Latest year 2023

Participants Over Time

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

23120200020122023YearValue
23Latest year 2023

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
2023123$3,992,461$106,787$4,643iApproximate average salary by contribution assumption: employee only about $116,073 at 4% or $77,382 at 6%; with 50% employer match about $77,382 at 4% or $51,588 at 6%; with 100% employer match about $58,036 at 4% or $38,691 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-23$3,992,461$106,787$4,643iApproximate average salary by contribution assumption: employee only about $116,073 at 4% or $77,382 at 6%; with 50% employer match about $77,382 at 4% or $51,588 at 6%; with 100% employer match about $58,036 at 4% or $38,691 at 6%.
2022119$3,305,338$119,171$6,272iApproximate average salary by contribution assumption: employee only about $156,804 at 4% or $104,536 at 6%; with 50% employer match about $104,536 at 4% or $69,691 at 6%; with 100% employer match about $78,402 at 4% or $52,268 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-19$3,305,338$119,171$6,272iApproximate average salary by contribution assumption: employee only about $156,804 at 4% or $104,536 at 6%; with 50% employer match about $104,536 at 4% or $69,691 at 6%; with 100% employer match about $78,402 at 4% or $52,268 at 6%.
2021119$3,893,863$96,938$5,102iApproximate average salary by contribution assumption: employee only about $127,550 at 4% or $85,033 at 6%; with 50% employer match about $85,033 at 4% or $56,689 at 6%; with 100% employer match about $63,775 at 4% or $42,517 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-19$3,893,863$96,938$5,102iApproximate average salary by contribution assumption: employee only about $127,550 at 4% or $85,033 at 6%; with 50% employer match about $85,033 at 4% or $56,689 at 6%; with 100% employer match about $63,775 at 4% or $42,517 at 6%.
2020119$3,237,298$86,617$4,559iApproximate average salary by contribution assumption: employee only about $113,970 at 4% or $75,980 at 6%; with 50% employer match about $75,980 at 4% or $50,653 at 6%; with 100% employer match about $56,985 at 4% or $37,990 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-19$3,237,298$86,617$4,559iApproximate average salary by contribution assumption: employee only about $113,970 at 4% or $75,980 at 6%; with 50% employer match about $75,980 at 4% or $50,653 at 6%; with 100% employer match about $56,985 at 4% or $37,990 at 6%.
2019117$2,780,239$86,255$5,074iApproximate average salary by contribution assumption: employee only about $126,846 at 4% or $84,564 at 6%; with 50% employer match about $84,564 at 4% or $56,376 at 6%; with 100% employer match about $63,423 at 4% or $42,282 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-17$2,780,239$86,255$5,074iApproximate average salary by contribution assumption: employee only about $126,846 at 4% or $84,564 at 6%; with 50% employer match about $84,564 at 4% or $56,376 at 6%; with 100% employer match about $63,423 at 4% or $42,282 at 6%.
2018117$2,174,916$87,086$5,123iApproximate average salary by contribution assumption: employee only about $128,068 at 4% or $85,378 at 6%; with 50% employer match about $85,378 at 4% or $56,919 at 6%; with 100% employer match about $64,034 at 4% or $42,689 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-17$2,174,916$87,086$5,123iApproximate average salary by contribution assumption: employee only about $128,068 at 4% or $85,378 at 6%; with 50% employer match about $85,378 at 4% or $56,919 at 6%; with 100% employer match about $64,034 at 4% or $42,689 at 6%.
2017116$2,336,376$85,256$5,329iApproximate average salary by contribution assumption: employee only about $133,213 at 4% or $88,808 at 6%; with 50% employer match about $88,808 at 4% or $59,206 at 6%; with 100% employer match about $66,606 at 4% or $44,404 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-16$2,336,376$85,256$5,329iApproximate average salary by contribution assumption: employee only about $133,213 at 4% or $88,808 at 6%; with 50% employer match about $88,808 at 4% or $59,206 at 6%; with 100% employer match about $66,606 at 4% or $44,404 at 6%.
2016116$1,884,865$83,659$5,229iApproximate average salary by contribution assumption: employee only about $130,717 at 4% or $87,145 at 6%; with 50% employer match about $87,145 at 4% or $58,097 at 6%; with 100% employer match about $65,359 at 4% or $43,572 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-16$1,884,865$83,659$5,229iApproximate average salary by contribution assumption: employee only about $130,717 at 4% or $87,145 at 6%; with 50% employer match about $87,145 at 4% or $58,097 at 6%; with 100% employer match about $65,359 at 4% or $43,572 at 6%.
2015117$1,721,819$80,552$4,738iApproximate average salary by contribution assumption: employee only about $118,459 at 4% or $78,973 at 6%; with 50% employer match about $78,973 at 4% or $52,648 at 6%; with 100% employer match about $59,229 at 4% or $39,486 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-17$1,721,819$80,552$4,738iApproximate average salary by contribution assumption: employee only about $118,459 at 4% or $78,973 at 6%; with 50% employer match about $78,973 at 4% or $52,648 at 6%; with 100% employer match about $59,229 at 4% or $39,486 at 6%.
2014117$1,696,301$74,000$4,353iApproximate average salary by contribution assumption: employee only about $108,824 at 4% or $72,549 at 6%; with 50% employer match about $72,549 at 4% or $48,366 at 6%; with 100% employer match about $54,412 at 4% or $36,275 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-17$1,696,301$74,000$4,353iApproximate average salary by contribution assumption: employee only about $108,824 at 4% or $72,549 at 6%; with 50% employer match about $72,549 at 4% or $48,366 at 6%; with 100% employer match about $54,412 at 4% or $36,275 at 6%.
2013116$1,572,579$73,358$4,585iApproximate average salary by contribution assumption: employee only about $114,622 at 4% or $76,415 at 6%; with 50% employer match about $76,415 at 4% or $50,943 at 6%; with 100% employer match about $57,311 at 4% or $38,207 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-16$1,572,579$73,358$4,585iApproximate average salary by contribution assumption: employee only about $114,622 at 4% or $76,415 at 6%; with 50% employer match about $76,415 at 4% or $50,943 at 6%; with 100% employer match about $57,311 at 4% or $38,207 at 6%.
2012119$1,240,425$71,319$3,754iApproximate average salary by contribution assumption: employee only about $93,841 at 4% or $62,561 at 6%; with 50% employer match about $62,561 at 4% or $41,707 at 6%; with 100% employer match about $46,920 at 4% or $31,280 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-19$1,240,425$71,319$3,754iApproximate average salary by contribution assumption: employee only about $93,841 at 4% or $62,561 at 6%; with 50% employer match about $62,561 at 4% or $41,707 at 6%; with 100% employer match about $46,920 at 4% or $31,280 at 6%.
2011118$1,057,395$72,939$4,052iApproximate average salary by contribution assumption: employee only about $101,304 at 4% or $67,536 at 6%; with 50% employer match about $67,536 at 4% or $45,024 at 6%; with 100% employer match about $50,652 at 4% or $33,768 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-18$1,057,395$72,939$4,052iApproximate average salary by contribution assumption: employee only about $101,304 at 4% or $67,536 at 6%; with 50% employer match about $67,536 at 4% or $45,024 at 6%; with 100% employer match about $50,652 at 4% or $33,768 at 6%.
2010118$1,070,556$74,488$4,138iApproximate average salary by contribution assumption: employee only about $103,456 at 4% or $68,970 at 6%; with 50% employer match about $68,970 at 4% or $45,980 at 6%; with 100% employer match about $51,728 at 4% or $34,485 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-18$1,070,556$74,488$4,138iApproximate average salary by contribution assumption: employee only about $103,456 at 4% or $68,970 at 6%; with 50% employer match about $68,970 at 4% or $45,980 at 6%; with 100% employer match about $51,728 at 4% or $34,485 at 6%.
2009116$874,976$74,617$4,664iApproximate average salary by contribution assumption: employee only about $116,589 at 4% or $77,726 at 6%; with 50% employer match about $77,726 at 4% or $51,817 at 6%; with 100% employer match about $58,295 at 4% or $38,863 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-16$874,976$74,617$4,664iApproximate average salary by contribution assumption: employee only about $116,589 at 4% or $77,726 at 6%; with 50% employer match about $77,726 at 4% or $51,817 at 6%; with 100% employer match about $58,295 at 4% or $38,863 at 6%.
2008112$608,493$59,074$4,923iApproximate average salary by contribution assumption: employee only about $123,071 at 4% or $82,047 at 6%; with 50% employer match about $82,047 at 4% or $54,698 at 6%; with 100% employer match about $61,535 at 4% or $41,024 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-12$608,493$59,074$4,923iApproximate average salary by contribution assumption: employee only about $123,071 at 4% or $82,047 at 6%; with 50% employer match about $82,047 at 4% or $54,698 at 6%; with 100% employer match about $61,535 at 4% or $41,024 at 6%.
2007111$848,973$56,071$5,097iApproximate average salary by contribution assumption: employee only about $127,434 at 4% or $84,956 at 6%; with 50% employer match about $84,956 at 4% or $56,637 at 6%; with 100% employer match about $63,717 at 4% or $42,478 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-11$848,973$56,071$5,097iApproximate average salary by contribution assumption: employee only about $127,434 at 4% or $84,956 at 6%; with 50% employer match about $84,956 at 4% or $56,637 at 6%; with 100% employer match about $63,717 at 4% or $42,478 at 6%.
2006110$728,157$76,965$7,697iApproximate average salary by contribution assumption: employee only about $192,413 at 4% or $128,275 at 6%; with 50% employer match about $128,275 at 4% or $85,517 at 6%; with 100% employer match about $96,206 at 4% or $64,138 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-10$728,157$76,965$7,697iApproximate average salary by contribution assumption: employee only about $192,413 at 4% or $128,275 at 6%; with 50% employer match about $128,275 at 4% or $85,517 at 6%; with 100% employer match about $96,206 at 4% or $64,138 at 6%.
2005112$0$0-
William J. & Kathleen E. Bellamy Profit Sharing Plan-12---
2003110$378,040$65,302$6,530iApproximate average salary by contribution assumption: employee only about $163,255 at 4% or $108,837 at 6%; with 50% employer match about $108,837 at 4% or $72,558 at 6%; with 100% employer match about $81,628 at 4% or $54,418 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-10$378,040$65,302$6,530iApproximate average salary by contribution assumption: employee only about $163,255 at 4% or $108,837 at 6%; with 50% employer match about $108,837 at 4% or $72,558 at 6%; with 100% employer match about $81,628 at 4% or $54,418 at 6%.
200219$249,530$67,712$7,524iApproximate average salary by contribution assumption: employee only about $188,089 at 4% or $125,393 at 6%; with 50% employer match about $125,393 at 4% or $83,595 at 6%; with 100% employer match about $94,044 at 4% or $62,696 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-9$249,530$67,712$7,524iApproximate average salary by contribution assumption: employee only about $188,089 at 4% or $125,393 at 6%; with 50% employer match about $125,393 at 4% or $83,595 at 6%; with 100% employer match about $94,044 at 4% or $62,696 at 6%.
200118$253,223$47,766$5,971iApproximate average salary by contribution assumption: employee only about $149,269 at 4% or $99,513 at 6%; with 50% employer match about $99,513 at 4% or $66,342 at 6%; with 100% employer match about $74,634 at 4% or $49,756 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-8$253,223$47,766$5,971iApproximate average salary by contribution assumption: employee only about $149,269 at 4% or $99,513 at 6%; with 50% employer match about $99,513 at 4% or $66,342 at 6%; with 100% employer match about $74,634 at 4% or $49,756 at 6%.
200018$194,121$38,971$4,871iApproximate average salary by contribution assumption: employee only about $121,784 at 4% or $81,190 at 6%; with 50% employer match about $81,190 at 4% or $54,126 at 6%; with 100% employer match about $60,892 at 4% or $40,595 at 6%.
William J. & Kathleen E. Bellamy Profit Sharing Plan-8$194,121$38,971$4,871iApproximate average salary by contribution assumption: employee only about $121,784 at 4% or $81,190 at 6%; with 50% employer match about $81,190 at 4% or $54,126 at 6%; with 100% employer match about $60,892 at 4% or $40,595 at 6%.