Civic Intelligence

Kelly & Berens, Pa

Plan context: TIMOTHY D KELLY PA 401 K PROFIT SHARING PLAN TRUST

EIN 41-1625149 • Minneapolis, MN • 21 filings • 11 plans

90 S 7th StSuite 4000Minneapolis, MN 55402
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$330,542

2014 Contributions

$27,442

Historical Graphs

Total Assets Over Time

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

$2,424,985$1,212,493$0200020062013YearValue
$330,542Latest year 2013

Participants Over Time

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

27140199920052013YearValue
4Latest year 2013

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
201410$0$0-
TIMOTHY D KELLY PA 401(K) PROFIT SHARING PLAN & TRUST-0$0$0-
201314$330,542$27,442$6,861iApproximate average salary by contribution assumption: employee only about $171,513 at 4% or $114,342 at 6%; with 50% employer match about $114,342 at 4% or $76,228 at 6%; with 100% employer match about $85,756 at 4% or $57,171 at 6%.
TIMOTHY D KELLY PA 401 K PROFIT SHARING PLAN TRUST-4$330,542$27,442$6,861iApproximate average salary by contribution assumption: employee only about $171,513 at 4% or $114,342 at 6%; with 50% employer match about $114,342 at 4% or $76,228 at 6%; with 100% employer match about $85,756 at 4% or $57,171 at 6%.
201218$597,556$108,440$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
TIMOTHY D KELLY PA 401 K PROFIT SHARING PLAN TRUST-8$597,556$108,440$13,555iApproximate average salary by contribution assumption: employee only about $338,875 at 4% or $225,917 at 6%; with 50% employer match about $225,917 at 4% or $150,611 at 6%; with 100% employer match about $169,438 at 4% or $112,958 at 6%.
2011110$511,906$429,014$42,901iApproximate average salary by contribution assumption: employee only about $1,072,535 at 4% or $715,023 at 6%; with 50% employer match about $715,023 at 4% or $476,682 at 6%; with 100% employer match about $536,268 at 4% or $357,512 at 6%.
KELLY AND HANNAH P A 401 K PROFIT SHARING PLAN TRUST-10$511,906$429,014$42,901iApproximate average salary by contribution assumption: employee only about $1,072,535 at 4% or $715,023 at 6%; with 50% employer match about $715,023 at 4% or $476,682 at 6%; with 100% employer match about $536,268 at 4% or $357,512 at 6%.
200811$0$0-
TIMOTHY D KELLY P A 401K PROFIT SHARING PLAN & TRUST-1---
2007118$2,424,985$183,961$10,220iApproximate average salary by contribution assumption: employee only about $255,501 at 4% or $170,334 at 6%; with 50% employer match about $170,334 at 4% or $113,556 at 6%; with 100% employer match about $127,751 at 4% or $85,167 at 6%.
TIMOTHY D. KELLY PA 401K PROFIT SHARING PLAN & TRUST-18$2,424,985$183,961$10,220iApproximate average salary by contribution assumption: employee only about $255,501 at 4% or $170,334 at 6%; with 50% employer match about $170,334 at 4% or $113,556 at 6%; with 100% employer match about $127,751 at 4% or $85,167 at 6%.
2006222$1,929,063$194,684$8,849iApproximate average salary by contribution assumption: employee only about $221,232 at 4% or $147,488 at 6%; with 50% employer match about $147,488 at 4% or $98,325 at 6%; with 100% employer match about $110,616 at 4% or $73,744 at 6%.
KELLY & BERENS P A 401K PROFIT SHARING PLAN & TRUST-18$1,929,063$183,150$10,175iApproximate average salary by contribution assumption: employee only about $254,375 at 4% or $169,583 at 6%; with 50% employer match about $169,583 at 4% or $113,056 at 6%; with 100% employer match about $127,188 at 4% or $84,792 at 6%.
Kelly& Berens, Pa Employee Dental Benefit Plan-22-$11,534$524iApproximate average salary by contribution assumption: employee only about $13,107 at 4% or $8,738 at 6%; with 50% employer match about $8,738 at 4% or $5,825 at 6%; with 100% employer match about $6,553 at 4% or $4,369 at 6%.
2005223$1,947,540$180,687$7,856iApproximate average salary by contribution assumption: employee only about $196,399 at 4% or $130,933 at 6%; with 50% employer match about $130,933 at 4% or $87,288 at 6%; with 100% employer match about $98,199 at 4% or $65,466 at 6%.
KELLY & BERENS P A 401K PROFIT SHARING PLAN & TRUST-18$1,947,540$167,804$9,322iApproximate average salary by contribution assumption: employee only about $233,061 at 4% or $155,374 at 6%; with 50% employer match about $155,374 at 4% or $103,583 at 6%; with 100% employer match about $116,531 at 4% or $77,687 at 6%.
Kelly& Berens, Pa Employee Dental Benefit Plan-23-$12,883$560iApproximate average salary by contribution assumption: employee only about $14,003 at 4% or $9,336 at 6%; with 50% employer match about $9,336 at 4% or $6,224 at 6%; with 100% employer match about $7,002 at 4% or $4,668 at 6%.
2004222$1,840,842$240,730$10,942iApproximate average salary by contribution assumption: employee only about $273,557 at 4% or $182,371 at 6%; with 50% employer match about $182,371 at 4% or $121,581 at 6%; with 100% employer match about $136,778 at 4% or $91,186 at 6%.
KELLY & BERENS P A 401K PROFIT SHARING PLAN & TRUST-18$1,840,842$239,577$13,310iApproximate average salary by contribution assumption: employee only about $332,746 at 4% or $221,831 at 6%; with 50% employer match about $221,831 at 4% or $147,887 at 6%; with 100% employer match about $166,373 at 4% or $110,915 at 6%.
Kelly& Berens, Pa Employee Dental Benefit Plan-22-$1,153$52iApproximate average salary by contribution assumption: employee only about $1,310 at 4% or $873 at 6%; with 50% employer match about $873 at 4% or $582 at 6%; with 100% employer match about $655 at 4% or $437 at 6%.
2003227$1,513,403$228,024$8,445iApproximate average salary by contribution assumption: employee only about $211,133 at 4% or $140,756 at 6%; with 50% employer match about $140,756 at 4% or $93,837 at 6%; with 100% employer match about $105,567 at 4% or $70,378 at 6%.
KELLY & BERENS P A 401K PROFIT SHARING PLAN & TRUST-19$1,513,403$214,025$11,264iApproximate average salary by contribution assumption: employee only about $281,612 at 4% or $187,741 at 6%; with 50% employer match about $187,741 at 4% or $125,161 at 6%; with 100% employer match about $140,806 at 4% or $93,871 at 6%.
Kelly& Berens, Pa Employee Dental Benefit Plan-27-$13,999$518iApproximate average salary by contribution assumption: employee only about $12,962 at 4% or $8,641 at 6%; with 50% employer match about $8,641 at 4% or $5,761 at 6%; with 100% employer match about $6,481 at 4% or $4,321 at 6%.
2002223$1,104,623$276,707$12,031iApproximate average salary by contribution assumption: employee only about $300,768 at 4% or $200,512 at 6%; with 50% employer match about $200,512 at 4% or $133,675 at 6%; with 100% employer match about $150,384 at 4% or $100,256 at 6%.
KELLY && BERENS P A 401K PROFIT SHARING PLAN && TRUST-15$1,104,623$276,707$18,447iApproximate average salary by contribution assumption: employee only about $461,178 at 4% or $307,452 at 6%; with 50% employer match about $307,452 at 4% or $204,968 at 6%; with 100% employer match about $230,589 at 4% or $153,726 at 6%.
Kelly& Berens, Pa Employee Dental Benefit Plan-23---
2001223$0$0-
KELLY & BERENS, P.A. PROFIT SHARINGAND TRUST-18---
Kelly& Berens, Pa Employee Dental Benefit Plan-23---
2000219$1,163,183$186,291$9,805iApproximate average salary by contribution assumption: employee only about $245,120 at 4% or $163,413 at 6%; with 50% employer match about $163,413 at 4% or $108,942 at 6%; with 100% employer match about $122,560 at 4% or $81,707 at 6%.
KELLY & BERENS, P.A. PROFIT SHARING PLAN AND TRUST-17$1,163,183$186,291$10,958iApproximate average salary by contribution assumption: employee only about $273,957 at 4% or $182,638 at 6%; with 50% employer match about $182,638 at 4% or $121,759 at 6%; with 100% employer match about $136,979 at 4% or $91,319 at 6%.
Kelly& Berens, Pa Employee Dental Benefit Plan-19---
1999122$0$10,593$482iApproximate average salary by contribution assumption: employee only about $12,038 at 4% or $8,025 at 6%; with 50% employer match about $8,025 at 4% or $5,350 at 6%; with 100% employer match about $6,019 at 4% or $4,013 at 6%.
Kelly& Berens, Pa Employee Dental Benefit Plan-22-$10,593$482iApproximate average salary by contribution assumption: employee only about $12,038 at 4% or $8,025 at 6%; with 50% employer match about $8,025 at 4% or $5,350 at 6%; with 100% employer match about $6,019 at 4% or $4,013 at 6%.