Civic Intelligence

E.T. KELLY & ASSOCIATES, LLC

Plan context: E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN

EIN 41-1990680 • Edina, MN • 19 filings • 3 plans

7301 Ohms Lane, Suite 125Edina, MN 55439
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,314,148

2025 Contributions

$161,565

Historical Graphs

Total Assets Over Time

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

$2,525,856$1,262,928$0200820172025YearValue
$1,314,148Latest year 2025

Participants Over Time

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

1160200720162025YearValue
9Latest year 2025

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
202519$1,314,148$161,565$17,952iApproximate average salary by contribution assumption: employee only about $448,792 at 4% or $299,194 at 6%; with 50% employer match about $299,194 at 4% or $199,463 at 6%; with 100% employer match about $224,396 at 4% or $149,597 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-9$1,314,148$161,565$17,952iApproximate average salary by contribution assumption: employee only about $448,792 at 4% or $299,194 at 6%; with 50% employer match about $299,194 at 4% or $199,463 at 6%; with 100% employer match about $224,396 at 4% or $149,597 at 6%.
202419$1,002,009$131,207$14,579iApproximate average salary by contribution assumption: employee only about $364,464 at 4% or $242,976 at 6%; with 50% employer match about $242,976 at 4% or $161,984 at 6%; with 100% employer match about $182,232 at 4% or $121,488 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-9$1,002,009$131,207$14,579iApproximate average salary by contribution assumption: employee only about $364,464 at 4% or $242,976 at 6%; with 50% employer match about $242,976 at 4% or $161,984 at 6%; with 100% employer match about $182,232 at 4% or $121,488 at 6%.
2023111$774,634$139,867$12,715iApproximate average salary by contribution assumption: employee only about $317,880 at 4% or $211,920 at 6%; with 50% employer match about $211,920 at 4% or $141,280 at 6%; with 100% employer match about $158,940 at 4% or $105,960 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-11$774,634$139,867$12,715iApproximate average salary by contribution assumption: employee only about $317,880 at 4% or $211,920 at 6%; with 50% employer match about $211,920 at 4% or $141,280 at 6%; with 100% employer match about $158,940 at 4% or $105,960 at 6%.
2022111$1,360,651$171,379$15,580iApproximate average salary by contribution assumption: employee only about $389,498 at 4% or $259,665 at 6%; with 50% employer match about $259,665 at 4% or $173,110 at 6%; with 100% employer match about $194,749 at 4% or $129,833 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-11$1,360,651$171,379$15,580iApproximate average salary by contribution assumption: employee only about $389,498 at 4% or $259,665 at 6%; with 50% employer match about $259,665 at 4% or $173,110 at 6%; with 100% employer match about $194,749 at 4% or $129,833 at 6%.
2021110$1,524,576$157,266$15,727iApproximate average salary by contribution assumption: employee only about $393,165 at 4% or $262,110 at 6%; with 50% employer match about $262,110 at 4% or $174,740 at 6%; with 100% employer match about $196,583 at 4% or $131,055 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-10$1,524,576$157,266$15,727iApproximate average salary by contribution assumption: employee only about $393,165 at 4% or $262,110 at 6%; with 50% employer match about $262,110 at 4% or $174,740 at 6%; with 100% employer match about $196,583 at 4% or $131,055 at 6%.
2020110$2,525,856$185,184$18,518iApproximate average salary by contribution assumption: employee only about $462,960 at 4% or $308,640 at 6%; with 50% employer match about $308,640 at 4% or $205,760 at 6%; with 100% employer match about $231,480 at 4% or $154,320 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-10$2,525,856$185,184$18,518iApproximate average salary by contribution assumption: employee only about $462,960 at 4% or $308,640 at 6%; with 50% employer match about $308,640 at 4% or $205,760 at 6%; with 100% employer match about $231,480 at 4% or $154,320 at 6%.
201919$2,058,516$175,560$19,507iApproximate average salary by contribution assumption: employee only about $487,667 at 4% or $325,111 at 6%; with 50% employer match about $325,111 at 4% or $216,741 at 6%; with 100% employer match about $243,833 at 4% or $162,556 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-9$2,058,516$175,560$19,507iApproximate average salary by contribution assumption: employee only about $487,667 at 4% or $325,111 at 6%; with 50% employer match about $325,111 at 4% or $216,741 at 6%; with 100% employer match about $243,833 at 4% or $162,556 at 6%.
201819$1,551,818$147,745$16,416iApproximate average salary by contribution assumption: employee only about $410,403 at 4% or $273,602 at 6%; with 50% employer match about $273,602 at 4% or $182,401 at 6%; with 100% employer match about $205,201 at 4% or $136,801 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-9$1,551,818$147,745$16,416iApproximate average salary by contribution assumption: employee only about $410,403 at 4% or $273,602 at 6%; with 50% employer match about $273,602 at 4% or $182,401 at 6%; with 100% employer match about $205,201 at 4% or $136,801 at 6%.
201719$1,512,321$164,691$18,299iApproximate average salary by contribution assumption: employee only about $457,475 at 4% or $304,983 at 6%; with 50% employer match about $304,983 at 4% or $203,322 at 6%; with 100% employer match about $228,738 at 4% or $152,492 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-9$1,512,321$164,691$18,299iApproximate average salary by contribution assumption: employee only about $457,475 at 4% or $304,983 at 6%; with 50% employer match about $304,983 at 4% or $203,322 at 6%; with 100% employer match about $228,738 at 4% or $152,492 at 6%.
201618$1,140,385$84,350$10,544iApproximate average salary by contribution assumption: employee only about $263,594 at 4% or $175,729 at 6%; with 50% employer match about $175,729 at 4% or $117,153 at 6%; with 100% employer match about $131,797 at 4% or $87,865 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-8$1,140,385$84,350$10,544iApproximate average salary by contribution assumption: employee only about $263,594 at 4% or $175,729 at 6%; with 50% employer match about $175,729 at 4% or $117,153 at 6%; with 100% employer match about $131,797 at 4% or $87,865 at 6%.
201517$981,738$37,918$5,417iApproximate average salary by contribution assumption: employee only about $135,421 at 4% or $90,281 at 6%; with 50% employer match about $90,281 at 4% or $60,187 at 6%; with 100% employer match about $67,711 at 4% or $45,140 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-7$981,738$37,918$5,417iApproximate average salary by contribution assumption: employee only about $135,421 at 4% or $90,281 at 6%; with 50% employer match about $90,281 at 4% or $60,187 at 6%; with 100% employer match about $67,711 at 4% or $45,140 at 6%.
201417$947,226$65,823$9,403iApproximate average salary by contribution assumption: employee only about $235,082 at 4% or $156,721 at 6%; with 50% employer match about $156,721 at 4% or $104,481 at 6%; with 100% employer match about $117,541 at 4% or $78,361 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-7$947,226$65,823$9,403iApproximate average salary by contribution assumption: employee only about $235,082 at 4% or $156,721 at 6%; with 50% employer match about $156,721 at 4% or $104,481 at 6%; with 100% employer match about $117,541 at 4% or $78,361 at 6%.
201315$808,312$69,120$13,824iApproximate average salary by contribution assumption: employee only about $345,600 at 4% or $230,400 at 6%; with 50% employer match about $230,400 at 4% or $153,600 at 6%; with 100% employer match about $172,800 at 4% or $115,200 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-5$808,312$69,120$13,824iApproximate average salary by contribution assumption: employee only about $345,600 at 4% or $230,400 at 6%; with 50% employer match about $230,400 at 4% or $153,600 at 6%; with 100% employer match about $172,800 at 4% or $115,200 at 6%.
201214$622,035$61,529$15,382iApproximate average salary by contribution assumption: employee only about $384,556 at 4% or $256,371 at 6%; with 50% employer match about $256,371 at 4% or $170,914 at 6%; with 100% employer match about $192,278 at 4% or $128,185 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-4$622,035$61,529$15,382iApproximate average salary by contribution assumption: employee only about $384,556 at 4% or $256,371 at 6%; with 50% employer match about $256,371 at 4% or $170,914 at 6%; with 100% employer match about $192,278 at 4% or $128,185 at 6%.
201114$483,814$32,385$8,096iApproximate average salary by contribution assumption: employee only about $202,406 at 4% or $134,938 at 6%; with 50% employer match about $134,938 at 4% or $89,958 at 6%; with 100% employer match about $101,203 at 4% or $67,469 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-4$483,814$32,385$8,096iApproximate average salary by contribution assumption: employee only about $202,406 at 4% or $134,938 at 6%; with 50% employer match about $134,938 at 4% or $89,958 at 6%; with 100% employer match about $101,203 at 4% or $67,469 at 6%.
201014$469,015$74,321$18,580iApproximate average salary by contribution assumption: employee only about $464,506 at 4% or $309,671 at 6%; with 50% employer match about $309,671 at 4% or $206,447 at 6%; with 100% employer match about $232,253 at 4% or $154,835 at 6%.
E.T. KELLY & ASSOCIATES, LLC 401(K) PLAN-4$469,015$74,321$18,580iApproximate average salary by contribution assumption: employee only about $464,506 at 4% or $309,671 at 6%; with 50% employer match about $309,671 at 4% or $206,447 at 6%; with 100% employer match about $232,253 at 4% or $154,835 at 6%.
200914$348,531$83,271$20,818iApproximate average salary by contribution assumption: employee only about $520,444 at 4% or $346,963 at 6%; with 50% employer match about $346,963 at 4% or $231,308 at 6%; with 100% employer match about $260,222 at 4% or $173,481 at 6%.
E. T. KELLY & ASSOCIATES, LLC 401(K) PLAN-4$348,531$83,271$20,818iApproximate average salary by contribution assumption: employee only about $520,444 at 4% or $346,963 at 6%; with 50% employer match about $346,963 at 4% or $231,308 at 6%; with 100% employer match about $260,222 at 4% or $173,481 at 6%.
200814$181,538$80,522$20,131iApproximate average salary by contribution assumption: employee only about $503,263 at 4% or $335,508 at 6%; with 50% employer match about $335,508 at 4% or $223,672 at 6%; with 100% employer match about $251,631 at 4% or $167,754 at 6%.
E. T. KELLY & ASSOCIATES, LLC 401K PLAN-4$181,538$80,522$20,131iApproximate average salary by contribution assumption: employee only about $503,263 at 4% or $335,508 at 6%; with 50% employer match about $335,508 at 4% or $223,672 at 6%; with 100% employer match about $251,631 at 4% or $167,754 at 6%.
200714$0$0-
E. T. KELLY & ASSOCIATES, LLC 401K PLAN-4---