Civic Intelligence

Dave Kelly & Co. Inc.

Plan context: Dave Kelly & Co. Inc. Safe Harbor 401K Plan

EIN 42-1040091 • 4 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$2,059

2003 Contributions

$1,466

Historical Graphs

Total Assets Over Time

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

$2,059$1,030$020002002YearValue
$2,059Latest year 2002

Participants Over Time

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

320200020012002YearValue
2Latest year 2002

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
200310$0$0-
Dave Kelly & Co. Inc. Safe Harbor 401K Plan-0---
200212$2,059$1,466$733iApproximate average salary by contribution assumption: employee only about $18,325 at 4% or $12,217 at 6%; with 50% employer match about $12,217 at 4% or $8,144 at 6%; with 100% employer match about $9,163 at 4% or $6,108 at 6%.
Dave Kelly & Co. Inc. Safe Harbor 401K Plan-2$2,059$1,466$733iApproximate average salary by contribution assumption: employee only about $18,325 at 4% or $12,217 at 6%; with 50% employer match about $12,217 at 4% or $8,144 at 6%; with 100% employer match about $9,163 at 4% or $6,108 at 6%.
200112$0$0-
Dave Kelly & Co. Inc. Safe Harbor 401K Plan-2---
200013$1,404$1,798$599iApproximate average salary by contribution assumption: employee only about $14,983 at 4% or $9,989 at 6%; with 50% employer match about $9,989 at 4% or $6,659 at 6%; with 100% employer match about $7,492 at 4% or $4,994 at 6%.
Dave Kelly & Co. Inc. Safe Harbor 401K Plan-3$1,404$1,798$599iApproximate average salary by contribution assumption: employee only about $14,983 at 4% or $9,989 at 6%; with 50% employer match about $9,989 at 4% or $6,659 at 6%; with 100% employer match about $7,492 at 4% or $4,994 at 6%.