Civic Intelligence

Kelly Cortum Inc

Plan context: Kelly Cortum Inc. 401(K) Plan

EIN 42-1413334 • Norwalk, IA • 26 filings • 3 plans

340 Wright Rd Suite ENorwalk, IA 50211
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,625,569

2024 Contributions

$182,645

Historical Graphs

Total Assets Over Time

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

$2,625,569$1,312,785$0199920132024YearValue
$2,625,569Latest year 2024

Participants Over Time

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

1580199920122024YearValue
15Latest 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
2024115$2,625,569$182,645$12,176iApproximate average salary by contribution assumption: employee only about $304,408 at 4% or $202,939 at 6%; with 50% employer match about $202,939 at 4% or $135,293 at 6%; with 100% employer match about $152,204 at 4% or $101,469 at 6%.
Kelly Cortum Inc. 401(K) Plan-15$2,625,569$182,645$12,176iApproximate average salary by contribution assumption: employee only about $304,408 at 4% or $202,939 at 6%; with 50% employer match about $202,939 at 4% or $135,293 at 6%; with 100% employer match about $152,204 at 4% or $101,469 at 6%.
2023115$2,493,817$161,708$10,781iApproximate average salary by contribution assumption: employee only about $269,513 at 4% or $179,676 at 6%; with 50% employer match about $179,676 at 4% or $119,784 at 6%; with 100% employer match about $134,757 at 4% or $89,838 at 6%.
Kelly Cortum Inc. 401(K) Plan-15$2,493,817$161,708$10,781iApproximate average salary by contribution assumption: employee only about $269,513 at 4% or $179,676 at 6%; with 50% employer match about $179,676 at 4% or $119,784 at 6%; with 100% employer match about $134,757 at 4% or $89,838 at 6%.
2022114$2,073,559$176,044$12,575iApproximate average salary by contribution assumption: employee only about $314,364 at 4% or $209,576 at 6%; with 50% employer match about $209,576 at 4% or $139,717 at 6%; with 100% employer match about $157,182 at 4% or $104,788 at 6%.
Kelly Cortum Inc. 401(K) Plan-14$2,073,559$176,044$12,575iApproximate average salary by contribution assumption: employee only about $314,364 at 4% or $209,576 at 6%; with 50% employer match about $209,576 at 4% or $139,717 at 6%; with 100% employer match about $157,182 at 4% or $104,788 at 6%.
2021114$2,263,624$177,111$12,651iApproximate average salary by contribution assumption: employee only about $316,270 at 4% or $210,846 at 6%; with 50% employer match about $210,846 at 4% or $140,564 at 6%; with 100% employer match about $158,135 at 4% or $105,423 at 6%.
Kelly Cortum Inc. 401(K) Plan-14$2,263,624$177,111$12,651iApproximate average salary by contribution assumption: employee only about $316,270 at 4% or $210,846 at 6%; with 50% employer match about $210,846 at 4% or $140,564 at 6%; with 100% employer match about $158,135 at 4% or $105,423 at 6%.
2020111$1,889,184$126,811$11,528iApproximate average salary by contribution assumption: employee only about $288,207 at 4% or $192,138 at 6%; with 50% employer match about $192,138 at 4% or $128,092 at 6%; with 100% employer match about $144,103 at 4% or $96,069 at 6%.
Kelly Cortum Inc. 401(K) Plan-11$1,889,184$126,811$11,528iApproximate average salary by contribution assumption: employee only about $288,207 at 4% or $192,138 at 6%; with 50% employer match about $192,138 at 4% or $128,092 at 6%; with 100% employer match about $144,103 at 4% or $96,069 at 6%.
2019113$1,741,039$122,445$9,419iApproximate average salary by contribution assumption: employee only about $235,471 at 4% or $156,981 at 6%; with 50% employer match about $156,981 at 4% or $104,654 at 6%; with 100% employer match about $117,736 at 4% or $78,490 at 6%.
Kelly Cortum Inc. 401(K) Plan-13$1,741,039$122,445$9,419iApproximate average salary by contribution assumption: employee only about $235,471 at 4% or $156,981 at 6%; with 50% employer match about $156,981 at 4% or $104,654 at 6%; with 100% employer match about $117,736 at 4% or $78,490 at 6%.
2018112$1,336,443$123,069$10,256iApproximate average salary by contribution assumption: employee only about $256,394 at 4% or $170,929 at 6%; with 50% employer match about $170,929 at 4% or $113,953 at 6%; with 100% employer match about $128,197 at 4% or $85,465 at 6%.
Kelly Cortum Inc. 401(K) Plan-12$1,336,443$123,069$10,256iApproximate average salary by contribution assumption: employee only about $256,394 at 4% or $170,929 at 6%; with 50% employer match about $170,929 at 4% or $113,953 at 6%; with 100% employer match about $128,197 at 4% or $85,465 at 6%.
201718$1,323,928$96,820$12,103iApproximate average salary by contribution assumption: employee only about $302,563 at 4% or $201,708 at 6%; with 50% employer match about $201,708 at 4% or $134,472 at 6%; with 100% employer match about $151,281 at 4% or $100,854 at 6%.
Kelly Cortum Inc. 401(K) Plan-8$1,323,928$96,820$12,103iApproximate average salary by contribution assumption: employee only about $302,563 at 4% or $201,708 at 6%; with 50% employer match about $201,708 at 4% or $134,472 at 6%; with 100% employer match about $151,281 at 4% or $100,854 at 6%.
201618$1,073,873$86,760$10,845iApproximate average salary by contribution assumption: employee only about $271,125 at 4% or $180,750 at 6%; with 50% employer match about $180,750 at 4% or $120,500 at 6%; with 100% employer match about $135,563 at 4% or $90,375 at 6%.
Kelly Cortum Inc. 401(K) Plan-8$1,073,873$86,760$10,845iApproximate average salary by contribution assumption: employee only about $271,125 at 4% or $180,750 at 6%; with 50% employer match about $180,750 at 4% or $120,500 at 6%; with 100% employer match about $135,563 at 4% or $90,375 at 6%.
2015112$908,046$84,544$7,045iApproximate average salary by contribution assumption: employee only about $176,133 at 4% or $117,422 at 6%; with 50% employer match about $117,422 at 4% or $78,281 at 6%; with 100% employer match about $88,067 at 4% or $58,711 at 6%.
Kelly Cortum Inc. 401(K) Plan-12$908,046$84,544$7,045iApproximate average salary by contribution assumption: employee only about $176,133 at 4% or $117,422 at 6%; with 50% employer match about $117,422 at 4% or $78,281 at 6%; with 100% employer match about $88,067 at 4% or $58,711 at 6%.
201419$931,553$71,324$7,925iApproximate average salary by contribution assumption: employee only about $198,122 at 4% or $132,081 at 6%; with 50% employer match about $132,081 at 4% or $88,054 at 6%; with 100% employer match about $99,061 at 4% or $66,041 at 6%.
Kelly Cortum Inc. 401(K) Plan-9$931,553$71,324$7,925iApproximate average salary by contribution assumption: employee only about $198,122 at 4% or $132,081 at 6%; with 50% employer match about $132,081 at 4% or $88,054 at 6%; with 100% employer match about $99,061 at 4% or $66,041 at 6%.
201317$875,000$64,417$9,202iApproximate average salary by contribution assumption: employee only about $230,061 at 4% or $153,374 at 6%; with 50% employer match about $153,374 at 4% or $102,249 at 6%; with 100% employer match about $115,030 at 4% or $76,687 at 6%.
Kelly Cortum Inc. 401(K) Plan-7$875,000$64,417$9,202iApproximate average salary by contribution assumption: employee only about $230,061 at 4% or $153,374 at 6%; with 50% employer match about $153,374 at 4% or $102,249 at 6%; with 100% employer match about $115,030 at 4% or $76,687 at 6%.
201217$653,063$54,198$7,743iApproximate average salary by contribution assumption: employee only about $193,564 at 4% or $129,043 at 6%; with 50% employer match about $129,043 at 4% or $86,029 at 6%; with 100% employer match about $96,782 at 4% or $64,521 at 6%.
Kelly Cortum Inc. 401(K) Plan-7$653,063$54,198$7,743iApproximate average salary by contribution assumption: employee only about $193,564 at 4% or $129,043 at 6%; with 50% employer match about $129,043 at 4% or $86,029 at 6%; with 100% employer match about $96,782 at 4% or $64,521 at 6%.
201117$519,114$58,865$8,409iApproximate average salary by contribution assumption: employee only about $210,232 at 4% or $140,155 at 6%; with 50% employer match about $140,155 at 4% or $93,437 at 6%; with 100% employer match about $105,116 at 4% or $70,077 at 6%.
Kelly Cortum Inc. 401(K) Plan-7$519,114$58,865$8,409iApproximate average salary by contribution assumption: employee only about $210,232 at 4% or $140,155 at 6%; with 50% employer match about $140,155 at 4% or $93,437 at 6%; with 100% employer match about $105,116 at 4% or $70,077 at 6%.
201019$622,743$53,282$5,920iApproximate average salary by contribution assumption: employee only about $148,006 at 4% or $98,670 at 6%; with 50% employer match about $98,670 at 4% or $65,780 at 6%; with 100% employer match about $74,003 at 4% or $49,335 at 6%.
Kelly Cortum Inc. 401(K) Plan-9$622,743$53,282$5,920iApproximate average salary by contribution assumption: employee only about $148,006 at 4% or $98,670 at 6%; with 50% employer match about $98,670 at 4% or $65,780 at 6%; with 100% employer match about $74,003 at 4% or $49,335 at 6%.
200917$516,691$47,420$6,774iApproximate average salary by contribution assumption: employee only about $169,357 at 4% or $112,905 at 6%; with 50% employer match about $112,905 at 4% or $75,270 at 6%; with 100% employer match about $84,679 at 4% or $56,452 at 6%.
Kelly Cortum Inc. 401(K) Plan-7$516,691$47,420$6,774iApproximate average salary by contribution assumption: employee only about $169,357 at 4% or $112,905 at 6%; with 50% employer match about $112,905 at 4% or $75,270 at 6%; with 100% employer match about $84,679 at 4% or $56,452 at 6%.
200818$484,834$51,743$6,468iApproximate average salary by contribution assumption: employee only about $161,697 at 4% or $107,798 at 6%; with 50% employer match about $107,798 at 4% or $71,865 at 6%; with 100% employer match about $80,848 at 4% or $53,899 at 6%.
Kelly Cortum Inc. 401(K) Plan-8$484,834$51,743$6,468iApproximate average salary by contribution assumption: employee only about $161,697 at 4% or $107,798 at 6%; with 50% employer match about $107,798 at 4% or $71,865 at 6%; with 100% employer match about $80,848 at 4% or $53,899 at 6%.
200718$0$0-
Kelly Cortum Inc. 401(K) Plan-8---
200616$669,480$332,868$55,478iApproximate average salary by contribution assumption: employee only about $1,386,950 at 4% or $924,633 at 6%; with 50% employer match about $924,633 at 4% or $616,422 at 6%; with 100% employer match about $693,475 at 4% or $462,317 at 6%.
Kelly Cortum Inc. 401(K) Plan-6$669,480$332,868$55,478iApproximate average salary by contribution assumption: employee only about $1,386,950 at 4% or $924,633 at 6%; with 50% employer match about $924,633 at 4% or $616,422 at 6%; with 100% employer match about $693,475 at 4% or $462,317 at 6%.
200516$553,844$191,383$31,897iApproximate average salary by contribution assumption: employee only about $797,429 at 4% or $531,619 at 6%; with 50% employer match about $531,619 at 4% or $354,413 at 6%; with 100% employer match about $398,715 at 4% or $265,810 at 6%.
Kelly Cortum Inc. 401(K) Plan-6$553,844$191,383$31,897iApproximate average salary by contribution assumption: employee only about $797,429 at 4% or $531,619 at 6%; with 50% employer match about $531,619 at 4% or $354,413 at 6%; with 100% employer match about $398,715 at 4% or $265,810 at 6%.
200417$366,661$112,441$16,063iApproximate average salary by contribution assumption: employee only about $401,575 at 4% or $267,717 at 6%; with 50% employer match about $267,717 at 4% or $178,478 at 6%; with 100% employer match about $200,788 at 4% or $133,858 at 6%.
Kelly Cortum Inc. 401(K) Plan-7$366,661$112,441$16,063iApproximate average salary by contribution assumption: employee only about $401,575 at 4% or $267,717 at 6%; with 50% employer match about $267,717 at 4% or $178,478 at 6%; with 100% employer match about $200,788 at 4% or $133,858 at 6%.
200316$222,241$49,518$8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%.
Kelly Cortum Inc. 401(K) Plan-6$222,241$49,518$8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%.
200217$138,114$40,067$5,724iApproximate average salary by contribution assumption: employee only about $143,096 at 4% or $95,398 at 6%; with 50% employer match about $95,398 at 4% or $63,598 at 6%; with 100% employer match about $71,548 at 4% or $47,699 at 6%.
Kelly Cortum Inc. 401(K) Plan-7$138,114$40,067$5,724iApproximate average salary by contribution assumption: employee only about $143,096 at 4% or $95,398 at 6%; with 50% employer match about $95,398 at 4% or $63,598 at 6%; with 100% employer match about $71,548 at 4% or $47,699 at 6%.
200115$0$0-
Kelly Cortum Inc. 401(K) Plan-5---
200015$84,700$46,560$9,312iApproximate average salary by contribution assumption: employee only about $232,800 at 4% or $155,200 at 6%; with 50% employer match about $155,200 at 4% or $103,467 at 6%; with 100% employer match about $116,400 at 4% or $77,600 at 6%.
Kelly Cortum Inc. 401(K) Plan-5$84,700$46,560$9,312iApproximate average salary by contribution assumption: employee only about $232,800 at 4% or $155,200 at 6%; with 50% employer match about $155,200 at 4% or $103,467 at 6%; with 100% employer match about $116,400 at 4% or $77,600 at 6%.
199916$44,067$44,067$7,345iApproximate average salary by contribution assumption: employee only about $183,613 at 4% or $122,408 at 6%; with 50% employer match about $122,408 at 4% or $81,606 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%.
Kelly Cortum Inc. 401(K) Plan-6$44,067$44,067$7,345iApproximate average salary by contribution assumption: employee only about $183,613 at 4% or $122,408 at 6%; with 50% employer match about $122,408 at 4% or $81,606 at 6%; with 100% employer match about $91,806 at 4% or $61,204 at 6%.