Civic Intelligence

DM Kelly & Company

Plan context: D.M. Kelly & Company 401(K) Plan

EIN 42-1439008 • Des Moines, IA • 33 filings • 9 plans

3900 IngersollSuite 300Des Moines, IA 50312
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$9,469,446

2024 Contributions

$429,409

Historical Graphs

Total Assets Over Time

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

$9,469,446$4,734,723$0199920132024YearValue
$9,469,446Latest year 2024

Participants Over Time

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

1890199920122024YearValue
16Latest 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
2024116$9,469,446$429,409$26,838iApproximate average salary by contribution assumption: employee only about $670,952 at 4% or $447,301 at 6%; with 50% employer match about $447,301 at 4% or $298,201 at 6%; with 100% employer match about $335,476 at 4% or $223,651 at 6%.
D.M. Kelly & Company 401(K) Plan-16$9,469,446$429,409$26,838iApproximate average salary by contribution assumption: employee only about $670,952 at 4% or $447,301 at 6%; with 50% employer match about $447,301 at 4% or $298,201 at 6%; with 100% employer match about $335,476 at 4% or $223,651 at 6%.
2023117$8,043,145$396,785$23,340iApproximate average salary by contribution assumption: employee only about $583,507 at 4% or $389,005 at 6%; with 50% employer match about $389,005 at 4% or $259,337 at 6%; with 100% employer match about $291,754 at 4% or $194,502 at 6%.
D.M. Kelly & Company 401(K) Plan-17$8,043,145$396,785$23,340iApproximate average salary by contribution assumption: employee only about $583,507 at 4% or $389,005 at 6%; with 50% employer match about $389,005 at 4% or $259,337 at 6%; with 100% employer match about $291,754 at 4% or $194,502 at 6%.
2022115$7,246,160$350,225$23,348iApproximate average salary by contribution assumption: employee only about $583,708 at 4% or $389,139 at 6%; with 50% employer match about $389,139 at 4% or $259,426 at 6%; with 100% employer match about $291,854 at 4% or $194,569 at 6%.
D.M. Kelly & Company 401(K) Plan-15$7,246,160$350,225$23,348iApproximate average salary by contribution assumption: employee only about $583,708 at 4% or $389,139 at 6%; with 50% employer match about $389,139 at 4% or $259,426 at 6%; with 100% employer match about $291,854 at 4% or $194,569 at 6%.
2021113$8,084,322$352,000$27,077iApproximate average salary by contribution assumption: employee only about $676,923 at 4% or $451,282 at 6%; with 50% employer match about $451,282 at 4% or $300,855 at 6%; with 100% employer match about $338,462 at 4% or $225,641 at 6%.
D.M. Kelly & Company 401(K) Plan-13$8,084,322$352,000$27,077iApproximate average salary by contribution assumption: employee only about $676,923 at 4% or $451,282 at 6%; with 50% employer match about $451,282 at 4% or $300,855 at 6%; with 100% employer match about $338,462 at 4% or $225,641 at 6%.
2020114$6,663,183$398,699$28,479iApproximate average salary by contribution assumption: employee only about $711,963 at 4% or $474,642 at 6%; with 50% employer match about $474,642 at 4% or $316,428 at 6%; with 100% employer match about $355,981 at 4% or $237,321 at 6%.
D.M. Kelly & Company 401(K) Plan-14$6,663,183$398,699$28,479iApproximate average salary by contribution assumption: employee only about $711,963 at 4% or $474,642 at 6%; with 50% employer match about $474,642 at 4% or $316,428 at 6%; with 100% employer match about $355,981 at 4% or $237,321 at 6%.
2019113$5,501,968$366,662$28,205iApproximate average salary by contribution assumption: employee only about $705,119 at 4% or $470,079 at 6%; with 50% employer match about $470,079 at 4% or $313,386 at 6%; with 100% employer match about $352,560 at 4% or $235,040 at 6%.
D.M. Kelly & Company 401(K) Plan-13$5,501,968$366,662$28,205iApproximate average salary by contribution assumption: employee only about $705,119 at 4% or $470,079 at 6%; with 50% employer match about $470,079 at 4% or $313,386 at 6%; with 100% employer match about $352,560 at 4% or $235,040 at 6%.
2018112$6,132,862$326,639$27,220iApproximate average salary by contribution assumption: employee only about $680,498 at 4% or $453,665 at 6%; with 50% employer match about $453,665 at 4% or $302,444 at 6%; with 100% employer match about $340,249 at 4% or $226,833 at 6%.
D.M. Kelly & Company 401(K) Plan-12$6,132,862$326,639$27,220iApproximate average salary by contribution assumption: employee only about $680,498 at 4% or $453,665 at 6%; with 50% employer match about $453,665 at 4% or $302,444 at 6%; with 100% employer match about $340,249 at 4% or $226,833 at 6%.
2017112$7,030,388$335,219$27,935iApproximate average salary by contribution assumption: employee only about $698,373 at 4% or $465,582 at 6%; with 50% employer match about $465,582 at 4% or $310,388 at 6%; with 100% employer match about $349,186 at 4% or $232,791 at 6%.
D.M. Kelly & Company 401(K) Plan-12$7,030,388$335,219$27,935iApproximate average salary by contribution assumption: employee only about $698,373 at 4% or $465,582 at 6%; with 50% employer match about $465,582 at 4% or $310,388 at 6%; with 100% employer match about $349,186 at 4% or $232,791 at 6%.
2016112$6,304,900$327,818$27,318iApproximate average salary by contribution assumption: employee only about $682,954 at 4% or $455,303 at 6%; with 50% employer match about $455,303 at 4% or $303,535 at 6%; with 100% employer match about $341,477 at 4% or $227,651 at 6%.
D.M. Kelly & Company 401(K) Plan-12$6,304,900$327,818$27,318iApproximate average salary by contribution assumption: employee only about $682,954 at 4% or $455,303 at 6%; with 50% employer match about $455,303 at 4% or $303,535 at 6%; with 100% employer match about $341,477 at 4% or $227,651 at 6%.
2015115$5,207,992$349,307$23,287iApproximate average salary by contribution assumption: employee only about $582,178 at 4% or $388,119 at 6%; with 50% employer match about $388,119 at 4% or $258,746 at 6%; with 100% employer match about $291,089 at 4% or $194,059 at 6%.
D.M. Kelly & Company 401(K) Plan-15$5,207,992$349,307$23,287iApproximate average salary by contribution assumption: employee only about $582,178 at 4% or $388,119 at 6%; with 50% employer match about $388,119 at 4% or $258,746 at 6%; with 100% employer match about $291,089 at 4% or $194,059 at 6%.
2014116$4,997,999$309,014$19,313iApproximate average salary by contribution assumption: employee only about $482,834 at 4% or $321,890 at 6%; with 50% employer match about $321,890 at 4% or $214,593 at 6%; with 100% employer match about $241,417 at 4% or $160,945 at 6%.
D.M. Kelly & Company 401(K) Plan-16$4,997,999$309,014$19,313iApproximate average salary by contribution assumption: employee only about $482,834 at 4% or $321,890 at 6%; with 50% employer match about $321,890 at 4% or $214,593 at 6%; with 100% employer match about $241,417 at 4% or $160,945 at 6%.
2013115$4,297,703$281,846$18,790iApproximate average salary by contribution assumption: employee only about $469,743 at 4% or $313,162 at 6%; with 50% employer match about $313,162 at 4% or $208,775 at 6%; with 100% employer match about $234,872 at 4% or $156,581 at 6%.
D.M. Kelly & Company 401(K) Plan-15$4,297,703$281,846$18,790iApproximate average salary by contribution assumption: employee only about $469,743 at 4% or $313,162 at 6%; with 50% employer match about $313,162 at 4% or $208,775 at 6%; with 100% employer match about $234,872 at 4% or $156,581 at 6%.
2012115$3,338,452$409,102$27,273iApproximate average salary by contribution assumption: employee only about $681,837 at 4% or $454,558 at 6%; with 50% employer match about $454,558 at 4% or $303,039 at 6%; with 100% employer match about $340,918 at 4% or $227,279 at 6%.
D.M. Kelly & Company 401(K) Plan-15$3,338,452$409,102$27,273iApproximate average salary by contribution assumption: employee only about $681,837 at 4% or $454,558 at 6%; with 50% employer match about $454,558 at 4% or $303,039 at 6%; with 100% employer match about $340,918 at 4% or $227,279 at 6%.
2011118$2,738,571$505,017$28,057iApproximate average salary by contribution assumption: employee only about $701,413 at 4% or $467,608 at 6%; with 50% employer match about $467,608 at 4% or $311,739 at 6%; with 100% employer match about $350,706 at 4% or $233,804 at 6%.
D.M. Kelly & Company 401(K) Plan-18$2,738,571$505,017$28,057iApproximate average salary by contribution assumption: employee only about $701,413 at 4% or $467,608 at 6%; with 50% employer match about $467,608 at 4% or $311,739 at 6%; with 100% employer match about $350,706 at 4% or $233,804 at 6%.
2010114$2,213,278$314,699$22,479iApproximate average salary by contribution assumption: employee only about $561,963 at 4% or $374,642 at 6%; with 50% employer match about $374,642 at 4% or $249,761 at 6%; with 100% employer match about $280,981 at 4% or $187,321 at 6%.
D.M. Kelly & Company 401(K) Plan-14$2,213,278$314,699$22,479iApproximate average salary by contribution assumption: employee only about $561,963 at 4% or $374,642 at 6%; with 50% employer match about $374,642 at 4% or $249,761 at 6%; with 100% employer match about $280,981 at 4% or $187,321 at 6%.
200918$1,703,205$225,845$28,231iApproximate average salary by contribution assumption: employee only about $705,766 at 4% or $470,510 at 6%; with 50% employer match about $470,510 at 4% or $313,674 at 6%; with 100% employer match about $352,883 at 4% or $235,255 at 6%.
D.M. Kelly & Company 401(K) Plan-8$1,703,205$225,845$28,231iApproximate average salary by contribution assumption: employee only about $705,766 at 4% or $470,510 at 6%; with 50% employer match about $470,510 at 4% or $313,674 at 6%; with 100% employer match about $352,883 at 4% or $235,255 at 6%.
200817$1,369,149$209,831$29,976iApproximate average salary by contribution assumption: employee only about $749,396 at 4% or $499,598 at 6%; with 50% employer match about $499,598 at 4% or $333,065 at 6%; with 100% employer match about $374,698 at 4% or $249,799 at 6%.
D.M. Kelly & Company 401(K) Plan-7$1,369,149$209,831$29,976iApproximate average salary by contribution assumption: employee only about $749,396 at 4% or $499,598 at 6%; with 50% employer match about $499,598 at 4% or $333,065 at 6%; with 100% employer match about $374,698 at 4% or $249,799 at 6%.
200718$1,470,897$218,656$27,332iApproximate average salary by contribution assumption: employee only about $683,300 at 4% or $455,533 at 6%; with 50% employer match about $455,533 at 4% or $303,689 at 6%; with 100% employer match about $341,650 at 4% or $227,767 at 6%.
D.M. Kelly & Company 401(K) Plan-8$1,470,897$218,656$27,332iApproximate average salary by contribution assumption: employee only about $683,300 at 4% or $455,533 at 6%; with 50% employer match about $455,533 at 4% or $303,689 at 6%; with 100% employer match about $341,650 at 4% or $227,767 at 6%.
200620$1,118,640$59,442-
D.M. Kelly & Company 401(K) Plan-0$1,118,640$59,442-
DM Kelly & Company Money Purchase Pension Plan-0---
200528$2,035,344$477,626$59,703iApproximate average salary by contribution assumption: employee only about $1,492,581 at 4% or $995,054 at 6%; with 50% employer match about $995,054 at 4% or $663,369 at 6%; with 100% employer match about $746,291 at 4% or $497,527 at 6%.
DM Kelly & Company Money Purchase Pension Plan-8$1,017,672$238,813$29,852iApproximate average salary by contribution assumption: employee only about $746,291 at 4% or $497,527 at 6%; with 50% employer match about $497,527 at 4% or $331,685 at 6%; with 100% employer match about $373,145 at 4% or $248,764 at 6%.
D.M. Kelly & Company 401(K) Plan-8$1,017,672$238,813$29,852iApproximate average salary by contribution assumption: employee only about $746,291 at 4% or $497,527 at 6%; with 50% employer match about $497,527 at 4% or $331,685 at 6%; with 100% employer match about $373,145 at 4% or $248,764 at 6%.
200427$7,207,424$128,979$18,426iApproximate average salary by contribution assumption: employee only about $460,639 at 4% or $307,093 at 6%; with 50% employer match about $307,093 at 4% or $204,729 at 6%; with 100% employer match about $230,320 at 4% or $153,546 at 6%.
DM Kelly & Company Money Purchase Pension Plan-7$6,526,539$65,331$9,333iApproximate average salary by contribution assumption: employee only about $233,325 at 4% or $155,550 at 6%; with 50% employer match about $155,550 at 4% or $103,700 at 6%; with 100% employer match about $116,663 at 4% or $77,775 at 6%.
D.M. Kelly & Company 401(K) Plan-7$680,885$63,648$9,093iApproximate average salary by contribution assumption: employee only about $227,314 at 4% or $151,543 at 6%; with 50% employer match about $151,543 at 4% or $101,029 at 6%; with 100% employer match about $113,657 at 4% or $75,771 at 6%.
200326$5,947,962$130,727$21,788iApproximate average salary by contribution assumption: employee only about $544,696 at 4% or $363,131 at 6%; with 50% employer match about $363,131 at 4% or $242,087 at 6%; with 100% employer match about $272,348 at 4% or $181,565 at 6%.
DM Kelly & Company Money Purchase Pension Plan-6$5,418,721$62,011$10,335iApproximate average salary by contribution assumption: employee only about $258,379 at 4% or $172,253 at 6%; with 50% employer match about $172,253 at 4% or $114,835 at 6%; with 100% employer match about $129,190 at 4% or $86,126 at 6%.
D.M. Kelly & Company 401(K) Plan-6$529,241$68,716$11,453iApproximate average salary by contribution assumption: employee only about $286,317 at 4% or $190,878 at 6%; with 50% employer match about $190,878 at 4% or $127,252 at 6%; with 100% employer match about $143,158 at 4% or $95,439 at 6%.
200227$0$0-
D.M. Kelly & Company 401(K) Plan-7---
DM Kelly & Company Money Purchase Pension Plan-6---
200126$0$0-
D.M. Kelly & Company 401(K) Plan-6---
DM Kelly & Company Money Purchase Pension Plan-5---
200025$0$0-
D.M. Kelly & Company 401(K) Plan-5---
DM Kelly & Company Money Purchase Pension Plan-5---
199913$1,715,971$23,280$7,760iApproximate average salary by contribution assumption: employee only about $194,000 at 4% or $129,333 at 6%; with 50% employer match about $129,333 at 4% or $86,222 at 6%; with 100% employer match about $97,000 at 4% or $64,667 at 6%.
DM Kelly & Company Money Purchase Pension Plan-3$1,715,971$23,280$7,760iApproximate average salary by contribution assumption: employee only about $194,000 at 4% or $129,333 at 6%; with 50% employer match about $129,333 at 4% or $86,222 at 6%; with 100% employer match about $97,000 at 4% or $64,667 at 6%.