Doug Kelly Inc
Plan context: Doug Kelly Inc. 401(K) P/S Plan
EIN 47-4498908 • Moreno Valley, CA • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$655,134
2024 Contributions
$84,969
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $655,134 | $84,969 | $6,069iApproximate average salary by contribution assumption: employee only about $151,730 at 4% or $101,154 at 6%; with 50% employer match about $101,154 at 4% or $67,436 at 6%; with 100% employer match about $75,865 at 4% or $50,577 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 14 | $655,134 | $84,969 | $6,069iApproximate average salary by contribution assumption: employee only about $151,730 at 4% or $101,154 at 6%; with 50% employer match about $101,154 at 4% or $67,436 at 6%; with 100% employer match about $75,865 at 4% or $50,577 at 6%. |
| 2023 | 1 | 14 | $532,024 | $66,031 | $4,717iApproximate average salary by contribution assumption: employee only about $117,913 at 4% or $78,608 at 6%; with 50% employer match about $78,608 at 4% or $52,406 at 6%; with 100% employer match about $58,956 at 4% or $39,304 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 14 | $532,024 | $66,031 | $4,717iApproximate average salary by contribution assumption: employee only about $117,913 at 4% or $78,608 at 6%; with 50% employer match about $78,608 at 4% or $52,406 at 6%; with 100% employer match about $58,956 at 4% or $39,304 at 6%. |
| 2022 | 1 | 11 | $430,521 | $57,518 | $5,229iApproximate average salary by contribution assumption: employee only about $130,723 at 4% or $87,148 at 6%; with 50% employer match about $87,148 at 4% or $58,099 at 6%; with 100% employer match about $65,361 at 4% or $43,574 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 11 | $430,521 | $57,518 | $5,229iApproximate average salary by contribution assumption: employee only about $130,723 at 4% or $87,148 at 6%; with 50% employer match about $87,148 at 4% or $58,099 at 6%; with 100% employer match about $65,361 at 4% or $43,574 at 6%. |
| 2021 | 1 | 10 | $411,951 | $51,331 | $5,133iApproximate average salary by contribution assumption: employee only about $128,328 at 4% or $85,552 at 6%; with 50% employer match about $85,552 at 4% or $57,034 at 6%; with 100% employer match about $64,164 at 4% or $42,776 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 10 | $411,951 | $51,331 | $5,133iApproximate average salary by contribution assumption: employee only about $128,328 at 4% or $85,552 at 6%; with 50% employer match about $85,552 at 4% or $57,034 at 6%; with 100% employer match about $64,164 at 4% or $42,776 at 6%. |
| 2020 | 1 | 11 | $337,517 | $50,293 | $4,572iApproximate average salary by contribution assumption: employee only about $114,302 at 4% or $76,202 at 6%; with 50% employer match about $76,202 at 4% or $50,801 at 6%; with 100% employer match about $57,151 at 4% or $38,101 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 11 | $337,517 | $50,293 | $4,572iApproximate average salary by contribution assumption: employee only about $114,302 at 4% or $76,202 at 6%; with 50% employer match about $76,202 at 4% or $50,801 at 6%; with 100% employer match about $57,151 at 4% or $38,101 at 6%. |
| 2019 | 1 | 9 | $273,389 | $49,476 | $5,497iApproximate average salary by contribution assumption: employee only about $137,433 at 4% or $91,622 at 6%; with 50% employer match about $91,622 at 4% or $61,081 at 6%; with 100% employer match about $68,717 at 4% or $45,811 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 9 | $273,389 | $49,476 | $5,497iApproximate average salary by contribution assumption: employee only about $137,433 at 4% or $91,622 at 6%; with 50% employer match about $91,622 at 4% or $61,081 at 6%; with 100% employer match about $68,717 at 4% or $45,811 at 6%. |
| 2018 | 1 | 11 | $190,847 | $47,660 | $4,333iApproximate average salary by contribution assumption: employee only about $108,318 at 4% or $72,212 at 6%; with 50% employer match about $72,212 at 4% or $48,141 at 6%; with 100% employer match about $54,159 at 4% or $36,106 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 11 | $190,847 | $47,660 | $4,333iApproximate average salary by contribution assumption: employee only about $108,318 at 4% or $72,212 at 6%; with 50% employer match about $72,212 at 4% or $48,141 at 6%; with 100% employer match about $54,159 at 4% or $36,106 at 6%. |
| 2017 | 1 | 8 | $151,929 | $47,279 | $5,910iApproximate average salary by contribution assumption: employee only about $147,747 at 4% or $98,498 at 6%; with 50% employer match about $98,498 at 4% or $65,665 at 6%; with 100% employer match about $73,873 at 4% or $49,249 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 8 | $151,929 | $47,279 | $5,910iApproximate average salary by contribution assumption: employee only about $147,747 at 4% or $98,498 at 6%; with 50% employer match about $98,498 at 4% or $65,665 at 6%; with 100% employer match about $73,873 at 4% or $49,249 at 6%. |
| 2016 | 1 | 11 | $92,324 | $66,641 | $6,058iApproximate average salary by contribution assumption: employee only about $151,457 at 4% or $100,971 at 6%; with 50% employer match about $100,971 at 4% or $67,314 at 6%; with 100% employer match about $75,728 at 4% or $50,486 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 11 | $92,324 | $66,641 | $6,058iApproximate average salary by contribution assumption: employee only about $151,457 at 4% or $100,971 at 6%; with 50% employer match about $100,971 at 4% or $67,314 at 6%; with 100% employer match about $75,728 at 4% or $50,486 at 6%. |
| 2015 | 1 | 11 | $22,567 | $22,722 | $2,066iApproximate average salary by contribution assumption: employee only about $51,641 at 4% or $34,427 at 6%; with 50% employer match about $34,427 at 4% or $22,952 at 6%; with 100% employer match about $25,820 at 4% or $17,214 at 6%. |
| Doug Kelly Inc. 401(K) P/S Plan | - | 11 | $22,567 | $22,722 | $2,066iApproximate average salary by contribution assumption: employee only about $51,641 at 4% or $34,427 at 6%; with 50% employer match about $34,427 at 4% or $22,952 at 6%; with 100% employer match about $25,820 at 4% or $17,214 at 6%. |