Civic Intelligence

Kelly Financial Group LLC

Plan context: Kelly Financial Group LLC 401(K) P/S Plan

EIN 52-2048177 • Bel Air, MD • 20 filings • 2 plans

48 East Gordon StreetBel Air, MD 21014
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$5,676,356

2024 Contributions

$418,453

Historical Graphs

Total Assets Over Time

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

$6,688,427$3,344,214$0200520152024YearValue
$5,676,356Latest year 2024

Participants Over Time

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

27140200520152024YearValue
23Latest 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
2024123$5,676,356$418,453$18,194iApproximate average salary by contribution assumption: employee only about $454,840 at 4% or $303,227 at 6%; with 50% employer match about $303,227 at 4% or $202,151 at 6%; with 100% employer match about $227,420 at 4% or $151,613 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-23$5,676,356$418,453$18,194iApproximate average salary by contribution assumption: employee only about $454,840 at 4% or $303,227 at 6%; with 50% employer match about $303,227 at 4% or $202,151 at 6%; with 100% employer match about $227,420 at 4% or $151,613 at 6%.
2023121$4,717,285$343,164$16,341iApproximate average salary by contribution assumption: employee only about $408,529 at 4% or $272,352 at 6%; with 50% employer match about $272,352 at 4% or $181,568 at 6%; with 100% employer match about $204,264 at 4% or $136,176 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-21$4,717,285$343,164$16,341iApproximate average salary by contribution assumption: employee only about $408,529 at 4% or $272,352 at 6%; with 50% employer match about $272,352 at 4% or $181,568 at 6%; with 100% employer match about $204,264 at 4% or $136,176 at 6%.
2022119$3,688,646$401,229$21,117iApproximate average salary by contribution assumption: employee only about $527,933 at 4% or $351,955 at 6%; with 50% employer match about $351,955 at 4% or $234,637 at 6%; with 100% employer match about $263,966 at 4% or $175,978 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-19$3,688,646$401,229$21,117iApproximate average salary by contribution assumption: employee only about $527,933 at 4% or $351,955 at 6%; with 50% employer match about $351,955 at 4% or $234,637 at 6%; with 100% employer match about $263,966 at 4% or $175,978 at 6%.
2021127$6,688,427$362,664$13,432iApproximate average salary by contribution assumption: employee only about $335,800 at 4% or $223,867 at 6%; with 50% employer match about $223,867 at 4% or $149,244 at 6%; with 100% employer match about $167,900 at 4% or $111,933 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-27$6,688,427$362,664$13,432iApproximate average salary by contribution assumption: employee only about $335,800 at 4% or $223,867 at 6%; with 50% employer match about $223,867 at 4% or $149,244 at 6%; with 100% employer match about $167,900 at 4% or $111,933 at 6%.
2020124$5,405,224$321,097$13,379iApproximate average salary by contribution assumption: employee only about $334,476 at 4% or $222,984 at 6%; with 50% employer match about $222,984 at 4% or $148,656 at 6%; with 100% employer match about $167,238 at 4% or $111,492 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-24$5,405,224$321,097$13,379iApproximate average salary by contribution assumption: employee only about $334,476 at 4% or $222,984 at 6%; with 50% employer match about $222,984 at 4% or $148,656 at 6%; with 100% employer match about $167,238 at 4% or $111,492 at 6%.
2019120$4,410,072$324,730$16,237iApproximate average salary by contribution assumption: employee only about $405,913 at 4% or $270,608 at 6%; with 50% employer match about $270,608 at 4% or $180,406 at 6%; with 100% employer match about $202,956 at 4% or $135,304 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-20$4,410,072$324,730$16,237iApproximate average salary by contribution assumption: employee only about $405,913 at 4% or $270,608 at 6%; with 50% employer match about $270,608 at 4% or $180,406 at 6%; with 100% employer match about $202,956 at 4% or $135,304 at 6%.
2018121$3,293,049$927,158$44,150iApproximate average salary by contribution assumption: employee only about $1,103,760 at 4% or $735,840 at 6%; with 50% employer match about $735,840 at 4% or $490,560 at 6%; with 100% employer match about $551,880 at 4% or $367,920 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-21$3,293,049$927,158$44,150iApproximate average salary by contribution assumption: employee only about $1,103,760 at 4% or $735,840 at 6%; with 50% employer match about $735,840 at 4% or $490,560 at 6%; with 100% employer match about $551,880 at 4% or $367,920 at 6%.
2017118$2,672,170$245,142$13,619iApproximate average salary by contribution assumption: employee only about $340,475 at 4% or $226,983 at 6%; with 50% employer match about $226,983 at 4% or $151,322 at 6%; with 100% employer match about $170,238 at 4% or $113,492 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-18$2,672,170$245,142$13,619iApproximate average salary by contribution assumption: employee only about $340,475 at 4% or $226,983 at 6%; with 50% employer match about $226,983 at 4% or $151,322 at 6%; with 100% employer match about $170,238 at 4% or $113,492 at 6%.
2016120$2,006,077$227,637$11,382iApproximate average salary by contribution assumption: employee only about $284,546 at 4% or $189,698 at 6%; with 50% employer match about $189,698 at 4% or $126,465 at 6%; with 100% employer match about $142,273 at 4% or $94,849 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-20$2,006,077$227,637$11,382iApproximate average salary by contribution assumption: employee only about $284,546 at 4% or $189,698 at 6%; with 50% employer match about $189,698 at 4% or $126,465 at 6%; with 100% employer match about $142,273 at 4% or $94,849 at 6%.
2015119$1,644,336$209,281$11,015iApproximate average salary by contribution assumption: employee only about $275,370 at 4% or $183,580 at 6%; with 50% employer match about $183,580 at 4% or $122,387 at 6%; with 100% employer match about $137,685 at 4% or $91,790 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-19$1,644,336$209,281$11,015iApproximate average salary by contribution assumption: employee only about $275,370 at 4% or $183,580 at 6%; with 50% employer match about $183,580 at 4% or $122,387 at 6%; with 100% employer match about $137,685 at 4% or $91,790 at 6%.
2014119$1,523,060$187,202$9,853iApproximate average salary by contribution assumption: employee only about $246,318 at 4% or $164,212 at 6%; with 50% employer match about $164,212 at 4% or $109,475 at 6%; with 100% employer match about $123,159 at 4% or $82,106 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-19$1,523,060$187,202$9,853iApproximate average salary by contribution assumption: employee only about $246,318 at 4% or $164,212 at 6%; with 50% employer match about $164,212 at 4% or $109,475 at 6%; with 100% employer match about $123,159 at 4% or $82,106 at 6%.
2013119$1,251,264$158,298$8,331iApproximate average salary by contribution assumption: employee only about $208,287 at 4% or $138,858 at 6%; with 50% employer match about $138,858 at 4% or $92,572 at 6%; with 100% employer match about $104,143 at 4% or $69,429 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-19$1,251,264$158,298$8,331iApproximate average salary by contribution assumption: employee only about $208,287 at 4% or $138,858 at 6%; with 50% employer match about $138,858 at 4% or $92,572 at 6%; with 100% employer match about $104,143 at 4% or $69,429 at 6%.
2012119$868,722$146,351$7,703iApproximate average salary by contribution assumption: employee only about $192,567 at 4% or $128,378 at 6%; with 50% employer match about $128,378 at 4% or $85,585 at 6%; with 100% employer match about $96,284 at 4% or $64,189 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-19$868,722$146,351$7,703iApproximate average salary by contribution assumption: employee only about $192,567 at 4% or $128,378 at 6%; with 50% employer match about $128,378 at 4% or $85,585 at 6%; with 100% employer match about $96,284 at 4% or $64,189 at 6%.
2011118$615,231$133,650$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-18$615,231$133,650$7,425iApproximate average salary by contribution assumption: employee only about $185,625 at 4% or $123,750 at 6%; with 50% employer match about $123,750 at 4% or $82,500 at 6%; with 100% employer match about $92,813 at 4% or $61,875 at 6%.
2010110$503,027$85,517$8,552iApproximate average salary by contribution assumption: employee only about $213,793 at 4% or $142,528 at 6%; with 50% employer match about $142,528 at 4% or $95,019 at 6%; with 100% employer match about $106,896 at 4% or $71,264 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-10$503,027$85,517$8,552iApproximate average salary by contribution assumption: employee only about $213,793 at 4% or $142,528 at 6%; with 50% employer match about $142,528 at 4% or $95,019 at 6%; with 100% employer match about $106,896 at 4% or $71,264 at 6%.
200918$410,126$75,229$9,404iApproximate average salary by contribution assumption: employee only about $235,091 at 4% or $156,727 at 6%; with 50% employer match about $156,727 at 4% or $104,485 at 6%; with 100% employer match about $117,545 at 4% or $78,364 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-8$410,126$75,229$9,404iApproximate average salary by contribution assumption: employee only about $235,091 at 4% or $156,727 at 6%; with 50% employer match about $156,727 at 4% or $104,485 at 6%; with 100% employer match about $117,545 at 4% or $78,364 at 6%.
200818$274,882$85,629$10,704iApproximate average salary by contribution assumption: employee only about $267,591 at 4% or $178,394 at 6%; with 50% employer match about $178,394 at 4% or $118,929 at 6%; with 100% employer match about $133,795 at 4% or $89,197 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-8$274,882$85,629$10,704iApproximate average salary by contribution assumption: employee only about $267,591 at 4% or $178,394 at 6%; with 50% employer match about $178,394 at 4% or $118,929 at 6%; with 100% employer match about $133,795 at 4% or $89,197 at 6%.
200718$319,696$92,111$11,514iApproximate average salary by contribution assumption: employee only about $287,847 at 4% or $191,898 at 6%; with 50% employer match about $191,898 at 4% or $127,932 at 6%; with 100% employer match about $143,923 at 4% or $95,949 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-8$319,696$92,111$11,514iApproximate average salary by contribution assumption: employee only about $287,847 at 4% or $191,898 at 6%; with 50% employer match about $191,898 at 4% or $127,932 at 6%; with 100% employer match about $143,923 at 4% or $95,949 at 6%.
200619$204,789$107,758$11,973iApproximate average salary by contribution assumption: employee only about $299,328 at 4% or $199,552 at 6%; with 50% employer match about $199,552 at 4% or $133,035 at 6%; with 100% employer match about $149,664 at 4% or $99,776 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-9$204,789$107,758$11,973iApproximate average salary by contribution assumption: employee only about $299,328 at 4% or $199,552 at 6%; with 50% employer match about $199,552 at 4% or $133,035 at 6%; with 100% employer match about $149,664 at 4% or $99,776 at 6%.
200518$77,618$72,542$9,068iApproximate average salary by contribution assumption: employee only about $226,694 at 4% or $151,129 at 6%; with 50% employer match about $151,129 at 4% or $100,753 at 6%; with 100% employer match about $113,347 at 4% or $75,565 at 6%.
Kelly Financial Group LLC 401(K) P/S Plan-8$77,618$72,542$9,068iApproximate average salary by contribution assumption: employee only about $226,694 at 4% or $151,129 at 6%; with 50% employer match about $151,129 at 4% or $100,753 at 6%; with 100% employer match about $113,347 at 4% or $75,565 at 6%.