Civic Intelligence

Drs. Kelly & White LLC

Plan context: Drs. Kelly & White LLC Profit Sharing Plan and Trust

EIN 54-1766662 • 5 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

13

2003 Assets

$695,068

2003 Contributions

$73,556

Historical Graphs

Total Assets Over Time

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

$695,068$347,534$0199920012003YearValue
$695,068Latest year 2003

Participants Over Time

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

1680199920012003YearValue
13Latest year 2003

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
2003113$695,068$73,556$5,658iApproximate average salary by contribution assumption: employee only about $141,454 at 4% or $94,303 at 6%; with 50% employer match about $94,303 at 4% or $62,868 at 6%; with 100% employer match about $70,727 at 4% or $47,151 at 6%.
Drs. Kelly & White LLC Profit Sharing Plan and Trust-13$695,068$73,556$5,658iApproximate average salary by contribution assumption: employee only about $141,454 at 4% or $94,303 at 6%; with 50% employer match about $94,303 at 4% or $62,868 at 6%; with 100% employer match about $70,727 at 4% or $47,151 at 6%.
2002116$609,914$66,983$4,186iApproximate average salary by contribution assumption: employee only about $104,661 at 4% or $69,774 at 6%; with 50% employer match about $69,774 at 4% or $46,516 at 6%; with 100% employer match about $52,330 at 4% or $34,887 at 6%.
Drs. Kelly & White LLC Profit Sharing Plan and Trust-16$609,914$66,983$4,186iApproximate average salary by contribution assumption: employee only about $104,661 at 4% or $69,774 at 6%; with 50% employer match about $69,774 at 4% or $46,516 at 6%; with 100% employer match about $52,330 at 4% or $34,887 at 6%.
2001114$628,184$99,003$7,072iApproximate average salary by contribution assumption: employee only about $176,791 at 4% or $117,861 at 6%; with 50% employer match about $117,861 at 4% or $78,574 at 6%; with 100% employer match about $88,396 at 4% or $58,930 at 6%.
Drs. Kelly & White LLC Profit Sharing Plan and Trust-14$628,184$99,003$7,072iApproximate average salary by contribution assumption: employee only about $176,791 at 4% or $117,861 at 6%; with 50% employer match about $117,861 at 4% or $78,574 at 6%; with 100% employer match about $88,396 at 4% or $58,930 at 6%.
2000112$619,096$100,592$8,383iApproximate average salary by contribution assumption: employee only about $209,567 at 4% or $139,711 at 6%; with 50% employer match about $139,711 at 4% or $93,141 at 6%; with 100% employer match about $104,783 at 4% or $69,856 at 6%.
Drs. Kelly & White LLC Profit Sharing Plan and Trust-12$619,096$100,592$8,383iApproximate average salary by contribution assumption: employee only about $209,567 at 4% or $139,711 at 6%; with 50% employer match about $139,711 at 4% or $93,141 at 6%; with 100% employer match about $104,783 at 4% or $69,856 at 6%.
1999112$668,716$101,692$8,474iApproximate average salary by contribution assumption: employee only about $211,858 at 4% or $141,239 at 6%; with 50% employer match about $141,239 at 4% or $94,159 at 6%; with 100% employer match about $105,929 at 4% or $70,619 at 6%.
Drs. Kelly & White LLC Profit Sharing Plan and Trust-12$668,716$101,692$8,474iApproximate average salary by contribution assumption: employee only about $211,858 at 4% or $141,239 at 6%; with 50% employer match about $141,239 at 4% or $94,159 at 6%; with 100% employer match about $105,929 at 4% or $70,619 at 6%.