Civic Intelligence

Kellum Law Firm

Plan context: Kellum Law Firm 401(K) Profit Sharing Plan & Trust

EIN 56-1117184 • New Bern, NC • 11 filings • 2 plans

219 Broad StNew Bern, NC 28560-4901
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$950,477

2024 Contributions

$267,808

Historical Graphs

Total Assets Over Time

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

$2,393,249$1,196,625$0199920042024YearValue
$950,477Latest year 2024

Participants Over Time

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

46230199920042024YearValue
46Latest 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
2024146$950,477$267,808$5,822iApproximate average salary by contribution assumption: employee only about $145,548 at 4% or $97,032 at 6%; with 50% employer match about $97,032 at 4% or $64,688 at 6%; with 100% employer match about $72,774 at 4% or $48,516 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-46$950,477$267,808$5,822iApproximate average salary by contribution assumption: employee only about $145,548 at 4% or $97,032 at 6%; with 50% employer match about $97,032 at 4% or $64,688 at 6%; with 100% employer match about $72,774 at 4% or $48,516 at 6%.
2023142$642,875$225,283$5,364iApproximate average salary by contribution assumption: employee only about $134,097 at 4% or $89,398 at 6%; with 50% employer match about $89,398 at 4% or $59,599 at 6%; with 100% employer match about $67,049 at 4% or $44,699 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-42$642,875$225,283$5,364iApproximate average salary by contribution assumption: employee only about $134,097 at 4% or $89,398 at 6%; with 50% employer match about $89,398 at 4% or $59,599 at 6%; with 100% employer match about $67,049 at 4% or $44,699 at 6%.
2022139$450,242$190,235$4,878iApproximate average salary by contribution assumption: employee only about $121,946 at 4% or $81,297 at 6%; with 50% employer match about $81,297 at 4% or $54,198 at 6%; with 100% employer match about $60,973 at 4% or $40,649 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-39$450,242$190,235$4,878iApproximate average salary by contribution assumption: employee only about $121,946 at 4% or $81,297 at 6%; with 50% employer match about $81,297 at 4% or $54,198 at 6%; with 100% employer match about $60,973 at 4% or $40,649 at 6%.
2021133$379,076$357,157$10,823iApproximate average salary by contribution assumption: employee only about $270,573 at 4% or $180,382 at 6%; with 50% employer match about $180,382 at 4% or $120,255 at 6%; with 100% employer match about $135,287 at 4% or $90,191 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-33$379,076$357,157$10,823iApproximate average salary by contribution assumption: employee only about $270,573 at 4% or $180,382 at 6%; with 50% employer match about $180,382 at 4% or $120,255 at 6%; with 100% employer match about $135,287 at 4% or $90,191 at 6%.
200510$0$93,397-
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-0-$93,397-
2004144$2,393,249$216,752$4,926iApproximate average salary by contribution assumption: employee only about $123,155 at 4% or $82,103 at 6%; with 50% employer match about $82,103 at 4% or $54,735 at 6%; with 100% employer match about $61,577 at 4% or $41,052 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-44$2,393,249$216,752$4,926iApproximate average salary by contribution assumption: employee only about $123,155 at 4% or $82,103 at 6%; with 50% employer match about $82,103 at 4% or $54,735 at 6%; with 100% employer match about $61,577 at 4% or $41,052 at 6%.
2003125$1,942,358$127,966$5,119iApproximate average salary by contribution assumption: employee only about $127,966 at 4% or $85,311 at 6%; with 50% employer match about $85,311 at 4% or $56,874 at 6%; with 100% employer match about $63,983 at 4% or $42,655 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-25$1,942,358$127,966$5,119iApproximate average salary by contribution assumption: employee only about $127,966 at 4% or $85,311 at 6%; with 50% employer match about $85,311 at 4% or $56,874 at 6%; with 100% employer match about $63,983 at 4% or $42,655 at 6%.
2002132$1,433,295$71,059$2,221iApproximate average salary by contribution assumption: employee only about $55,515 at 4% or $37,010 at 6%; with 50% employer match about $37,010 at 4% or $24,673 at 6%; with 100% employer match about $27,757 at 4% or $18,505 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-32$1,433,295$71,059$2,221iApproximate average salary by contribution assumption: employee only about $55,515 at 4% or $37,010 at 6%; with 50% employer match about $37,010 at 4% or $24,673 at 6%; with 100% employer match about $27,757 at 4% or $18,505 at 6%.
2001125$0$0-
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-25---
2000116$1,402,728$112,314$7,020iApproximate average salary by contribution assumption: employee only about $175,491 at 4% or $116,994 at 6%; with 50% employer match about $116,994 at 4% or $77,996 at 6%; with 100% employer match about $87,745 at 4% or $58,497 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-16$1,402,728$112,314$7,020iApproximate average salary by contribution assumption: employee only about $175,491 at 4% or $116,994 at 6%; with 50% employer match about $116,994 at 4% or $77,996 at 6%; with 100% employer match about $87,745 at 4% or $58,497 at 6%.
1999114$1,544,214$108,269$7,734iApproximate average salary by contribution assumption: employee only about $193,338 at 4% or $128,892 at 6%; with 50% employer match about $128,892 at 4% or $85,928 at 6%; with 100% employer match about $96,669 at 4% or $64,446 at 6%.
Kellum Law Firm 401(K) Profit Sharing Plan & Trust-14$1,544,214$108,269$7,734iApproximate average salary by contribution assumption: employee only about $193,338 at 4% or $128,892 at 6%; with 50% employer match about $128,892 at 4% or $85,928 at 6%; with 100% employer match about $96,669 at 4% or $64,446 at 6%.