Civic Intelligence

Kellam & Pettit, P.A.

Plan context: Kellam & Pettit, P.A. 401K Profit Sharing Plan

EIN 56-2020331 • Charlotte, NC • 9 filings • 1 plans

2550 W Tyvola Road Suite 520Charlotte, NC 28217
Current Snapshot

Latest Year

2010

2010 Participants

62

2010 Assets

$1,479,450

2010 Contributions

$209,301

Historical Graphs

Total Assets Over Time

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

$1,479,450$739,725$0200220052009YearValue
$1,479,450Latest year 2009

Participants Over Time

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

62310200220062009YearValue
62Latest year 2009

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
201010$0$0-
Kellam & Pettit, P.A. 401K Profit Sharing Plan-0$0--
2009162$1,479,450$209,301$3,376iApproximate average salary by contribution assumption: employee only about $84,396 at 4% or $56,264 at 6%; with 50% employer match about $56,264 at 4% or $37,509 at 6%; with 100% employer match about $42,198 at 4% or $28,132 at 6%.
Kellam & Pettit, P.A. 401K Profit Sharing Plan-62$1,479,450$209,301$3,376iApproximate average salary by contribution assumption: employee only about $84,396 at 4% or $56,264 at 6%; with 50% employer match about $56,264 at 4% or $37,509 at 6%; with 100% employer match about $42,198 at 4% or $28,132 at 6%.
2008143$1,097,917$199,324$4,635iApproximate average salary by contribution assumption: employee only about $115,886 at 4% or $77,257 at 6%; with 50% employer match about $77,257 at 4% or $51,505 at 6%; with 100% employer match about $57,943 at 4% or $38,629 at 6%.
Kellam & Pettit, P.A. 401K Profit Sharing Plan-43$1,097,917$199,324$4,635iApproximate average salary by contribution assumption: employee only about $115,886 at 4% or $77,257 at 6%; with 50% employer match about $77,257 at 4% or $51,505 at 6%; with 100% employer match about $57,943 at 4% or $38,629 at 6%.
2007143$0$0-
Kellam & Pettit, P.A. 401K Profit Sharing Plan-43---
2006135$1,015,867$171,609$4,903iApproximate average salary by contribution assumption: employee only about $122,578 at 4% or $81,719 at 6%; with 50% employer match about $81,719 at 4% or $54,479 at 6%; with 100% employer match about $61,289 at 4% or $40,859 at 6%.
Kellam & Pettit, P.A. 401K Profit Sharing Plan-35$1,015,867$171,609$4,903iApproximate average salary by contribution assumption: employee only about $122,578 at 4% or $81,719 at 6%; with 50% employer match about $81,719 at 4% or $54,479 at 6%; with 100% employer match about $61,289 at 4% or $40,859 at 6%.
2005130$889,305$143,548$4,785iApproximate average salary by contribution assumption: employee only about $119,623 at 4% or $79,749 at 6%; with 50% employer match about $79,749 at 4% or $53,166 at 6%; with 100% employer match about $59,812 at 4% or $39,874 at 6%.
Kellam & Pettit, P.A. 401K Profit Sharing Plan-30$889,305$143,548$4,785iApproximate average salary by contribution assumption: employee only about $119,623 at 4% or $79,749 at 6%; with 50% employer match about $79,749 at 4% or $53,166 at 6%; with 100% employer match about $59,812 at 4% or $39,874 at 6%.
2004136$729,486$135,472$3,763iApproximate average salary by contribution assumption: employee only about $94,078 at 4% or $62,719 at 6%; with 50% employer match about $62,719 at 4% or $41,812 at 6%; with 100% employer match about $47,039 at 4% or $31,359 at 6%.
Kellam & Pettit, P.A. 401K Profit Sharing Plan-36$729,486$135,472$3,763iApproximate average salary by contribution assumption: employee only about $94,078 at 4% or $62,719 at 6%; with 50% employer match about $62,719 at 4% or $41,812 at 6%; with 100% employer match about $47,039 at 4% or $31,359 at 6%.
2003127$575,556$118,197$4,378iApproximate average salary by contribution assumption: employee only about $109,442 at 4% or $72,961 at 6%; with 50% employer match about $72,961 at 4% or $48,641 at 6%; with 100% employer match about $54,721 at 4% or $36,481 at 6%.
Kellam & Pettit, P.A. 401K Profit Sharing Plan-27$575,556$118,197$4,378iApproximate average salary by contribution assumption: employee only about $109,442 at 4% or $72,961 at 6%; with 50% employer match about $72,961 at 4% or $48,641 at 6%; with 100% employer match about $54,721 at 4% or $36,481 at 6%.
2002121$391,173$92,850$4,421iApproximate average salary by contribution assumption: employee only about $110,536 at 4% or $73,690 at 6%; with 50% employer match about $73,690 at 4% or $49,127 at 6%; with 100% employer match about $55,268 at 4% or $36,845 at 6%.
Kellam & Pettit, P.A. 401K Profit Sharing Plan-21$391,173$92,850$4,421iApproximate average salary by contribution assumption: employee only about $110,536 at 4% or $73,690 at 6%; with 50% employer match about $73,690 at 4% or $49,127 at 6%; with 100% employer match about $55,268 at 4% or $36,845 at 6%.