Kelly Brothers Inc.
Plan context: Kelly Brothers Inc. 401K Profit Sharing Plan and Trust
EIN 59-2069592 • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$1,371,154
2024 Contributions
$231,160
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 | 41 | $1,371,154 | $231,160 | $5,638iApproximate average salary by contribution assumption: employee only about $140,951 at 4% or $93,967 at 6%; with 50% employer match about $93,967 at 4% or $62,645 at 6%; with 100% employer match about $70,476 at 4% or $46,984 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 41 | $1,371,154 | $231,160 | $5,638iApproximate average salary by contribution assumption: employee only about $140,951 at 4% or $93,967 at 6%; with 50% employer match about $93,967 at 4% or $62,645 at 6%; with 100% employer match about $70,476 at 4% or $46,984 at 6%. |
| 2023 | 1 | 34 | $1,100,936 | $210,617 | $6,195iApproximate average salary by contribution assumption: employee only about $154,865 at 4% or $103,244 at 6%; with 50% employer match about $103,244 at 4% or $68,829 at 6%; with 100% employer match about $77,433 at 4% or $51,622 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 34 | $1,100,936 | $210,617 | $6,195iApproximate average salary by contribution assumption: employee only about $154,865 at 4% or $103,244 at 6%; with 50% employer match about $103,244 at 4% or $68,829 at 6%; with 100% employer match about $77,433 at 4% or $51,622 at 6%. |
| 2022 | 1 | 36 | $829,524 | $195,941 | $5,443iApproximate average salary by contribution assumption: employee only about $136,070 at 4% or $90,713 at 6%; with 50% employer match about $90,713 at 4% or $60,476 at 6%; with 100% employer match about $68,035 at 4% or $45,357 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 36 | $829,524 | $195,941 | $5,443iApproximate average salary by contribution assumption: employee only about $136,070 at 4% or $90,713 at 6%; with 50% employer match about $90,713 at 4% or $60,476 at 6%; with 100% employer match about $68,035 at 4% or $45,357 at 6%. |
| 2021 | 1 | 40 | $826,360 | $198,386 | $4,960iApproximate average salary by contribution assumption: employee only about $123,991 at 4% or $82,661 at 6%; with 50% employer match about $82,661 at 4% or $55,107 at 6%; with 100% employer match about $61,996 at 4% or $41,330 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 40 | $826,360 | $198,386 | $4,960iApproximate average salary by contribution assumption: employee only about $123,991 at 4% or $82,661 at 6%; with 50% employer match about $82,661 at 4% or $55,107 at 6%; with 100% employer match about $61,996 at 4% or $41,330 at 6%. |
| 2020 | 1 | 40 | $592,845 | $15,650 | $391iApproximate average salary by contribution assumption: employee only about $9,781 at 4% or $6,521 at 6%; with 50% employer match about $6,521 at 4% or $4,347 at 6%; with 100% employer match about $4,891 at 4% or $3,260 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 40 | $592,845 | $15,650 | $391iApproximate average salary by contribution assumption: employee only about $9,781 at 4% or $6,521 at 6%; with 50% employer match about $6,521 at 4% or $4,347 at 6%; with 100% employer match about $4,891 at 4% or $3,260 at 6%. |
| 2019 | 1 | 35 | $528,404 | $12,850 | $367iApproximate average salary by contribution assumption: employee only about $9,179 at 4% or $6,119 at 6%; with 50% employer match about $6,119 at 4% or $4,079 at 6%; with 100% employer match about $4,589 at 4% or $3,060 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 35 | $528,404 | $12,850 | $367iApproximate average salary by contribution assumption: employee only about $9,179 at 4% or $6,119 at 6%; with 50% employer match about $6,119 at 4% or $4,079 at 6%; with 100% employer match about $4,589 at 4% or $3,060 at 6%. |
| 2018 | 1 | 31 | $452,420 | $10,750 | $347iApproximate average salary by contribution assumption: employee only about $8,669 at 4% or $5,780 at 6%; with 50% employer match about $5,780 at 4% or $3,853 at 6%; with 100% employer match about $4,335 at 4% or $2,890 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 31 | $452,420 | $10,750 | $347iApproximate average salary by contribution assumption: employee only about $8,669 at 4% or $5,780 at 6%; with 50% employer match about $5,780 at 4% or $3,853 at 6%; with 100% employer match about $4,335 at 4% or $2,890 at 6%. |
| 2017 | 1 | 32 | $471,281 | $10,400 | $325iApproximate average salary by contribution assumption: employee only about $8,125 at 4% or $5,417 at 6%; with 50% employer match about $5,417 at 4% or $3,611 at 6%; with 100% employer match about $4,063 at 4% or $2,708 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 32 | $471,281 | $10,400 | $325iApproximate average salary by contribution assumption: employee only about $8,125 at 4% or $5,417 at 6%; with 50% employer match about $5,417 at 4% or $3,611 at 6%; with 100% employer match about $4,063 at 4% or $2,708 at 6%. |
| 2016 | 1 | 27 | $420,859 | $10,400 | $385iApproximate average salary by contribution assumption: employee only about $9,630 at 4% or $6,420 at 6%; with 50% employer match about $6,420 at 4% or $4,280 at 6%; with 100% employer match about $4,815 at 4% or $3,210 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 27 | $420,859 | $10,400 | $385iApproximate average salary by contribution assumption: employee only about $9,630 at 4% or $6,420 at 6%; with 50% employer match about $6,420 at 4% or $4,280 at 6%; with 100% employer match about $4,815 at 4% or $3,210 at 6%. |
| 2015 | 1 | 22 | $389,984 | $10,300 | $468iApproximate average salary by contribution assumption: employee only about $11,705 at 4% or $7,803 at 6%; with 50% employer match about $7,803 at 4% or $5,202 at 6%; with 100% employer match about $5,852 at 4% or $3,902 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 22 | $389,984 | $10,300 | $468iApproximate average salary by contribution assumption: employee only about $11,705 at 4% or $7,803 at 6%; with 50% employer match about $7,803 at 4% or $5,202 at 6%; with 100% employer match about $5,852 at 4% or $3,902 at 6%. |
| 2014 | 1 | 21 | $386,405 | $7,600 | $362iApproximate average salary by contribution assumption: employee only about $9,048 at 4% or $6,032 at 6%; with 50% employer match about $6,032 at 4% or $4,021 at 6%; with 100% employer match about $4,524 at 4% or $3,016 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 21 | $386,405 | $7,600 | $362iApproximate average salary by contribution assumption: employee only about $9,048 at 4% or $6,032 at 6%; with 50% employer match about $6,032 at 4% or $4,021 at 6%; with 100% employer match about $4,524 at 4% or $3,016 at 6%. |
| 2013 | 1 | 20 | $365,921 | $8,177 | $409iApproximate average salary by contribution assumption: employee only about $10,221 at 4% or $6,814 at 6%; with 50% employer match about $6,814 at 4% or $4,543 at 6%; with 100% employer match about $5,111 at 4% or $3,407 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 20 | $365,921 | $8,177 | $409iApproximate average salary by contribution assumption: employee only about $10,221 at 4% or $6,814 at 6%; with 50% employer match about $6,814 at 4% or $4,543 at 6%; with 100% employer match about $5,111 at 4% or $3,407 at 6%. |
| 2012 | 1 | 20 | $425,772 | $10,914 | $546iApproximate average salary by contribution assumption: employee only about $13,643 at 4% or $9,095 at 6%; with 50% employer match about $9,095 at 4% or $6,063 at 6%; with 100% employer match about $6,821 at 4% or $4,548 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 20 | $425,772 | $10,914 | $546iApproximate average salary by contribution assumption: employee only about $13,643 at 4% or $9,095 at 6%; with 50% employer match about $9,095 at 4% or $6,063 at 6%; with 100% employer match about $6,821 at 4% or $4,548 at 6%. |
| 2011 | 1 | 24 | $423,271 | $20,670 | $861iApproximate average salary by contribution assumption: employee only about $21,531 at 4% or $14,354 at 6%; with 50% employer match about $14,354 at 4% or $9,569 at 6%; with 100% employer match about $10,766 at 4% or $7,177 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 24 | $423,271 | $20,670 | $861iApproximate average salary by contribution assumption: employee only about $21,531 at 4% or $14,354 at 6%; with 50% employer match about $14,354 at 4% or $9,569 at 6%; with 100% employer match about $10,766 at 4% or $7,177 at 6%. |
| 2010 | 1 | 26 | $412,251 | $21,782 | $838iApproximate average salary by contribution assumption: employee only about $20,944 at 4% or $13,963 at 6%; with 50% employer match about $13,963 at 4% or $9,309 at 6%; with 100% employer match about $10,472 at 4% or $6,981 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 26 | $412,251 | $21,782 | $838iApproximate average salary by contribution assumption: employee only about $20,944 at 4% or $13,963 at 6%; with 50% employer match about $13,963 at 4% or $9,309 at 6%; with 100% employer match about $10,472 at 4% or $6,981 at 6%. |
| 2009 | 1 | 26 | $555,509 | $25,687 | $988iApproximate average salary by contribution assumption: employee only about $24,699 at 4% or $16,466 at 6%; with 50% employer match about $16,466 at 4% or $10,977 at 6%; with 100% employer match about $12,350 at 4% or $8,233 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 26 | $555,509 | $25,687 | $988iApproximate average salary by contribution assumption: employee only about $24,699 at 4% or $16,466 at 6%; with 50% employer match about $16,466 at 4% or $10,977 at 6%; with 100% employer match about $12,350 at 4% or $8,233 at 6%. |
| 2008 | 1 | 26 | $520,770 | $47,658 | $1,833iApproximate average salary by contribution assumption: employee only about $45,825 at 4% or $30,550 at 6%; with 50% employer match about $30,550 at 4% or $20,367 at 6%; with 100% employer match about $22,913 at 4% or $15,275 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 26 | $520,770 | $47,658 | $1,833iApproximate average salary by contribution assumption: employee only about $45,825 at 4% or $30,550 at 6%; with 50% employer match about $30,550 at 4% or $20,367 at 6%; with 100% employer match about $22,913 at 4% or $15,275 at 6%. |
| 2007 | 1 | 25 | $644,860 | $47,513 | $1,901iApproximate average salary by contribution assumption: employee only about $47,513 at 4% or $31,675 at 6%; with 50% employer match about $31,675 at 4% or $21,117 at 6%; with 100% employer match about $23,757 at 4% or $15,838 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 25 | $644,860 | $47,513 | $1,901iApproximate average salary by contribution assumption: employee only about $47,513 at 4% or $31,675 at 6%; with 50% employer match about $31,675 at 4% or $21,117 at 6%; with 100% employer match about $23,757 at 4% or $15,838 at 6%. |
| 2006 | 1 | 24 | $638,883 | $55,181 | $2,299iApproximate average salary by contribution assumption: employee only about $57,480 at 4% or $38,320 at 6%; with 50% employer match about $38,320 at 4% or $25,547 at 6%; with 100% employer match about $28,740 at 4% or $19,160 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 24 | $638,883 | $55,181 | $2,299iApproximate average salary by contribution assumption: employee only about $57,480 at 4% or $38,320 at 6%; with 50% employer match about $38,320 at 4% or $25,547 at 6%; with 100% employer match about $28,740 at 4% or $19,160 at 6%. |
| 2005 | 1 | 19 | $694,227 | $47,336 | $2,491iApproximate average salary by contribution assumption: employee only about $62,284 at 4% or $41,523 at 6%; with 50% employer match about $41,523 at 4% or $27,682 at 6%; with 100% employer match about $31,142 at 4% or $20,761 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 19 | $694,227 | $47,336 | $2,491iApproximate average salary by contribution assumption: employee only about $62,284 at 4% or $41,523 at 6%; with 50% employer match about $41,523 at 4% or $27,682 at 6%; with 100% employer match about $31,142 at 4% or $20,761 at 6%. |
| 2004 | 2 | 18 | $621,185 | $141,542 | $7,863iApproximate average salary by contribution assumption: employee only about $196,586 at 4% or $131,057 at 6%; with 50% employer match about $131,057 at 4% or $87,372 at 6%; with 100% employer match about $98,293 at 4% or $65,529 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 18 | $617,617 | $66,725 | $3,707iApproximate average salary by contribution assumption: employee only about $92,674 at 4% or $61,782 at 6%; with 50% employer match about $61,782 at 4% or $41,188 at 6%; with 100% employer match about $46,337 at 4% or $30,891 at 6%. |
| KELLY BROTHERS, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | - | 15 | $3,568 | $74,817 | $4,988iApproximate average salary by contribution assumption: employee only about $124,695 at 4% or $83,130 at 6%; with 50% employer match about $83,130 at 4% or $55,420 at 6%; with 100% employer match about $62,348 at 4% or $41,565 at 6%. |
| 2003 | 1 | 19 | $470,307 | $64,333 | $3,386iApproximate average salary by contribution assumption: employee only about $84,649 at 4% or $56,432 at 6%; with 50% employer match about $56,432 at 4% or $37,622 at 6%; with 100% employer match about $42,324 at 4% or $28,216 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 19 | $470,307 | $64,333 | $3,386iApproximate average salary by contribution assumption: employee only about $84,649 at 4% or $56,432 at 6%; with 50% employer match about $56,432 at 4% or $37,622 at 6%; with 100% employer match about $42,324 at 4% or $28,216 at 6%. |
| 2002 | 1 | 15 | $381,546 | $54,154 | $3,610iApproximate average salary by contribution assumption: employee only about $90,257 at 4% or $60,171 at 6%; with 50% employer match about $60,171 at 4% or $40,114 at 6%; with 100% employer match about $45,128 at 4% or $30,086 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 15 | $381,546 | $54,154 | $3,610iApproximate average salary by contribution assumption: employee only about $90,257 at 4% or $60,171 at 6%; with 50% employer match about $60,171 at 4% or $40,114 at 6%; with 100% employer match about $45,128 at 4% or $30,086 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 12 | - | - | - |
| 2000 | 1 | 15 | $331,997 | $27,578 | $1,839iApproximate average salary by contribution assumption: employee only about $45,963 at 4% or $30,642 at 6%; with 50% employer match about $30,642 at 4% or $20,428 at 6%; with 100% employer match about $22,982 at 4% or $15,321 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 15 | $331,997 | $27,578 | $1,839iApproximate average salary by contribution assumption: employee only about $45,963 at 4% or $30,642 at 6%; with 50% employer match about $30,642 at 4% or $20,428 at 6%; with 100% employer match about $22,982 at 4% or $15,321 at 6%. |
| 1999 | 1 | 19 | $331,368 | $30,344 | $1,597iApproximate average salary by contribution assumption: employee only about $39,926 at 4% or $26,618 at 6%; with 50% employer match about $26,618 at 4% or $17,745 at 6%; with 100% employer match about $19,963 at 4% or $13,309 at 6%. |
| Kelly Brothers Inc. 401K Profit Sharing Plan and Trust | - | 19 | $331,368 | $30,344 | $1,597iApproximate average salary by contribution assumption: employee only about $39,926 at 4% or $26,618 at 6%; with 50% employer match about $26,618 at 4% or $17,745 at 6%; with 100% employer match about $19,963 at 4% or $13,309 at 6%. |