Kelley Herman & Smith
Plan context: Kelley Herman & Smith 401K and Profit Sharing Plan
EIN 59-2614965 • 9 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
10
2008 Assets
$1,542,929
2008 Contributions
$123,223
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 10 | $1,542,929 | $123,223 | $12,322iApproximate average salary by contribution assumption: employee only about $308,058 at 4% or $205,372 at 6%; with 50% employer match about $205,372 at 4% or $136,914 at 6%; with 100% employer match about $154,029 at 4% or $102,686 at 6%. |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 10 | $1,542,929 | $123,223 | $12,322iApproximate average salary by contribution assumption: employee only about $308,058 at 4% or $205,372 at 6%; with 50% employer match about $205,372 at 4% or $136,914 at 6%; with 100% employer match about $154,029 at 4% or $102,686 at 6%. |
| 2007 | 1 | 10 | $2,060,091 | $222,518 | $22,252iApproximate average salary by contribution assumption: employee only about $556,295 at 4% or $370,863 at 6%; with 50% employer match about $370,863 at 4% or $247,242 at 6%; with 100% employer match about $278,148 at 4% or $185,432 at 6%. |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 10 | $2,060,091 | $222,518 | $22,252iApproximate average salary by contribution assumption: employee only about $556,295 at 4% or $370,863 at 6%; with 50% employer match about $370,863 at 4% or $247,242 at 6%; with 100% employer match about $278,148 at 4% or $185,432 at 6%. |
| 2006 | 1 | 10 | $1,893,439 | $214,321 | $21,432iApproximate average salary by contribution assumption: employee only about $535,803 at 4% or $357,202 at 6%; with 50% employer match about $357,202 at 4% or $238,134 at 6%; with 100% employer match about $267,901 at 4% or $178,601 at 6%. |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 10 | $1,893,439 | $214,321 | $21,432iApproximate average salary by contribution assumption: employee only about $535,803 at 4% or $357,202 at 6%; with 50% employer match about $357,202 at 4% or $238,134 at 6%; with 100% employer match about $267,901 at 4% or $178,601 at 6%. |
| 2005 | 1 | 10 | $1,552,099 | $201,840 | $20,184iApproximate average salary by contribution assumption: employee only about $504,600 at 4% or $336,400 at 6%; with 50% employer match about $336,400 at 4% or $224,267 at 6%; with 100% employer match about $252,300 at 4% or $168,200 at 6%. |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 10 | $1,552,099 | $201,840 | $20,184iApproximate average salary by contribution assumption: employee only about $504,600 at 4% or $336,400 at 6%; with 50% employer match about $336,400 at 4% or $224,267 at 6%; with 100% employer match about $252,300 at 4% or $168,200 at 6%. |
| 2004 | 1 | 9 | $1,252,010 | $189,258 | $21,029iApproximate average salary by contribution assumption: employee only about $525,717 at 4% or $350,478 at 6%; with 50% employer match about $350,478 at 4% or $233,652 at 6%; with 100% employer match about $262,858 at 4% or $175,239 at 6%. |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 9 | $1,252,010 | $189,258 | $21,029iApproximate average salary by contribution assumption: employee only about $525,717 at 4% or $350,478 at 6%; with 50% employer match about $350,478 at 4% or $233,652 at 6%; with 100% employer match about $262,858 at 4% or $175,239 at 6%. |
| 2003 | 1 | 10 | $953,644 | $187,632 | $18,763iApproximate average salary by contribution assumption: employee only about $469,080 at 4% or $312,720 at 6%; with 50% employer match about $312,720 at 4% or $208,480 at 6%; with 100% employer match about $234,540 at 4% or $156,360 at 6%. |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 10 | $953,644 | $187,632 | $18,763iApproximate average salary by contribution assumption: employee only about $469,080 at 4% or $312,720 at 6%; with 50% employer match about $312,720 at 4% or $208,480 at 6%; with 100% employer match about $234,540 at 4% or $156,360 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 10 | - | - | - |
| 2001 | 1 | 10 | $578,336 | $111,951 | $11,195iApproximate average salary by contribution assumption: employee only about $279,878 at 4% or $186,585 at 6%; with 50% employer match about $186,585 at 4% or $124,390 at 6%; with 100% employer match about $139,939 at 4% or $93,293 at 6%. |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 10 | $578,336 | $111,951 | $11,195iApproximate average salary by contribution assumption: employee only about $279,878 at 4% or $186,585 at 6%; with 50% employer match about $186,585 at 4% or $124,390 at 6%; with 100% employer match about $139,939 at 4% or $93,293 at 6%. |
| 2000 | 1 | 9 | $0 | $0 | - |
| Kelley Herman & Smith 401K and Profit Sharing Plan | - | 9 | - | - | - |