Civic Intelligence

Daves & Kelly Inc.

Plan context: Daves & Kelly Inc., 401(K) Profit Sharing Plan

EIN 61-1277220 • Louisville, KY • 12 filings • 1 plans

P.O. Box 91558Louisville, KY 40291
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,105,718

2024 Contributions

$65,886

Historical Graphs

Total Assets Over Time

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

$1,105,718$552,859$0201320192024YearValue
$1,105,718Latest year 2024

Participants Over Time

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

740201320192024YearValue
7Latest 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
202417$1,105,718$65,886$9,412iApproximate average salary by contribution assumption: employee only about $235,307 at 4% or $156,871 at 6%; with 50% employer match about $156,871 at 4% or $104,581 at 6%; with 100% employer match about $117,654 at 4% or $78,436 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-7$1,105,718$65,886$9,412iApproximate average salary by contribution assumption: employee only about $235,307 at 4% or $156,871 at 6%; with 50% employer match about $156,871 at 4% or $104,581 at 6%; with 100% employer match about $117,654 at 4% or $78,436 at 6%.
202317$950,829$60,680$8,669iApproximate average salary by contribution assumption: employee only about $216,714 at 4% or $144,476 at 6%; with 50% employer match about $144,476 at 4% or $96,317 at 6%; with 100% employer match about $108,357 at 4% or $72,238 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-7$950,829$60,680$8,669iApproximate average salary by contribution assumption: employee only about $216,714 at 4% or $144,476 at 6%; with 50% employer match about $144,476 at 4% or $96,317 at 6%; with 100% employer match about $108,357 at 4% or $72,238 at 6%.
202216$791,319$50,867$8,478iApproximate average salary by contribution assumption: employee only about $211,946 at 4% or $141,297 at 6%; with 50% employer match about $141,297 at 4% or $94,198 at 6%; with 100% employer match about $105,973 at 4% or $70,649 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-6$791,319$50,867$8,478iApproximate average salary by contribution assumption: employee only about $211,946 at 4% or $141,297 at 6%; with 50% employer match about $141,297 at 4% or $94,198 at 6%; with 100% employer match about $105,973 at 4% or $70,649 at 6%.
202116$884,130$45,735$7,623iApproximate average salary by contribution assumption: employee only about $190,563 at 4% or $127,042 at 6%; with 50% employer match about $127,042 at 4% or $84,694 at 6%; with 100% employer match about $95,281 at 4% or $63,521 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-6$884,130$45,735$7,623iApproximate average salary by contribution assumption: employee only about $190,563 at 4% or $127,042 at 6%; with 50% employer match about $127,042 at 4% or $84,694 at 6%; with 100% employer match about $95,281 at 4% or $63,521 at 6%.
202016$758,830$50,438$8,406iApproximate average salary by contribution assumption: employee only about $210,158 at 4% or $140,106 at 6%; with 50% employer match about $140,106 at 4% or $93,404 at 6%; with 100% employer match about $105,079 at 4% or $70,053 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-6$758,830$50,438$8,406iApproximate average salary by contribution assumption: employee only about $210,158 at 4% or $140,106 at 6%; with 50% employer match about $140,106 at 4% or $93,404 at 6%; with 100% employer match about $105,079 at 4% or $70,053 at 6%.
201915$631,649$52,991$10,598iApproximate average salary by contribution assumption: employee only about $264,955 at 4% or $176,637 at 6%; with 50% employer match about $176,637 at 4% or $117,758 at 6%; with 100% employer match about $132,478 at 4% or $88,318 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-5$631,649$52,991$10,598iApproximate average salary by contribution assumption: employee only about $264,955 at 4% or $176,637 at 6%; with 50% employer match about $176,637 at 4% or $117,758 at 6%; with 100% employer match about $132,478 at 4% or $88,318 at 6%.
201814$502,074$38,348$9,587iApproximate average salary by contribution assumption: employee only about $239,675 at 4% or $159,783 at 6%; with 50% employer match about $159,783 at 4% or $106,522 at 6%; with 100% employer match about $119,838 at 4% or $79,892 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-4$502,074$38,348$9,587iApproximate average salary by contribution assumption: employee only about $239,675 at 4% or $159,783 at 6%; with 50% employer match about $159,783 at 4% or $106,522 at 6%; with 100% employer match about $119,838 at 4% or $79,892 at 6%.
201714$492,098$31,397$7,849iApproximate average salary by contribution assumption: employee only about $196,231 at 4% or $130,821 at 6%; with 50% employer match about $130,821 at 4% or $87,214 at 6%; with 100% employer match about $98,116 at 4% or $65,410 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-4$492,098$31,397$7,849iApproximate average salary by contribution assumption: employee only about $196,231 at 4% or $130,821 at 6%; with 50% employer match about $130,821 at 4% or $87,214 at 6%; with 100% employer match about $98,116 at 4% or $65,410 at 6%.
201613$414,394$30,481$10,160iApproximate average salary by contribution assumption: employee only about $254,008 at 4% or $169,339 at 6%; with 50% employer match about $169,339 at 4% or $112,893 at 6%; with 100% employer match about $127,004 at 4% or $84,669 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-3$414,394$30,481$10,160iApproximate average salary by contribution assumption: employee only about $254,008 at 4% or $169,339 at 6%; with 50% employer match about $169,339 at 4% or $112,893 at 6%; with 100% employer match about $127,004 at 4% or $84,669 at 6%.
201513$370,234$24,048$8,016iApproximate average salary by contribution assumption: employee only about $200,400 at 4% or $133,600 at 6%; with 50% employer match about $133,600 at 4% or $89,067 at 6%; with 100% employer match about $100,200 at 4% or $66,800 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-3$370,234$24,048$8,016iApproximate average salary by contribution assumption: employee only about $200,400 at 4% or $133,600 at 6%; with 50% employer match about $133,600 at 4% or $89,067 at 6%; with 100% employer match about $100,200 at 4% or $66,800 at 6%.
201413$346,355$22,261$7,420iApproximate average salary by contribution assumption: employee only about $185,508 at 4% or $123,672 at 6%; with 50% employer match about $123,672 at 4% or $82,448 at 6%; with 100% employer match about $92,754 at 4% or $61,836 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-3$346,355$22,261$7,420iApproximate average salary by contribution assumption: employee only about $185,508 at 4% or $123,672 at 6%; with 50% employer match about $123,672 at 4% or $82,448 at 6%; with 100% employer match about $92,754 at 4% or $61,836 at 6%.
201313$310,335$20,192$6,731iApproximate average salary by contribution assumption: employee only about $168,267 at 4% or $112,178 at 6%; with 50% employer match about $112,178 at 4% or $74,785 at 6%; with 100% employer match about $84,133 at 4% or $56,089 at 6%.
Daves & Kelly Inc., 401(K) Profit Sharing Plan-3$310,335$20,192$6,731iApproximate average salary by contribution assumption: employee only about $168,267 at 4% or $112,178 at 6%; with 50% employer match about $112,178 at 4% or $74,785 at 6%; with 100% employer match about $84,133 at 4% or $56,089 at 6%.