Kevin G Kelly MD
Plan context: Kevin G Kelly MD Money Purchase Pension Plan
EIN 63-0756716 • Russellville, AL • 48 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$7,174,803
2024 Contributions
$104,914
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 | 2 | 37 | $7,174,803 | $104,914 | $2,836iApproximate average salary by contribution assumption: employee only about $70,888 at 4% or $47,259 at 6%; with 50% employer match about $47,259 at 4% or $31,506 at 6%; with 100% employer match about $35,444 at 4% or $23,629 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 37 | $5,317,493 | $92,939 | $2,512iApproximate average salary by contribution assumption: employee only about $62,797 at 4% or $41,864 at 6%; with 50% employer match about $41,864 at 4% or $27,910 at 6%; with 100% employer match about $31,398 at 4% or $20,932 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 25 | $1,857,310 | $11,975 | $479iApproximate average salary by contribution assumption: employee only about $11,975 at 4% or $7,983 at 6%; with 50% employer match about $7,983 at 4% or $5,322 at 6%; with 100% employer match about $5,988 at 4% or $3,992 at 6%. |
| 2023 | 2 | 34 | $6,029,681 | $84,914 | $2,497iApproximate average salary by contribution assumption: employee only about $62,437 at 4% or $41,625 at 6%; with 50% employer match about $41,625 at 4% or $27,750 at 6%; with 100% employer match about $31,218 at 4% or $20,812 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 34 | $4,182,554 | $32,219 | $948iApproximate average salary by contribution assumption: employee only about $23,690 at 4% or $15,794 at 6%; with 50% employer match about $15,794 at 4% or $10,529 at 6%; with 100% employer match about $11,845 at 4% or $7,897 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 26 | $1,847,127 | $52,695 | $2,027iApproximate average salary by contribution assumption: employee only about $50,668 at 4% or $33,779 at 6%; with 50% employer match about $33,779 at 4% or $22,519 at 6%; with 100% employer match about $25,334 at 4% or $16,889 at 6%. |
| 2022 | 2 | 36 | $5,167,728 | $83,146 | $2,310iApproximate average salary by contribution assumption: employee only about $57,740 at 4% or $38,494 at 6%; with 50% employer match about $38,494 at 4% or $25,662 at 6%; with 100% employer match about $28,870 at 4% or $19,247 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 36 | $3,214,067 | $37,541 | $1,043iApproximate average salary by contribution assumption: employee only about $26,070 at 4% or $17,380 at 6%; with 50% employer match about $17,380 at 4% or $11,587 at 6%; with 100% employer match about $13,035 at 4% or $8,690 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 27 | $1,953,661 | $45,605 | $1,689iApproximate average salary by contribution assumption: employee only about $42,227 at 4% or $28,151 at 6%; with 50% employer match about $28,151 at 4% or $18,767 at 6%; with 100% employer match about $21,113 at 4% or $14,076 at 6%. |
| 2021 | 2 | 31 | $6,842,510 | $61,257 | $1,976iApproximate average salary by contribution assumption: employee only about $49,401 at 4% or $32,934 at 6%; with 50% employer match about $32,934 at 4% or $21,956 at 6%; with 100% employer match about $24,700 at 4% or $16,467 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 31 | $4,544,924 | $44,774 | $1,444iApproximate average salary by contribution assumption: employee only about $36,108 at 4% or $24,072 at 6%; with 50% employer match about $24,072 at 4% or $16,048 at 6%; with 100% employer match about $18,054 at 4% or $12,036 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 26 | $2,297,586 | $16,483 | $634iApproximate average salary by contribution assumption: employee only about $15,849 at 4% or $10,566 at 6%; with 50% employer match about $10,566 at 4% or $7,044 at 6%; with 100% employer match about $7,925 at 4% or $5,283 at 6%. |
| 2020 | 2 | 30 | $6,274,204 | $80,263 | $2,675iApproximate average salary by contribution assumption: employee only about $66,886 at 4% or $44,591 at 6%; with 50% employer match about $44,591 at 4% or $29,727 at 6%; with 100% employer match about $33,443 at 4% or $22,295 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 30 | $4,148,906 | $80,263 | $2,675iApproximate average salary by contribution assumption: employee only about $66,886 at 4% or $44,591 at 6%; with 50% employer match about $44,591 at 4% or $29,727 at 6%; with 100% employer match about $33,443 at 4% or $22,295 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 24 | $2,125,298 | $0 | - |
| 2019 | 2 | 32 | $5,164,936 | $140,832 | $4,401iApproximate average salary by contribution assumption: employee only about $110,025 at 4% or $73,350 at 6%; with 50% employer match about $73,350 at 4% or $48,900 at 6%; with 100% employer match about $55,013 at 4% or $36,675 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 32 | $3,274,779 | $51,600 | $1,613iApproximate average salary by contribution assumption: employee only about $40,313 at 4% or $26,875 at 6%; with 50% employer match about $26,875 at 4% or $17,917 at 6%; with 100% employer match about $20,156 at 4% or $13,438 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 25 | $1,890,157 | $89,232 | $3,569iApproximate average salary by contribution assumption: employee only about $89,232 at 4% or $59,488 at 6%; with 50% employer match about $59,488 at 4% or $39,659 at 6%; with 100% employer match about $44,616 at 4% or $29,744 at 6%. |
| 2018 | 2 | 32 | $4,179,039 | $117,632 | $3,676iApproximate average salary by contribution assumption: employee only about $91,900 at 4% or $61,267 at 6%; with 50% employer match about $61,267 at 4% or $40,844 at 6%; with 100% employer match about $45,950 at 4% or $30,633 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 32 | $2,565,467 | $51,165 | $1,599iApproximate average salary by contribution assumption: employee only about $39,973 at 4% or $26,648 at 6%; with 50% employer match about $26,648 at 4% or $17,766 at 6%; with 100% employer match about $19,986 at 4% or $13,324 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 24 | $1,613,572 | $66,467 | $2,769iApproximate average salary by contribution assumption: employee only about $69,236 at 4% or $46,158 at 6%; with 50% employer match about $46,158 at 4% or $30,772 at 6%; with 100% employer match about $34,618 at 4% or $23,079 at 6%. |
| 2017 | 2 | 32 | $4,409,444 | $129,654 | $4,052iApproximate average salary by contribution assumption: employee only about $101,292 at 4% or $67,528 at 6%; with 50% employer match about $67,528 at 4% or $45,019 at 6%; with 100% employer match about $50,646 at 4% or $33,764 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 32 | $2,749,759 | $50,308 | $1,572iApproximate average salary by contribution assumption: employee only about $39,303 at 4% or $26,202 at 6%; with 50% employer match about $26,202 at 4% or $17,468 at 6%; with 100% employer match about $19,652 at 4% or $13,101 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 24 | $1,659,685 | $79,346 | $3,306iApproximate average salary by contribution assumption: employee only about $82,652 at 4% or $55,101 at 6%; with 50% employer match about $55,101 at 4% or $36,734 at 6%; with 100% employer match about $41,326 at 4% or $27,551 at 6%. |
| 2016 | 2 | 32 | $3,763,739 | $155,574 | $4,862iApproximate average salary by contribution assumption: employee only about $121,542 at 4% or $81,028 at 6%; with 50% employer match about $81,028 at 4% or $54,019 at 6%; with 100% employer match about $60,771 at 4% or $40,514 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 32 | $2,293,870 | $43,935 | $1,373iApproximate average salary by contribution assumption: employee only about $34,324 at 4% or $22,883 at 6%; with 50% employer match about $22,883 at 4% or $15,255 at 6%; with 100% employer match about $17,162 at 4% or $11,441 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 20 | $1,469,869 | $111,639 | $5,582iApproximate average salary by contribution assumption: employee only about $139,549 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,774 at 4% or $46,516 at 6%. |
| 2015 | 2 | 23 | $3,327,888 | $142,142 | $6,180iApproximate average salary by contribution assumption: employee only about $154,502 at 4% or $103,001 at 6%; with 50% employer match about $103,001 at 4% or $68,668 at 6%; with 100% employer match about $77,251 at 4% or $51,501 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 23 | $2,068,447 | $28,152 | $1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 17 | $1,259,441 | $113,990 | $6,705iApproximate average salary by contribution assumption: employee only about $167,632 at 4% or $111,755 at 6%; with 50% employer match about $111,755 at 4% or $74,503 at 6%; with 100% employer match about $83,816 at 4% or $55,877 at 6%. |
| 2014 | 2 | 30 | $3,515,025 | $133,397 | $4,447iApproximate average salary by contribution assumption: employee only about $111,164 at 4% or $74,109 at 6%; with 50% employer match about $74,109 at 4% or $49,406 at 6%; with 100% employer match about $55,582 at 4% or $37,055 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 30 | $2,349,471 | $26,223 | $874iApproximate average salary by contribution assumption: employee only about $21,853 at 4% or $14,568 at 6%; with 50% employer match about $14,568 at 4% or $9,712 at 6%; with 100% employer match about $10,926 at 4% or $7,284 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 21 | $1,165,554 | $107,174 | $5,104iApproximate average salary by contribution assumption: employee only about $127,588 at 4% or $85,059 at 6%; with 50% employer match about $85,059 at 4% or $56,706 at 6%; with 100% employer match about $63,794 at 4% or $42,529 at 6%. |
| 2013 | 2 | 26 | $3,438,347 | $58,322 | $2,243iApproximate average salary by contribution assumption: employee only about $56,079 at 4% or $37,386 at 6%; with 50% employer match about $37,386 at 4% or $24,924 at 6%; with 100% employer match about $28,039 at 4% or $18,693 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 26 | $2,410,993 | $33,322 | $1,282iApproximate average salary by contribution assumption: employee only about $32,040 at 4% or $21,360 at 6%; with 50% employer match about $21,360 at 4% or $14,240 at 6%; with 100% employer match about $16,020 at 4% or $10,680 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 17 | $1,027,354 | $25,000 | $1,471iApproximate average salary by contribution assumption: employee only about $36,765 at 4% or $24,510 at 6%; with 50% employer match about $24,510 at 4% or $16,340 at 6%; with 100% employer match about $18,382 at 4% or $12,255 at 6%. |
| 2012 | 2 | 18 | $2,827,726 | $69,402 | $3,856iApproximate average salary by contribution assumption: employee only about $96,392 at 4% or $64,261 at 6%; with 50% employer match about $64,261 at 4% or $42,841 at 6%; with 100% employer match about $48,196 at 4% or $32,131 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 18 | $1,915,461 | $35,152 | $1,953iApproximate average salary by contribution assumption: employee only about $48,822 at 4% or $32,548 at 6%; with 50% employer match about $32,548 at 4% or $21,699 at 6%; with 100% employer match about $24,411 at 4% or $16,274 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 18 | $912,265 | $34,250 | $1,903iApproximate average salary by contribution assumption: employee only about $47,569 at 4% or $31,713 at 6%; with 50% employer match about $31,713 at 4% or $21,142 at 6%; with 100% employer match about $23,785 at 4% or $15,856 at 6%. |
| 2011 | 2 | 20 | $2,518,353 | $193,719 | $9,686iApproximate average salary by contribution assumption: employee only about $242,149 at 4% or $161,433 at 6%; with 50% employer match about $161,433 at 4% or $107,622 at 6%; with 100% employer match about $121,074 at 4% or $80,716 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 20 | $1,714,037 | $101,489 | $5,074iApproximate average salary by contribution assumption: employee only about $126,861 at 4% or $84,574 at 6%; with 50% employer match about $84,574 at 4% or $56,383 at 6%; with 100% employer match about $63,431 at 4% or $42,287 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 20 | $804,316 | $92,230 | $4,612iApproximate average salary by contribution assumption: employee only about $115,288 at 4% or $76,858 at 6%; with 50% employer match about $76,858 at 4% or $51,239 at 6%; with 100% employer match about $57,644 at 4% or $38,429 at 6%. |
| 2010 | 2 | 21 | $2,464,339 | $216,282 | $10,299iApproximate average salary by contribution assumption: employee only about $257,479 at 4% or $171,652 at 6%; with 50% employer match about $171,652 at 4% or $114,435 at 6%; with 100% employer match about $128,739 at 4% or $85,826 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 21 | $1,731,530 | $74,089 | $3,528iApproximate average salary by contribution assumption: employee only about $88,201 at 4% or $58,801 at 6%; with 50% employer match about $58,801 at 4% or $39,201 at 6%; with 100% employer match about $44,101 at 4% or $29,400 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 21 | $732,809 | $142,193 | $6,771iApproximate average salary by contribution assumption: employee only about $169,277 at 4% or $112,852 at 6%; with 50% employer match about $112,852 at 4% or $75,234 at 6%; with 100% employer match about $84,639 at 4% or $56,426 at 6%. |
| 2009 | 2 | 16 | $2,078,071 | $214,743 | $13,421iApproximate average salary by contribution assumption: employee only about $335,536 at 4% or $223,691 at 6%; with 50% employer match about $223,691 at 4% or $149,127 at 6%; with 100% employer match about $167,768 at 4% or $111,845 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 16 | $1,524,492 | $94,743 | $5,921iApproximate average salary by contribution assumption: employee only about $148,036 at 4% or $98,691 at 6%; with 50% employer match about $98,691 at 4% or $65,794 at 6%; with 100% employer match about $74,018 at 4% or $49,345 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 14 | $553,579 | $120,000 | $8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%. |
| 2008 | 2 | 17 | $0 | $0 | - |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 13 | - | - | - |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 17 | - | - | - |
| 2007 | 2 | 15 | $0 | $0 | - |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 13 | - | - | - |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 15 | - | - | - |
| 2006 | 2 | 17 | $2,020,917 | $159,669 | $9,392iApproximate average salary by contribution assumption: employee only about $234,807 at 4% or $156,538 at 6%; with 50% employer match about $156,538 at 4% or $104,359 at 6%; with 100% employer match about $117,404 at 4% or $78,269 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 17 | $1,705,437 | $85,696 | $5,041iApproximate average salary by contribution assumption: employee only about $126,024 at 4% or $84,016 at 6%; with 50% employer match about $84,016 at 4% or $56,010 at 6%; with 100% employer match about $63,012 at 4% or $42,008 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 13 | $315,480 | $73,973 | $5,690iApproximate average salary by contribution assumption: employee only about $142,256 at 4% or $94,837 at 6%; with 50% employer match about $94,837 at 4% or $63,225 at 6%; with 100% employer match about $71,128 at 4% or $47,419 at 6%. |
| 2005 | 2 | 18 | $1,596,801 | $151,955 | $8,442iApproximate average salary by contribution assumption: employee only about $211,049 at 4% or $140,699 at 6%; with 50% employer match about $140,699 at 4% or $93,799 at 6%; with 100% employer match about $105,524 at 4% or $70,350 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 18 | $1,364,659 | $83,559 | $4,642iApproximate average salary by contribution assumption: employee only about $116,054 at 4% or $77,369 at 6%; with 50% employer match about $77,369 at 4% or $51,580 at 6%; with 100% employer match about $58,027 at 4% or $38,685 at 6%. |
| KEVIN G. KELLY, M.D. CASH BALANCE PLAN | - | 14 | $232,142 | $68,396 | $4,885iApproximate average salary by contribution assumption: employee only about $122,136 at 4% or $81,424 at 6%; with 50% employer match about $81,424 at 4% or $54,283 at 6%; with 100% employer match about $61,068 at 4% or $40,712 at 6%. |
| 2004 | 2 | 15 | $1,332,876 | $137,062 | $9,137iApproximate average salary by contribution assumption: employee only about $228,437 at 4% or $152,291 at 6%; with 50% employer match about $152,291 at 4% or $101,527 at 6%; with 100% employer match about $114,218 at 4% or $76,146 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 15 | $1,178,782 | $65,506 | $4,367iApproximate average salary by contribution assumption: employee only about $109,177 at 4% or $72,784 at 6%; with 50% employer match about $72,784 at 4% or $48,523 at 6%; with 100% employer match about $54,588 at 4% or $36,392 at 6%. |
| KEVIN G. KELLY, MD CASH BALANCE PLAN | - | 13 | $154,094 | $71,556 | $5,504iApproximate average salary by contribution assumption: employee only about $137,608 at 4% or $91,738 at 6%; with 50% employer match about $91,738 at 4% or $61,159 at 6%; with 100% employer match about $68,804 at 4% or $45,869 at 6%. |
| 2003 | 2 | 17 | $1,034,857 | $132,955 | $7,821iApproximate average salary by contribution assumption: employee only about $195,522 at 4% or $130,348 at 6%; with 50% employer match about $130,348 at 4% or $86,899 at 6%; with 100% employer match about $97,761 at 4% or $65,174 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 16 | $963,987 | $62,085 | $3,880iApproximate average salary by contribution assumption: employee only about $97,008 at 4% or $64,672 at 6%; with 50% employer match about $64,672 at 4% or $43,115 at 6%; with 100% employer match about $48,504 at 4% or $32,336 at 6%. |
| KEVIN G KELLY MD CASH BALANCE PLAN | - | 17 | $70,870 | $70,870 | $4,169iApproximate average salary by contribution assumption: employee only about $104,221 at 4% or $69,480 at 6%; with 50% employer match about $69,480 at 4% or $46,320 at 6%; with 100% employer match about $52,110 at 4% or $34,740 at 6%. |
| 2002 | 1 | 0 | $618,691 | $70,444 | - |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 0 | $618,691 | $70,444 | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 8 | - | - | - |
| 2000 | 1 | 6 | $772,533 | $57,089 | $9,515iApproximate average salary by contribution assumption: employee only about $237,871 at 4% or $158,581 at 6%; with 50% employer match about $158,581 at 4% or $105,720 at 6%; with 100% employer match about $118,935 at 4% or $79,290 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 6 | $772,533 | $57,089 | $9,515iApproximate average salary by contribution assumption: employee only about $237,871 at 4% or $158,581 at 6%; with 50% employer match about $158,581 at 4% or $105,720 at 6%; with 100% employer match about $118,935 at 4% or $79,290 at 6%. |
| 1999 | 1 | 6 | $743,528 | $45,885 | $7,648iApproximate average salary by contribution assumption: employee only about $191,188 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,594 at 4% or $63,729 at 6%. |
| Kevin G Kelly MD Money Purchase Pension Plan | - | 6 | $743,528 | $45,885 | $7,648iApproximate average salary by contribution assumption: employee only about $191,188 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,594 at 4% or $63,729 at 6%. |