Civic Intelligence

Kelley & Mullis Wealth Management

Plan context: Kelley & Mullis Wealth Management 401K Plan

EIN 63-1265313 • Vestavia Hills, AL • 12 filings • 1 plans

2008 Stonegate Trail, Ste. 112Vestavia Hills, AL 35242
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$965,266

2024 Contributions

$89,774

Historical Graphs

Total Assets Over Time

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

$965,266$482,633$0201320192024YearValue
$965,266Latest 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$965,266$89,774$12,825iApproximate average salary by contribution assumption: employee only about $320,621 at 4% or $213,748 at 6%; with 50% employer match about $213,748 at 4% or $142,498 at 6%; with 100% employer match about $160,311 at 4% or $106,874 at 6%.
Kelley & Mullis Wealth Management 401K Plan-7$965,266$89,774$12,825iApproximate average salary by contribution assumption: employee only about $320,621 at 4% or $213,748 at 6%; with 50% employer match about $213,748 at 4% or $142,498 at 6%; with 100% employer match about $160,311 at 4% or $106,874 at 6%.
202317$808,229$108,581$15,512iApproximate average salary by contribution assumption: employee only about $387,789 at 4% or $258,526 at 6%; with 50% employer match about $258,526 at 4% or $172,351 at 6%; with 100% employer match about $193,895 at 4% or $129,263 at 6%.
Kelley & Mullis Wealth Management 401K Plan-7$808,229$108,581$15,512iApproximate average salary by contribution assumption: employee only about $387,789 at 4% or $258,526 at 6%; with 50% employer match about $258,526 at 4% or $172,351 at 6%; with 100% employer match about $193,895 at 4% or $129,263 at 6%.
202217$643,216$93,948$13,421iApproximate average salary by contribution assumption: employee only about $335,529 at 4% or $223,686 at 6%; with 50% employer match about $223,686 at 4% or $149,124 at 6%; with 100% employer match about $167,764 at 4% or $111,843 at 6%.
Kelley & Mullis Wealth Management 401K Plan-7$643,216$93,948$13,421iApproximate average salary by contribution assumption: employee only about $335,529 at 4% or $223,686 at 6%; with 50% employer match about $223,686 at 4% or $149,124 at 6%; with 100% employer match about $167,764 at 4% or $111,843 at 6%.
202117$702,336$83,045$11,864iApproximate average salary by contribution assumption: employee only about $296,589 at 4% or $197,726 at 6%; with 50% employer match about $197,726 at 4% or $131,817 at 6%; with 100% employer match about $148,295 at 4% or $98,863 at 6%.
Kelley & Mullis Wealth Management 401K Plan-7$702,336$83,045$11,864iApproximate average salary by contribution assumption: employee only about $296,589 at 4% or $197,726 at 6%; with 50% employer match about $197,726 at 4% or $131,817 at 6%; with 100% employer match about $148,295 at 4% or $98,863 at 6%.
202015$523,282$62,775$12,555iApproximate average salary by contribution assumption: employee only about $313,875 at 4% or $209,250 at 6%; with 50% employer match about $209,250 at 4% or $139,500 at 6%; with 100% employer match about $156,938 at 4% or $104,625 at 6%.
Kelley & Mullis Wealth Management 401K Plan-5$523,282$62,775$12,555iApproximate average salary by contribution assumption: employee only about $313,875 at 4% or $209,250 at 6%; with 50% employer match about $209,250 at 4% or $139,500 at 6%; with 100% employer match about $156,938 at 4% or $104,625 at 6%.
201916$413,922$64,174$10,696iApproximate average salary by contribution assumption: employee only about $267,392 at 4% or $178,261 at 6%; with 50% employer match about $178,261 at 4% or $118,841 at 6%; with 100% employer match about $133,696 at 4% or $89,131 at 6%.
Kelley & Mullis Wealth Management 401K Plan-6$413,922$64,174$10,696iApproximate average salary by contribution assumption: employee only about $267,392 at 4% or $178,261 at 6%; with 50% employer match about $178,261 at 4% or $118,841 at 6%; with 100% employer match about $133,696 at 4% or $89,131 at 6%.
201816$292,559$59,582$9,930iApproximate average salary by contribution assumption: employee only about $248,258 at 4% or $165,506 at 6%; with 50% employer match about $165,506 at 4% or $110,337 at 6%; with 100% employer match about $124,129 at 4% or $82,753 at 6%.
Kelley & Mullis Wealth Management 401K Plan-6$292,559$59,582$9,930iApproximate average salary by contribution assumption: employee only about $248,258 at 4% or $165,506 at 6%; with 50% employer match about $165,506 at 4% or $110,337 at 6%; with 100% employer match about $124,129 at 4% or $82,753 at 6%.
201715$275,072$84,443$16,889iApproximate average salary by contribution assumption: employee only about $422,215 at 4% or $281,477 at 6%; with 50% employer match about $281,477 at 4% or $187,651 at 6%; with 100% employer match about $211,107 at 4% or $140,738 at 6%.
Kelley & Mullis Wealth Management 401K Plan-5$275,072$84,443$16,889iApproximate average salary by contribution assumption: employee only about $422,215 at 4% or $281,477 at 6%; with 50% employer match about $281,477 at 4% or $187,651 at 6%; with 100% employer match about $211,107 at 4% or $140,738 at 6%.
201616$162,878$59,250$9,875iApproximate average salary by contribution assumption: employee only about $246,875 at 4% or $164,583 at 6%; with 50% employer match about $164,583 at 4% or $109,722 at 6%; with 100% employer match about $123,438 at 4% or $82,292 at 6%.
Kelley & Mullis Wealth Management 401K Plan-6$162,878$59,250$9,875iApproximate average salary by contribution assumption: employee only about $246,875 at 4% or $164,583 at 6%; with 50% employer match about $164,583 at 4% or $109,722 at 6%; with 100% employer match about $123,438 at 4% or $82,292 at 6%.
201514$92,516$51,232$12,808iApproximate average salary by contribution assumption: employee only about $320,200 at 4% or $213,467 at 6%; with 50% employer match about $213,467 at 4% or $142,311 at 6%; with 100% employer match about $160,100 at 4% or $106,733 at 6%.
Kelley & Mullis Wealth Management 401K Plan-4$92,516$51,232$12,808iApproximate average salary by contribution assumption: employee only about $320,200 at 4% or $213,467 at 6%; with 50% employer match about $213,467 at 4% or $142,311 at 6%; with 100% employer match about $160,100 at 4% or $106,733 at 6%.
201413$57,752$44,852$14,951iApproximate average salary by contribution assumption: employee only about $373,767 at 4% or $249,178 at 6%; with 50% employer match about $249,178 at 4% or $166,119 at 6%; with 100% employer match about $186,883 at 4% or $124,589 at 6%.
Kelley & Mullis Wealth Management 401K Plan-3$57,752$44,852$14,951iApproximate average salary by contribution assumption: employee only about $373,767 at 4% or $249,178 at 6%; with 50% employer match about $249,178 at 4% or $166,119 at 6%; with 100% employer match about $186,883 at 4% or $124,589 at 6%.
201312$11,947$11,453$5,727iApproximate average salary by contribution assumption: employee only about $143,163 at 4% or $95,442 at 6%; with 50% employer match about $95,442 at 4% or $63,628 at 6%; with 100% employer match about $71,581 at 4% or $47,721 at 6%.
Kelley & Mullis Wealth Management 401K Plan-2$11,947$11,453$5,727iApproximate average salary by contribution assumption: employee only about $143,163 at 4% or $95,442 at 6%; with 50% employer match about $95,442 at 4% or $63,628 at 6%; with 100% employer match about $71,581 at 4% or $47,721 at 6%.