Kelly and Williams, P.A.
Plan context: Kelly and Williams, P.A. Profit Sharing Plan
EIN 65-0894764 • 6 filings • 4 plans
Current Snapshot
Latest Year
2001
2001 Participants
1
2001 Assets
$22,800
2001 Contributions
$22,800
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 0 | $0 | $0 | - |
| Kelly and Williams, P.A. Profit Sharing Plan | - | 0 | - | - | - |
| Kelly and Williams, P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 1 | $0 | $0 | - |
| Kelly and Williams, P.A. Profit Sharing Plan | - | 1 | - | - | - |
| Kelly and Williams, P.A. Money Purchase Pension Plan | - | 1 | - | - | - |
| 1999 | 2 | 2 | $22,800 | $22,800 | $11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%. |
| Kelly and Williams, P.A. Profit Sharing Plan | - | 2 | $13,680 | $13,680 | $6,840iApproximate average salary by contribution assumption: employee only about $171,000 at 4% or $114,000 at 6%; with 50% employer match about $114,000 at 4% or $76,000 at 6%; with 100% employer match about $85,500 at 4% or $57,000 at 6%. |
| Kelly and Williams, P.A. Money Purchase Pension Plan | - | 2 | $9,120 | $9,120 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |