Civic Intelligence

Thomas L. Kelley & Associates Inc.

Plan context: Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust

EIN 68-0203457 • Walnut Creek, CA • 13 filings • 1 plans

313 Lennon LaneWalnut Creek, CA 94598
Current Snapshot

Latest Year

2011

2011 Participants

6

2011 Assets

$1,371,791

2011 Contributions

$5,152

Historical Graphs

Total Assets Over Time

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

$1,371,791$685,896$0199920062010YearValue
$1,371,791Latest year 2010

Participants Over Time

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

840199920052010YearValue
6Latest year 2010

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
201110$0$5,152-
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-0-$5,152-
201016$1,371,791$53,750$8,958iApproximate average salary by contribution assumption: employee only about $223,958 at 4% or $149,306 at 6%; with 50% employer match about $149,306 at 4% or $99,537 at 6%; with 100% employer match about $111,979 at 4% or $74,653 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-6$1,371,791$53,750$8,958iApproximate average salary by contribution assumption: employee only about $223,958 at 4% or $149,306 at 6%; with 50% employer match about $149,306 at 4% or $99,537 at 6%; with 100% employer match about $111,979 at 4% or $74,653 at 6%.
200916$1,223,691$45,012$7,502iApproximate average salary by contribution assumption: employee only about $187,550 at 4% or $125,033 at 6%; with 50% employer match about $125,033 at 4% or $83,356 at 6%; with 100% employer match about $93,775 at 4% or $62,517 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-6$1,223,691$45,012$7,502iApproximate average salary by contribution assumption: employee only about $187,550 at 4% or $125,033 at 6%; with 50% employer match about $125,033 at 4% or $83,356 at 6%; with 100% employer match about $93,775 at 4% or $62,517 at 6%.
200815$965,032$55,519$11,104iApproximate average salary by contribution assumption: employee only about $277,595 at 4% or $185,063 at 6%; with 50% employer match about $185,063 at 4% or $123,376 at 6%; with 100% employer match about $138,798 at 4% or $92,532 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-5$965,032$55,519$11,104iApproximate average salary by contribution assumption: employee only about $277,595 at 4% or $185,063 at 6%; with 50% employer match about $185,063 at 4% or $123,376 at 6%; with 100% employer match about $138,798 at 4% or $92,532 at 6%.
200715$1,194,058$88,832$17,766iApproximate average salary by contribution assumption: employee only about $444,160 at 4% or $296,107 at 6%; with 50% employer match about $296,107 at 4% or $197,404 at 6%; with 100% employer match about $222,080 at 4% or $148,053 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-5$1,194,058$88,832$17,766iApproximate average salary by contribution assumption: employee only about $444,160 at 4% or $296,107 at 6%; with 50% employer match about $296,107 at 4% or $197,404 at 6%; with 100% employer match about $222,080 at 4% or $148,053 at 6%.
200616$1,019,066$60,572$10,095iApproximate average salary by contribution assumption: employee only about $252,383 at 4% or $168,256 at 6%; with 50% employer match about $168,256 at 4% or $112,170 at 6%; with 100% employer match about $126,192 at 4% or $84,128 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-6$1,019,066$60,572$10,095iApproximate average salary by contribution assumption: employee only about $252,383 at 4% or $168,256 at 6%; with 50% employer match about $168,256 at 4% or $112,170 at 6%; with 100% employer match about $126,192 at 4% or $84,128 at 6%.
200516$856,362$82,069$13,678iApproximate average salary by contribution assumption: employee only about $341,954 at 4% or $227,969 at 6%; with 50% employer match about $227,969 at 4% or $151,980 at 6%; with 100% employer match about $170,977 at 4% or $113,985 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-6$856,362$82,069$13,678iApproximate average salary by contribution assumption: employee only about $341,954 at 4% or $227,969 at 6%; with 50% employer match about $227,969 at 4% or $151,980 at 6%; with 100% employer match about $170,977 at 4% or $113,985 at 6%.
200416$751,708$78,025$13,004iApproximate average salary by contribution assumption: employee only about $325,104 at 4% or $216,736 at 6%; with 50% employer match about $216,736 at 4% or $144,491 at 6%; with 100% employer match about $162,552 at 4% or $108,368 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-6$751,708$78,025$13,004iApproximate average salary by contribution assumption: employee only about $325,104 at 4% or $216,736 at 6%; with 50% employer match about $216,736 at 4% or $144,491 at 6%; with 100% employer match about $162,552 at 4% or $108,368 at 6%.
200317$646,492$45,131$6,447iApproximate average salary by contribution assumption: employee only about $161,182 at 4% or $107,455 at 6%; with 50% employer match about $107,455 at 4% or $71,637 at 6%; with 100% employer match about $80,591 at 4% or $53,727 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-7$646,492$45,131$6,447iApproximate average salary by contribution assumption: employee only about $161,182 at 4% or $107,455 at 6%; with 50% employer match about $107,455 at 4% or $71,637 at 6%; with 100% employer match about $80,591 at 4% or $53,727 at 6%.
200218$0$0-
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-8---
200117$0$0-
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-7---
200017$577,327$40,675$5,811iApproximate average salary by contribution assumption: employee only about $145,268 at 4% or $96,845 at 6%; with 50% employer match about $96,845 at 4% or $64,563 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-7$577,327$40,675$5,811iApproximate average salary by contribution assumption: employee only about $145,268 at 4% or $96,845 at 6%; with 50% employer match about $96,845 at 4% or $64,563 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%.
199917$648,039$74,682$10,669iApproximate average salary by contribution assumption: employee only about $266,721 at 4% or $177,814 at 6%; with 50% employer match about $177,814 at 4% or $118,543 at 6%; with 100% employer match about $133,361 at 4% or $88,907 at 6%.
Thomas L. Kelley & Associates Inc. Profit Sharing Plan & Trust-7$648,039$74,682$10,669iApproximate average salary by contribution assumption: employee only about $266,721 at 4% or $177,814 at 6%; with 50% employer match about $177,814 at 4% or $118,543 at 6%; with 100% employer match about $133,361 at 4% or $88,907 at 6%.