Civic Intelligence

Jane M. Kelly PC.

Plan context: JANE M. KELLY, P. C. RETIREMENT SAVINGS PLAN

EIN 71-0927984 • Osage Beach, MO • 20 filings • 3 plans

3525 Hwy 54Osage Beach, MO 65065
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$1,331,667

2023 Contributions

$94,360

Historical Graphs

Total Assets Over Time

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

$1,575,670$787,835$0200420142022YearValue
$1,331,667Latest year 2022

Participants Over Time

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

530200420142022YearValue
4Latest year 2022

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
202310$0$0-
JANE M. KELLY, P. C. RETIREMENT SAVINGS PLAN-0$0--
202214$1,331,667$94,360$23,590iApproximate average salary by contribution assumption: employee only about $589,750 at 4% or $393,167 at 6%; with 50% employer match about $393,167 at 4% or $262,111 at 6%; with 100% employer match about $294,875 at 4% or $196,583 at 6%.
JANE M. KELLY, P. C. RETIREMENT SAVINGS PLAN-4$1,331,667$94,360$23,590iApproximate average salary by contribution assumption: employee only about $589,750 at 4% or $393,167 at 6%; with 50% employer match about $393,167 at 4% or $262,111 at 6%; with 100% employer match about $294,875 at 4% or $196,583 at 6%.
202114$1,575,670$79,270$19,818iApproximate average salary by contribution assumption: employee only about $495,438 at 4% or $330,292 at 6%; with 50% employer match about $330,292 at 4% or $220,194 at 6%; with 100% employer match about $247,719 at 4% or $165,146 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-4$1,575,670$79,270$19,818iApproximate average salary by contribution assumption: employee only about $495,438 at 4% or $330,292 at 6%; with 50% employer match about $330,292 at 4% or $220,194 at 6%; with 100% employer match about $247,719 at 4% or $165,146 at 6%.
202015$1,359,828$84,961$16,992iApproximate average salary by contribution assumption: employee only about $424,805 at 4% or $283,203 at 6%; with 50% employer match about $283,203 at 4% or $188,802 at 6%; with 100% employer match about $212,403 at 4% or $141,602 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-5$1,359,828$84,961$16,992iApproximate average salary by contribution assumption: employee only about $424,805 at 4% or $283,203 at 6%; with 50% employer match about $283,203 at 4% or $188,802 at 6%; with 100% employer match about $212,403 at 4% or $141,602 at 6%.
201915$1,129,579$84,414$16,883iApproximate average salary by contribution assumption: employee only about $422,070 at 4% or $281,380 at 6%; with 50% employer match about $281,380 at 4% or $187,587 at 6%; with 100% employer match about $211,035 at 4% or $140,690 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-5$1,129,579$84,414$16,883iApproximate average salary by contribution assumption: employee only about $422,070 at 4% or $281,380 at 6%; with 50% employer match about $281,380 at 4% or $187,587 at 6%; with 100% employer match about $211,035 at 4% or $140,690 at 6%.
201815$903,860$75,590$15,118iApproximate average salary by contribution assumption: employee only about $377,950 at 4% or $251,967 at 6%; with 50% employer match about $251,967 at 4% or $167,978 at 6%; with 100% employer match about $188,975 at 4% or $125,983 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-5$903,860$75,590$15,118iApproximate average salary by contribution assumption: employee only about $377,950 at 4% or $251,967 at 6%; with 50% employer match about $251,967 at 4% or $167,978 at 6%; with 100% employer match about $188,975 at 4% or $125,983 at 6%.
201714$863,385$80,395$20,099iApproximate average salary by contribution assumption: employee only about $502,469 at 4% or $334,979 at 6%; with 50% employer match about $334,979 at 4% or $223,319 at 6%; with 100% employer match about $251,234 at 4% or $167,490 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-4$863,385$80,395$20,099iApproximate average salary by contribution assumption: employee only about $502,469 at 4% or $334,979 at 6%; with 50% employer match about $334,979 at 4% or $223,319 at 6%; with 100% employer match about $251,234 at 4% or $167,490 at 6%.
201615$692,560$80,459$16,092iApproximate average salary by contribution assumption: employee only about $402,295 at 4% or $268,197 at 6%; with 50% employer match about $268,197 at 4% or $178,798 at 6%; with 100% employer match about $201,148 at 4% or $134,098 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-5$692,560$80,459$16,092iApproximate average salary by contribution assumption: employee only about $402,295 at 4% or $268,197 at 6%; with 50% employer match about $268,197 at 4% or $178,798 at 6%; with 100% employer match about $201,148 at 4% or $134,098 at 6%.
201515$575,593$80,477$16,095iApproximate average salary by contribution assumption: employee only about $402,385 at 4% or $268,257 at 6%; with 50% employer match about $268,257 at 4% or $178,838 at 6%; with 100% employer match about $201,193 at 4% or $134,128 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-5$575,593$80,477$16,095iApproximate average salary by contribution assumption: employee only about $402,385 at 4% or $268,257 at 6%; with 50% employer match about $268,257 at 4% or $178,838 at 6%; with 100% employer match about $201,193 at 4% or $134,128 at 6%.
201414$495,252$76,893$19,223iApproximate average salary by contribution assumption: employee only about $480,581 at 4% or $320,388 at 6%; with 50% employer match about $320,388 at 4% or $213,592 at 6%; with 100% employer match about $240,291 at 4% or $160,194 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-4$495,252$76,893$19,223iApproximate average salary by contribution assumption: employee only about $480,581 at 4% or $320,388 at 6%; with 50% employer match about $320,388 at 4% or $213,592 at 6%; with 100% employer match about $240,291 at 4% or $160,194 at 6%.
201314$386,536$75,305$18,826iApproximate average salary by contribution assumption: employee only about $470,656 at 4% or $313,771 at 6%; with 50% employer match about $313,771 at 4% or $209,181 at 6%; with 100% employer match about $235,328 at 4% or $156,885 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-4$386,536$75,305$18,826iApproximate average salary by contribution assumption: employee only about $470,656 at 4% or $313,771 at 6%; with 50% employer match about $313,771 at 4% or $209,181 at 6%; with 100% employer match about $235,328 at 4% or $156,885 at 6%.
201214$246,497$44,557$11,139iApproximate average salary by contribution assumption: employee only about $278,481 at 4% or $185,654 at 6%; with 50% employer match about $185,654 at 4% or $123,769 at 6%; with 100% employer match about $139,241 at 4% or $92,827 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-4$246,497$44,557$11,139iApproximate average salary by contribution assumption: employee only about $278,481 at 4% or $185,654 at 6%; with 50% employer match about $185,654 at 4% or $123,769 at 6%; with 100% employer match about $139,241 at 4% or $92,827 at 6%.
201113$174,070$48,719$16,240iApproximate average salary by contribution assumption: employee only about $405,992 at 4% or $270,661 at 6%; with 50% employer match about $270,661 at 4% or $180,441 at 6%; with 100% employer match about $202,996 at 4% or $135,331 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-3$174,070$48,719$16,240iApproximate average salary by contribution assumption: employee only about $405,992 at 4% or $270,661 at 6%; with 50% employer match about $270,661 at 4% or $180,441 at 6%; with 100% employer match about $202,996 at 4% or $135,331 at 6%.
201013$131,462$28,740$9,580iApproximate average salary by contribution assumption: employee only about $239,500 at 4% or $159,667 at 6%; with 50% employer match about $159,667 at 4% or $106,444 at 6%; with 100% employer match about $119,750 at 4% or $79,833 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-3$131,462$28,740$9,580iApproximate average salary by contribution assumption: employee only about $239,500 at 4% or $159,667 at 6%; with 50% employer match about $159,667 at 4% or $106,444 at 6%; with 100% employer match about $119,750 at 4% or $79,833 at 6%.
200913$92,985$35,646$11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-3$92,985$35,646$11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%.
200813$49,557$34,550$11,517iApproximate average salary by contribution assumption: employee only about $287,917 at 4% or $191,944 at 6%; with 50% employer match about $191,944 at 4% or $127,963 at 6%; with 100% employer match about $143,958 at 4% or $95,972 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-3$49,557$34,550$11,517iApproximate average salary by contribution assumption: employee only about $287,917 at 4% or $191,944 at 6%; with 50% employer match about $191,944 at 4% or $127,963 at 6%; with 100% employer match about $143,958 at 4% or $95,972 at 6%.
200714$32,657$32,538$8,135iApproximate average salary by contribution assumption: employee only about $203,363 at 4% or $135,575 at 6%; with 50% employer match about $135,575 at 4% or $90,383 at 6%; with 100% employer match about $101,681 at 4% or $67,788 at 6%.
Jane M. Kelly PC. Retirement Savings Plan-4$32,657$32,538$8,135iApproximate average salary by contribution assumption: employee only about $203,363 at 4% or $135,575 at 6%; with 50% employer match about $135,575 at 4% or $90,383 at 6%; with 100% employer match about $101,681 at 4% or $67,788 at 6%.
200610$0$0-
JANE M. KELLY, P.C. PROFIT SHARING PLAN-0---
200514$98,846$50,492$12,623iApproximate average salary by contribution assumption: employee only about $315,575 at 4% or $210,383 at 6%; with 50% employer match about $210,383 at 4% or $140,256 at 6%; with 100% employer match about $157,788 at 4% or $105,192 at 6%.
JANE M. KELLY, P.C. PROFIT SHARING PLAN-4$98,846$50,492$12,623iApproximate average salary by contribution assumption: employee only about $315,575 at 4% or $210,383 at 6%; with 50% employer match about $210,383 at 4% or $140,256 at 6%; with 100% employer match about $157,788 at 4% or $105,192 at 6%.
200413$46,494$46,494$15,498iApproximate average salary by contribution assumption: employee only about $387,450 at 4% or $258,300 at 6%; with 50% employer match about $258,300 at 4% or $172,200 at 6%; with 100% employer match about $193,725 at 4% or $129,150 at 6%.
JANE M. KELLY, P.C. PROFIT SHARING PLAN-3$46,494$46,494$15,498iApproximate average salary by contribution assumption: employee only about $387,450 at 4% or $258,300 at 6%; with 50% employer match about $258,300 at 4% or $172,200 at 6%; with 100% employer match about $193,725 at 4% or $129,150 at 6%.