Kelly Medical PC
Plan context: Kelly Medical PC 401(K) Profit Sharing Plan and Trust
EIN 71-0990698 • Oklahoma City, OK • 22 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
42
2025 Assets
$5,442,314
2025 Contributions
$558,664
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 42 | $5,442,314 | $558,664 | $13,302iApproximate average salary by contribution assumption: employee only about $332,538 at 4% or $221,692 at 6%; with 50% employer match about $221,692 at 4% or $147,795 at 6%; with 100% employer match about $166,269 at 4% or $110,846 at 6%. |
| Kelly Medical PC 401(K) Profit Sharing Plan and Trust | - | 42 | $3,525,260 | $183,664 | $4,373iApproximate average salary by contribution assumption: employee only about $109,324 at 4% or $72,883 at 6%; with 50% employer match about $72,883 at 4% or $48,588 at 6%; with 100% employer match about $54,662 at 4% or $36,441 at 6%. |
| Kelly Medical PC Defined Benefit Plan | - | 13 | $1,917,054 | $375,000 | $28,846iApproximate average salary by contribution assumption: employee only about $721,154 at 4% or $480,769 at 6%; with 50% employer match about $480,769 at 4% or $320,513 at 6%; with 100% employer match about $360,577 at 4% or $240,385 at 6%. |
| 2024 | 2 | 42 | $4,316,542 | $546,620 | $13,015iApproximate average salary by contribution assumption: employee only about $325,369 at 4% or $216,913 at 6%; with 50% employer match about $216,913 at 4% or $144,608 at 6%; with 100% employer match about $162,685 at 4% or $108,456 at 6%. |
| Kelly Medical PC 401(K) Profit Sharing Plan and Trust | - | 42 | $2,868,676 | $246,620 | $5,872iApproximate average salary by contribution assumption: employee only about $146,798 at 4% or $97,865 at 6%; with 50% employer match about $97,865 at 4% or $65,243 at 6%; with 100% employer match about $73,399 at 4% or $48,933 at 6%. |
| Kelly Medical PC Defined Benefit Plan | - | 15 | $1,447,866 | $300,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2023 | 2 | 38 | $3,737,192 | $739,846 | $19,470iApproximate average salary by contribution assumption: employee only about $486,741 at 4% or $324,494 at 6%; with 50% employer match about $324,494 at 4% or $216,329 at 6%; with 100% employer match about $243,370 at 4% or $162,247 at 6%. |
| Kelly Medical PC 401(K) Profit Sharing Plan and Trust | - | 38 | $2,591,831 | $314,846 | $8,285iApproximate average salary by contribution assumption: employee only about $207,136 at 4% or $138,090 at 6%; with 50% employer match about $138,090 at 4% or $92,060 at 6%; with 100% employer match about $103,568 at 4% or $69,045 at 6%. |
| Kelly Medical PC Defined Benefit Plan | - | 21 | $1,145,361 | $425,000 | $20,238iApproximate average salary by contribution assumption: employee only about $505,952 at 4% or $337,302 at 6%; with 50% employer match about $337,302 at 4% or $224,868 at 6%; with 100% employer match about $252,976 at 4% or $168,651 at 6%. |
| 2022 | 3 | 31 | $2,626,977 | $2,647,605 | $85,407iApproximate average salary by contribution assumption: employee only about $2,135,165 at 4% or $1,423,444 at 6%; with 50% employer match about $1,423,444 at 4% or $948,962 at 6%; with 100% employer match about $1,067,583 at 4% or $711,722 at 6%. |
| Kelly Medical PC 401(K) Profit Sharing Plan and Trust | - | 31 | $1,944,050 | $2,362,052 | $76,195iApproximate average salary by contribution assumption: employee only about $1,904,881 at 4% or $1,269,920 at 6%; with 50% employer match about $1,269,920 at 4% or $846,614 at 6%; with 100% employer match about $952,440 at 4% or $634,960 at 6%. |
| Kelly Medical PC Defined Benefit Plan | - | 18 | $682,927 | $285,553 | $15,864iApproximate average salary by contribution assumption: employee only about $396,601 at 4% or $264,401 at 6%; with 50% employer match about $264,401 at 4% or $176,267 at 6%; with 100% employer match about $198,301 at 4% or $132,200 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 0 | $0 | - | - |
| 2021 | 2 | 31 | $2,616,654 | $607,948 | $19,611iApproximate average salary by contribution assumption: employee only about $490,281 at 4% or $326,854 at 6%; with 50% employer match about $326,854 at 4% or $217,903 at 6%; with 100% employer match about $245,140 at 4% or $163,427 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 31 | $2,216,654 | $207,948 | $6,708iApproximate average salary by contribution assumption: employee only about $167,700 at 4% or $111,800 at 6%; with 50% employer match about $111,800 at 4% or $74,533 at 6%; with 100% employer match about $83,850 at 4% or $55,900 at 6%. |
| Kelly Medical PC Defined Benefit Plan | - | 26 | $400,000 | $400,000 | $15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%. |
| 2020 | 1 | 23 | $1,716,588 | $147,356 | $6,407iApproximate average salary by contribution assumption: employee only about $160,170 at 4% or $106,780 at 6%; with 50% employer match about $106,780 at 4% or $71,186 at 6%; with 100% employer match about $80,085 at 4% or $53,390 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 23 | $1,716,588 | $147,356 | $6,407iApproximate average salary by contribution assumption: employee only about $160,170 at 4% or $106,780 at 6%; with 50% employer match about $106,780 at 4% or $71,186 at 6%; with 100% employer match about $80,085 at 4% or $53,390 at 6%. |
| 2019 | 1 | 26 | $1,874,679 | $178,959 | $6,883iApproximate average salary by contribution assumption: employee only about $172,076 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,359 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 26 | $1,874,679 | $178,959 | $6,883iApproximate average salary by contribution assumption: employee only about $172,076 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,359 at 6%. |
| 2018 | 1 | 26 | $1,368,810 | $174,177 | $6,699iApproximate average salary by contribution assumption: employee only about $167,478 at 4% or $111,652 at 6%; with 50% employer match about $111,652 at 4% or $74,435 at 6%; with 100% employer match about $83,739 at 4% or $55,826 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 26 | $1,368,810 | $174,177 | $6,699iApproximate average salary by contribution assumption: employee only about $167,478 at 4% or $111,652 at 6%; with 50% employer match about $111,652 at 4% or $74,435 at 6%; with 100% employer match about $83,739 at 4% or $55,826 at 6%. |
| 2017 | 1 | 26 | $1,335,818 | $148,254 | $5,702iApproximate average salary by contribution assumption: employee only about $142,552 at 4% or $95,035 at 6%; with 50% employer match about $95,035 at 4% or $63,356 at 6%; with 100% employer match about $71,276 at 4% or $47,517 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 26 | $1,335,818 | $148,254 | $5,702iApproximate average salary by contribution assumption: employee only about $142,552 at 4% or $95,035 at 6%; with 50% employer match about $95,035 at 4% or $63,356 at 6%; with 100% employer match about $71,276 at 4% or $47,517 at 6%. |
| 2016 | 1 | 23 | $1,082,219 | $197,769 | $8,599iApproximate average salary by contribution assumption: employee only about $214,966 at 4% or $143,311 at 6%; with 50% employer match about $143,311 at 4% or $95,541 at 6%; with 100% employer match about $107,483 at 4% or $71,655 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 23 | $1,082,219 | $197,769 | $8,599iApproximate average salary by contribution assumption: employee only about $214,966 at 4% or $143,311 at 6%; with 50% employer match about $143,311 at 4% or $95,541 at 6%; with 100% employer match about $107,483 at 4% or $71,655 at 6%. |
| 2015 | 1 | 24 | $845,478 | $153,558 | $6,398iApproximate average salary by contribution assumption: employee only about $159,956 at 4% or $106,638 at 6%; with 50% employer match about $106,638 at 4% or $71,092 at 6%; with 100% employer match about $79,978 at 4% or $53,319 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 24 | $845,478 | $153,558 | $6,398iApproximate average salary by contribution assumption: employee only about $159,956 at 4% or $106,638 at 6%; with 50% employer match about $106,638 at 4% or $71,092 at 6%; with 100% employer match about $79,978 at 4% or $53,319 at 6%. |
| 2014 | 1 | 18 | $722,695 | $128,564 | $7,142iApproximate average salary by contribution assumption: employee only about $178,561 at 4% or $119,041 at 6%; with 50% employer match about $119,041 at 4% or $79,360 at 6%; with 100% employer match about $89,281 at 4% or $59,520 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 18 | $722,695 | $128,564 | $7,142iApproximate average salary by contribution assumption: employee only about $178,561 at 4% or $119,041 at 6%; with 50% employer match about $119,041 at 4% or $79,360 at 6%; with 100% employer match about $89,281 at 4% or $59,520 at 6%. |
| 2013 | 1 | 19 | $572,410 | $277,606 | $14,611iApproximate average salary by contribution assumption: employee only about $365,271 at 4% or $243,514 at 6%; with 50% employer match about $243,514 at 4% or $162,343 at 6%; with 100% employer match about $182,636 at 4% or $121,757 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 19 | $572,410 | $277,606 | $14,611iApproximate average salary by contribution assumption: employee only about $365,271 at 4% or $243,514 at 6%; with 50% employer match about $243,514 at 4% or $162,343 at 6%; with 100% employer match about $182,636 at 4% or $121,757 at 6%. |
| 2012 | 1 | 10 | $211,769 | $94,292 | $9,429iApproximate average salary by contribution assumption: employee only about $235,730 at 4% or $157,153 at 6%; with 50% employer match about $157,153 at 4% or $104,769 at 6%; with 100% employer match about $117,865 at 4% or $78,577 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 10 | $211,769 | $94,292 | $9,429iApproximate average salary by contribution assumption: employee only about $235,730 at 4% or $157,153 at 6%; with 50% employer match about $157,153 at 4% or $104,769 at 6%; with 100% employer match about $117,865 at 4% or $78,577 at 6%. |
| 2011 | 1 | 10 | $99,279 | $73,460 | $7,346iApproximate average salary by contribution assumption: employee only about $183,650 at 4% or $122,433 at 6%; with 50% employer match about $122,433 at 4% or $81,622 at 6%; with 100% employer match about $91,825 at 4% or $61,217 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 10 | $99,279 | $73,460 | $7,346iApproximate average salary by contribution assumption: employee only about $183,650 at 4% or $122,433 at 6%; with 50% employer match about $122,433 at 4% or $81,622 at 6%; with 100% employer match about $91,825 at 4% or $61,217 at 6%. |
| 2010 | 1 | 9 | $32,678 | $22,867 | $2,541iApproximate average salary by contribution assumption: employee only about $63,519 at 4% or $42,346 at 6%; with 50% employer match about $42,346 at 4% or $28,231 at 6%; with 100% employer match about $31,760 at 4% or $21,173 at 6%. |
| Kelly Medicine PC 401(K) Plan | - | 9 | $32,678 | $22,867 | $2,541iApproximate average salary by contribution assumption: employee only about $63,519 at 4% or $42,346 at 6%; with 50% employer match about $42,346 at 4% or $28,231 at 6%; with 100% employer match about $31,760 at 4% or $21,173 at 6%. |