Civic Intelligence

Joe Kelly

Plan context: Joe Kelly Defined Benefit Plan

EIN 73-1218320 • Altus, OK • 11 filings • 2 plans

20943 E. Cr 169Altus, OK 73521
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,092,712

2015 Contributions

$141,600

Historical Graphs

Total Assets Over Time

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

$1,092,712$546,356$0200520102014YearValue
$1,092,712Latest year 2014

Participants Over Time

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

210200520102014YearValue
2Latest year 2014

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
201510$0$0-
Joe Kelly Defined Benefit Plan-0$0$0-
201412$1,092,712$0-
Joe Kelly Defined Benefit Plan-2$1,092,712$0-
201312$1,069,754$141,600$70,800iApproximate average salary by contribution assumption: employee only about $1,770,000 at 4% or $1,180,000 at 6%; with 50% employer match about $1,180,000 at 4% or $786,667 at 6%; with 100% employer match about $885,000 at 4% or $590,000 at 6%.
Joe Kelly Defined Benefit Plan-2$1,069,754$141,600$70,800iApproximate average salary by contribution assumption: employee only about $1,770,000 at 4% or $1,180,000 at 6%; with 50% employer match about $1,180,000 at 4% or $786,667 at 6%; with 100% employer match about $885,000 at 4% or $590,000 at 6%.
201212$839,184$94,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
Joe Kelly Defined Benefit Plan-2$839,184$94,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
201112$664,042$105,500$52,750iApproximate average salary by contribution assumption: employee only about $1,318,750 at 4% or $879,167 at 6%; with 50% employer match about $879,167 at 4% or $586,111 at 6%; with 100% employer match about $659,375 at 4% or $439,583 at 6%.
Joe Kelly Defined Benefit Plan-2$664,042$105,500$52,750iApproximate average salary by contribution assumption: employee only about $1,318,750 at 4% or $879,167 at 6%; with 50% employer match about $879,167 at 4% or $586,111 at 6%; with 100% employer match about $659,375 at 4% or $439,583 at 6%.
201012$579,954$109,500$54,750iApproximate average salary by contribution assumption: employee only about $1,368,750 at 4% or $912,500 at 6%; with 50% employer match about $912,500 at 4% or $608,333 at 6%; with 100% employer match about $684,375 at 4% or $456,250 at 6%.
Joe Kelly Defined Benefit Plan-2$579,954$109,500$54,750iApproximate average salary by contribution assumption: employee only about $1,368,750 at 4% or $912,500 at 6%; with 50% employer match about $912,500 at 4% or $608,333 at 6%; with 100% employer match about $684,375 at 4% or $456,250 at 6%.
200912$417,620$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Joe Kelly Defined Benefit Plan-2$417,620$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
200812$231,716$80,700$40,350iApproximate average salary by contribution assumption: employee only about $1,008,750 at 4% or $672,500 at 6%; with 50% employer match about $672,500 at 4% or $448,333 at 6%; with 100% employer match about $504,375 at 4% or $336,250 at 6%.
Joe Kelly Defined Benefit Plan-2$231,716$80,700$40,350iApproximate average salary by contribution assumption: employee only about $1,008,750 at 4% or $672,500 at 6%; with 50% employer match about $672,500 at 4% or $448,333 at 6%; with 100% employer match about $504,375 at 4% or $336,250 at 6%.
200712$0$0-
Joe Kelly Defined Benefit Plan-2---
200612$149,786$77,664$38,832iApproximate average salary by contribution assumption: employee only about $970,800 at 4% or $647,200 at 6%; with 50% employer match about $647,200 at 4% or $431,467 at 6%; with 100% employer match about $485,400 at 4% or $323,600 at 6%.
Joe Kelly Defined Benefit Plan-2$149,786$77,664$38,832iApproximate average salary by contribution assumption: employee only about $970,800 at 4% or $647,200 at 6%; with 50% employer match about $647,200 at 4% or $431,467 at 6%; with 100% employer match about $485,400 at 4% or $323,600 at 6%.
200512$65,488$62,988$31,494iApproximate average salary by contribution assumption: employee only about $787,350 at 4% or $524,900 at 6%; with 50% employer match about $524,900 at 4% or $349,933 at 6%; with 100% employer match about $393,675 at 4% or $262,450 at 6%.
Joe Kelly Defined Benefit Plan-2$65,488$62,988$31,494iApproximate average salary by contribution assumption: employee only about $787,350 at 4% or $524,900 at 6%; with 50% employer match about $524,900 at 4% or $349,933 at 6%; with 100% employer match about $393,675 at 4% or $262,450 at 6%.