Civic Intelligence

Jack B. Kelley Inc.

Plan context: Jack B. Kelley Inc. Employee Stock Ownership Plan

EIN 75-1307457 • 45 filings • 13 plans

Current Snapshot

Latest Year

2013

2013 Participants

173

2013 Assets

$3,024,967

2013 Contributions

$546,105

Historical Graphs

Total Assets Over Time

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

$10,931,692$5,465,846$0199920062012YearValue
$3,024,967Latest year 2012

Participants Over Time

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

5652830199920062012YearValue
173Latest year 2012

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
201310$0$0-
Jack B. Kelley Inc. Employee Stock Ownership Plan-0---
20123173$3,024,967$546,105$3,157iApproximate average salary by contribution assumption: employee only about $78,917 at 4% or $52,611 at 6%; with 50% employer match about $52,611 at 4% or $35,074 at 6%; with 100% employer match about $39,458 at 4% or $26,306 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-173$3,024,967--
JACK B. KELLEY, INC. 401(K) PLAN-0-$546,105-
JACK B KELLEY INC HEALTH BENEFIT PLAN-0---
20114296$7,117,213$594,779$2,009iApproximate average salary by contribution assumption: employee only about $50,235 at 4% or $33,490 at 6%; with 50% employer match about $33,490 at 4% or $22,327 at 6%; with 100% employer match about $25,117 at 4% or $16,745 at 6%.
JACK B. KELLEY, INC. 401(K) PLAN-296$3,972,019$594,779$2,009iApproximate average salary by contribution assumption: employee only about $50,235 at 4% or $33,490 at 6%; with 50% employer match about $33,490 at 4% or $22,327 at 6%; with 100% employer match about $25,117 at 4% or $16,745 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-119$3,145,194--
Jack B Kelley Inc Group Health Benefit Plan-0---
JACK B KELLEY INC HEALTH BENEFIT PLAN-226---
20104269$7,699,236$378,502$1,407iApproximate average salary by contribution assumption: employee only about $35,177 at 4% or $23,451 at 6%; with 50% employer match about $23,451 at 4% or $15,634 at 6%; with 100% employer match about $17,588 at 4% or $11,726 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-159$3,954,182$36,464$229iApproximate average salary by contribution assumption: employee only about $5,733 at 4% or $3,822 at 6%; with 50% employer match about $3,822 at 4% or $2,548 at 6%; with 100% employer match about $2,867 at 4% or $1,911 at 6%.
JACK B. KELLEY, INC. 401(K) PLAN-269$3,745,054$342,038$1,272iApproximate average salary by contribution assumption: employee only about $31,788 at 4% or $21,192 at 6%; with 50% employer match about $21,192 at 4% or $14,128 at 6%; with 100% employer match about $15,894 at 4% or $10,596 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-150---
JACK B KELLEY INC HEALTH BENEFIT PLAN-217---
20094340$6,501,060$447,092$1,315iApproximate average salary by contribution assumption: employee only about $32,874 at 4% or $21,916 at 6%; with 50% employer match about $21,916 at 4% or $14,611 at 6%; with 100% employer match about $16,437 at 4% or $10,958 at 6%.
JACK B. KELLEY, INC. 401(K) PLAN-301$4,781,805$403,631$1,341iApproximate average salary by contribution assumption: employee only about $33,524 at 4% or $22,349 at 6%; with 50% employer match about $22,349 at 4% or $14,900 at 6%; with 100% employer match about $16,762 at 4% or $11,175 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-176$1,719,255$43,461$247iApproximate average salary by contribution assumption: employee only about $6,173 at 4% or $4,116 at 6%; with 50% employer match about $4,116 at 4% or $2,744 at 6%; with 100% employer match about $3,087 at 4% or $2,058 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-340---
JACK B KELLEY INC HEALTH BENEFIT PLAN-187---
20084308$6,493,460$1,023,100$3,322iApproximate average salary by contribution assumption: employee only about $83,044 at 4% or $55,363 at 6%; with 50% employer match about $55,363 at 4% or $36,908 at 6%; with 100% employer match about $41,522 at 4% or $27,681 at 6%.
JACK B. KELLEY, INC. 401K PLAN-308$4,155,730$760,925$2,471iApproximate average salary by contribution assumption: employee only about $61,763 at 4% or $41,176 at 6%; with 50% employer match about $41,176 at 4% or $27,450 at 6%; with 100% employer match about $30,882 at 4% or $20,588 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-242$2,337,730$262,175$1,083iApproximate average salary by contribution assumption: employee only about $27,084 at 4% or $18,056 at 6%; with 50% employer match about $18,056 at 4% or $12,037 at 6%; with 100% employer match about $13,542 at 4% or $9,028 at 6%.
JACK B KELLEY, INC. HEALTH BENEFIT PLAN-197---
Jack B Kelley Inc Group Health Benefit Plan-0---
20073565$10,931,692$954,131$1,689iApproximate average salary by contribution assumption: employee only about $42,218 at 4% or $28,145 at 6%; with 50% employer match about $28,145 at 4% or $18,764 at 6%; with 100% employer match about $21,109 at 4% or $14,073 at 6%.
JACK B. KELLEY, INC. 401K PLAN-338$7,528,364$615,156$1,820iApproximate average salary by contribution assumption: employee only about $45,500 at 4% or $30,333 at 6%; with 50% employer match about $30,333 at 4% or $20,222 at 6%; with 100% employer match about $22,750 at 4% or $15,167 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-221$3,403,328$338,975$1,534iApproximate average salary by contribution assumption: employee only about $38,346 at 4% or $25,564 at 6%; with 50% employer match about $25,564 at 4% or $17,042 at 6%; with 100% employer match about $19,173 at 4% or $12,782 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-565---
20063282$10,696,231$940,845$3,336iApproximate average salary by contribution assumption: employee only about $83,408 at 4% or $55,605 at 6%; with 50% employer match about $55,605 at 4% or $37,070 at 6%; with 100% employer match about $41,704 at 4% or $27,803 at 6%.
JACK B. KELLEY, INC 401K PROFIT SHARING PLAN AND T-224$6,789,262$586,845$2,620iApproximate average salary by contribution assumption: employee only about $65,496 at 4% or $43,664 at 6%; with 50% employer match about $43,664 at 4% or $29,109 at 6%; with 100% employer match about $32,748 at 4% or $21,832 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-191$3,906,969$354,000$1,853iApproximate average salary by contribution assumption: employee only about $46,335 at 4% or $30,890 at 6%; with 50% employer match about $30,890 at 4% or $20,593 at 6%; with 100% employer match about $23,168 at 4% or $15,445 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-282---
20053253$10,666,486$852,209$3,368iApproximate average salary by contribution assumption: employee only about $84,210 at 4% or $56,140 at 6%; with 50% employer match about $56,140 at 4% or $37,427 at 6%; with 100% employer match about $42,105 at 4% or $28,070 at 6%.
JACK B. KELLEY, INC 401K PROFIT SHARING PLAN AND T-217$6,101,432$546,498$2,518iApproximate average salary by contribution assumption: employee only about $62,961 at 4% or $41,974 at 6%; with 50% employer match about $41,974 at 4% or $27,982 at 6%; with 100% employer match about $31,480 at 4% or $20,987 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-195$4,565,054$305,711$1,568iApproximate average salary by contribution assumption: employee only about $39,194 at 4% or $26,129 at 6%; with 50% employer match about $26,129 at 4% or $17,419 at 6%; with 100% employer match about $19,597 at 4% or $13,065 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-253---
20043231$10,567,197$763,292$3,304iApproximate average salary by contribution assumption: employee only about $82,607 at 4% or $55,072 at 6%; with 50% employer match about $55,072 at 4% or $36,714 at 6%; with 100% employer match about $41,304 at 4% or $27,536 at 6%.
JACK B. KELLEY, INC 401K PROFIT SHARING PLAN AND T-214$5,414,773$435,164$2,033iApproximate average salary by contribution assumption: employee only about $50,837 at 4% or $33,891 at 6%; with 50% employer match about $33,891 at 4% or $22,594 at 6%; with 100% employer match about $25,418 at 4% or $16,946 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-185$5,152,424$328,128$1,774iApproximate average salary by contribution assumption: employee only about $44,342 at 4% or $29,561 at 6%; with 50% employer match about $29,561 at 4% or $19,707 at 6%; with 100% employer match about $22,171 at 4% or $14,781 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-231---
20033227$8,802,108$636,903$2,806iApproximate average salary by contribution assumption: employee only about $70,144 at 4% or $46,762 at 6%; with 50% employer match about $46,762 at 4% or $31,175 at 6%; with 100% employer match about $35,072 at 4% or $23,381 at 6%.
JACK B. KELLEY, INC 401K PROFIT SHARING PLAN AND T-227$4,779,232$451,246$1,988iApproximate average salary by contribution assumption: employee only about $49,697 at 4% or $33,131 at 6%; with 50% employer match about $33,131 at 4% or $22,087 at 6%; with 100% employer match about $24,848 at 4% or $16,566 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-198$4,022,876$185,657$938iApproximate average salary by contribution assumption: employee only about $23,442 at 4% or $15,628 at 6%; with 50% employer match about $15,628 at 4% or $10,418 at 6%; with 100% employer match about $11,721 at 4% or $7,814 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-216---
20023256$7,929,953$503,421$1,966iApproximate average salary by contribution assumption: employee only about $49,162 at 4% or $32,775 at 6%; with 50% employer match about $32,775 at 4% or $21,850 at 6%; with 100% employer match about $24,581 at 4% or $16,387 at 6%.
JACK B. KELLEY, INC 401K PROFIT SHARING PLAN AND T-256$4,217,554$503,421$1,966iApproximate average salary by contribution assumption: employee only about $49,162 at 4% or $32,775 at 6%; with 50% employer match about $32,775 at 4% or $21,850 at 6%; with 100% employer match about $24,581 at 4% or $16,387 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-236$3,712,399--
Jack B Kelley Inc Group Health Benefit Plan-246---
20013294$8,613,184$525,672$1,788iApproximate average salary by contribution assumption: employee only about $44,700 at 4% or $29,800 at 6%; with 50% employer match about $29,800 at 4% or $19,867 at 6%; with 100% employer match about $22,350 at 4% or $14,900 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-232$4,424,819--
JACK B. KELLEY, INC 401K PROFIT SHARING PLAN AND T-294$4,188,365$525,672$1,788iApproximate average salary by contribution assumption: employee only about $44,700 at 4% or $29,800 at 6%; with 50% employer match about $29,800 at 4% or $19,867 at 6%; with 100% employer match about $22,350 at 4% or $14,900 at 6%.
Jack B Kelley Inc Group Health Benefit Plan-239---
20003282$0$0-
JACK B. KELLEY, INC. PROFIT SHARING PLAN-243---
Jack B. Kelley Inc. Employee Stock Ownership Plan-212---
Jack B Kelley Inc Group Health Benefit Plan-282---
19991203$4,412,386$497,650$2,451iApproximate average salary by contribution assumption: employee only about $61,287 at 4% or $40,858 at 6%; with 50% employer match about $40,858 at 4% or $27,239 at 6%; with 100% employer match about $30,643 at 4% or $20,429 at 6%.
Jack B. Kelley Inc. Employee Stock Ownership Plan-203$4,412,386$497,650$2,451iApproximate average salary by contribution assumption: employee only about $61,287 at 4% or $40,858 at 6%; with 50% employer match about $40,858 at 4% or $27,239 at 6%; with 100% employer match about $30,643 at 4% or $20,429 at 6%.