Civic Intelligence

Kelly M Lewis

Plan context: Kelly M Lewis 401(K) Profit Sharing Plan & Trust

EIN 75-3160624 • Brockport, NY • 9 filings • 2 plans

59 Main StBrockport, NY 14420-1903
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$862,595

2024 Contributions

$89,845

Historical Graphs

Total Assets Over Time

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

$862,595$431,298$0201620202024YearValue
$862,595Latest year 2024

Participants Over Time

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

840201620202024YearValue
8Latest year 2024

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
202418$862,595$89,845$11,231iApproximate average salary by contribution assumption: employee only about $280,766 at 4% or $187,177 at 6%; with 50% employer match about $187,177 at 4% or $124,785 at 6%; with 100% employer match about $140,383 at 4% or $93,589 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-8$862,595$89,845$11,231iApproximate average salary by contribution assumption: employee only about $280,766 at 4% or $187,177 at 6%; with 50% employer match about $187,177 at 4% or $124,785 at 6%; with 100% employer match about $140,383 at 4% or $93,589 at 6%.
202317$695,731$85,883$12,269iApproximate average salary by contribution assumption: employee only about $306,725 at 4% or $204,483 at 6%; with 50% employer match about $204,483 at 4% or $136,322 at 6%; with 100% employer match about $153,363 at 4% or $102,242 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-7$695,731$85,883$12,269iApproximate average salary by contribution assumption: employee only about $306,725 at 4% or $204,483 at 6%; with 50% employer match about $204,483 at 4% or $136,322 at 6%; with 100% employer match about $153,363 at 4% or $102,242 at 6%.
202217$518,773$85,720$12,246iApproximate average salary by contribution assumption: employee only about $306,143 at 4% or $204,095 at 6%; with 50% employer match about $204,095 at 4% or $136,063 at 6%; with 100% employer match about $153,071 at 4% or $102,048 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-7$518,773$85,720$12,246iApproximate average salary by contribution assumption: employee only about $306,143 at 4% or $204,095 at 6%; with 50% employer match about $204,095 at 4% or $136,063 at 6%; with 100% employer match about $153,071 at 4% or $102,048 at 6%.
202116$538,448$89,941$14,990iApproximate average salary by contribution assumption: employee only about $374,754 at 4% or $249,836 at 6%; with 50% employer match about $249,836 at 4% or $166,557 at 6%; with 100% employer match about $187,377 at 4% or $124,918 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-6$538,448$89,941$14,990iApproximate average salary by contribution assumption: employee only about $374,754 at 4% or $249,836 at 6%; with 50% employer match about $249,836 at 4% or $166,557 at 6%; with 100% employer match about $187,377 at 4% or $124,918 at 6%.
202016$412,507$61,936$10,323iApproximate average salary by contribution assumption: employee only about $258,067 at 4% or $172,044 at 6%; with 50% employer match about $172,044 at 4% or $114,696 at 6%; with 100% employer match about $129,033 at 4% or $86,022 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-6$412,507$61,936$10,323iApproximate average salary by contribution assumption: employee only about $258,067 at 4% or $172,044 at 6%; with 50% employer match about $172,044 at 4% or $114,696 at 6%; with 100% employer match about $129,033 at 4% or $86,022 at 6%.
201916$289,164$78,349$13,058iApproximate average salary by contribution assumption: employee only about $326,454 at 4% or $217,636 at 6%; with 50% employer match about $217,636 at 4% or $145,091 at 6%; with 100% employer match about $163,227 at 4% or $108,818 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-6$289,164$78,349$13,058iApproximate average salary by contribution assumption: employee only about $326,454 at 4% or $217,636 at 6%; with 50% employer match about $217,636 at 4% or $145,091 at 6%; with 100% employer match about $163,227 at 4% or $108,818 at 6%.
201815$165,281$77,145$15,429iApproximate average salary by contribution assumption: employee only about $385,725 at 4% or $257,150 at 6%; with 50% employer match about $257,150 at 4% or $171,433 at 6%; with 100% employer match about $192,863 at 4% or $128,575 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-5$165,281$77,145$15,429iApproximate average salary by contribution assumption: employee only about $385,725 at 4% or $257,150 at 6%; with 50% employer match about $257,150 at 4% or $171,433 at 6%; with 100% employer match about $192,863 at 4% or $128,575 at 6%.
201714$101,126$70,992$17,748iApproximate average salary by contribution assumption: employee only about $443,700 at 4% or $295,800 at 6%; with 50% employer match about $295,800 at 4% or $197,200 at 6%; with 100% employer match about $221,850 at 4% or $147,900 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-4$101,126$70,992$17,748iApproximate average salary by contribution assumption: employee only about $443,700 at 4% or $295,800 at 6%; with 50% employer match about $295,800 at 4% or $197,200 at 6%; with 100% employer match about $221,850 at 4% or $147,900 at 6%.
201615$23,608$23,306$4,661iApproximate average salary by contribution assumption: employee only about $116,530 at 4% or $77,687 at 6%; with 50% employer match about $77,687 at 4% or $51,791 at 6%; with 100% employer match about $58,265 at 4% or $38,843 at 6%.
Kelly M Lewis 401(K) Profit Sharing Plan & Trust-5$23,608$23,306$4,661iApproximate average salary by contribution assumption: employee only about $116,530 at 4% or $77,687 at 6%; with 50% employer match about $77,687 at 4% or $51,791 at 6%; with 100% employer match about $58,265 at 4% or $38,843 at 6%.