Kellibrook Mortgage Partners Ltd
Plan context: Kellibrook Mortgage Partners 401K Profit Sharing Plan & Trust
EIN 76-0482804 • 5 filings • 3 plans
Current Snapshot
Latest Year
2003
2003 Participants
5
2003 Assets
$649,852
2003 Contributions
$119,448
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 5 | $649,852 | $119,448 | $23,890iApproximate average salary by contribution assumption: employee only about $597,240 at 4% or $398,160 at 6%; with 50% employer match about $398,160 at 4% or $265,440 at 6%; with 100% employer match about $298,620 at 4% or $199,080 at 6%. |
| Kellibrook Mortgage Partners 401K Profit Sharing Plan & Trust | - | 5 | $649,852 | $119,448 | $23,890iApproximate average salary by contribution assumption: employee only about $597,240 at 4% or $398,160 at 6%; with 50% employer match about $398,160 at 4% or $265,440 at 6%; with 100% employer match about $298,620 at 4% or $199,080 at 6%. |
| 2002 | 1 | 11 | $508,669 | $135,796 | $12,345iApproximate average salary by contribution assumption: employee only about $308,627 at 4% or $205,752 at 6%; with 50% employer match about $205,752 at 4% or $137,168 at 6%; with 100% employer match about $154,314 at 4% or $102,876 at 6%. |
| Kellibrook Mortgage Partners 401K Profit Sharing Plan & Trust | - | 11 | $508,669 | $135,796 | $12,345iApproximate average salary by contribution assumption: employee only about $308,627 at 4% or $205,752 at 6%; with 50% employer match about $205,752 at 4% or $137,168 at 6%; with 100% employer match about $154,314 at 4% or $102,876 at 6%. |
| 2001 | 1 | 12 | $434,578 | $110,055 | $9,171iApproximate average salary by contribution assumption: employee only about $229,281 at 4% or $152,854 at 6%; with 50% employer match about $152,854 at 4% or $101,903 at 6%; with 100% employer match about $114,641 at 4% or $76,427 at 6%. |
| Kellibrook Mortgage Partners 401K Profit Sharing Plan & Trust | - | 12 | $434,578 | $110,055 | $9,171iApproximate average salary by contribution assumption: employee only about $229,281 at 4% or $152,854 at 6%; with 50% employer match about $152,854 at 4% or $101,903 at 6%; with 100% employer match about $114,641 at 4% or $76,427 at 6%. |
| 2000 | 1 | 10 | $0 | $0 | - |
| Kellibrook Mortgage Partners 401K Profit Sharing Plan & Trust | - | 10 | - | - | - |
| 1999 | 1 | 10 | $285,194 | $96,857 | $9,686iApproximate average salary by contribution assumption: employee only about $242,143 at 4% or $161,428 at 6%; with 50% employer match about $161,428 at 4% or $107,619 at 6%; with 100% employer match about $121,071 at 4% or $80,714 at 6%. |
| Kellibrook Mortgage Partners 401K Profit Sharing Plan & Trust | - | 10 | $285,194 | $96,857 | $9,686iApproximate average salary by contribution assumption: employee only about $242,143 at 4% or $161,428 at 6%; with 50% employer match about $161,428 at 4% or $107,619 at 6%; with 100% employer match about $121,071 at 4% or $80,714 at 6%. |