Civic Intelligence

KELSO & BURGESS

Plan context: KELSO & BURGESS 401(K) PLAN

EIN 76-0701340 • New Brunswick, NJ • 11 filings • 2 plans

132 Hamilton StreetNew Brunswick, NJ 08901
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,083,351

2025 Contributions

$97,312

Historical Graphs

Total Assets Over Time

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

$1,083,351$541,676$0200520212025YearValue
$1,083,351Latest year 2025

Participants Over Time

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

840200520202025YearValue
8Latest year 2025

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
202518$1,083,351$97,312$12,164iApproximate average salary by contribution assumption: employee only about $304,100 at 4% or $202,733 at 6%; with 50% employer match about $202,733 at 4% or $135,156 at 6%; with 100% employer match about $152,050 at 4% or $101,367 at 6%.
KELSO & BURGESS 401(K) PLAN-8$1,083,351$97,312$12,164iApproximate average salary by contribution assumption: employee only about $304,100 at 4% or $202,733 at 6%; with 50% employer match about $202,733 at 4% or $135,156 at 6%; with 100% employer match about $152,050 at 4% or $101,367 at 6%.
202418$871,508$84,090$10,511iApproximate average salary by contribution assumption: employee only about $262,781 at 4% or $175,188 at 6%; with 50% employer match about $175,188 at 4% or $116,792 at 6%; with 100% employer match about $131,391 at 4% or $87,594 at 6%.
KELSO & BURGESS 401(K) PLAN-8$871,508$84,090$10,511iApproximate average salary by contribution assumption: employee only about $262,781 at 4% or $175,188 at 6%; with 50% employer match about $175,188 at 4% or $116,792 at 6%; with 100% employer match about $131,391 at 4% or $87,594 at 6%.
202317$698,154$68,521$9,789iApproximate average salary by contribution assumption: employee only about $244,718 at 4% or $163,145 at 6%; with 50% employer match about $163,145 at 4% or $108,763 at 6%; with 100% employer match about $122,359 at 4% or $81,573 at 6%.
KELSO & BURGESS 401(K) PLAN-7$698,154$68,521$9,789iApproximate average salary by contribution assumption: employee only about $244,718 at 4% or $163,145 at 6%; with 50% employer match about $163,145 at 4% or $108,763 at 6%; with 100% employer match about $122,359 at 4% or $81,573 at 6%.
202217$537,506$44,979$6,426iApproximate average salary by contribution assumption: employee only about $160,639 at 4% or $107,093 at 6%; with 50% employer match about $107,093 at 4% or $71,395 at 6%; with 100% employer match about $80,320 at 4% or $53,546 at 6%.
KELSO & BURGESS 401(K) PLAN-7$537,506$44,979$6,426iApproximate average salary by contribution assumption: employee only about $160,639 at 4% or $107,093 at 6%; with 50% employer match about $107,093 at 4% or $71,395 at 6%; with 100% employer match about $80,320 at 4% or $53,546 at 6%.
202116$606,417$28,328$4,721iApproximate average salary by contribution assumption: employee only about $118,033 at 4% or $78,689 at 6%; with 50% employer match about $78,689 at 4% or $52,459 at 6%; with 100% employer match about $59,017 at 4% or $39,344 at 6%.
KELSO & BURGESS 401(K) PLAN-6$606,417$28,328$4,721iApproximate average salary by contribution assumption: employee only about $118,033 at 4% or $78,689 at 6%; with 50% employer match about $78,689 at 4% or $52,459 at 6%; with 100% employer match about $59,017 at 4% or $39,344 at 6%.
202016$479,296$32,724$5,454iApproximate average salary by contribution assumption: employee only about $136,350 at 4% or $90,900 at 6%; with 50% employer match about $90,900 at 4% or $60,600 at 6%; with 100% employer match about $68,175 at 4% or $45,450 at 6%.
KELSO & BURGESS 401(K) PLAN-6$479,296$32,724$5,454iApproximate average salary by contribution assumption: employee only about $136,350 at 4% or $90,900 at 6%; with 50% employer match about $90,900 at 4% or $60,600 at 6%; with 100% employer match about $68,175 at 4% or $45,450 at 6%.
201915$381,306$28,707$5,741iApproximate average salary by contribution assumption: employee only about $143,535 at 4% or $95,690 at 6%; with 50% employer match about $95,690 at 4% or $63,793 at 6%; with 100% employer match about $71,768 at 4% or $47,845 at 6%.
KELSO & BURGESS 401(K) PLAN-5$381,306$28,707$5,741iApproximate average salary by contribution assumption: employee only about $143,535 at 4% or $95,690 at 6%; with 50% employer match about $95,690 at 4% or $63,793 at 6%; with 100% employer match about $71,768 at 4% or $47,845 at 6%.
201815$286,551$27,054$5,411iApproximate average salary by contribution assumption: employee only about $135,270 at 4% or $90,180 at 6%; with 50% employer match about $90,180 at 4% or $60,120 at 6%; with 100% employer match about $67,635 at 4% or $45,090 at 6%.
KELSO & BURGESS 401(K) PLAN-5$286,551$27,054$5,411iApproximate average salary by contribution assumption: employee only about $135,270 at 4% or $90,180 at 6%; with 50% employer match about $90,180 at 4% or $60,120 at 6%; with 100% employer match about $67,635 at 4% or $45,090 at 6%.
200717$0$0-
KELSO & BRADSHAW 401K PLAN-7---
200616$0$0-
KELSO & BRADSHAW 401K PLAN-6---
200517$30,822$29,652$4,236iApproximate average salary by contribution assumption: employee only about $105,900 at 4% or $70,600 at 6%; with 50% employer match about $70,600 at 4% or $47,067 at 6%; with 100% employer match about $52,950 at 4% or $35,300 at 6%.
KELSO & BRADSHAW 401K PLAN-7$30,822$29,652$4,236iApproximate average salary by contribution assumption: employee only about $105,900 at 4% or $70,600 at 6%; with 50% employer match about $70,600 at 4% or $47,067 at 6%; with 100% employer match about $52,950 at 4% or $35,300 at 6%.