Civic Intelligence

R Kelly Dds Inc

Plan context: R Kelly Dds Inc 401 K Profit Sharing Plan Trust

EIN 76-0701602 • Orange, CA • 18 filings • 4 plans

951 N Tustin StOrange, CA 92867-5902
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,591,041

2025 Contributions

$29,630

Historical Graphs

Total Assets Over Time

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

$1,591,041$795,521$0200820172025YearValue
$1,591,041Latest year 2025

Participants Over Time

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

630200820172025YearValue
3Latest 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
202513$1,591,041$29,630$9,877iApproximate average salary by contribution assumption: employee only about $246,917 at 4% or $164,611 at 6%; with 50% employer match about $164,611 at 4% or $109,741 at 6%; with 100% employer match about $123,458 at 4% or $82,306 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$1,591,041$29,630$9,877iApproximate average salary by contribution assumption: employee only about $246,917 at 4% or $164,611 at 6%; with 50% employer match about $164,611 at 4% or $109,741 at 6%; with 100% employer match about $123,458 at 4% or $82,306 at 6%.
202413$1,324,816$29,128$9,709iApproximate average salary by contribution assumption: employee only about $242,733 at 4% or $161,822 at 6%; with 50% employer match about $161,822 at 4% or $107,881 at 6%; with 100% employer match about $121,367 at 4% or $80,911 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$1,324,816$29,128$9,709iApproximate average salary by contribution assumption: employee only about $242,733 at 4% or $161,822 at 6%; with 50% employer match about $161,822 at 4% or $107,881 at 6%; with 100% employer match about $121,367 at 4% or $80,911 at 6%.
202313$1,062,942$29,074$9,691iApproximate average salary by contribution assumption: employee only about $242,283 at 4% or $161,522 at 6%; with 50% employer match about $161,522 at 4% or $107,681 at 6%; with 100% employer match about $121,142 at 4% or $80,761 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$1,062,942$29,074$9,691iApproximate average salary by contribution assumption: employee only about $242,283 at 4% or $161,522 at 6%; with 50% employer match about $161,522 at 4% or $107,681 at 6%; with 100% employer match about $121,142 at 4% or $80,761 at 6%.
202213$838,763$38,740$12,913iApproximate average salary by contribution assumption: employee only about $322,833 at 4% or $215,222 at 6%; with 50% employer match about $215,222 at 4% or $143,481 at 6%; with 100% employer match about $161,417 at 4% or $107,611 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$838,763$38,740$12,913iApproximate average salary by contribution assumption: employee only about $322,833 at 4% or $215,222 at 6%; with 50% employer match about $215,222 at 4% or $143,481 at 6%; with 100% employer match about $161,417 at 4% or $107,611 at 6%.
202113$1,128,480$51,487$17,162iApproximate average salary by contribution assumption: employee only about $429,058 at 4% or $286,039 at 6%; with 50% employer match about $286,039 at 4% or $190,693 at 6%; with 100% employer match about $214,529 at 4% or $143,019 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$1,128,480$51,487$17,162iApproximate average salary by contribution assumption: employee only about $429,058 at 4% or $286,039 at 6%; with 50% employer match about $286,039 at 4% or $190,693 at 6%; with 100% employer match about $214,529 at 4% or $143,019 at 6%.
202013$940,438$41,012$13,671iApproximate average salary by contribution assumption: employee only about $341,767 at 4% or $227,844 at 6%; with 50% employer match about $227,844 at 4% or $151,896 at 6%; with 100% employer match about $170,883 at 4% or $113,922 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$940,438$41,012$13,671iApproximate average salary by contribution assumption: employee only about $341,767 at 4% or $227,844 at 6%; with 50% employer match about $227,844 at 4% or $151,896 at 6%; with 100% employer match about $170,883 at 4% or $113,922 at 6%.
201913$636,289$39,420$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$636,289$39,420$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
201813$444,626$47,702$15,901iApproximate average salary by contribution assumption: employee only about $397,517 at 4% or $265,011 at 6%; with 50% employer match about $265,011 at 4% or $176,674 at 6%; with 100% employer match about $198,758 at 4% or $132,506 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$444,626$47,702$15,901iApproximate average salary by contribution assumption: employee only about $397,517 at 4% or $265,011 at 6%; with 50% employer match about $265,011 at 4% or $176,674 at 6%; with 100% employer match about $198,758 at 4% or $132,506 at 6%.
201713$405,987$44,959$14,986iApproximate average salary by contribution assumption: employee only about $374,658 at 4% or $249,772 at 6%; with 50% employer match about $249,772 at 4% or $166,515 at 6%; with 100% employer match about $187,329 at 4% or $124,886 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$405,987$44,959$14,986iApproximate average salary by contribution assumption: employee only about $374,658 at 4% or $249,772 at 6%; with 50% employer match about $249,772 at 4% or $166,515 at 6%; with 100% employer match about $187,329 at 4% or $124,886 at 6%.
201613$520,789$35,984$11,995iApproximate average salary by contribution assumption: employee only about $299,867 at 4% or $199,911 at 6%; with 50% employer match about $199,911 at 4% or $133,274 at 6%; with 100% employer match about $149,933 at 4% or $99,956 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$520,789$35,984$11,995iApproximate average salary by contribution assumption: employee only about $299,867 at 4% or $199,911 at 6%; with 50% employer match about $199,911 at 4% or $133,274 at 6%; with 100% employer match about $149,933 at 4% or $99,956 at 6%.
201513$488,649$49,280$16,427iApproximate average salary by contribution assumption: employee only about $410,667 at 4% or $273,778 at 6%; with 50% employer match about $273,778 at 4% or $182,519 at 6%; with 100% employer match about $205,333 at 4% or $136,889 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$488,649$49,280$16,427iApproximate average salary by contribution assumption: employee only about $410,667 at 4% or $273,778 at 6%; with 50% employer match about $273,778 at 4% or $182,519 at 6%; with 100% employer match about $205,333 at 4% or $136,889 at 6%.
201413$423,070$48,449$16,150iApproximate average salary by contribution assumption: employee only about $403,742 at 4% or $269,161 at 6%; with 50% employer match about $269,161 at 4% or $179,441 at 6%; with 100% employer match about $201,871 at 4% or $134,581 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$423,070$48,449$16,150iApproximate average salary by contribution assumption: employee only about $403,742 at 4% or $269,161 at 6%; with 50% employer match about $269,161 at 4% or $179,441 at 6%; with 100% employer match about $201,871 at 4% or $134,581 at 6%.
201313$367,119$57,233$19,078iApproximate average salary by contribution assumption: employee only about $476,942 at 4% or $317,961 at 6%; with 50% employer match about $317,961 at 4% or $211,974 at 6%; with 100% employer match about $238,471 at 4% or $158,981 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$367,119$57,233$19,078iApproximate average salary by contribution assumption: employee only about $476,942 at 4% or $317,961 at 6%; with 50% employer match about $317,961 at 4% or $211,974 at 6%; with 100% employer match about $238,471 at 4% or $158,981 at 6%.
201213$236,055$54,997$18,332iApproximate average salary by contribution assumption: employee only about $458,308 at 4% or $305,539 at 6%; with 50% employer match about $305,539 at 4% or $203,693 at 6%; with 100% employer match about $229,154 at 4% or $152,769 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-3$236,055$54,997$18,332iApproximate average salary by contribution assumption: employee only about $458,308 at 4% or $305,539 at 6%; with 50% employer match about $305,539 at 4% or $203,693 at 6%; with 100% employer match about $229,154 at 4% or $152,769 at 6%.
201112$154,047$30,604$15,302iApproximate average salary by contribution assumption: employee only about $382,550 at 4% or $255,033 at 6%; with 50% employer match about $255,033 at 4% or $170,022 at 6%; with 100% employer match about $191,275 at 4% or $127,517 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-2$154,047$30,604$15,302iApproximate average salary by contribution assumption: employee only about $382,550 at 4% or $255,033 at 6%; with 50% employer match about $255,033 at 4% or $170,022 at 6%; with 100% employer match about $191,275 at 4% or $127,517 at 6%.
201012$135,032$39,975$19,988iApproximate average salary by contribution assumption: employee only about $499,688 at 4% or $333,125 at 6%; with 50% employer match about $333,125 at 4% or $222,083 at 6%; with 100% employer match about $249,844 at 4% or $166,563 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-2$135,032$39,975$19,988iApproximate average salary by contribution assumption: employee only about $499,688 at 4% or $333,125 at 6%; with 50% employer match about $333,125 at 4% or $222,083 at 6%; with 100% employer match about $249,844 at 4% or $166,563 at 6%.
200912$80,269$27,720$13,860iApproximate average salary by contribution assumption: employee only about $346,500 at 4% or $231,000 at 6%; with 50% employer match about $231,000 at 4% or $154,000 at 6%; with 100% employer match about $173,250 at 4% or $115,500 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-2$80,269$27,720$13,860iApproximate average salary by contribution assumption: employee only about $346,500 at 4% or $231,000 at 6%; with 50% employer match about $231,000 at 4% or $154,000 at 6%; with 100% employer match about $173,250 at 4% or $115,500 at 6%.
200816$40,712$35,410$5,902iApproximate average salary by contribution assumption: employee only about $147,542 at 4% or $98,361 at 6%; with 50% employer match about $98,361 at 4% or $65,574 at 6%; with 100% employer match about $73,771 at 4% or $49,181 at 6%.
R Kelly Dds Inc 401 K Profit Sharing Plan Trust-6$40,712$35,410$5,902iApproximate average salary by contribution assumption: employee only about $147,542 at 4% or $98,361 at 6%; with 50% employer match about $98,361 at 4% or $65,574 at 6%; with 100% employer match about $73,771 at 4% or $49,181 at 6%.