Civic Intelligence

Sheila Joyce Kellerman

Plan context: Sj Kellerman Custodial Profit Sharing Plan

EIN 77-0270175 • Aptos, CA • 25 filings • 9 plans

740 Del ValleAptos, CA 95003
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$1,406,593

2023 Contributions

$27,400

Historical Graphs

Total Assets Over Time

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

$1,485,872$742,936$0199920132022YearValue
$1,406,593Latest year 2022

Participants Over Time

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

740199920112022YearValue
7Latest year 2022

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
202310$0$27,400-
Sj Kellerman Custodial Profit Sharing Plan-0$0$27,400-
202217$1,406,593$108,247$15,464iApproximate average salary by contribution assumption: employee only about $386,596 at 4% or $257,731 at 6%; with 50% employer match about $257,731 at 4% or $171,821 at 6%; with 100% employer match about $193,298 at 4% or $128,865 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-7$1,406,593$108,247$15,464iApproximate average salary by contribution assumption: employee only about $386,596 at 4% or $257,731 at 6%; with 50% employer match about $257,731 at 4% or $171,821 at 6%; with 100% employer match about $193,298 at 4% or $128,865 at 6%.
202116$1,485,872$96,149$16,025iApproximate average salary by contribution assumption: employee only about $400,621 at 4% or $267,081 at 6%; with 50% employer match about $267,081 at 4% or $178,054 at 6%; with 100% employer match about $200,310 at 4% or $133,540 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$1,485,872$96,149$16,025iApproximate average salary by contribution assumption: employee only about $400,621 at 4% or $267,081 at 6%; with 50% employer match about $267,081 at 4% or $178,054 at 6%; with 100% employer match about $200,310 at 4% or $133,540 at 6%.
202016$1,253,614$92,649$15,442iApproximate average salary by contribution assumption: employee only about $386,038 at 4% or $257,358 at 6%; with 50% employer match about $257,358 at 4% or $171,572 at 6%; with 100% employer match about $193,019 at 4% or $128,679 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$1,253,614$92,649$15,442iApproximate average salary by contribution assumption: employee only about $386,038 at 4% or $257,358 at 6%; with 50% employer match about $257,358 at 4% or $171,572 at 6%; with 100% employer match about $193,019 at 4% or $128,679 at 6%.
201916$1,035,633$88,646$14,774iApproximate average salary by contribution assumption: employee only about $369,358 at 4% or $246,239 at 6%; with 50% employer match about $246,239 at 4% or $164,159 at 6%; with 100% employer match about $184,679 at 4% or $123,119 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$1,035,633$88,646$14,774iApproximate average salary by contribution assumption: employee only about $369,358 at 4% or $246,239 at 6%; with 50% employer match about $246,239 at 4% or $164,159 at 6%; with 100% employer match about $184,679 at 4% or $123,119 at 6%.
201816$816,087$85,848$14,308iApproximate average salary by contribution assumption: employee only about $357,700 at 4% or $238,467 at 6%; with 50% employer match about $238,467 at 4% or $158,978 at 6%; with 100% employer match about $178,850 at 4% or $119,233 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$816,087$85,848$14,308iApproximate average salary by contribution assumption: employee only about $357,700 at 4% or $238,467 at 6%; with 50% employer match about $238,467 at 4% or $158,978 at 6%; with 100% employer match about $178,850 at 4% or $119,233 at 6%.
201716$759,685$68,207$11,368iApproximate average salary by contribution assumption: employee only about $284,196 at 4% or $189,464 at 6%; with 50% employer match about $189,464 at 4% or $126,309 at 6%; with 100% employer match about $142,098 at 4% or $94,732 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$759,685$68,207$11,368iApproximate average salary by contribution assumption: employee only about $284,196 at 4% or $189,464 at 6%; with 50% employer match about $189,464 at 4% or $126,309 at 6%; with 100% employer match about $142,098 at 4% or $94,732 at 6%.
201615$614,647$49,475$9,895iApproximate average salary by contribution assumption: employee only about $247,375 at 4% or $164,917 at 6%; with 50% employer match about $164,917 at 4% or $109,944 at 6%; with 100% employer match about $123,688 at 4% or $82,458 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-5$614,647$49,475$9,895iApproximate average salary by contribution assumption: employee only about $247,375 at 4% or $164,917 at 6%; with 50% employer match about $164,917 at 4% or $109,944 at 6%; with 100% employer match about $123,688 at 4% or $82,458 at 6%.
201515$551,140$53,371$10,674iApproximate average salary by contribution assumption: employee only about $266,855 at 4% or $177,903 at 6%; with 50% employer match about $177,903 at 4% or $118,602 at 6%; with 100% employer match about $133,428 at 4% or $88,952 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-5$551,140$53,371$10,674iApproximate average salary by contribution assumption: employee only about $266,855 at 4% or $177,903 at 6%; with 50% employer match about $177,903 at 4% or $118,602 at 6%; with 100% employer match about $133,428 at 4% or $88,952 at 6%.
201415$512,239$50,348$10,070iApproximate average salary by contribution assumption: employee only about $251,740 at 4% or $167,827 at 6%; with 50% employer match about $167,827 at 4% or $111,884 at 6%; with 100% employer match about $125,870 at 4% or $83,913 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-5$512,239$50,348$10,070iApproximate average salary by contribution assumption: employee only about $251,740 at 4% or $167,827 at 6%; with 50% employer match about $167,827 at 4% or $111,884 at 6%; with 100% employer match about $125,870 at 4% or $83,913 at 6%.
201315$447,839$35,785$7,157iApproximate average salary by contribution assumption: employee only about $178,925 at 4% or $119,283 at 6%; with 50% employer match about $119,283 at 4% or $79,522 at 6%; with 100% employer match about $89,463 at 4% or $59,642 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-5$447,839$35,785$7,157iApproximate average salary by contribution assumption: employee only about $178,925 at 4% or $119,283 at 6%; with 50% employer match about $119,283 at 4% or $79,522 at 6%; with 100% employer match about $89,463 at 4% or $59,642 at 6%.
201214$378,750$30,044$7,511iApproximate average salary by contribution assumption: employee only about $187,775 at 4% or $125,183 at 6%; with 50% employer match about $125,183 at 4% or $83,456 at 6%; with 100% employer match about $93,888 at 4% or $62,592 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-4$378,750$30,044$7,511iApproximate average salary by contribution assumption: employee only about $187,775 at 4% or $125,183 at 6%; with 50% employer match about $125,183 at 4% or $83,456 at 6%; with 100% employer match about $93,888 at 4% or $62,592 at 6%.
201116$330,005$5,048$841iApproximate average salary by contribution assumption: employee only about $21,033 at 4% or $14,022 at 6%; with 50% employer match about $14,022 at 4% or $9,348 at 6%; with 100% employer match about $10,517 at 4% or $7,011 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$330,005$5,048$841iApproximate average salary by contribution assumption: employee only about $21,033 at 4% or $14,022 at 6%; with 50% employer match about $14,022 at 4% or $9,348 at 6%; with 100% employer match about $10,517 at 4% or $7,011 at 6%.
201016$340,275$5,239$873iApproximate average salary by contribution assumption: employee only about $21,829 at 4% or $14,553 at 6%; with 50% employer match about $14,553 at 4% or $9,702 at 6%; with 100% employer match about $10,915 at 4% or $7,276 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$340,275$5,239$873iApproximate average salary by contribution assumption: employee only about $21,829 at 4% or $14,553 at 6%; with 50% employer match about $14,553 at 4% or $9,702 at 6%; with 100% employer match about $10,915 at 4% or $7,276 at 6%.
200916$299,981$34,384$5,731iApproximate average salary by contribution assumption: employee only about $143,267 at 4% or $95,511 at 6%; with 50% employer match about $95,511 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,756 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-6$299,981$34,384$5,731iApproximate average salary by contribution assumption: employee only about $143,267 at 4% or $95,511 at 6%; with 50% employer match about $95,511 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,756 at 6%.
200814$215,930$19,735$4,934iApproximate average salary by contribution assumption: employee only about $123,344 at 4% or $82,229 at 6%; with 50% employer match about $82,229 at 4% or $54,819 at 6%; with 100% employer match about $61,672 at 4% or $41,115 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-4$215,930$19,735$4,934iApproximate average salary by contribution assumption: employee only about $123,344 at 4% or $82,229 at 6%; with 50% employer match about $82,229 at 4% or $54,819 at 6%; with 100% employer match about $61,672 at 4% or $41,115 at 6%.
200714$0$0-
Sj Kellerman Custodial Profit Sharing Plan-4---
200614$254,184$23,237$5,809iApproximate average salary by contribution assumption: employee only about $145,231 at 4% or $96,821 at 6%; with 50% employer match about $96,821 at 4% or $64,547 at 6%; with 100% employer match about $72,616 at 4% or $48,410 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-4$254,184$23,237$5,809iApproximate average salary by contribution assumption: employee only about $145,231 at 4% or $96,821 at 6%; with 50% employer match about $96,821 at 4% or $64,547 at 6%; with 100% employer match about $72,616 at 4% or $48,410 at 6%.
200514$208,305$18,840$4,710iApproximate average salary by contribution assumption: employee only about $117,750 at 4% or $78,500 at 6%; with 50% employer match about $78,500 at 4% or $52,333 at 6%; with 100% employer match about $58,875 at 4% or $39,250 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-4$208,305$18,840$4,710iApproximate average salary by contribution assumption: employee only about $117,750 at 4% or $78,500 at 6%; with 50% employer match about $78,500 at 4% or $52,333 at 6%; with 100% employer match about $58,875 at 4% or $39,250 at 6%.
200413$183,803$88,323$29,441iApproximate average salary by contribution assumption: employee only about $736,025 at 4% or $490,683 at 6%; with 50% employer match about $490,683 at 4% or $327,122 at 6%; with 100% employer match about $368,013 at 4% or $245,342 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-3$183,803$88,323$29,441iApproximate average salary by contribution assumption: employee only about $736,025 at 4% or $490,683 at 6%; with 50% employer match about $490,683 at 4% or $327,122 at 6%; with 100% employer match about $368,013 at 4% or $245,342 at 6%.
200315$85,925$17,246$3,449iApproximate average salary by contribution assumption: employee only about $86,230 at 4% or $57,487 at 6%; with 50% employer match about $57,487 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-5$85,925$17,246$3,449iApproximate average salary by contribution assumption: employee only about $86,230 at 4% or $57,487 at 6%; with 50% employer match about $57,487 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%.
200214$0$0-
Sj Kellerman Custodial Profit Sharing Plan-4---
200114$0$0-
Sj Kellerman Custodial Profit Sharing Plan-4---
200013$0$0-
Sj Kellerman Custodial Profit Sharing Plan-3---
199913$74,353$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Sj Kellerman Custodial Profit Sharing Plan-3$74,353$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.