Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$47,654
2018 Contributions
$232,669
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Kellery Tax Inc. 401(K) Plan | - | 0 | - | - | - |
| 2017 | 1 | 1 | $47,654 | $0 | - |
| Kellery Tax Inc. 401(K) Plan | - | 1 | $47,654 | - | - |
| 2016 | 1 | 2 | $8,954 | $0 | - |
| Kellery Tax Inc. 401(K) Plan | - | 2 | $8,954 | - | - |
| 2015 | 1 | 1 | $156,590 | $232,669 | $232,669iApproximate average salary by contribution assumption: employee only about $5,816,725 at 4% or $3,877,817 at 6%; with 50% employer match about $3,877,817 at 4% or $2,585,211 at 6%; with 100% employer match about $2,908,363 at 4% or $1,938,908 at 6%. |
| Kellery Tax Inc. 401(K) Plan | - | 1 | $156,590 | $232,669 | $232,669iApproximate average salary by contribution assumption: employee only about $5,816,725 at 4% or $3,877,817 at 6%; with 50% employer match about $3,877,817 at 4% or $2,585,211 at 6%; with 100% employer match about $2,908,363 at 4% or $1,938,908 at 6%. |