Allison Kelly Inc.
Plan context: Allison Kelly Inc. Cash Balance Plan
EIN 81-0830661 • Newport Beach, CA • 13 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$513,693
2025 Contributions
$50,579
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $513,693 | $50,579 | $25,290iApproximate average salary by contribution assumption: employee only about $632,238 at 4% or $421,492 at 6%; with 50% employer match about $421,492 at 4% or $280,994 at 6%; with 100% employer match about $316,119 at 4% or $210,746 at 6%. |
| Allison Kelly Inc. Cash Balance Plan | - | 2 | $513,693 | $50,579 | $25,290iApproximate average salary by contribution assumption: employee only about $632,238 at 4% or $421,492 at 6%; with 50% employer match about $421,492 at 4% or $280,994 at 6%; with 100% employer match about $316,119 at 4% or $210,746 at 6%. |
| 2024 | 2 | 2 | $460,749 | $103,887 | $51,944iApproximate average salary by contribution assumption: employee only about $1,298,588 at 4% or $865,725 at 6%; with 50% employer match about $865,725 at 4% or $577,150 at 6%; with 100% employer match about $649,294 at 4% or $432,863 at 6%. |
| Allison Kelly Inc. Cash Balance Plan | - | 2 | $410,703 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| ALLISON KELLY, INC. 401(K) PLAN | - | 2 | $50,046 | $3,887 | $1,944iApproximate average salary by contribution assumption: employee only about $48,588 at 4% or $32,392 at 6%; with 50% employer match about $32,392 at 4% or $21,594 at 6%; with 100% employer match about $24,294 at 4% or $16,196 at 6%. |
| 2023 | 2 | 2 | $325,185 | $53,916 | $26,958iApproximate average salary by contribution assumption: employee only about $673,950 at 4% or $449,300 at 6%; with 50% employer match about $449,300 at 4% or $299,533 at 6%; with 100% employer match about $336,975 at 4% or $224,650 at 6%. |
| Allison Kelly Inc. Cash Balance Plan | - | 2 | $284,333 | $50,714 | $25,357iApproximate average salary by contribution assumption: employee only about $633,925 at 4% or $422,617 at 6%; with 50% employer match about $422,617 at 4% or $281,744 at 6%; with 100% employer match about $316,963 at 4% or $211,308 at 6%. |
| ALLISON KELLY, INC 401(K) PLAN | - | 2 | $40,852 | $3,202 | $1,601iApproximate average salary by contribution assumption: employee only about $40,025 at 4% or $26,683 at 6%; with 50% employer match about $26,683 at 4% or $17,789 at 6%; with 100% employer match about $20,013 at 4% or $13,342 at 6%. |
| 2022 | 2 | 2 | $253,309 | $63,764 | $31,882iApproximate average salary by contribution assumption: employee only about $797,050 at 4% or $531,367 at 6%; with 50% employer match about $531,367 at 4% or $354,244 at 6%; with 100% employer match about $398,525 at 4% or $265,683 at 6%. |
| Allison Kelly Inc. Cash Balance Plan | - | 2 | $216,644 | $48,420 | $24,210iApproximate average salary by contribution assumption: employee only about $605,250 at 4% or $403,500 at 6%; with 50% employer match about $403,500 at 4% or $269,000 at 6%; with 100% employer match about $302,625 at 4% or $201,750 at 6%. |
| ALLISON KELLY, INC 401(K) PLAN | - | 2 | $36,665 | $15,344 | $7,672iApproximate average salary by contribution assumption: employee only about $191,800 at 4% or $127,867 at 6%; with 50% employer match about $127,867 at 4% or $85,244 at 6%; with 100% employer match about $95,900 at 4% or $63,933 at 6%. |
| 2021 | 2 | 2 | $218,642 | $92,602 | $46,301iApproximate average salary by contribution assumption: employee only about $1,157,525 at 4% or $771,683 at 6%; with 50% employer match about $771,683 at 4% or $514,456 at 6%; with 100% employer match about $578,763 at 4% or $385,842 at 6%. |
| Allison Kelly Inc. Cash Balance Plan | - | 2 | $188,535 | $82,686 | $41,343iApproximate average salary by contribution assumption: employee only about $1,033,575 at 4% or $689,050 at 6%; with 50% employer match about $689,050 at 4% or $459,367 at 6%; with 100% employer match about $516,788 at 4% or $344,525 at 6%. |
| ALLISON KELLY, INC. 401(K) PLAN | - | 2 | $30,107 | $9,916 | $4,958iApproximate average salary by contribution assumption: employee only about $123,950 at 4% or $82,633 at 6%; with 50% employer match about $82,633 at 4% or $55,089 at 6%; with 100% employer match about $61,975 at 4% or $41,317 at 6%. |
| 2020 | 2 | 2 | $107,556 | $96,000 | $48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%. |
| Allison Kelly Inc. Cash Balance Plan | - | 2 | $90,763 | $81,600 | $40,800iApproximate average salary by contribution assumption: employee only about $1,020,000 at 4% or $680,000 at 6%; with 50% employer match about $680,000 at 4% or $453,333 at 6%; with 100% employer match about $510,000 at 4% or $340,000 at 6%. |
| ALLISON KELLY, INC. 401(K) PLAN | - | 1 | $16,793 | $14,400 | $14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%. |
| 2019 | 2 | 1 | $0 | $0 | - |
| Allison Kelly Inc. Cash Balance Plan | - | 1 | $0 | $0 | - |
| ALLISON KELLY, INC. 401(K) PLAN | - | 0 | $0 | $0 | - |