Civic Intelligence

Kelly Plumbing & Heating Inc

Plan context: Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust

EIN 81-1471909 • Novato, CA • 8 filings • 2 plans

861 Sweetser AveNovato, CA 94945
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$792,466

2024 Contributions

$98,440

Historical Graphs

Total Assets Over Time

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

$792,466$396,233$0201720212024YearValue
$792,466Latest year 2024

Participants Over Time

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

740201720212024YearValue
6Latest year 2024

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
202416$792,466$98,440$16,407iApproximate average salary by contribution assumption: employee only about $410,167 at 4% or $273,444 at 6%; with 50% employer match about $273,444 at 4% or $182,296 at 6%; with 100% employer match about $205,083 at 4% or $136,722 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-6$792,466$98,440$16,407iApproximate average salary by contribution assumption: employee only about $410,167 at 4% or $273,444 at 6%; with 50% employer match about $273,444 at 4% or $182,296 at 6%; with 100% employer match about $205,083 at 4% or $136,722 at 6%.
202316$605,303$94,660$15,777iApproximate average salary by contribution assumption: employee only about $394,417 at 4% or $262,944 at 6%; with 50% employer match about $262,944 at 4% or $175,296 at 6%; with 100% employer match about $197,208 at 4% or $131,472 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-6$605,303$94,660$15,777iApproximate average salary by contribution assumption: employee only about $394,417 at 4% or $262,944 at 6%; with 50% employer match about $262,944 at 4% or $175,296 at 6%; with 100% employer match about $197,208 at 4% or $131,472 at 6%.
202217$438,396$75,279$10,754iApproximate average salary by contribution assumption: employee only about $268,854 at 4% or $179,236 at 6%; with 50% employer match about $179,236 at 4% or $119,490 at 6%; with 100% employer match about $134,427 at 4% or $89,618 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-7$438,396$75,279$10,754iApproximate average salary by contribution assumption: employee only about $268,854 at 4% or $179,236 at 6%; with 50% employer match about $179,236 at 4% or $119,490 at 6%; with 100% employer match about $134,427 at 4% or $89,618 at 6%.
202116$461,843$105,522$17,587iApproximate average salary by contribution assumption: employee only about $439,675 at 4% or $293,117 at 6%; with 50% employer match about $293,117 at 4% or $195,411 at 6%; with 100% employer match about $219,838 at 4% or $146,558 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-6$461,843$105,522$17,587iApproximate average salary by contribution assumption: employee only about $439,675 at 4% or $293,117 at 6%; with 50% employer match about $293,117 at 4% or $195,411 at 6%; with 100% employer match about $219,838 at 4% or $146,558 at 6%.
202016$306,402$44,764$7,461iApproximate average salary by contribution assumption: employee only about $186,517 at 4% or $124,344 at 6%; with 50% employer match about $124,344 at 4% or $82,896 at 6%; with 100% employer match about $93,258 at 4% or $62,172 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-6$306,402$44,764$7,461iApproximate average salary by contribution assumption: employee only about $186,517 at 4% or $124,344 at 6%; with 50% employer match about $124,344 at 4% or $82,896 at 6%; with 100% employer match about $93,258 at 4% or $62,172 at 6%.
201915$217,266$86,412$17,282iApproximate average salary by contribution assumption: employee only about $432,060 at 4% or $288,040 at 6%; with 50% employer match about $288,040 at 4% or $192,027 at 6%; with 100% employer match about $216,030 at 4% or $144,020 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-5$217,266$86,412$17,282iApproximate average salary by contribution assumption: employee only about $432,060 at 4% or $288,040 at 6%; with 50% employer match about $288,040 at 4% or $192,027 at 6%; with 100% employer match about $216,030 at 4% or $144,020 at 6%.
201816$109,321$67,301$11,217iApproximate average salary by contribution assumption: employee only about $280,421 at 4% or $186,947 at 6%; with 50% employer match about $186,947 at 4% or $124,631 at 6%; with 100% employer match about $140,210 at 4% or $93,474 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-6$109,321$67,301$11,217iApproximate average salary by contribution assumption: employee only about $280,421 at 4% or $186,947 at 6%; with 50% employer match about $186,947 at 4% or $124,631 at 6%; with 100% employer match about $140,210 at 4% or $93,474 at 6%.
201716$54,085$54,048$9,008iApproximate average salary by contribution assumption: employee only about $225,200 at 4% or $150,133 at 6%; with 50% employer match about $150,133 at 4% or $100,089 at 6%; with 100% employer match about $112,600 at 4% or $75,067 at 6%.
Kelly Plumbing & Heating Inc 401(K) Profit Sharing Plan & Trust-6$54,085$54,048$9,008iApproximate average salary by contribution assumption: employee only about $225,200 at 4% or $150,133 at 6%; with 50% employer match about $150,133 at 4% or $100,089 at 6%; with 100% employer match about $112,600 at 4% or $75,067 at 6%.