Kelly Lively
Plan context: Accuwin/Phs 401(K) Plan
EIN 82-4217923 • Englewood, CO • 3 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
6
2022 Assets
$279,258
2022 Contributions
$96,641
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $96,641 | - |
| Accuwin/Phs 401(K) Plan | - | 0 | $0 | $96,641 | - |
| 2021 | 1 | 6 | $279,258 | $148,921 | $24,820iApproximate average salary by contribution assumption: employee only about $620,504 at 4% or $413,669 at 6%; with 50% employer match about $413,669 at 4% or $275,780 at 6%; with 100% employer match about $310,252 at 4% or $206,835 at 6%. |
| Accuwin/Phs 401(K) Plan | - | 6 | $279,258 | $148,921 | $24,820iApproximate average salary by contribution assumption: employee only about $620,504 at 4% or $413,669 at 6%; with 50% employer match about $413,669 at 4% or $275,780 at 6%; with 100% employer match about $310,252 at 4% or $206,835 at 6%. |
| 2020 | 1 | 6 | $113,123 | $102,465 | $17,078iApproximate average salary by contribution assumption: employee only about $426,938 at 4% or $284,625 at 6%; with 50% employer match about $284,625 at 4% or $189,750 at 6%; with 100% employer match about $213,469 at 4% or $142,313 at 6%. |
| Accuwin/Phs 401(K) Plan | - | 6 | $113,123 | $102,465 | $17,078iApproximate average salary by contribution assumption: employee only about $426,938 at 4% or $284,625 at 6%; with 50% employer match about $284,625 at 4% or $189,750 at 6%; with 100% employer match about $213,469 at 4% or $142,313 at 6%. |