Charles D. Kelley, D.D.S. PC.
Plan context: Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust
EIN 84-1367678 • 10 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
5
2013 Assets
$415,266
2013 Contributions
$4,862
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $4,862 | - |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 0 | - | $4,862 | - |
| 2012 | 1 | 5 | $415,266 | $5,461 | $1,092iApproximate average salary by contribution assumption: employee only about $27,305 at 4% or $18,203 at 6%; with 50% employer match about $18,203 at 4% or $12,136 at 6%; with 100% employer match about $13,653 at 4% or $9,102 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 5 | $415,266 | $5,461 | $1,092iApproximate average salary by contribution assumption: employee only about $27,305 at 4% or $18,203 at 6%; with 50% employer match about $18,203 at 4% or $12,136 at 6%; with 100% employer match about $13,653 at 4% or $9,102 at 6%. |
| 2011 | 1 | 6 | $373,844 | $6,183 | $1,031iApproximate average salary by contribution assumption: employee only about $25,763 at 4% or $17,175 at 6%; with 50% employer match about $17,175 at 4% or $11,450 at 6%; with 100% employer match about $12,881 at 4% or $8,588 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 6 | $373,844 | $6,183 | $1,031iApproximate average salary by contribution assumption: employee only about $25,763 at 4% or $17,175 at 6%; with 50% employer match about $17,175 at 4% or $11,450 at 6%; with 100% employer match about $12,881 at 4% or $8,588 at 6%. |
| 2010 | 1 | 6 | $373,473 | $43,430 | $7,238iApproximate average salary by contribution assumption: employee only about $180,958 at 4% or $120,639 at 6%; with 50% employer match about $120,639 at 4% or $80,426 at 6%; with 100% employer match about $90,479 at 4% or $60,319 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 6 | $373,473 | $43,430 | $7,238iApproximate average salary by contribution assumption: employee only about $180,958 at 4% or $120,639 at 6%; with 50% employer match about $120,639 at 4% or $80,426 at 6%; with 100% employer match about $90,479 at 4% or $60,319 at 6%. |
| 2009 | 1 | 6 | $284,283 | $48,034 | $8,006iApproximate average salary by contribution assumption: employee only about $200,142 at 4% or $133,428 at 6%; with 50% employer match about $133,428 at 4% or $88,952 at 6%; with 100% employer match about $100,071 at 4% or $66,714 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 6 | $284,283 | $48,034 | $8,006iApproximate average salary by contribution assumption: employee only about $200,142 at 4% or $133,428 at 6%; with 50% employer match about $133,428 at 4% or $88,952 at 6%; with 100% employer match about $100,071 at 4% or $66,714 at 6%. |
| 2008 | 1 | 6 | $185,915 | $47,635 | $7,939iApproximate average salary by contribution assumption: employee only about $198,479 at 4% or $132,319 at 6%; with 50% employer match about $132,319 at 4% or $88,213 at 6%; with 100% employer match about $99,240 at 4% or $66,160 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 6 | $185,915 | $47,635 | $7,939iApproximate average salary by contribution assumption: employee only about $198,479 at 4% or $132,319 at 6%; with 50% employer match about $132,319 at 4% or $88,213 at 6%; with 100% employer match about $99,240 at 4% or $66,160 at 6%. |
| 2007 | 1 | 6 | $211,795 | $79,267 | $13,211iApproximate average salary by contribution assumption: employee only about $330,279 at 4% or $220,186 at 6%; with 50% employer match about $220,186 at 4% or $146,791 at 6%; with 100% employer match about $165,140 at 4% or $110,093 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 6 | $211,795 | $79,267 | $13,211iApproximate average salary by contribution assumption: employee only about $330,279 at 4% or $220,186 at 6%; with 50% employer match about $220,186 at 4% or $146,791 at 6%; with 100% employer match about $165,140 at 4% or $110,093 at 6%. |
| 2006 | 1 | 7 | $125,685 | $60,588 | $8,655iApproximate average salary by contribution assumption: employee only about $216,386 at 4% or $144,257 at 6%; with 50% employer match about $144,257 at 4% or $96,171 at 6%; with 100% employer match about $108,193 at 4% or $72,129 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 7 | $125,685 | $60,588 | $8,655iApproximate average salary by contribution assumption: employee only about $216,386 at 4% or $144,257 at 6%; with 50% employer match about $144,257 at 4% or $96,171 at 6%; with 100% employer match about $108,193 at 4% or $72,129 at 6%. |
| 2005 | 1 | 7 | $54,238 | $52,518 | $7,503iApproximate average salary by contribution assumption: employee only about $187,564 at 4% or $125,043 at 6%; with 50% employer match about $125,043 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%. |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 7 | $54,238 | $52,518 | $7,503iApproximate average salary by contribution assumption: employee only about $187,564 at 4% or $125,043 at 6%; with 50% employer match about $125,043 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%. |
| 2004 | 1 | 7 | $0 | $0 | - |
| Charles D. Kelley, D.D.S. PC. 401(K) Plan & Trust | - | 7 | - | - | - |