The Kelsey
Plan context: The Kelsey 401(K) Plan
EIN 84-2909645 • San Francisco, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$433,503
2024 Contributions
$184,809
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 24 | $433,503 | $184,809 | $7,700iApproximate average salary by contribution assumption: employee only about $192,509 at 4% or $128,340 at 6%; with 50% employer match about $128,340 at 4% or $85,560 at 6%; with 100% employer match about $96,255 at 4% or $64,170 at 6%. |
| The Kelsey 401(K) Plan | - | 24 | $433,503 | $184,809 | $7,700iApproximate average salary by contribution assumption: employee only about $192,509 at 4% or $128,340 at 6%; with 50% employer match about $128,340 at 4% or $85,560 at 6%; with 100% employer match about $96,255 at 4% or $64,170 at 6%. |
| 2023 | 1 | 17 | $226,732 | $131,813 | $7,754iApproximate average salary by contribution assumption: employee only about $193,843 at 4% or $129,228 at 6%; with 50% employer match about $129,228 at 4% or $86,152 at 6%; with 100% employer match about $96,921 at 4% or $64,614 at 6%. |
| The Kelsey 401(K) Plan | - | 17 | $226,732 | $131,813 | $7,754iApproximate average salary by contribution assumption: employee only about $193,843 at 4% or $129,228 at 6%; with 50% employer match about $129,228 at 4% or $86,152 at 6%; with 100% employer match about $96,921 at 4% or $64,614 at 6%. |
| 2022 | 1 | 10 | $68,016 | $70,533 | $7,053iApproximate average salary by contribution assumption: employee only about $176,333 at 4% or $117,555 at 6%; with 50% employer match about $117,555 at 4% or $78,370 at 6%; with 100% employer match about $88,166 at 4% or $58,778 at 6%. |
| The Kelsey 401(K) Plan | - | 10 | $68,016 | $70,533 | $7,053iApproximate average salary by contribution assumption: employee only about $176,333 at 4% or $117,555 at 6%; with 50% employer match about $117,555 at 4% or $78,370 at 6%; with 100% employer match about $88,166 at 4% or $58,778 at 6%. |