Civic Intelligence

Kelly Wright & Associates PC

Plan context: Kelly Wright Associates PC 401 K Profit Sharing Plan Trust

EIN 86-0981922 • Tucson, AZ • 13 filings • 2 plans

7337 E. Tanque Verde Rd.Tucson, AZ 85715
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,759,571

2024 Contributions

$71,894

Historical Graphs

Total Assets Over Time

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

$1,759,571$879,786$0201220182024YearValue
$1,759,571Latest year 2024

Participants Over Time

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

950201220182024YearValue
7Latest 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
202417$1,759,571$71,894$10,271iApproximate average salary by contribution assumption: employee only about $256,764 at 4% or $171,176 at 6%; with 50% employer match about $171,176 at 4% or $114,117 at 6%; with 100% employer match about $128,382 at 4% or $85,588 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$1,759,571$71,894$10,271iApproximate average salary by contribution assumption: employee only about $256,764 at 4% or $171,176 at 6%; with 50% employer match about $171,176 at 4% or $114,117 at 6%; with 100% employer match about $128,382 at 4% or $85,588 at 6%.
202317$1,470,674$76,202$10,886iApproximate average salary by contribution assumption: employee only about $272,150 at 4% or $181,433 at 6%; with 50% employer match about $181,433 at 4% or $120,956 at 6%; with 100% employer match about $136,075 at 4% or $90,717 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$1,470,674$76,202$10,886iApproximate average salary by contribution assumption: employee only about $272,150 at 4% or $181,433 at 6%; with 50% employer match about $181,433 at 4% or $120,956 at 6%; with 100% employer match about $136,075 at 4% or $90,717 at 6%.
202217$1,159,927$65,277$9,325iApproximate average salary by contribution assumption: employee only about $233,132 at 4% or $155,421 at 6%; with 50% employer match about $155,421 at 4% or $103,614 at 6%; with 100% employer match about $116,566 at 4% or $77,711 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$1,159,927$65,277$9,325iApproximate average salary by contribution assumption: employee only about $233,132 at 4% or $155,421 at 6%; with 50% employer match about $155,421 at 4% or $103,614 at 6%; with 100% employer match about $116,566 at 4% or $77,711 at 6%.
202117$1,336,614$75,328$10,761iApproximate average salary by contribution assumption: employee only about $269,029 at 4% or $179,352 at 6%; with 50% employer match about $179,352 at 4% or $119,568 at 6%; with 100% employer match about $134,514 at 4% or $89,676 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$1,336,614$75,328$10,761iApproximate average salary by contribution assumption: employee only about $269,029 at 4% or $179,352 at 6%; with 50% employer match about $179,352 at 4% or $119,568 at 6%; with 100% employer match about $134,514 at 4% or $89,676 at 6%.
202017$1,090,578$68,795$9,828iApproximate average salary by contribution assumption: employee only about $245,696 at 4% or $163,798 at 6%; with 50% employer match about $163,798 at 4% or $109,198 at 6%; with 100% employer match about $122,848 at 4% or $81,899 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$1,090,578$68,795$9,828iApproximate average salary by contribution assumption: employee only about $245,696 at 4% or $163,798 at 6%; with 50% employer match about $163,798 at 4% or $109,198 at 6%; with 100% employer match about $122,848 at 4% or $81,899 at 6%.
201918$864,099$67,895$8,487iApproximate average salary by contribution assumption: employee only about $212,172 at 4% or $141,448 at 6%; with 50% employer match about $141,448 at 4% or $94,299 at 6%; with 100% employer match about $106,086 at 4% or $70,724 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-8$864,099$67,895$8,487iApproximate average salary by contribution assumption: employee only about $212,172 at 4% or $141,448 at 6%; with 50% employer match about $141,448 at 4% or $94,299 at 6%; with 100% employer match about $106,086 at 4% or $70,724 at 6%.
201818$646,864$64,310$8,039iApproximate average salary by contribution assumption: employee only about $200,969 at 4% or $133,979 at 6%; with 50% employer match about $133,979 at 4% or $89,319 at 6%; with 100% employer match about $100,484 at 4% or $66,990 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-8$646,864$64,310$8,039iApproximate average salary by contribution assumption: employee only about $200,969 at 4% or $133,979 at 6%; with 50% employer match about $133,979 at 4% or $89,319 at 6%; with 100% employer match about $100,484 at 4% or $66,990 at 6%.
201719$631,266$60,682$6,742iApproximate average salary by contribution assumption: employee only about $168,561 at 4% or $112,374 at 6%; with 50% employer match about $112,374 at 4% or $74,916 at 6%; with 100% employer match about $84,281 at 4% or $56,187 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-9$631,266$60,682$6,742iApproximate average salary by contribution assumption: employee only about $168,561 at 4% or $112,374 at 6%; with 50% employer match about $112,374 at 4% or $74,916 at 6%; with 100% employer match about $84,281 at 4% or $56,187 at 6%.
201618$546,462$47,157$5,895iApproximate average salary by contribution assumption: employee only about $147,366 at 4% or $98,244 at 6%; with 50% employer match about $98,244 at 4% or $65,496 at 6%; with 100% employer match about $73,683 at 4% or $49,122 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-8$546,462$47,157$5,895iApproximate average salary by contribution assumption: employee only about $147,366 at 4% or $98,244 at 6%; with 50% employer match about $98,244 at 4% or $65,496 at 6%; with 100% employer match about $73,683 at 4% or $49,122 at 6%.
201517$464,221$40,992$5,856iApproximate average salary by contribution assumption: employee only about $146,400 at 4% or $97,600 at 6%; with 50% employer match about $97,600 at 4% or $65,067 at 6%; with 100% employer match about $73,200 at 4% or $48,800 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$464,221$40,992$5,856iApproximate average salary by contribution assumption: employee only about $146,400 at 4% or $97,600 at 6%; with 50% employer match about $97,600 at 4% or $65,067 at 6%; with 100% employer match about $73,200 at 4% or $48,800 at 6%.
201417$425,082$41,428$5,918iApproximate average salary by contribution assumption: employee only about $147,957 at 4% or $98,638 at 6%; with 50% employer match about $98,638 at 4% or $65,759 at 6%; with 100% employer match about $73,979 at 4% or $49,319 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$425,082$41,428$5,918iApproximate average salary by contribution assumption: employee only about $147,957 at 4% or $98,638 at 6%; with 50% employer match about $98,638 at 4% or $65,759 at 6%; with 100% employer match about $73,979 at 4% or $49,319 at 6%.
201318$370,276$42,485$5,311iApproximate average salary by contribution assumption: employee only about $132,766 at 4% or $88,510 at 6%; with 50% employer match about $88,510 at 4% or $59,007 at 6%; with 100% employer match about $66,383 at 4% or $44,255 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-8$370,276$42,485$5,311iApproximate average salary by contribution assumption: employee only about $132,766 at 4% or $88,510 at 6%; with 50% employer match about $88,510 at 4% or $59,007 at 6%; with 100% employer match about $66,383 at 4% or $44,255 at 6%.
201217$264,709$247,575$35,368iApproximate average salary by contribution assumption: employee only about $884,196 at 4% or $589,464 at 6%; with 50% employer match about $589,464 at 4% or $392,976 at 6%; with 100% employer match about $442,098 at 4% or $294,732 at 6%.
Kelly Wright Associates PC 401 K Profit Sharing Plan Trust-7$264,709$247,575$35,368iApproximate average salary by contribution assumption: employee only about $884,196 at 4% or $589,464 at 6%; with 50% employer match about $589,464 at 4% or $392,976 at 6%; with 100% employer match about $442,098 at 4% or $294,732 at 6%.