Civic Intelligence

Kelly L Andersen PC

Plan context: Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust

EIN 93-1217442 • Medford, OR • 44 filings • 5 plans

1730 E Mcandrews RdSte AMedford, OR 97504-5575
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,761,961

2024 Contributions

$255,362

Historical Graphs

Total Assets Over Time

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

$4,761,961$2,380,981$0199920132024YearValue
$4,761,961Latest year 2024

Participants Over Time

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

740199920122024YearValue
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
202436$4,761,961$255,362$42,560iApproximate average salary by contribution assumption: employee only about $1,064,008 at 4% or $709,339 at 6%; with 50% employer match about $709,339 at 4% or $472,893 at 6%; with 100% employer match about $532,004 at 4% or $354,669 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-6$2,412,293$116,568$19,428iApproximate average salary by contribution assumption: employee only about $485,700 at 4% or $323,800 at 6%; with 50% employer match about $323,800 at 4% or $215,867 at 6%; with 100% employer match about $242,850 at 4% or $161,900 at 6%.
Kelly L Andersen PC Cash Balance Plan-4$2,349,668$138,794$34,699iApproximate average salary by contribution assumption: employee only about $867,463 at 4% or $578,308 at 6%; with 50% employer match about $578,308 at 4% or $385,539 at 6%; with 100% employer match about $433,731 at 4% or $289,154 at 6%.
Kelly L Andersen PC Cash Balance Plan-0$0$0-
202327$4,483,771$802,242$114,606iApproximate average salary by contribution assumption: employee only about $2,865,150 at 4% or $1,910,100 at 6%; with 50% employer match about $1,910,100 at 4% or $1,273,400 at 6%; with 100% employer match about $1,432,575 at 4% or $955,050 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-7$2,404,092$152,242$21,749iApproximate average salary by contribution assumption: employee only about $543,721 at 4% or $362,481 at 6%; with 50% employer match about $362,481 at 4% or $241,654 at 6%; with 100% employer match about $271,861 at 4% or $181,240 at 6%.
Kelly L Andersen PC Cash Balance Plan-5$2,079,679$650,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
202227$3,399,243$342,901$48,986iApproximate average salary by contribution assumption: employee only about $1,224,646 at 4% or $816,431 at 6%; with 50% employer match about $816,431 at 4% or $544,287 at 6%; with 100% employer match about $612,323 at 4% or $408,215 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-7$2,118,563$142,901$20,414iApproximate average salary by contribution assumption: employee only about $510,361 at 4% or $340,240 at 6%; with 50% employer match about $340,240 at 4% or $226,827 at 6%; with 100% employer match about $255,180 at 4% or $170,120 at 6%.
Kelly L Andersen PC Cash Balance Plan-5$1,280,680$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
202127$3,453,365$567,998$81,143iApproximate average salary by contribution assumption: employee only about $2,028,564 at 4% or $1,352,376 at 6%; with 50% employer match about $1,352,376 at 4% or $901,584 at 6%; with 100% employer match about $1,014,282 at 4% or $676,188 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-7$2,253,120$131,717$18,817iApproximate average salary by contribution assumption: employee only about $470,418 at 4% or $313,612 at 6%; with 50% employer match about $313,612 at 4% or $209,075 at 6%; with 100% employer match about $235,209 at 4% or $156,806 at 6%.
Kelly L Andersen PC Cash Balance Plan-7$1,200,245$436,281$62,326iApproximate average salary by contribution assumption: employee only about $1,558,146 at 4% or $1,038,764 at 6%; with 50% employer match about $1,038,764 at 4% or $692,510 at 6%; with 100% employer match about $779,073 at 4% or $519,382 at 6%.
202027$2,636,177$756,753$108,108iApproximate average salary by contribution assumption: employee only about $2,702,689 at 4% or $1,801,793 at 6%; with 50% employer match about $1,801,793 at 4% or $1,201,195 at 6%; with 100% employer match about $1,351,345 at 4% or $900,896 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-7$1,956,515$156,753$22,393iApproximate average salary by contribution assumption: employee only about $559,832 at 4% or $373,221 at 6%; with 50% employer match about $373,221 at 4% or $248,814 at 6%; with 100% employer match about $279,916 at 4% or $186,611 at 6%.
Kelly L Andersen PC Cash Balance Plan-7$679,662$600,000$85,714iApproximate average salary by contribution assumption: employee only about $2,142,857 at 4% or $1,428,571 at 6%; with 50% employer match about $1,428,571 at 4% or $952,381 at 6%; with 100% employer match about $1,071,429 at 4% or $714,286 at 6%.
201917$1,705,198$67,562$9,652iApproximate average salary by contribution assumption: employee only about $241,293 at 4% or $160,862 at 6%; with 50% employer match about $160,862 at 4% or $107,241 at 6%; with 100% employer match about $120,646 at 4% or $80,431 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-7$1,705,198$67,562$9,652iApproximate average salary by contribution assumption: employee only about $241,293 at 4% or $160,862 at 6%; with 50% employer match about $160,862 at 4% or $107,241 at 6%; with 100% employer match about $120,646 at 4% or $80,431 at 6%.
201815$1,413,595$167,095$33,419iApproximate average salary by contribution assumption: employee only about $835,475 at 4% or $556,983 at 6%; with 50% employer match about $556,983 at 4% or $371,322 at 6%; with 100% employer match about $417,738 at 4% or $278,492 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-5$1,413,595$167,095$33,419iApproximate average salary by contribution assumption: employee only about $835,475 at 4% or $556,983 at 6%; with 50% employer match about $556,983 at 4% or $371,322 at 6%; with 100% employer match about $417,738 at 4% or $278,492 at 6%.
201715$1,419,766$141,596$28,319iApproximate average salary by contribution assumption: employee only about $707,980 at 4% or $471,987 at 6%; with 50% employer match about $471,987 at 4% or $314,658 at 6%; with 100% employer match about $353,990 at 4% or $235,993 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-5$1,419,766$141,596$28,319iApproximate average salary by contribution assumption: employee only about $707,980 at 4% or $471,987 at 6%; with 50% employer match about $471,987 at 4% or $314,658 at 6%; with 100% employer match about $353,990 at 4% or $235,993 at 6%.
201616$1,689,270$40,678$6,780iApproximate average salary by contribution assumption: employee only about $169,492 at 4% or $112,994 at 6%; with 50% employer match about $112,994 at 4% or $75,330 at 6%; with 100% employer match about $84,746 at 4% or $56,497 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-6$1,689,270$40,678$6,780iApproximate average salary by contribution assumption: employee only about $169,492 at 4% or $112,994 at 6%; with 50% employer match about $112,994 at 4% or $75,330 at 6%; with 100% employer match about $84,746 at 4% or $56,497 at 6%.
201517$1,973,035$150,378$21,483iApproximate average salary by contribution assumption: employee only about $537,064 at 4% or $358,043 at 6%; with 50% employer match about $358,043 at 4% or $238,695 at 6%; with 100% employer match about $268,532 at 4% or $179,021 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-7$1,973,035$150,378$21,483iApproximate average salary by contribution assumption: employee only about $537,064 at 4% or $358,043 at 6%; with 50% employer match about $358,043 at 4% or $238,695 at 6%; with 100% employer match about $268,532 at 4% or $179,021 at 6%.
201416$1,885,302$96,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-6$1,885,302$96,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201317$1,752,656$54,094$7,728iApproximate average salary by contribution assumption: employee only about $193,193 at 4% or $128,795 at 6%; with 50% employer match about $128,795 at 4% or $85,863 at 6%; with 100% employer match about $96,596 at 4% or $64,398 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-7$1,752,656$54,094$7,728iApproximate average salary by contribution assumption: employee only about $193,193 at 4% or $128,795 at 6%; with 50% employer match about $128,795 at 4% or $85,863 at 6%; with 100% employer match about $96,596 at 4% or $64,398 at 6%.
201226$1,786,295$126,040$21,007iApproximate average salary by contribution assumption: employee only about $525,167 at 4% or $350,111 at 6%; with 50% employer match about $350,111 at 4% or $233,407 at 6%; with 100% employer match about $262,583 at 4% or $175,056 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-6$1,786,295$123,640$20,607iApproximate average salary by contribution assumption: employee only about $515,167 at 4% or $343,444 at 6%; with 50% employer match about $343,444 at 4% or $228,963 at 6%; with 100% employer match about $257,583 at 4% or $171,722 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-2$0$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
201125$1,475,350$117,121$23,424iApproximate average salary by contribution assumption: employee only about $585,605 at 4% or $390,403 at 6%; with 50% employer match about $390,403 at 4% or $260,269 at 6%; with 100% employer match about $292,803 at 4% or $195,202 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-5$1,475,350$112,021$22,404iApproximate average salary by contribution assumption: employee only about $560,105 at 4% or $373,403 at 6%; with 50% employer match about $373,403 at 4% or $248,936 at 6%; with 100% employer match about $280,053 at 4% or $186,702 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-2$0$5,100$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
201025$1,381,846$61,907$12,381iApproximate average salary by contribution assumption: employee only about $309,535 at 4% or $206,357 at 6%; with 50% employer match about $206,357 at 4% or $137,571 at 6%; with 100% employer match about $154,768 at 4% or $103,178 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-5$1,381,846$57,707$11,541iApproximate average salary by contribution assumption: employee only about $288,535 at 4% or $192,357 at 6%; with 50% employer match about $192,357 at 4% or $128,238 at 6%; with 100% employer match about $144,268 at 4% or $96,178 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-2$0$4,200$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
200925$1,218,768$62,229$12,446iApproximate average salary by contribution assumption: employee only about $311,145 at 4% or $207,430 at 6%; with 50% employer match about $207,430 at 4% or $138,287 at 6%; with 100% employer match about $155,573 at 4% or $103,715 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-5$1,218,768$58,029$11,606iApproximate average salary by contribution assumption: employee only about $290,145 at 4% or $193,430 at 6%; with 50% employer match about $193,430 at 4% or $128,953 at 6%; with 100% employer match about $145,073 at 4% or $96,715 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-2$0$4,200$2,100iApproximate average salary by contribution assumption: employee only about $52,500 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
200825$969,941$57,260$11,452iApproximate average salary by contribution assumption: employee only about $286,300 at 4% or $190,867 at 6%; with 50% employer match about $190,867 at 4% or $127,244 at 6%; with 100% employer match about $143,150 at 4% or $95,433 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-5$969,941$55,260$11,052iApproximate average salary by contribution assumption: employee only about $276,300 at 4% or $184,200 at 6%; with 50% employer match about $184,200 at 4% or $122,800 at 6%; with 100% employer match about $138,150 at 4% or $92,100 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-2-$2,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200725$1,339,310$126,797$25,359iApproximate average salary by contribution assumption: employee only about $633,985 at 4% or $422,657 at 6%; with 50% employer match about $422,657 at 4% or $281,771 at 6%; with 100% employer match about $316,993 at 4% or $211,328 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-5$1,339,310$126,797$25,359iApproximate average salary by contribution assumption: employee only about $633,985 at 4% or $422,657 at 6%; with 50% employer match about $422,657 at 4% or $281,771 at 6%; with 100% employer match about $316,993 at 4% or $211,328 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-2---
200624$1,085,782$111,286$27,822iApproximate average salary by contribution assumption: employee only about $695,538 at 4% or $463,692 at 6%; with 50% employer match about $463,692 at 4% or $309,128 at 6%; with 100% employer match about $347,769 at 4% or $231,846 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-4$1,085,782$110,446$27,612iApproximate average salary by contribution assumption: employee only about $690,288 at 4% or $460,192 at 6%; with 50% employer match about $460,192 at 4% or $306,794 at 6%; with 100% employer match about $345,144 at 4% or $230,096 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-1-$840$840iApproximate average salary by contribution assumption: employee only about $21,000 at 4% or $14,000 at 6%; with 50% employer match about $14,000 at 4% or $9,333 at 6%; with 100% employer match about $10,500 at 4% or $7,000 at 6%.
200524$836,219$87,180$21,795iApproximate average salary by contribution assumption: employee only about $544,875 at 4% or $363,250 at 6%; with 50% employer match about $363,250 at 4% or $242,167 at 6%; with 100% employer match about $272,438 at 4% or $181,625 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-4$836,219$86,340$21,585iApproximate average salary by contribution assumption: employee only about $539,625 at 4% or $359,750 at 6%; with 50% employer match about $359,750 at 4% or $239,833 at 6%; with 100% employer match about $269,813 at 4% or $179,875 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-1-$840$840iApproximate average salary by contribution assumption: employee only about $21,000 at 4% or $14,000 at 6%; with 50% employer match about $14,000 at 4% or $9,333 at 6%; with 100% employer match about $10,500 at 4% or $7,000 at 6%.
200424$702,391$13,379$3,345iApproximate average salary by contribution assumption: employee only about $83,619 at 4% or $55,746 at 6%; with 50% employer match about $55,746 at 4% or $37,164 at 6%; with 100% employer match about $41,809 at 4% or $27,873 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-4$702,391$12,539$3,135iApproximate average salary by contribution assumption: employee only about $78,369 at 4% or $52,246 at 6%; with 50% employer match about $52,246 at 4% or $34,831 at 6%; with 100% employer match about $39,184 at 4% or $26,123 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-1-$840$840iApproximate average salary by contribution assumption: employee only about $21,000 at 4% or $14,000 at 6%; with 50% employer match about $14,000 at 4% or $9,333 at 6%; with 100% employer match about $10,500 at 4% or $7,000 at 6%.
200324$616,746$43,661$10,915iApproximate average salary by contribution assumption: employee only about $272,881 at 4% or $181,921 at 6%; with 50% employer match about $181,921 at 4% or $121,281 at 6%; with 100% employer match about $136,441 at 4% or $90,960 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-4$616,746$42,821$10,705iApproximate average salary by contribution assumption: employee only about $267,631 at 4% or $178,421 at 6%; with 50% employer match about $178,421 at 4% or $118,947 at 6%; with 100% employer match about $133,816 at 4% or $89,210 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-1-$840$840iApproximate average salary by contribution assumption: employee only about $21,000 at 4% or $14,000 at 6%; with 50% employer match about $14,000 at 4% or $9,333 at 6%; with 100% employer match about $10,500 at 4% or $7,000 at 6%.
200224$0$1,000$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-2-$1,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-4---
200124$0$1,190$298iApproximate average salary by contribution assumption: employee only about $7,438 at 4% or $4,958 at 6%; with 50% employer match about $4,958 at 4% or $3,306 at 6%; with 100% employer match about $3,719 at 4% or $2,479 at 6%.
KELLY L. ANDERSEN, P.C. CAFETERIA PLAN-3-$1,190$397iApproximate average salary by contribution assumption: employee only about $9,917 at 4% or $6,611 at 6%; with 50% employer match about $6,611 at 4% or $4,407 at 6%; with 100% employer match about $4,958 at 4% or $3,306 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-4---
200013$0$0-
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-3---
199913$612,703$7,340$2,447iApproximate average salary by contribution assumption: employee only about $61,167 at 4% or $40,778 at 6%; with 50% employer match about $40,778 at 4% or $27,185 at 6%; with 100% employer match about $30,583 at 4% or $20,389 at 6%.
Kelly L. Andersen PC 401(K) Profit Sharing Plan & Trust-3$612,703$7,340$2,447iApproximate average salary by contribution assumption: employee only about $61,167 at 4% or $40,778 at 6%; with 50% employer match about $40,778 at 4% or $27,185 at 6%; with 100% employer match about $30,583 at 4% or $20,389 at 6%.