Adleson, Hess & Kelly, Apc
Plan context: Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan
EIN 94-2738426 • Campbell, CA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$8,126,859
2024 Contributions
$268,514
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 | 18 | $8,126,859 | $268,514 | $14,917iApproximate average salary by contribution assumption: employee only about $372,936 at 4% or $248,624 at 6%; with 50% employer match about $248,624 at 4% or $165,749 at 6%; with 100% employer match about $186,468 at 4% or $124,312 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 18 | $8,126,859 | $268,514 | $14,917iApproximate average salary by contribution assumption: employee only about $372,936 at 4% or $248,624 at 6%; with 50% employer match about $248,624 at 4% or $165,749 at 6%; with 100% employer match about $186,468 at 4% or $124,312 at 6%. |
| 2023 | 1 | 19 | $7,103,522 | $324,998 | $17,105iApproximate average salary by contribution assumption: employee only about $427,629 at 4% or $285,086 at 6%; with 50% employer match about $285,086 at 4% or $190,057 at 6%; with 100% employer match about $213,814 at 4% or $142,543 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 19 | $7,103,522 | $324,998 | $17,105iApproximate average salary by contribution assumption: employee only about $427,629 at 4% or $285,086 at 6%; with 50% employer match about $285,086 at 4% or $190,057 at 6%; with 100% employer match about $213,814 at 4% or $142,543 at 6%. |
| 2022 | 1 | 20 | $5,257,006 | $186,617 | $9,331iApproximate average salary by contribution assumption: employee only about $233,271 at 4% or $155,514 at 6%; with 50% employer match about $155,514 at 4% or $103,676 at 6%; with 100% employer match about $116,636 at 4% or $77,757 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 20 | $5,257,006 | $186,617 | $9,331iApproximate average salary by contribution assumption: employee only about $233,271 at 4% or $155,514 at 6%; with 50% employer match about $155,514 at 4% or $103,676 at 6%; with 100% employer match about $116,636 at 4% or $77,757 at 6%. |
| 2021 | 1 | 18 | $6,730,053 | $171,338 | $9,519iApproximate average salary by contribution assumption: employee only about $237,969 at 4% or $158,646 at 6%; with 50% employer match about $158,646 at 4% or $105,764 at 6%; with 100% employer match about $118,985 at 4% or $79,323 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 18 | $6,730,053 | $171,338 | $9,519iApproximate average salary by contribution assumption: employee only about $237,969 at 4% or $158,646 at 6%; with 50% employer match about $158,646 at 4% or $105,764 at 6%; with 100% employer match about $118,985 at 4% or $79,323 at 6%. |
| 2020 | 1 | 8 | $6,013,262 | $309,850 | $38,731iApproximate average salary by contribution assumption: employee only about $968,281 at 4% or $645,521 at 6%; with 50% employer match about $645,521 at 4% or $430,347 at 6%; with 100% employer match about $484,141 at 4% or $322,760 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 8 | $6,013,262 | $309,850 | $38,731iApproximate average salary by contribution assumption: employee only about $968,281 at 4% or $645,521 at 6%; with 50% employer match about $645,521 at 4% or $430,347 at 6%; with 100% employer match about $484,141 at 4% or $322,760 at 6%. |
| 2019 | 1 | 12 | $6,075,964 | $256,180 | $21,348iApproximate average salary by contribution assumption: employee only about $533,708 at 4% or $355,806 at 6%; with 50% employer match about $355,806 at 4% or $237,204 at 6%; with 100% employer match about $266,854 at 4% or $177,903 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 12 | $6,075,964 | $256,180 | $21,348iApproximate average salary by contribution assumption: employee only about $533,708 at 4% or $355,806 at 6%; with 50% employer match about $355,806 at 4% or $237,204 at 6%; with 100% employer match about $266,854 at 4% or $177,903 at 6%. |
| 2018 | 1 | 14 | $4,735,455 | $288,700 | $20,621iApproximate average salary by contribution assumption: employee only about $515,536 at 4% or $343,690 at 6%; with 50% employer match about $343,690 at 4% or $229,127 at 6%; with 100% employer match about $257,768 at 4% or $171,845 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 14 | $4,735,455 | $288,700 | $20,621iApproximate average salary by contribution assumption: employee only about $515,536 at 4% or $343,690 at 6%; with 50% employer match about $343,690 at 4% or $229,127 at 6%; with 100% employer match about $257,768 at 4% or $171,845 at 6%. |
| 2017 | 1 | 13 | $4,670,631 | $320,325 | $24,640iApproximate average salary by contribution assumption: employee only about $616,010 at 4% or $410,673 at 6%; with 50% employer match about $410,673 at 4% or $273,782 at 6%; with 100% employer match about $308,005 at 4% or $205,337 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 13 | $4,670,631 | $320,325 | $24,640iApproximate average salary by contribution assumption: employee only about $616,010 at 4% or $410,673 at 6%; with 50% employer match about $410,673 at 4% or $273,782 at 6%; with 100% employer match about $308,005 at 4% or $205,337 at 6%. |
| 2016 | 1 | 17 | $4,654,802 | $363,660 | $21,392iApproximate average salary by contribution assumption: employee only about $534,794 at 4% or $356,529 at 6%; with 50% employer match about $356,529 at 4% or $237,686 at 6%; with 100% employer match about $267,397 at 4% or $178,265 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 17 | $4,654,802 | $363,660 | $21,392iApproximate average salary by contribution assumption: employee only about $534,794 at 4% or $356,529 at 6%; with 50% employer match about $356,529 at 4% or $237,686 at 6%; with 100% employer match about $267,397 at 4% or $178,265 at 6%. |
| 2015 | 1 | 17 | $4,169,516 | $323,750 | $19,044iApproximate average salary by contribution assumption: employee only about $476,103 at 4% or $317,402 at 6%; with 50% employer match about $317,402 at 4% or $211,601 at 6%; with 100% employer match about $238,051 at 4% or $158,701 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 17 | $4,169,516 | $323,750 | $19,044iApproximate average salary by contribution assumption: employee only about $476,103 at 4% or $317,402 at 6%; with 50% employer match about $317,402 at 4% or $211,601 at 6%; with 100% employer match about $238,051 at 4% or $158,701 at 6%. |
| 2014 | 1 | 18 | $3,764,839 | $294,283 | $16,349iApproximate average salary by contribution assumption: employee only about $408,726 at 4% or $272,484 at 6%; with 50% employer match about $272,484 at 4% or $181,656 at 6%; with 100% employer match about $204,363 at 4% or $136,242 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 18 | $3,764,839 | $294,283 | $16,349iApproximate average salary by contribution assumption: employee only about $408,726 at 4% or $272,484 at 6%; with 50% employer match about $272,484 at 4% or $181,656 at 6%; with 100% employer match about $204,363 at 4% or $136,242 at 6%. |
| 2013 | 1 | 26 | $3,510,819 | $335,300 | $12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,291 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 26 | $3,510,819 | $335,300 | $12,896iApproximate average salary by contribution assumption: employee only about $322,404 at 4% or $214,936 at 6%; with 50% employer match about $214,936 at 4% or $143,291 at 6%; with 100% employer match about $161,202 at 4% or $107,468 at 6%. |
| 2012 | 1 | 24 | $2,517,204 | $260,900 | $10,871iApproximate average salary by contribution assumption: employee only about $271,771 at 4% or $181,181 at 6%; with 50% employer match about $181,181 at 4% or $120,787 at 6%; with 100% employer match about $135,885 at 4% or $90,590 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 24 | $2,517,204 | $260,900 | $10,871iApproximate average salary by contribution assumption: employee only about $271,771 at 4% or $181,181 at 6%; with 50% employer match about $181,181 at 4% or $120,787 at 6%; with 100% employer match about $135,885 at 4% or $90,590 at 6%. |
| 2011 | 1 | 25 | $2,212,161 | $210,678 | $8,427iApproximate average salary by contribution assumption: employee only about $210,678 at 4% or $140,452 at 6%; with 50% employer match about $140,452 at 4% or $93,635 at 6%; with 100% employer match about $105,339 at 4% or $70,226 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 25 | $2,212,161 | $210,678 | $8,427iApproximate average salary by contribution assumption: employee only about $210,678 at 4% or $140,452 at 6%; with 50% employer match about $140,452 at 4% or $93,635 at 6%; with 100% employer match about $105,339 at 4% or $70,226 at 6%. |
| 2010 | 1 | 24 | $2,143,222 | $210,520 | $8,772iApproximate average salary by contribution assumption: employee only about $219,292 at 4% or $146,194 at 6%; with 50% employer match about $146,194 at 4% or $97,463 at 6%; with 100% employer match about $109,646 at 4% or $73,097 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 24 | $2,143,222 | $210,520 | $8,772iApproximate average salary by contribution assumption: employee only about $219,292 at 4% or $146,194 at 6%; with 50% employer match about $146,194 at 4% or $97,463 at 6%; with 100% employer match about $109,646 at 4% or $73,097 at 6%. |
| 2009 | 1 | 23 | $2,106,861 | $206,940 | $8,997iApproximate average salary by contribution assumption: employee only about $224,935 at 4% or $149,957 at 6%; with 50% employer match about $149,957 at 4% or $99,971 at 6%; with 100% employer match about $112,467 at 4% or $74,978 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 23 | $2,106,861 | $206,940 | $8,997iApproximate average salary by contribution assumption: employee only about $224,935 at 4% or $149,957 at 6%; with 50% employer match about $149,957 at 4% or $99,971 at 6%; with 100% employer match about $112,467 at 4% or $74,978 at 6%. |
| 2008 | 1 | 13 | $1,639,896 | $191,899 | $14,761iApproximate average salary by contribution assumption: employee only about $369,037 at 4% or $246,024 at 6%; with 50% employer match about $246,024 at 4% or $164,016 at 6%; with 100% employer match about $184,518 at 4% or $123,012 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 13 | $1,639,896 | $191,899 | $14,761iApproximate average salary by contribution assumption: employee only about $369,037 at 4% or $246,024 at 6%; with 50% employer match about $246,024 at 4% or $164,016 at 6%; with 100% employer match about $184,518 at 4% or $123,012 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 13 | - | - | - |
| 2006 | 1 | 14 | $1,696,901 | $204,242 | $14,589iApproximate average salary by contribution assumption: employee only about $364,718 at 4% or $243,145 at 6%; with 50% employer match about $243,145 at 4% or $162,097 at 6%; with 100% employer match about $182,359 at 4% or $121,573 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 14 | $1,696,901 | $204,242 | $14,589iApproximate average salary by contribution assumption: employee only about $364,718 at 4% or $243,145 at 6%; with 50% employer match about $243,145 at 4% or $162,097 at 6%; with 100% employer match about $182,359 at 4% or $121,573 at 6%. |
| 2005 | 1 | 15 | $1,412,831 | $182,165 | $12,144iApproximate average salary by contribution assumption: employee only about $303,608 at 4% or $202,406 at 6%; with 50% employer match about $202,406 at 4% or $134,937 at 6%; with 100% employer match about $151,804 at 4% or $101,203 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 15 | $1,412,831 | $182,165 | $12,144iApproximate average salary by contribution assumption: employee only about $303,608 at 4% or $202,406 at 6%; with 50% employer match about $202,406 at 4% or $134,937 at 6%; with 100% employer match about $151,804 at 4% or $101,203 at 6%. |
| 2004 | 1 | 13 | $1,225,175 | $147,711 | $11,362iApproximate average salary by contribution assumption: employee only about $284,060 at 4% or $189,373 at 6%; with 50% employer match about $189,373 at 4% or $126,249 at 6%; with 100% employer match about $142,030 at 4% or $94,687 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 13 | $1,225,175 | $147,711 | $11,362iApproximate average salary by contribution assumption: employee only about $284,060 at 4% or $189,373 at 6%; with 50% employer match about $189,373 at 4% or $126,249 at 6%; with 100% employer match about $142,030 at 4% or $94,687 at 6%. |
| 2003 | 1 | 16 | $1,050,692 | $112,327 | $7,020iApproximate average salary by contribution assumption: employee only about $175,511 at 4% or $117,007 at 6%; with 50% employer match about $117,007 at 4% or $78,005 at 6%; with 100% employer match about $87,755 at 4% or $58,504 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 16 | $1,050,692 | $112,327 | $7,020iApproximate average salary by contribution assumption: employee only about $175,511 at 4% or $117,007 at 6%; with 50% employer match about $117,007 at 4% or $78,005 at 6%; with 100% employer match about $87,755 at 4% or $58,504 at 6%. |
| 2002 | 1 | 15 | $792,122 | $130,741 | $8,716iApproximate average salary by contribution assumption: employee only about $217,902 at 4% or $145,268 at 6%; with 50% employer match about $145,268 at 4% or $96,845 at 6%; with 100% employer match about $108,951 at 4% or $72,634 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 15 | $792,122 | $130,741 | $8,716iApproximate average salary by contribution assumption: employee only about $217,902 at 4% or $145,268 at 6%; with 50% employer match about $145,268 at 4% or $96,845 at 6%; with 100% employer match about $108,951 at 4% or $72,634 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 15 | - | - | - |
| 1999 | 1 | 14 | $1,000,589 | $71,540 | $5,110iApproximate average salary by contribution assumption: employee only about $127,750 at 4% or $85,167 at 6%; with 50% employer match about $85,167 at 4% or $56,778 at 6%; with 100% employer match about $63,875 at 4% or $42,583 at 6%. |
| Adleson, Hess & Kelly, Apc 401K Retirement Savings Plan | - | 14 | $1,000,589 | $71,540 | $5,110iApproximate average salary by contribution assumption: employee only about $127,750 at 4% or $85,167 at 6%; with 50% employer match about $85,167 at 4% or $56,778 at 6%; with 100% employer match about $63,875 at 4% or $42,583 at 6%. |