Civic Intelligence

James R. Kelly

Plan context: James R. Kelly Profit Sharing Plan

EIN 94-3084527 • Berkeley, CA • 49 filings • 2 plans

2608-9th StreetBerkeley, CA 94710-2550
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$100,011

2023 Contributions

$44,413

Historical Graphs

Total Assets Over Time

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

$3,011,987$1,505,994$0199920122022YearValue
$100,011Latest year 2022

Participants Over Time

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

740199920102021YearValue
6Latest year 2021

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
202310$0$0-
James R. Kelly Profit Sharing Plan-0---
202220$100,011$0-
James R. Kelly Profit Sharing Plan-0$100,011--
James R. Kelly Money Purchase Pension Plan-0---
202126$3,011,987$0-
James R. Kelly Profit Sharing Plan-6$2,456,422--
James R. Kelly Money Purchase Pension Plan-3$555,565--
202026$2,563,968$0-
James R. Kelly Profit Sharing Plan-6$2,077,493--
James R. Kelly Money Purchase Pension Plan-3$486,475--
201926$2,130,572$0-
James R. Kelly Profit Sharing Plan-6$1,658,943--
James R. Kelly Money Purchase Pension Plan-3$471,629--
201826$1,579,149$0-
James R. Kelly Profit Sharing Plan-6$1,211,504--
James R. Kelly Money Purchase Pension Plan-3$367,645--
201726$1,718,166$0-
James R. Kelly Profit Sharing Plan-6$1,308,546--
James R. Kelly Money Purchase Pension Plan-3$409,620--
201626$1,472,308$44,413$7,402iApproximate average salary by contribution assumption: employee only about $185,054 at 4% or $123,369 at 6%; with 50% employer match about $123,369 at 4% or $82,246 at 6%; with 100% employer match about $92,527 at 4% or $61,685 at 6%.
James R. Kelly Profit Sharing Plan-6$1,120,264$44,413$7,402iApproximate average salary by contribution assumption: employee only about $185,054 at 4% or $123,369 at 6%; with 50% employer match about $123,369 at 4% or $82,246 at 6%; with 100% employer match about $92,527 at 4% or $61,685 at 6%.
James R. Kelly Money Purchase Pension Plan-3$352,044--
201526$1,387,927$0-
James R. Kelly Profit Sharing Plan-6$1,066,289--
James R. Kelly Money Purchase Pension Plan-3$321,638--
201425$1,393,305$49,275$9,855iApproximate average salary by contribution assumption: employee only about $246,375 at 4% or $164,250 at 6%; with 50% employer match about $164,250 at 4% or $109,500 at 6%; with 100% employer match about $123,188 at 4% or $82,125 at 6%.
James R. Kelly Profit Sharing Plan-5$1,062,549$49,275$9,855iApproximate average salary by contribution assumption: employee only about $246,375 at 4% or $164,250 at 6%; with 50% employer match about $164,250 at 4% or $109,500 at 6%; with 100% employer match about $123,188 at 4% or $82,125 at 6%.
James R. Kelly Money Purchase Pension Plan-3$330,756--
201325$1,254,495$0-
James R. Kelly Profit Sharing Plan-5$941,959--
James R. Kelly Money Purchase Pension Plan-3$312,536--
201226$1,270,342$0-
James R. Kelly Profit Sharing Plan-6$920,378$0-
James R. Kelly Money Purchase Pension Plan-4$349,964$0-
201126$1,179,343$0-
James R. Kelly Profit Sharing Plan-6$834,614--
James R. Kelly Money Purchase Pension Plan-4$344,729--
201027$1,200,801$0-
James R. Kelly Profit Sharing Plan-7$844,173--
James R. Kelly Money Purchase Pension Plan-7$356,628--
200926$1,154,479$0-
James R. Kelly Profit Sharing Plan-6$802,569--
James R. Kelly Money Purchase Pension Plan-5$351,910--
200826$1,125,622$33,461$5,577iApproximate average salary by contribution assumption: employee only about $139,421 at 4% or $92,947 at 6%; with 50% employer match about $92,947 at 4% or $61,965 at 6%; with 100% employer match about $69,710 at 4% or $46,474 at 6%.
James R. Kelly Profit Sharing Plan-6$787,505$33,461$5,577iApproximate average salary by contribution assumption: employee only about $139,421 at 4% or $92,947 at 6%; with 50% employer match about $92,947 at 4% or $61,965 at 6%; with 100% employer match about $69,710 at 4% or $46,474 at 6%.
James R. Kelly Money Purchase Pension Plan-5$338,117--
200727$0$0-
James R. Kelly Money Purchase Pension Plan-6---
James R. Kelly Profit Sharing Plan-7---
200626$1,129,859$136,573$22,762iApproximate average salary by contribution assumption: employee only about $569,054 at 4% or $379,369 at 6%; with 50% employer match about $379,369 at 4% or $252,913 at 6%; with 100% employer match about $284,527 at 4% or $189,685 at 6%.
James R. Kelly Profit Sharing Plan-6$690,482$81,944$13,657iApproximate average salary by contribution assumption: employee only about $341,433 at 4% or $227,622 at 6%; with 50% employer match about $227,622 at 4% or $151,748 at 6%; with 100% employer match about $170,717 at 4% or $113,811 at 6%.
James R. Kelly Money Purchase Pension Plan-6$439,377$54,629$9,105iApproximate average salary by contribution assumption: employee only about $227,621 at 4% or $151,747 at 6%; with 50% employer match about $151,747 at 4% or $101,165 at 6%; with 100% employer match about $113,810 at 4% or $75,874 at 6%.
200527$928,506$115,189$16,456iApproximate average salary by contribution assumption: employee only about $411,389 at 4% or $274,260 at 6%; with 50% employer match about $274,260 at 4% or $182,840 at 6%; with 100% employer match about $205,695 at 4% or $137,130 at 6%.
James R. Kelly Profit Sharing Plan-7$563,280$69,113$9,873iApproximate average salary by contribution assumption: employee only about $246,832 at 4% or $164,555 at 6%; with 50% employer match about $164,555 at 4% or $109,703 at 6%; with 100% employer match about $123,416 at 4% or $82,277 at 6%.
James R. Kelly Money Purchase Pension Plan-7$365,226$46,076$6,582iApproximate average salary by contribution assumption: employee only about $164,557 at 4% or $109,705 at 6%; with 50% employer match about $109,705 at 4% or $73,137 at 6%; with 100% employer match about $82,279 at 4% or $54,852 at 6%.
200427$766,397$126,211$18,030iApproximate average salary by contribution assumption: employee only about $450,754 at 4% or $300,502 at 6%; with 50% employer match about $300,502 at 4% or $200,335 at 6%; with 100% employer match about $225,377 at 4% or $150,251 at 6%.
James R. Kelly Profit Sharing Plan-7$440,496$75,727$10,818iApproximate average salary by contribution assumption: employee only about $270,454 at 4% or $180,302 at 6%; with 50% employer match about $180,302 at 4% or $120,202 at 6%; with 100% employer match about $135,227 at 4% or $90,151 at 6%.
James R. Kelly Money Purchase Pension Plan-7$325,901$50,484$7,212iApproximate average salary by contribution assumption: employee only about $180,300 at 4% or $120,200 at 6%; with 50% employer match about $120,200 at 4% or $80,133 at 6%; with 100% employer match about $90,150 at 4% or $60,100 at 6%.
200327$595,827$39,574$5,653iApproximate average salary by contribution assumption: employee only about $141,336 at 4% or $94,224 at 6%; with 50% employer match about $94,224 at 4% or $62,816 at 6%; with 100% employer match about $70,668 at 4% or $47,112 at 6%.
James R. Kelly Profit Sharing Plan-4$318,798--
James R. Kelly Money Purchase Pension Plan-7$277,029$39,574$5,653iApproximate average salary by contribution assumption: employee only about $141,336 at 4% or $94,224 at 6%; with 50% employer match about $94,224 at 4% or $62,816 at 6%; with 100% employer match about $70,668 at 4% or $47,112 at 6%.
200227$470,212$27,321$3,903iApproximate average salary by contribution assumption: employee only about $97,575 at 4% or $65,050 at 6%; with 50% employer match about $65,050 at 4% or $43,367 at 6%; with 100% employer match about $48,788 at 4% or $32,525 at 6%.
James R. Kelly Profit Sharing Plan-7$269,046--
James R. Kelly Money Purchase Pension Plan-7$201,166$27,321$3,903iApproximate average salary by contribution assumption: employee only about $97,575 at 4% or $65,050 at 6%; with 50% employer match about $65,050 at 4% or $43,367 at 6%; with 100% employer match about $48,788 at 4% or $32,525 at 6%.
200126$0$0-
James R. Kelly Profit Sharing Plan-6---
James R. Kelly Money Purchase Pension Plan-6---
200026$538,446$87,823$14,637iApproximate average salary by contribution assumption: employee only about $365,929 at 4% or $243,953 at 6%; with 50% employer match about $243,953 at 4% or $162,635 at 6%; with 100% employer match about $182,965 at 4% or $121,976 at 6%.
James R. Kelly Profit Sharing Plan-6$318,023$52,694$8,782iApproximate average salary by contribution assumption: employee only about $219,558 at 4% or $146,372 at 6%; with 50% employer match about $146,372 at 4% or $97,581 at 6%; with 100% employer match about $109,779 at 4% or $73,186 at 6%.
James R. Kelly Money Purchase Pension Plan-6$220,423$35,129$5,855iApproximate average salary by contribution assumption: employee only about $146,371 at 4% or $97,581 at 6%; with 50% employer match about $97,581 at 4% or $65,054 at 6%; with 100% employer match about $73,185 at 4% or $48,790 at 6%.
199925$585,579$90,936$18,187iApproximate average salary by contribution assumption: employee only about $454,680 at 4% or $303,120 at 6%; with 50% employer match about $303,120 at 4% or $202,080 at 6%; with 100% employer match about $227,340 at 4% or $151,560 at 6%.
James R. Kelly Profit Sharing Plan-5$336,687$54,561$10,912iApproximate average salary by contribution assumption: employee only about $272,805 at 4% or $181,870 at 6%; with 50% employer match about $181,870 at 4% or $121,247 at 6%; with 100% employer match about $136,403 at 4% or $90,935 at 6%.
James R. Kelly Money Purchase Pension Plan-5$248,892$36,375$7,275iApproximate average salary by contribution assumption: employee only about $181,875 at 4% or $121,250 at 6%; with 50% employer match about $121,250 at 4% or $80,833 at 6%; with 100% employer match about $90,938 at 4% or $60,625 at 6%.