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LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN 401k Plan overview

Plan NameLAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN
Plan identification number 001

LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAW OFFICE OF JEFFREY B. KELLY, has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF JEFFREY B. KELLY,
Employer identification number (EIN):010864586
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY KELLY2024-07-25
0012022-01-01JEFFREY KELLY2023-09-07
0012021-01-01JEFFREY KELLY2022-09-23
0012020-01-01JEFFREY KELLY2021-09-08
0012019-01-01JEFFREY KELLY2020-06-30
0012018-01-01JEFFREY KELLY2019-08-13
0012017-01-01JEFFREY KELLY2018-08-14
0012016-01-01JOHN A. STARR2017-10-16
0012015-01-01JOHN A. STARR2016-10-03
0012014-01-01JEFFREY KELLY2015-07-03
0012013-01-01JEFFREY KELLY2014-06-30
0012012-01-01JEFFREY KELLY2013-06-28
0012011-01-01JEFFREY KELLY2012-07-02
0012010-01-01JEFFREY KELLY2011-06-16
0012009-08-01JEFFREY KELLY

Financial Data on LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN

Measure Date Value
2025 : LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1262041
Net assets as of the end of the plan year2025-09-12472753
Total assets as of the beginning of the plan year2025-09-12441423
Value of plan covered by a fidelity bond2025-09-1245000
Participant contributions to plan in this plan year2025-09-1222626
Value of participant loans at end of plan year2025-09-124210
Other income to plan in this plan year2025-09-1252084
Plan net income in this plan year2025-09-1231330
Net assets as of the end of the plan year2025-09-12472753
Net assets as of the beginning of the plan year2025-09-12441423
Employer contributions to plan in this plan year2025-09-1218661
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-122316
2024 : LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-256050
Net assets as of the end of the plan year2024-07-25441423
Total assets as of the beginning of the plan year2024-07-25352682
Value of plan covered by a fidelity bond2024-07-2536000
Participant contributions to plan in this plan year2024-07-2525044
Value of participant loans at end of plan year2024-07-2519647
Other income to plan in this plan year2024-07-2554641
Plan net income in this plan year2024-07-2588741
Net assets as of the end of the plan year2024-07-25441423
Net assets as of the beginning of the plan year2024-07-25352682
Employer contributions to plan in this plan year2024-07-2515106
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-252050
2022 : LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2344850
Net assets as of the end of the plan year2022-09-23358818
Total assets as of the beginning of the plan year2022-09-23333267
Value of plan covered by a fidelity bond2022-09-2334000
Participant contributions to plan in this plan year2022-09-2312626
Value of participant loans at end of plan year2022-09-2344004
Other income to plan in this plan year2022-09-2345079
Plan net income in this plan year2022-09-2325551
Net assets as of the end of the plan year2022-09-23358818
Net assets as of the beginning of the plan year2022-09-23333267
Employer contributions to plan in this plan year2022-09-2312696
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-232325

Form 5500 Responses for LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN

2009: LAW OFFICE OF JEFFREY B. KELLY, PC 401K PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01First time form 5500 has been submittedYes
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

Potentially related plans

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