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W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameW. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 001

W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

W. DAVID KELLY has sponsored the creation of one or more 401k plans.

Company Name:W. DAVID KELLY
Employer identification number (EIN):042969019
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01
0012012-01-01W. DAVID KELLY
0012011-01-01W. DAVID KELLY
0012010-01-01W. DAVID KELLY
0012009-01-01W. DAVID KELLY

Financial Data on W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2014 : W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$51,932
Total plan assets at end of year2014-12-31$1,638,412
Total plan assets at beginning of year2014-12-31$1,586,480
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$51,932
Net income (gross income less expenses)2014-12-31$51,932
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,638,412
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,586,480
2013 : W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$118,830
Expenses. Total of all expenses incurred2013-12-31$100
Total plan assets at end of year2013-12-31$1,586,480
Total plan assets at beginning of year2013-12-31$1,467,750
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$118,830
Net income (gross income less expenses)2013-12-31$118,730
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,586,480
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,467,750
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$100
2012 : W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$92,710
Total plan assets at end of year2012-12-31$1,467,750
Total plan assets at beginning of year2012-12-31$1,375,040
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$92,710
Net income (gross income less expenses)2012-12-31$92,710
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,467,750
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,375,040
2011 : W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$56,907
Expenses. Total of all expenses incurred2011-12-31$275
Total plan assets at end of year2011-12-31$1,375,040
Total plan assets at beginning of year2011-12-31$1,318,408
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$56,907
Net income (gross income less expenses)2011-12-31$56,632
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,375,040
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,318,408
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$275
2010 : W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$90,951
Total plan assets at end of year2010-12-31$1,318,408
Total plan assets at beginning of year2010-12-31$1,227,457
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$90,951
Net income (gross income less expenses)2010-12-31$90,951
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,318,408
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,227,457

Form 5500 Responses for W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN

2014: W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: W. DAVID KELLY SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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