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| Plan Name | JAMES M. KELLEY INDIVIDUAL 401K PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES M. KELLEY |
| Employer identification number (EIN): | 042997488 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | JAMES KELLEY | 2024-10-08 | JAMES KELLEY | 2024-10-08 |
| 003 | 2022-01-01 | JAMES KELLEY | 2023-07-30 | JAMES KELLEY | 2023-07-30 |
| 003 | 2021-01-01 | JAMES M. KELLEY | 2022-07-28 | JAMES M. KELLEY | 2022-07-28 |
| Measure | Date | Value |
|---|---|---|
| 2024 : JAMES M. KELLEY INDIVIDUAL 401K PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-08 | 0 |
| Net assets as of the end of the plan year | 2024-10-08 | 286222 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 254590 |
| Other income to plan in this plan year | 2024-10-08 | 29032 |
| Plan net income in this plan year | 2024-10-08 | 31632 |
| Net assets as of the end of the plan year | 2024-10-08 | 286222 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 254590 |
| Employer contributions to plan in this plan year | 2024-10-08 | 2600 |
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