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KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameKELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 002

KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

KELLY & PICERNE, INC. has sponsored the creation of one or more 401k plans.

Company Name:KELLY & PICERNE, INC.
Employer identification number (EIN):050243936
NAIC Classification:531310

Additional information about KELLY & PICERNE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-12-09
Company Identification Number: 0011845006
Legal Registered Office Address: 75 LAMBERT LIND HWY STE 300

WARWICK
United States of America (USA)
02886

More information about KELLY & PICERNE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CAROL MACARI2024-08-06
0022022-01-01CAROL MACARI2023-08-29
0022021-01-01CAROL MACARI2022-08-22
0022020-01-01CAROL MACARI2021-09-17
0022019-01-01ROBERT G. HADLEY, JR.2020-09-29
0022018-01-01ROBERT G. HADLEY, JR.2019-09-19
0022017-01-01ROBERT G. HADLEY, JR.2018-07-24
0022016-01-01ROBERT G. HADLEY, JR.2017-07-12
0022015-01-01ROBERT G. HADLEY, JR.2016-07-28
0022014-01-01ROBERT G. HADLEY, JR.2015-04-30
0022013-01-01ROBERT G. HADLEY, JR.2014-09-02
0022012-01-01ROBERT G. HADLEY, JR.2013-09-12
0022011-01-01ROBERT G. HADLEY, JR.
0022010-01-01ROBERT G. HADLEY, JR.
0022009-01-01ROBERT G. HADLEY, JR.

Financial Data on KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2025 : KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0927057
Net assets as of the end of the plan year2025-09-09757615
Total assets as of the beginning of the plan year2025-09-09536624
Value of plan covered by a fidelity bond2025-09-093000000
Participant contributions to plan in this plan year2025-09-09114744
Value of participant loans at end of plan year2025-09-0919049
Other income to plan in this plan year2025-09-0985642
Plan net income in this plan year2025-09-09220991
Net assets as of the end of the plan year2025-09-09757615
Net assets as of the beginning of the plan year2025-09-09536624
Employer contributions to plan in this plan year2025-09-0947662
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-093947
2024 : KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0629284
Net assets as of the end of the plan year2024-08-06536624
Total assets as of the beginning of the plan year2024-08-06366041
Value of plan covered by a fidelity bond2024-08-063000000
Participant contributions to plan in this plan year2024-08-0684963
Value of participant loans at end of plan year2024-08-0610123
Other income to plan in this plan year2024-08-0677717
Plan net income in this plan year2024-08-06170583
Net assets as of the end of the plan year2024-08-06536624
Net assets as of the beginning of the plan year2024-08-06366041
Employer contributions to plan in this plan year2024-08-0637187
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-063927
2011 : KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$17,363
Expenses. Total of all expenses incurred2011-12-31$44,201
Benefits paid (including direct rollovers)2011-12-31$43,728
Total plan assets at end of year2011-12-31$81,194
Total plan assets at beginning of year2011-12-31$108,032
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$12,655
Other income received2011-12-31$1,929
Net income (gross income less expenses)2011-12-31$-26,838
Net plan assets at end of year (total assets less liabilities)2011-12-31$81,194
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$108,032
Assets. Value of participant loans2011-12-31$5,068
Total contributions received or receivable from employer(s)2011-12-31$2,779
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$26,575
Expenses. Total of all expenses incurred2010-12-31$3,852
Benefits paid (including direct rollovers)2010-12-31$3,465
Total plan assets at end of year2010-12-31$107,980
Total plan assets at beginning of year2010-12-31$85,257
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$16,162
Expenses. Other expenses not covered elsewhere2010-12-31$387
Other income received2010-12-31$7,186
Net income (gross income less expenses)2010-12-31$22,723
Net plan assets at end of year (total assets less liabilities)2010-12-31$107,980
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$85,257
Assets. Value of participant loans2010-12-31$3,943
Total contributions received or receivable from employer(s)2010-12-31$3,227
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN

2011: KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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