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KELLY & COMPANY LLC CASH BALANCE PLAN 401k Plan overview

Plan NameKELLY & COMPANY LLC CASH BALANCE PLAN
Plan identification number 002

KELLY & COMPANY LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

KELLY KELLY AND COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:KELLY KELLY AND COMPANY LLC
Employer identification number (EIN):200640559
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & COMPANY LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01

Financial Data on KELLY & COMPANY LLC CASH BALANCE PLAN

Measure Date Value
2022 : KELLY & COMPANY LLC CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-300
Total expenses incurred by plan in this plan year2022-06-30618
Net assets as of the end of the plan year2022-06-30652621
Total assets as of the beginning of the plan year2022-06-30321301
Other expenses paid from plan in this plan year2022-06-30618
Other income to plan in this plan year2022-06-301938
Plan net income in this plan year2022-06-30331320
Net assets as of the end of the plan year2022-06-30652621
Net assets as of the beginning of the plan year2022-06-30321301
Employer contributions to plan in this plan year2022-06-30330000

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