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KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

KELLY & HUBNER, LLP 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

KELLY & HUBNER, LLP has sponsored the creation of one or more 401k plans.

Company Name:KELLY & HUBNER, LLP
Employer identification number (EIN):202171319
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01CAROL L. HUBNER
0012012-01-01CAROL L. HUBNER

Financial Data on KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$132,903
Expenses. Total of all expenses incurred2014-12-31$9,429
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,053,512
Total plan assets at beginning of year2014-12-31$930,038
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$42,900
Expenses. Other expenses not covered elsewhere2014-12-31$9,429
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$38,003
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$123,474
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,053,512
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$930,038
Total contributions received or receivable from employer(s)2014-12-31$52,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$192,669
Expenses. Total of all expenses incurred2013-12-31$7,735
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$930,038
Total plan assets at beginning of year2013-12-31$745,104
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$42,650
Expenses. Other expenses not covered elsewhere2013-12-31$7,735
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$102,019
Net income (gross income less expenses)2013-12-31$184,934
Net plan assets at end of year (total assets less liabilities)2013-12-31$930,038
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$745,104
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$1,650
Total contributions received or receivable from employer(s)2013-12-31$48,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$130,263
Expenses. Total of all expenses incurred2012-12-31$6,469
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$745,104
Total plan assets at beginning of year2012-12-31$621,310
Total contributions received or receivable from participants2012-12-31$40,250
Expenses. Other expenses not covered elsewhere2012-12-31$6,469
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$48,013
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$123,794
Net plan assets at end of year (total assets less liabilities)2012-12-31$745,104
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$621,310
Total contributions received or receivable from employer(s)2012-12-31$42,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN

2014: KELLY & HUBNER, LLP 401(K) PROFIT SHARING 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: KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KELLY & HUBNER, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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