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| Plan Name | KELLY & GROSSMAN LLP 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | KELLY GROSSMAN & FLANAGAN LLP |
| Employer identification number (EIN): | 202462538 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | NICK RICE | 2024-09-17 |
| Measure | Date | Value |
|---|---|---|
| 2024 : KELLY & GROSSMAN LLP 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-17 | 12412 |
| Net assets as of the end of the plan year | 2024-09-17 | 263547 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 213003 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 22000 |
| Participant contributions to plan in this plan year | 2024-09-17 | 22040 |
| Value of participant loans at end of plan year | 2024-09-17 | 17568 |
| Other income to plan in this plan year | 2024-09-17 | 28758 |
| Plan net income in this plan year | 2024-09-17 | 50544 |
| Net assets as of the end of the plan year | 2024-09-17 | 263547 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 213003 |
| Employer contributions to plan in this plan year | 2024-09-17 | 12158 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-17 | 3512 |
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