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KELLY & KING, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKELLY & KING, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 002

KELLY & KING, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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 & KING, P.C. has sponsored the creation of one or more 401k plans.

Company Name:KELLY & KING, P.C.
Employer identification number (EIN):203767028
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & KING, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PAUL KELLY2024-08-22 PAUL KELLY2024-08-22
0022022-01-01PAUL KELLY2023-08-14 PAUL KELLY2023-08-14
0022021-01-01PAUL KELLY2022-07-06 PAUL KELLY2022-07-06
0022021-01-01PAUL KELLY2022-07-06 PAUL KELLY2022-07-06
0022020-01-01PAUL KELLY2021-09-21 PAUL KELLY2021-09-21
0022019-01-01PAUL KELLY2020-09-25 PAUL KELLY2020-09-25
0022018-01-01PAUL KELLY2019-10-01 PAUL KELLY2019-10-01
0022017-01-01PAUL E. KELLY2018-10-01 PAUL E. KELLY2018-10-01
0022016-01-01PAUL KELLY2017-09-01 PAUL KELLY2017-09-01
0022015-01-01PAUL E. KELLY2016-10-03 PAUL E. KELLY2016-10-03
0022014-01-01PAUL KELLY2015-09-30 PAUL KELLY2015-09-30

Financial Data on KELLY & KING, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : KELLY & KING, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-110
Total liabilities as of the end of the plan year2025-08-110
Total liabilities as of the beginning of the plan year2025-08-110
Total expenses incurred by plan in this plan year2025-08-1115228
Net assets as of the end of the plan year2025-08-11889223
Total assets as of the beginning of the plan year2025-08-11842170
Participant contributions to plan in this plan year2025-08-118960
Other expenses paid from plan in this plan year2025-08-110
Other contributions to plan in this plan year2025-08-110
Other income to plan in this plan year2025-08-1128592
Plan net income in this plan year2025-08-1147053
Net assets as of the end of the plan year2025-08-11889223
Net assets as of the beginning of the plan year2025-08-11842170
Employer contributions to plan in this plan year2025-08-1124729
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-110
2024 : KELLY & KING, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-220
Total liabilities as of the end of the plan year2024-08-220
Total liabilities as of the beginning of the plan year2024-08-220
Total expenses incurred by plan in this plan year2024-08-22117176
Net assets as of the end of the plan year2024-08-22842170
Total assets as of the beginning of the plan year2024-08-22827217
Participant contributions to plan in this plan year2024-08-2262600
Other expenses paid from plan in this plan year2024-08-220
Other contributions to plan in this plan year2024-08-220
Other income to plan in this plan year2024-08-2248990
Plan net income in this plan year2024-08-2214953
Net assets as of the end of the plan year2024-08-22842170
Net assets as of the beginning of the plan year2024-08-22827217
Employer contributions to plan in this plan year2024-08-2220539
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-220

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