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LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 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.

401k Sponsoring company profile

LAW OFFICE OF JAMIE KELLEY, PLLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF JAMIE KELLEY, PLLC
Employer identification number (EIN):204218057
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01JAMIE KELLY
0012021-01-01
0012021-01-01JAMIE KELLEY
0012020-01-01
0012019-01-01
0012018-01-01

Financial Data on LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$44,800
Expenses. Total of all expenses incurred2022-12-31$460,941
Benefits paid (including direct rollovers)2022-12-31$459,121
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$416,141
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$10,766
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$32,454
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-416,141
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$416,141
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$1,580
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,820
2021 : LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$66,158
Expenses. Total of all expenses incurred2021-12-31$40
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$416,141
Total plan assets at beginning of year2021-12-31$350,023
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$26,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$37,437
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$66,118
Net plan assets at end of year (total assets less liabilities)2021-12-31$416,141
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$350,023
Assets. Value of assets in partnership/joint-venture interests2021-12-31$237,119
Total contributions received or receivable from employer(s)2021-12-31$2,721
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$40
2020 : LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$111,257
Expenses. Total of all expenses incurred2020-12-31$40
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$350,023
Total plan assets at beginning of year2020-12-31$238,806
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$26,270
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$81,583
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$111,217
Net plan assets at end of year (total assets less liabilities)2020-12-31$350,023
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$238,806
Assets. Value of assets in partnership/joint-venture interests2020-12-31$217,467
Total contributions received or receivable from employer(s)2020-12-31$3,404
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$40
2019 : LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$44,382
Expenses. Total of all expenses incurred2019-12-31$40
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$238,806
Total plan assets at beginning of year2019-12-31$194,464
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$24,720
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$15,154
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$44,342
Net plan assets at end of year (total assets less liabilities)2019-12-31$238,806
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$194,464
Assets. Value of assets in partnership/joint-venture interests2019-12-31$178,500
Total contributions received or receivable from employer(s)2019-12-31$4,508
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$40
2018 : LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$194,474
Expenses. Total of all expenses incurred2018-12-31$10
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$194,464
Total plan assets at beginning of year2018-12-31$0
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$22,590
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$171,000
Other income received2018-12-31$-1,786
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$194,464
Net plan assets at end of year (total assets less liabilities)2018-12-31$194,464
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of assets in partnership/joint-venture interests2018-12-31$171,000
Total contributions received or receivable from employer(s)2018-12-31$2,670
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10

Form 5500 Responses for LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN

2022: LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAW OFFICE OF JAMIE KELLEY, PLLC SECTION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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