KELLY & HERRON, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLY & HERRON, P.C. PROFIT SHARING 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : KELLY & HERRON, P.C. PROFIT SHARING 401K PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-18 | 181202 |
| Net assets as of the end of the plan year | 2025-06-18 | 8083539 |
| Total assets as of the beginning of the plan year | 2025-06-18 | 6326150 |
| Value of plan covered by a fidelity bond | 2025-06-18 | 300000 |
| Participant contributions to plan in this plan year | 2025-06-18 | 0 |
| Value of participant loans at end of plan year | 2025-06-18 | 14589 |
| Other expenses paid from plan in this plan year | 2025-06-18 | 0 |
| Other contributions to plan in this plan year | 2025-06-18 | 0 |
| Other income to plan in this plan year | 2025-06-18 | 1847159 |
| Plan net income in this plan year | 2025-06-18 | 1757389 |
| Net assets as of the end of the plan year | 2025-06-18 | 8083539 |
| Net assets as of the beginning of the plan year | 2025-06-18 | 6326150 |
| Employer contributions to plan in this plan year | 2025-06-18 | 91432 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-18 | 47158 |
| 2024 : KELLY & HERRON, P.C. PROFIT SHARING 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 33034 |
| Net assets as of the end of the plan year | 2024-10-11 | 6326150 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 4526619 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 300000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 0 |
| Other income to plan in this plan year | 2024-10-11 | 1739794 |
| Plan net income in this plan year | 2024-10-11 | 1799531 |
| Net assets as of the end of the plan year | 2024-10-11 | 6326150 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 4526619 |
| Employer contributions to plan in this plan year | 2024-10-11 | 92771 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 33034 |
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