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JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN C. R. KELLY REALTY 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOHN C. R. KELLY REALTY has sponsored the creation of one or more 401k plans.

Company Name:JOHN C. R. KELLY REALTY
Employer identification number (EIN):251149845
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT KELLY2024-09-04
0012022-01-01PLAN SPONSOR2023-09-26
0012021-01-01ROBERT E KELLY JR2022-06-04
0012020-01-01ROBERT E KELLY JR2021-05-28 ROBERT K KELLY JR2021-05-28
0012019-01-01ROBERT E KELLY JR2020-07-29
0012018-01-01ROBERT E KELLY JR2019-07-24
0012017-01-01ROBERT E KELLY JR2018-06-20
0012016-01-01ROBERT KELLY JR2017-07-06
0012015-01-01ROBERT KELLY2016-07-01
0012014-01-01ROBERT E KELLY JR
0012013-01-01ROBERT KELLY
0012012-01-01ROBERT KELLY ROBERT KELLY2013-06-11
0012011-01-01ROBERT KELLY

Financial Data on JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-230
Total liabilities as of the end of the plan year2025-08-230
Total liabilities as of the beginning of the plan year2025-08-230
Total expenses incurred by plan in this plan year2025-08-2326358
Net assets as of the end of the plan year2025-08-232928436
Total assets as of the beginning of the plan year2025-08-232550774
Value of plan covered by a fidelity bond2025-08-23100000
Participant contributions to plan in this plan year2025-08-2349914
Other expenses paid from plan in this plan year2025-08-230
Other contributions to plan in this plan year2025-08-230
Other income to plan in this plan year2025-08-23314106
Plan net income in this plan year2025-08-23377662
Net assets as of the end of the plan year2025-08-232928436
Net assets as of the beginning of the plan year2025-08-232550774
Employer contributions to plan in this plan year2025-08-2340000
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2324996
2024 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-040
Total liabilities as of the end of the plan year2024-09-040
Total liabilities as of the beginning of the plan year2024-09-040
Total expenses incurred by plan in this plan year2024-09-04183958
Net assets as of the end of the plan year2024-09-042550774
Total assets as of the beginning of the plan year2024-09-042290394
Value of plan covered by a fidelity bond2024-09-04100000
Participant contributions to plan in this plan year2024-09-0449874
Other expenses paid from plan in this plan year2024-09-040
Other contributions to plan in this plan year2024-09-040
Other income to plan in this plan year2024-09-04354464
Plan net income in this plan year2024-09-04260380
Net assets as of the end of the plan year2024-09-042550774
Net assets as of the beginning of the plan year2024-09-042290394
Employer contributions to plan in this plan year2024-09-0440000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0422511
2022 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-04267147
Net assets as of the end of the plan year2022-06-042871494
Total assets as of the beginning of the plan year2022-06-042799806
Value of plan covered by a fidelity bond2022-06-04100000
Participant contributions to plan in this plan year2022-06-0455822
Other expenses paid from plan in this plan year2022-06-0441107
Other contributions to plan in this plan year2022-06-040
Other income to plan in this plan year2022-06-04243013
Plan net income in this plan year2022-06-0471688
Net assets as of the end of the plan year2022-06-042871494
Net assets as of the beginning of the plan year2022-06-042799806
Employer contributions to plan in this plan year2022-06-0440000
2014 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$126,233
Expenses. Total of all expenses incurred2014-12-31$41,675
Benefits paid (including direct rollovers)2014-12-31$41,650
Total plan assets at end of year2014-12-31$1,339,773
Total plan assets at beginning of year2014-12-31$1,255,215
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$34,828
Expenses. Other expenses not covered elsewhere2014-12-31$25
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$61,405
Net income (gross income less expenses)2014-12-31$84,558
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,339,773
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,255,215
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$30,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$239,194
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,255,215
Total plan assets at beginning of year2013-12-31$1,016,021
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$41,092
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$168,010
Net income (gross income less expenses)2013-12-31$239,194
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,255,215
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,016,021
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$30,092
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$173,078
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,016,021
Total plan assets at beginning of year2012-12-31$842,943
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$32,284
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$110,794
Net income (gross income less expenses)2012-12-31$173,078
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,016,021
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$842,943
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$30,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$29,525
Expenses. Total of all expenses incurred2011-12-31$5,365
Benefits paid (including direct rollovers)2011-12-31$5,340
Total plan assets at end of year2011-12-31$842,943
Total plan assets at beginning of year2011-12-31$818,783
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$31,233
Expenses. Other expenses not covered elsewhere2011-12-31$25
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-27,197
Net income (gross income less expenses)2011-12-31$24,160
Net plan assets at end of year (total assets less liabilities)2011-12-31$842,943
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$818,783
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$25,489
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$82,961
Expenses. Total of all expenses incurred2010-12-31$2,255
Benefits paid (including direct rollovers)2010-12-31$2,230
Total plan assets at end of year2010-12-31$818,784
Total plan assets at beginning of year2010-12-31$738,078
Total contributions received or receivable from participants2010-12-31$27,857
Other income received2010-12-31$55,104
Net income (gross income less expenses)2010-12-31$80,706
Net plan assets at end of year (total assets less liabilities)2010-12-31$818,784
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$738,078
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$25

Form 5500 Responses for JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN

2014: JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: JOHN C. R. KELLY REALTY 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820236
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820236
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820236
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-820236
Policy instance 1

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