401k Plan data: KELLY & WOOD, LTD. SALARY REDUCTION PROFIT SHARING PLAN plan

KELLY & WOOD, LTD. SALARY REDUCTION PROFIT SHARING PLAN 401k Plan overview

Plan Name	KELLY & WOOD, LTD. SALARY REDUCTION PROFIT SHARING PLAN
Plan identification number	002

KELLY & WOOD, LTD. SALARY REDUCTION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 & WOOD, LTD. has sponsored the creation of one or more 401k plans.

Company Name: KELLY & WOOD, LTD.

Employer identification number (EIN): 251362277

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & WOOD, LTD. SALARY REDUCTION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-07-01
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01 JOHN WOOD, M.D. 2015-09-21
002 2013-07-01 JOHN WOOD, M.D. 2014-08-18
002 2012-07-01 JOHN WOOD, M.D. 2013-10-15
002 2011-07-01 JOHN WOOD, M.D. 2012-11-14
002 2010-07-01 JOHN WOOD, M.D. 2011-09-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-07-01
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01	JOHN WOOD, M.D.	2015-09-21
002	2013-07-01	JOHN WOOD, M.D.	2014-08-18
002	2012-07-01	JOHN WOOD, M.D.	2013-10-15
002	2011-07-01	JOHN WOOD, M.D.	2012-11-14
002	2010-07-01	JOHN WOOD, M.D.	2011-09-12

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Company Name:	KELLY & WOOD, LTD.
Employer identification number (EIN):	251362277
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)