401k Plan data: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN plan

O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	O'KELLEY & ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

O'KELLEY & ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OKELLEY & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: OKELLEY & ASSOCIATES

Employer identification number (EIN): 271210317

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'KELLEY & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-11-01 GURVIS O'KELLEY
001 2016-11-01 GURVIS O'KELLEY
001 2015-11-01 GURVIS O'KELLEY
001 2014-11-01 GURVIS O'KELLEY
001 2013-11-01 GURVIS O'KELLEY
001 2012-11-01 GURVIS O'KELLEY
001 2011-11-01 GURVIS O'KELLEY
001 2010-11-01 GURVIS O'KELLEY

Plan id#	Filing Submission Date	Name of Administrator
001	2017-11-01	GURVIS O'KELLEY
001	2016-11-01	GURVIS O'KELLEY
001	2015-11-01	GURVIS O'KELLEY
001	2014-11-01	GURVIS O'KELLEY
001	2013-11-01	GURVIS O'KELLEY
001	2012-11-01	GURVIS O'KELLEY
001	2011-11-01	GURVIS O'KELLEY
001	2010-11-01	GURVIS O'KELLEY

Plan Statistics for O'KELLEY & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for O'KELLEY & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2017: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 0
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 0
Total of all active and inactive participants 2017-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 0
Number of participants with account balances 2017-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 2
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 2
Total of all active and inactive participants 2016-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 4
Number of participants with account balances 2016-11-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 4
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 1
Total of all active and inactive participants 2015-11-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 5
Number of participants with account balances 2015-11-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 7
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 7
Number of participants with account balances 2014-11-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 5
2013: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 7
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 7
Number of participants with account balances 2013-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 6
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 6
Number of participants with account balances 2012-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 4
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 4
Number of participants with account balances 2011-11-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 4
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 0
Total of all active and inactive participants 2010-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 4
Number of participants with account balances 2010-11-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0

Measure	Date	Value
2017: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	0
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	0
Total of all active and inactive participants	2017-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	0
Number of participants with account balances	2017-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	2
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	2
Total of all active and inactive participants	2016-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	4
Number of participants with account balances	2016-11-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	4
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	1
Total of all active and inactive participants	2015-11-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	5
Number of participants with account balances	2015-11-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	7
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	7
Number of participants with account balances	2014-11-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	5
2013: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	7
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	7
Number of participants with account balances	2013-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	6
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	6
Number of participants with account balances	2012-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	4
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	4
Number of participants with account balances	2011-11-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	4
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	0
Total of all active and inactive participants	2010-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	4
Number of participants with account balances	2010-11-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0

Financial Data on O'KELLEY & ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2017 : O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-15	$0
Expenses. Total of all expenses incurred	2017-12-15	$13,711
Benefits paid (including direct rollovers)	2017-12-15	$13,711
Total plan assets at end of year	2017-12-15	$0
Total plan assets at beginning of year	2017-12-15	$13,711
Net income (gross income less expenses)	2017-12-15	$-13,711
Net plan assets at end of year (total assets less liabilities)	2017-12-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-15	$13,711
Assets. Value of employer securities	2017-12-15	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-15	$0
Total income from all sources	2017-10-31	$27
Expenses. Total of all expenses incurred	2017-10-31	$108,438
Benefits paid (including direct rollovers)	2017-10-31	$108,413
Total plan assets at end of year	2017-10-31	$13,711
Total plan assets at beginning of year	2017-10-31	$122,122
Other income received	2017-10-31	$27
Net income (gross income less expenses)	2017-10-31	$-108,411
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$13,711
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$122,122
Assets. Value of employer securities	2017-10-31	$13,711
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-10-31	$0
2016 : O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$-385,020
Expenses. Total of all expenses incurred	2016-10-31	$6,720
Benefits paid (including direct rollovers)	2016-10-31	$6,695
Total plan assets at end of year	2016-10-31	$122,122
Total plan assets at beginning of year	2016-10-31	$513,862
Other income received	2016-10-31	$-385,020
Net income (gross income less expenses)	2016-10-31	$-391,740
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$122,122
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$513,862
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-10-31	$976
Assets. Value of employer securities	2016-10-31	$115,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-10-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$-156,289
Expenses. Total of all expenses incurred	2015-10-31	$198,542
Benefits paid (including direct rollovers)	2015-10-31	$198,392
Total plan assets at end of year	2015-10-31	$513,862
Total plan assets at beginning of year	2015-10-31	$868,693
Total contributions received or receivable from participants	2015-10-31	$1,909
Other income received	2015-10-31	$-158,198
Net income (gross income less expenses)	2015-10-31	$-354,831
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$513,862
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$868,693
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-10-31	$4,772
Assets. Value of employer securities	2015-10-31	$500,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
2014 : O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$363,993
Expenses. Total of all expenses incurred	2014-10-31	$500
Total plan assets at end of year	2014-10-31	$868,693
Total plan assets at beginning of year	2014-10-31	$505,200
Total contributions received or receivable from participants	2014-10-31	$5,160
Other income received	2014-10-31	$358,833
Net income (gross income less expenses)	2014-10-31	$363,493
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$868,693
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$505,200
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-10-31	$3,797
Assets. Value of employer securities	2014-10-31	$658,500
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$500
2013 : O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$106,362
Expenses. Total of all expenses incurred	2013-10-31	$342
Total plan assets at end of year	2013-10-31	$505,200
Total plan assets at beginning of year	2013-10-31	$399,180
Total contributions received or receivable from participants	2013-10-31	$5,300
Other income received	2013-10-31	$101,062
Net income (gross income less expenses)	2013-10-31	$106,020
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$505,200
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$399,180
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-10-31	$4,656
Assets. Value of employer securities	2013-10-31	$500,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$342
2012 : O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$108,525
Expenses. Total of all expenses incurred	2012-10-31	$0
Total plan assets at end of year	2012-10-31	$399,180
Total plan assets at beginning of year	2012-10-31	$290,655
Other income received	2012-10-31	$108,525
Net income (gross income less expenses)	2012-10-31	$108,525
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$399,180
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$290,655
Assets. Value of employer securities	2012-10-31	$399,180
2011 : O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$235,655
Expenses. Total of all expenses incurred	2011-10-31	$0
Total plan assets at end of year	2011-10-31	$290,655
Total plan assets at beginning of year	2011-10-31	$55,000
Contributions received from other sources (not participants or employers)	2011-10-31	$40,000
Other income received	2011-10-31	$195,655
Net income (gross income less expenses)	2011-10-31	$235,655
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$290,655
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$55,000
Assets. Value of employer securities	2011-10-31	$290,655

Form 5500 Responses for O'KELLEY & ASSOCIATES PROFIT SHARING PLAN

2017: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	Yes
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: O'KELLEY & ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	First time form 5500 has been submitted	Yes
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OKELLEY & ASSOCIATES
Employer identification number (EIN):	271210317
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors