W M KELLEY COMPANY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2022: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 121 |
Number of participants with account balances | 2022-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 113 |
Number of participants with account balances | 2021-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 84 |
Number of participants with account balances | 2020-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 90 |
Number of participants with account balances | 2019-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 76 |
Number of participants with account balances | 2018-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 74 |
Number of participants with account balances | 2017-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2022 : W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-437,143 |
Expenses. Total of all expenses incurred | 2022-12-31 | $162,055 |
Benefits paid (including direct rollovers) | 2022-12-31 | $140,342 |
Total plan assets at end of year | 2022-12-31 | $3,626,008 |
Total plan assets at beginning of year | 2022-12-31 | $4,225,206 |
Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $348,374 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,875 |
Other income received | 2022-12-31 | $-787,392 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-599,198 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,626,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,225,206 |
Assets. Value of participant loans | 2022-12-31 | $61,289 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $7,178 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,535 |
2021 : W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $843,760 |
Expenses. Total of all expenses incurred | 2021-12-31 | $106,191 |
Benefits paid (including direct rollovers) | 2021-12-31 | $84,358 |
Total plan assets at end of year | 2021-12-31 | $4,225,206 |
Total plan assets at beginning of year | 2021-12-31 | $3,487,637 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $321,659 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $17,795 |
Other income received | 2021-12-31 | $504,306 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $737,569 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,225,206 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,487,637 |
Assets. Value of participant loans | 2021-12-31 | $58,872 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $7,624 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,209 |
2020 : W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $766,654 |
Expenses. Total of all expenses incurred | 2020-12-31 | $51,883 |
Benefits paid (including direct rollovers) | 2020-12-31 | $41,749 |
Total plan assets at end of year | 2020-12-31 | $3,487,637 |
Total plan assets at beginning of year | 2020-12-31 | $2,772,866 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $245,109 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $521,545 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $714,771 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,487,637 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,772,866 |
Assets. Value of participant loans | 2020-12-31 | $37,111 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $-2,001 |
Value of corrective distributions | 2020-12-31 | $763 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $11,372 |
2019 : W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $730,690 |
Expenses. Total of all expenses incurred | 2019-12-31 | $19,926 |
Benefits paid (including direct rollovers) | 2019-12-31 | $8,789 |
Total plan assets at end of year | 2019-12-31 | $2,772,866 |
Total plan assets at beginning of year | 2019-12-31 | $2,062,102 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $209,401 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $521,289 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $710,764 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,772,866 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,062,102 |
Assets. Value of participant loans | 2019-12-31 | $26,357 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $2,001 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,136 |
2018 : W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $24,781 |
Expenses. Total of all expenses incurred | 2018-12-31 | $246,420 |
Benefits paid (including direct rollovers) | 2018-12-31 | $231,836 |
Total plan assets at end of year | 2018-12-31 | $2,062,102 |
Total plan assets at beginning of year | 2018-12-31 | $2,283,741 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $154,269 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-129,488 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-221,639 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,062,102 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,283,741 |
Assets. Value of participant loans | 2018-12-31 | $25,817 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $5,554 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,030 |
2017 : W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $481,670 |
Expenses. Total of all expenses incurred | 2017-12-31 | $169,209 |
Benefits paid (including direct rollovers) | 2017-12-31 | $167,983 |
Total plan assets at end of year | 2017-12-31 | $2,283,741 |
Total plan assets at beginning of year | 2017-12-31 | $1,971,280 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $144,060 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $70,036 |
Other income received | 2017-12-31 | $267,574 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $312,461 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,283,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,971,280 |
Assets. Value of participant loans | 2017-12-31 | $23,184 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,226 |