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W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameW M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 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.
  • 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

W M KELLEY COMPANY INC has sponsored the creation of one or more 401k plans.

Company Name:W M KELLEY COMPANY INC
Employer identification number (EIN):351659138
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RYAN BANET
0012017-01-01RYAN BANET
0012016-01-01CAROL ALDRICH2017-05-31
0012015-01-01TIM LARSEN2016-05-12
0012014-01-01ASHLEY HOLDEN2015-06-05
0012013-01-01ROSE RAJKOWSKI2014-06-13
0012012-01-01DON MARKWARDT2013-07-16
0012011-01-01RICHARD FURSETH2012-07-05
0012010-01-01MIKE BAHDE2011-07-15

Plan Statistics for 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
2022: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01113
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01121
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0184
Total number of active participants reported on line 7a of the Form 55002021-01-01107
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01113
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0190
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0184
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0190
Number of participants with account balances2019-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0174
Total number of active participants reported on line 7a of the Form 55002018-01-0176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0176
Number of participants with account balances2018-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0163
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0174
Number of participants with account balances2017-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-437,143
Expenses. Total of all expenses incurred2022-12-31$162,055
Benefits paid (including direct rollovers)2022-12-31$140,342
Total plan assets at end of year2022-12-31$3,626,008
Total plan assets at beginning of year2022-12-31$4,225,206
Value of fidelity bond covering the plan2022-12-31$250,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$348,374
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$1,875
Other income received2022-12-31$-787,392
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$61,289
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$843,760
Expenses. Total of all expenses incurred2021-12-31$106,191
Benefits paid (including direct rollovers)2021-12-31$84,358
Total plan assets at end of year2021-12-31$4,225,206
Total plan assets at beginning of year2021-12-31$3,487,637
Value of fidelity bond covering the plan2021-12-31$250,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$321,659
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$17,795
Other income received2021-12-31$504,306
Noncash contributions received2021-12-31$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 loans2021-12-31$58,872
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$766,654
Expenses. Total of all expenses incurred2020-12-31$51,883
Benefits paid (including direct rollovers)2020-12-31$41,749
Total plan assets at end of year2020-12-31$3,487,637
Total plan assets at beginning of year2020-12-31$2,772,866
Value of fidelity bond covering the plan2020-12-31$250,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$245,109
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$521,545
Noncash contributions received2020-12-31$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 loans2020-12-31$37,111
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$-2,001
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$730,690
Expenses. Total of all expenses incurred2019-12-31$19,926
Benefits paid (including direct rollovers)2019-12-31$8,789
Total plan assets at end of year2019-12-31$2,772,866
Total plan assets at beginning of year2019-12-31$2,062,102
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$209,401
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$521,289
Noncash contributions received2019-12-31$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 loans2019-12-31$26,357
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$2,001
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$24,781
Expenses. Total of all expenses incurred2018-12-31$246,420
Benefits paid (including direct rollovers)2018-12-31$231,836
Total plan assets at end of year2018-12-31$2,062,102
Total plan assets at beginning of year2018-12-31$2,283,741
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$154,269
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-129,488
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$25,817
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$481,670
Expenses. Total of all expenses incurred2017-12-31$169,209
Benefits paid (including direct rollovers)2017-12-31$167,983
Total plan assets at end of year2017-12-31$2,283,741
Total plan assets at beginning of year2017-12-31$1,971,280
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$144,060
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$70,036
Other income received2017-12-31$267,574
Noncash contributions received2017-12-31$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 loans2017-12-31$23,184
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,226

Form 5500 Responses for W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST

2022: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: W M KELLEY COMPANY INC 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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