KELLY & KELLY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLY & KELLY, P.C. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : KELLY & KELLY, P.C. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-07 | 38555 |
| Net assets as of the end of the plan year | 2025-07-07 | 1336235 |
| Total assets as of the beginning of the plan year | 2025-07-07 | 1133303 |
| Value of plan covered by a fidelity bond | 2025-07-07 | 130000 |
| Participant contributions to plan in this plan year | 2025-07-07 | 124641 |
| Value of participant loans at end of plan year | 2025-07-07 | 15056 |
| Other contributions to plan in this plan year | 2025-07-07 | 0 |
| Other income to plan in this plan year | 2025-07-07 | 72483 |
| Plan net income in this plan year | 2025-07-07 | 202932 |
| Net assets as of the end of the plan year | 2025-07-07 | 1336235 |
| Net assets as of the beginning of the plan year | 2025-07-07 | 1133303 |
| Employer contributions to plan in this plan year | 2025-07-07 | 44363 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-07 | 3924 |
| 2024 : KELLY & KELLY, P.C. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-25 | 8901 |
| Net assets as of the end of the plan year | 2024-06-25 | 1133303 |
| Total assets as of the beginning of the plan year | 2024-06-25 | 872527 |
| Value of plan covered by a fidelity bond | 2024-06-25 | 90000 |
| Participant contributions to plan in this plan year | 2024-06-25 | 114459 |
| Value of participant loans at end of plan year | 2024-06-25 | 16723 |
| Other contributions to plan in this plan year | 2024-06-25 | 0 |
| Other income to plan in this plan year | 2024-06-25 | 117692 |
| Plan net income in this plan year | 2024-06-25 | 260776 |
| Net assets as of the end of the plan year | 2024-06-25 | 1133303 |
| Net assets as of the beginning of the plan year | 2024-06-25 | 872527 |
| Employer contributions to plan in this plan year | 2024-06-25 | 37526 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-25 | 3091 |
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