KELLY & LEMMONS, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLY & LEMMONS, P.A. 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : KELLY & LEMMONS, P.A. 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-24 | 109519 |
| Net assets as of the end of the plan year | 2025-07-24 | 1581499 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 1400810 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 93265 |
| Value of participant loans at end of plan year | 2025-07-24 | 1 |
| Other expenses paid from plan in this plan year | 2025-07-24 | 0 |
| Other contributions to plan in this plan year | 2025-07-24 | 0 |
| Other income to plan in this plan year | 2025-07-24 | 159686 |
| Plan net income in this plan year | 2025-07-24 | 180689 |
| Net assets as of the end of the plan year | 2025-07-24 | 1581499 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 1400810 |
| Employer contributions to plan in this plan year | 2025-07-24 | 37257 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 2234 |
| 2024 : KELLY & LEMMONS, P.A. 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-21 | 14094 |
| Net assets as of the end of the plan year | 2024-05-21 | 1400810 |
| Total assets as of the beginning of the plan year | 2024-05-21 | 1127724 |
| Value of plan covered by a fidelity bond | 2024-05-21 | 1000000 |
| Participant contributions to plan in this plan year | 2024-05-21 | 84940 |
| Value of participant loans at end of plan year | 2024-05-21 | 1 |
| Other contributions to plan in this plan year | 2024-05-21 | 0 |
| Other income to plan in this plan year | 2024-05-21 | 174175 |
| Plan net income in this plan year | 2024-05-21 | 273086 |
| Net assets as of the end of the plan year | 2024-05-21 | 1400810 |
| Net assets as of the beginning of the plan year | 2024-05-21 | 1127724 |
| Employer contributions to plan in this plan year | 2024-05-21 | 28065 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-21 | 2508 |
| 2022 : KELLY & LEMMONS, P.A. 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-06 | 3992 |
| Net assets as of the end of the plan year | 2022-07-06 | 1186052 |
| Total assets as of the beginning of the plan year | 2022-07-06 | 1051244 |
| Value of plan covered by a fidelity bond | 2022-07-06 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-06 | 71074 |
| Value of participant loans at end of plan year | 2022-07-06 | 7239 |
| Other expenses paid from plan in this plan year | 2022-07-06 | 1829 |
| Other income to plan in this plan year | 2022-07-06 | 43814 |
| Plan net income in this plan year | 2022-07-06 | 134808 |
| Net assets as of the end of the plan year | 2022-07-06 | 1186052 |
| Net assets as of the beginning of the plan year | 2022-07-06 | 1051244 |
| Employer contributions to plan in this plan year | 2022-07-06 | 23912 |
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