Logo

KELLY & MUEHLER PROFIT SHARING PLAN 401k Plan overview

Plan NameKELLY & MUEHLER PROFIT SHARING PLAN
Plan identification number 001

KELLY & MUEHLER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.
  • 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

KELLY & MUEHLER, P.L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:KELLY & MUEHLER, P.L.L.P.
Employer identification number (EIN):411710187
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & MUEHLER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SCOTT J. MUEHLER
0012023-01-01
0012023-01-01
0012023-01-01SCOTT J. MUEHLER
0012023-01-01SCOTT J. MUEHLER
0012022-01-01
0012022-01-01SCOTT J. MUEHLER
0012021-01-01
0012021-01-01SCOTT J. MUEHLER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2018-09-27
0012016-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2017-09-19
0012015-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2016-09-16
0012014-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2015-09-15
0012013-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2014-09-19
0012012-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2013-09-16
0012011-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2012-09-19
0012010-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2011-10-17
0012009-01-01SCOTT J. MUEHLER SCOTT J. MUEHLER2010-10-15

Financial Data on KELLY & MUEHLER PROFIT SHARING PLAN

Measure Date Value
2023 : KELLY & MUEHLER PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$173,678
Expenses. Total of all expenses incurred2023-12-31$57,061
Benefits paid (including direct rollovers)2023-12-31$57,000
Total plan assets at end of year2023-12-31$951,622
Total plan assets at beginning of year2023-12-31$835,005
Value of fidelity bond covering the plan2023-12-31$90,000
Total contributions received or receivable from participants2023-12-31$60,000
Expenses. Other expenses not covered elsewhere2023-12-31$61
Contributions received from other sources (not participants or employers)2023-12-31$36,000
Other income received2023-12-31$57,899
Net income (gross income less expenses)2023-12-31$116,617
Net plan assets at end of year (total assets less liabilities)2023-12-31$951,622
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$835,005
Total contributions received or receivable from employer(s)2023-12-31$19,779
2022 : KELLY & MUEHLER PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-126,557
Expenses. Total of all expenses incurred2022-12-31$115,698
Benefits paid (including direct rollovers)2022-12-31$115,000
Total plan assets at end of year2022-12-31$835,005
Total plan assets at beginning of year2022-12-31$1,077,260
Value of fidelity bond covering the plan2022-12-31$90,000
Total contributions received or receivable from participants2022-12-31$64,000
Expenses. Other expenses not covered elsewhere2022-12-31$698
Other income received2022-12-31$-210,958
Net income (gross income less expenses)2022-12-31$-242,255
Net plan assets at end of year (total assets less liabilities)2022-12-31$835,005
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,077,260
Total contributions received or receivable from employer(s)2022-12-31$20,401
2021 : KELLY & MUEHLER PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$133,014
Expenses. Total of all expenses incurred2021-12-31$553
Total plan assets at end of year2021-12-31$1,077,260
Total plan assets at beginning of year2021-12-31$944,799
Value of fidelity bond covering the plan2021-12-31$90,000
Total contributions received or receivable from participants2021-12-31$46,000
Expenses. Other expenses not covered elsewhere2021-12-31$553
Other income received2021-12-31$72,035
Net income (gross income less expenses)2021-12-31$132,461
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,077,260
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$944,799
Total contributions received or receivable from employer(s)2021-12-31$14,979
2020 : KELLY & MUEHLER PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$66,385
Expenses. Total of all expenses incurred2020-12-31$445
Total plan assets at end of year2020-12-31$944,799
Total plan assets at beginning of year2020-12-31$878,859
Value of fidelity bond covering the plan2020-12-31$90,000
Total contributions received or receivable from participants2020-12-31$41,500
Expenses. Other expenses not covered elsewhere2020-12-31$445
Other income received2020-12-31$1,648
Net income (gross income less expenses)2020-12-31$65,940
Net plan assets at end of year (total assets less liabilities)2020-12-31$944,799
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$878,859
Total contributions received or receivable from employer(s)2020-12-31$23,237
2019 : KELLY & MUEHLER PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$148,583
Expenses. Total of all expenses incurred2019-12-31$220
Total plan assets at end of year2019-12-31$878,859
Total plan assets at beginning of year2019-12-31$730,496
Value of fidelity bond covering the plan2019-12-31$90,000
Total contributions received or receivable from participants2019-12-31$25,000
Expenses. Other expenses not covered elsewhere2019-12-31$220
Other income received2019-12-31$104,366
Net income (gross income less expenses)2019-12-31$148,363
Net plan assets at end of year (total assets less liabilities)2019-12-31$878,859
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$730,496
Total contributions received or receivable from employer(s)2019-12-31$19,217
2018 : KELLY & MUEHLER PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-65,456
Expenses. Total of all expenses incurred2018-12-31$1,278
Total plan assets at end of year2018-12-31$730,496
Total plan assets at beginning of year2018-12-31$797,230
Value of fidelity bond covering the plan2018-12-31$90,000
Total contributions received or receivable from participants2018-12-31$53,500
Expenses. Other expenses not covered elsewhere2018-12-31$1,278
Other income received2018-12-31$-136,998
Net income (gross income less expenses)2018-12-31$-66,734
Net plan assets at end of year (total assets less liabilities)2018-12-31$730,496
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$797,230
Total contributions received or receivable from employer(s)2018-12-31$18,042
2017 : KELLY & MUEHLER PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$170,769
Expenses. Total of all expenses incurred2017-12-31$16,426
Benefits paid (including direct rollovers)2017-12-31$14,500
Total plan assets at end of year2017-12-31$797,230
Total plan assets at beginning of year2017-12-31$642,887
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$36,000
Expenses. Other expenses not covered elsewhere2017-12-31$1,926
Other income received2017-12-31$120,672
Net income (gross income less expenses)2017-12-31$154,343
Net plan assets at end of year (total assets less liabilities)2017-12-31$797,230
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$642,887
Total contributions received or receivable from employer(s)2017-12-31$14,097
2016 : KELLY & MUEHLER PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-70,446
Expenses. Total of all expenses incurred2016-12-31$35,594
Benefits paid (including direct rollovers)2016-12-31$32,800
Total plan assets at end of year2016-12-31$642,887
Total plan assets at beginning of year2016-12-31$748,927
Value of fidelity bond covering the plan2016-12-31$90,000
Total contributions received or receivable from participants2016-12-31$24,000
Expenses. Other expenses not covered elsewhere2016-12-31$2,794
Other income received2016-12-31$-109,141
Net income (gross income less expenses)2016-12-31$-106,040
Net plan assets at end of year (total assets less liabilities)2016-12-31$642,887
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$748,927
Total contributions received or receivable from employer(s)2016-12-31$14,695
2015 : KELLY & MUEHLER PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-20,093
Expenses. Total of all expenses incurred2015-12-31$878
Total plan assets at end of year2015-12-31$748,927
Total plan assets at beginning of year2015-12-31$769,898
Value of fidelity bond covering the plan2015-12-31$90,000
Total contributions received or receivable from participants2015-12-31$18,000
Expenses. Other expenses not covered elsewhere2015-12-31$878
Other income received2015-12-31$-52,011
Net income (gross income less expenses)2015-12-31$-20,971
Net plan assets at end of year (total assets less liabilities)2015-12-31$748,927
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$769,898
Total contributions received or receivable from employer(s)2015-12-31$13,918
2014 : KELLY & MUEHLER PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$179,246
Expenses. Total of all expenses incurred2014-12-31$46,557
Benefits paid (including direct rollovers)2014-12-31$43,000
Total plan assets at end of year2014-12-31$769,898
Total plan assets at beginning of year2014-12-31$637,209
Value of fidelity bond covering the plan2014-12-31$90,000
Total contributions received or receivable from participants2014-12-31$17,500
Expenses. Other expenses not covered elsewhere2014-12-31$3,557
Other income received2014-12-31$142,955
Net income (gross income less expenses)2014-12-31$132,689
Net plan assets at end of year (total assets less liabilities)2014-12-31$769,898
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$637,209
Total contributions received or receivable from employer(s)2014-12-31$18,791
2013 : KELLY & MUEHLER PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$23,677
Expenses. Total of all expenses incurred2013-12-31$107,000
Benefits paid (including direct rollovers)2013-12-31$107,000
Total plan assets at end of year2013-12-31$637,209
Total plan assets at beginning of year2013-12-31$720,532
Total contributions received or receivable from participants2013-12-31$20,000
Other income received2013-12-31$-37,158
Net income (gross income less expenses)2013-12-31$-83,323
Net plan assets at end of year (total assets less liabilities)2013-12-31$637,209
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$720,532
Total contributions received or receivable from employer(s)2013-12-31$40,835
2012 : KELLY & MUEHLER PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-11,249
Expenses. Total of all expenses incurred2012-12-31$42,047
Benefits paid (including direct rollovers)2012-12-31$42,000
Total plan assets at end of year2012-12-31$720,532
Total plan assets at beginning of year2012-12-31$773,828
Total contributions received or receivable from participants2012-12-31$22,500
Expenses. Other expenses not covered elsewhere2012-12-31$47
Other income received2012-12-31$-71,033
Net income (gross income less expenses)2012-12-31$-53,296
Net plan assets at end of year (total assets less liabilities)2012-12-31$720,532
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$773,828
Total contributions received or receivable from employer(s)2012-12-31$37,284
2011 : KELLY & MUEHLER PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-70,801
Expenses. Total of all expenses incurred2011-12-31$153,520
Benefits paid (including direct rollovers)2011-12-31$153,500
Total plan assets at end of year2011-12-31$773,828
Total plan assets at beginning of year2011-12-31$998,149
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$20
Other income received2011-12-31$-134,686
Net income (gross income less expenses)2011-12-31$-224,321
Net plan assets at end of year (total assets less liabilities)2011-12-31$773,828
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$998,149
Total contributions received or receivable from employer(s)2011-12-31$41,885
2010 : KELLY & MUEHLER PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$88,091
Total plan assets at end of year2010-12-31$998,149
Total plan assets at beginning of year2010-12-31$910,058
Total contributions received or receivable from participants2010-12-31$20,500
Other income received2010-12-31$30,857
Net income (gross income less expenses)2010-12-31$88,091
Net plan assets at end of year (total assets less liabilities)2010-12-31$998,149
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$910,058
Total contributions received or receivable from employer(s)2010-12-31$36,734

Form 5500 Responses for KELLY & MUEHLER PROFIT SHARING PLAN

2023: KELLY & MUEHLER PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KELLY & MUEHLER PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KELLY & MUEHLER PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KELLY & MUEHLER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KELLY & MUEHLER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KELLY & MUEHLER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KELLY & MUEHLER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KELLY & MUEHLER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KELLY & MUEHLER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KELLY & MUEHLER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KELLY & MUEHLER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KELLY & MUEHLER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KELLY & MUEHLER PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KELLY & MUEHLER PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KELLY & MUEHLER PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM20008420
Policy instance 2
Insurance contract or identification numberVM20008420
Number of Individuals Covered1
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $169
Total amount of fees paid to insurance companyUSD $28
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberFX18008391
Policy instance 1
Insurance contract or identification numberFX18008391
Number of Individuals Covered1
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $80
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM20008420
Policy instance 2
Insurance contract or identification numberVM20008420
Number of Individuals Covered1
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $175
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberFX18008391
Policy instance 1
Insurance contract or identification numberFX18008391
Number of Individuals Covered1
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $79
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM20008420
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberFX18008391
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVM20008420
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberFX18008391
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberFX18008391
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberFX18008391
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1