Logo

KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 401k Plan overview

Plan NameKELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN
Plan identification number 001

KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

KELLY & BRAND, ATTORNEYS AT LAW, LLC has sponsored the creation of one or more 401k plans.

Company Name:KELLY & BRAND, ATTORNEYS AT LAW, LLC
Employer identification number (EIN):452459804
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BENJAMIN D BRAND
0012023-01-01
0012023-01-01BENJAMIN D BRAND
0012022-01-01
0012022-01-01BENJAMIN D BRAND
0012021-01-01
0012021-01-01BENJAMIN D BRAND
0012020-01-01
0012019-01-01
0012018-01-01JOHN M KELLY
0012017-01-01JOHN M KELLY
0012016-01-01JOHN M KELLY
0012016-01-01
0012015-01-01JOHN M KELLY
0012014-01-01JOHN M KELLY
0012013-01-01JOHN M KELLY2014-09-30
0012012-01-01JOHN M KELLY2013-05-20
0012011-11-15JOHN M KELLY2012-10-11 JOHN M KELLY2012-10-11

Financial Data on KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN

Measure Date Value
2024 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-01$25,449
Expenses. Total of all expenses incurred2024-01-01$4,410
Total plan assets at end of year2024-01-01$1,171,783
Total plan assets at beginning of year2024-01-01$1,150,744
Value of fidelity bond covering the plan2024-01-01$118,000
Total contributions received or receivable from participants2024-01-01$21,370
Other income received2024-01-01$-1,181
Net income (gross income less expenses)2024-01-01$21,039
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,171,783
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,150,744
Total contributions received or receivable from employer(s)2024-01-01$5,260
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$4,410
2023 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-68,424
Expenses. Total of all expenses incurred2023-12-31$4,784
Total plan assets at end of year2023-12-31$1,150,744
Total plan assets at beginning of year2023-12-31$1,223,952
Value of fidelity bond covering the plan2023-12-31$123,000
Total contributions received or receivable from participants2023-12-31$19,930
Other income received2023-12-31$-94,099
Net income (gross income less expenses)2023-12-31$-73,208
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,150,744
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,223,952
Total contributions received or receivable from employer(s)2023-12-31$5,745
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,784
2022 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-222,661
Expenses. Total of all expenses incurred2022-12-31$6,789
Total plan assets at end of year2022-12-31$1,223,952
Total plan assets at beginning of year2022-12-31$1,453,402
Value of fidelity bond covering the plan2022-12-31$146,000
Total contributions received or receivable from participants2022-12-31$37,008
Other income received2022-12-31$-264,806
Net income (gross income less expenses)2022-12-31$-229,450
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,223,952
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,453,402
Total contributions received or receivable from employer(s)2022-12-31$5,137
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,789
2021 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2021 401k financial data
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$253,416
Expenses. Total of all expenses incurred2021-12-31$105,567
Benefits paid (including direct rollovers)2021-12-31$100,000
Total plan assets at end of year2021-12-31$1,453,402
Total plan assets at beginning of year2021-12-31$1,305,553
Value of fidelity bond covering the plan2021-12-31$146,000
Total contributions received or receivable from participants2021-12-31$26,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$222,407
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$147,849
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,453,402
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,305,553
Total contributions received or receivable from employer(s)2021-12-31$5,009
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2020 401k financial data
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$615,561
Expenses. Total of all expenses incurred2020-12-31$53,626
Benefits paid (including direct rollovers)2020-12-31$50,389
Total plan assets at end of year2020-12-31$1,305,553
Total plan assets at beginning of year2020-12-31$743,618
Value of fidelity bond covering the plan2020-12-31$131,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$584,511
Net income (gross income less expenses)2020-12-31$561,935
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,305,553
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$743,618
Total contributions received or receivable from employer(s)2020-12-31$5,050
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$109,918
Expenses. Total of all expenses incurred2019-12-31$3,947
Total plan assets at end of year2019-12-31$743,618
Total plan assets at beginning of year2019-12-31$637,647
Value of fidelity bond covering the plan2019-12-31$80,000
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$78,875
Net income (gross income less expenses)2019-12-31$105,971
Net plan assets at end of year (total assets less liabilities)2019-12-31$743,618
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$637,647
Total contributions received or receivable from employer(s)2019-12-31$6,043
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,947
2018 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$34,173
Expenses. Total of all expenses incurred2018-12-31$4,499
Benefits paid (including direct rollovers)2018-12-31$1,414
Total plan assets at end of year2018-12-31$637,647
Total plan assets at beginning of year2018-12-31$607,973
Value of fidelity bond covering the plan2018-12-31$64,000
Total contributions received or receivable from participants2018-12-31$24,000
Other income received2018-12-31$3,470
Net income (gross income less expenses)2018-12-31$29,674
Net plan assets at end of year (total assets less liabilities)2018-12-31$637,647
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$607,973
Total contributions received or receivable from employer(s)2018-12-31$6,703
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,085
2017 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$82,829
Expenses. Total of all expenses incurred2017-12-31$4,812
Benefits paid (including direct rollovers)2017-12-31$2,694
Total plan assets at end of year2017-12-31$607,973
Total plan assets at beginning of year2017-12-31$529,956
Value of fidelity bond covering the plan2017-12-31$61,000
Total contributions received or receivable from participants2017-12-31$24,369
Other income received2017-12-31$10,835
Net income (gross income less expenses)2017-12-31$78,017
Net plan assets at end of year (total assets less liabilities)2017-12-31$607,973
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$529,956
Total contributions received or receivable from employer(s)2017-12-31$47,625
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,118
2016 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$40,744
Expenses. Total of all expenses incurred2016-12-31$2,134
Benefits paid (including direct rollovers)2016-12-31$75
Total plan assets at end of year2016-12-31$550,105
Total plan assets at beginning of year2016-12-31$511,495
Value of fidelity bond covering the plan2016-12-31$55,010
Total contributions received or receivable from participants2016-12-31$24,355
Other income received2016-12-31$11,423
Net income (gross income less expenses)2016-12-31$38,610
Net plan assets at end of year (total assets less liabilities)2016-12-31$550,105
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$511,495
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$4,966
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,059
2015 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$8,727
Expenses. Total of all expenses incurred2015-12-31$1,989
Total plan assets at end of year2015-12-31$511,495
Total plan assets at beginning of year2015-12-31$504,757
Value of fidelity bond covering the plan2015-12-31$51,150
Total contributions received or receivable from participants2015-12-31$3,555
Other income received2015-12-31$1,297
Net income (gross income less expenses)2015-12-31$6,738
Net plan assets at end of year (total assets less liabilities)2015-12-31$511,495
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$504,757
Assets. Value of participant loans2015-12-31$10,323
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$296
Total contributions received or receivable from employer(s)2015-12-31$3,875
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,989
2014 : KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$18,436
Expenses. Total of all expenses incurred2014-12-31$1,947
Total plan assets at end of year2014-12-31$504,757
Total plan assets at beginning of year2014-12-31$488,268
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$3,510
Expenses. Other expenses not covered elsewhere2014-12-31$1,947
Other income received2014-12-31$6,546
Net income (gross income less expenses)2014-12-31$16,489
Net plan assets at end of year (total assets less liabilities)2014-12-31$504,757
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$488,268
Assets. Value of participant loans2014-12-31$20,164
Total contributions received or receivable from employer(s)2014-12-31$8,380

Form 5500 Responses for KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN

2023: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT 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 & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KELLY & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT 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 & BRAND, ATTORNEYS AT LAW, LLC RETIREMENT 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

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