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KELLY & TVEDT, CO. 401(K) PLAN 401k Plan overview

Plan NameKELLY & TVEDT, CO. 401(K) PLAN
Plan identification number 001

KELLY & TVEDT, CO. 401(K) 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.
  • 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 & TVEDT, CO. has sponsored the creation of one or more 401k plans.

Company Name:KELLY & TVEDT, CO.
Employer identification number (EIN):453971264
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Additional information about KELLY & TVEDT, CO.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-11-30
Company Identification Number: 0801513567
Legal Registered Office Address: 11310 GRIMES AVE

PEARLAND
United States of America (USA)
77584

More information about KELLY & TVEDT, CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & TVEDT, CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01RONALD TVEDT RONALD TVEDT2018-03-15
0012015-07-01RONALD TVEDT RONALD TVEDT2017-01-28
0012014-07-01RONALD TVEDT RONALD TVEDT2016-03-09
0012014-07-012016-03-09
0012013-07-01RONALD TVEDT RONALD TVEDT2015-01-21
0012012-07-01RONALD TVEDT RONALD TVEDT2014-02-06
0012011-12-01RON TVEDT RON TVEDT2012-12-28

Financial Data on KELLY & TVEDT, CO. 401(K) PLAN

Measure Date Value
2017 : KELLY & TVEDT, CO. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$4,038
Expenses. Total of all expenses incurred2017-06-30$0
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$61,818
Total plan assets at beginning of year2017-06-30$57,780
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$4,038
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$4,038
Net plan assets at end of year (total assets less liabilities)2017-06-30$61,818
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$57,780
Assets. Value of employer securities2017-06-30$61,818
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : KELLY & TVEDT, CO. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$-281
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$57,780
Total plan assets at beginning of year2016-06-30$58,061
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-281
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-281
Net plan assets at end of year (total assets less liabilities)2016-06-30$57,780
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$58,061
Assets. Value of employer securities2016-06-30$57,780
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : KELLY & TVEDT, CO. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$-7,818
Expenses. Total of all expenses incurred2015-06-30$0
Benefits paid (including direct rollovers)2015-06-30$0
Total plan assets at end of year2015-06-30$58,062
Total plan assets at beginning of year2015-06-30$65,880
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$-7,818
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-7,818
Net plan assets at end of year (total assets less liabilities)2015-06-30$58,062
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$65,880
Assets. Value of employer securities2015-06-30$58,062
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
2014 : KELLY & TVEDT, CO. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-06-30$0
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$1,952
Expenses. Total of all expenses incurred2014-06-30$0
Benefits paid (including direct rollovers)2014-06-30$0
Total plan assets at end of year2014-06-30$65,880
Total plan assets at beginning of year2014-06-30$63,928
Total contributions received or receivable from participants2014-06-30$0
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$1,952
Noncash contributions received2014-06-30$0
Net income (gross income less expenses)2014-06-30$1,952
Net plan assets at end of year (total assets less liabilities)2014-06-30$65,880
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$63,928
Assets. Value of employer securities2014-06-30$65,880
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
2013 : KELLY & TVEDT, CO. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$-6,173
Expenses. Total of all expenses incurred2013-06-30$0
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$63,928
Total plan assets at beginning of year2013-06-30$70,101
Value of fidelity bond covering the plan2013-06-30$10,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$-6,173
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$-6,173
Net plan assets at end of year (total assets less liabilities)2013-06-30$63,928
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$70,101
Assets. Value of employer securities2013-06-30$63,928
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
2012 : KELLY & TVEDT, CO. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$70,101
Expenses. Total of all expenses incurred2012-06-30$0
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$70,101
Total plan assets at beginning of year2012-06-30$0
Value of fidelity bond covering the plan2012-06-30$10,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$71,547
Other income received2012-06-30$-1,446
Noncash contributions received2012-06-30$0
Net income (gross income less expenses)2012-06-30$70,101
Net plan assets at end of year (total assets less liabilities)2012-06-30$70,101
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$0
Assets. Value of employer securities2012-06-30$70,101
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0

Form 5500 Responses for KELLY & TVEDT, CO. 401(K) PLAN

2016: KELLY & TVEDT, CO. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: KELLY & TVEDT, CO. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: KELLY & TVEDT, CO. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: KELLY & TVEDT, CO. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: KELLY & TVEDT, CO. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: KELLY & TVEDT, CO. 401(K) PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01First time form 5500 has been submittedYes
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes

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