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| Plan Name | KELLY & CURTIS, PLLC |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | KELLY & CURTIS, PLLC |
| Employer identification number (EIN): | 460923643 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about KELLY & CURTIS, PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2012-08-17 |
| Company Identification Number: | 4285051 |
| Legal Registered Office Address: |
9 TWIN LAKES DRIVE New York COLTS NECK United States of America (USA) 07722 |
More information about KELLY & CURTIS, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOSEPH KELLY | 2024-10-14 | ||
| 001 | 2022-01-01 | JOSEPH KELLY | 2023-10-14 | ||
| 001 | 2021-01-01 | JOSEPH KELLY | 2022-10-17 | ||
| 001 | 2020-01-01 | JOSEPH KELLY | 2021-10-14 | ||
| 001 | 2019-01-01 | JOSEPH KELLY | 2020-10-15 | ||
| 001 | 2018-01-01 | JOSEPH KELLY | 2019-10-13 | ||
| 001 | 2017-01-01 | JOSEPH KELLY | 2018-07-24 | ||
| 001 | 2016-01-01 | JOSEPH KELLY | 2017-10-11 | ||
| 001 | 2015-01-01 | JOSEPH KELLY | 2016-08-01 | ||
| 001 | 2014-01-01 | JOSEPH KELLY | 2015-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : KELLY & CURTIS, PLLC 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 0 |
| Net assets as of the end of the plan year | 2025-10-15 | 1046724 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 895072 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 60000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 30500 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 100213 |
| Plan net income in this plan year | 2025-10-15 | 151652 |
| Net assets as of the end of the plan year | 2025-10-15 | 1046724 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 895072 |
| Employer contributions to plan in this plan year | 2025-10-15 | 20939 |
| 2024 : KELLY & CURTIS, PLLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-14 | 0 |
| Net assets as of the end of the plan year | 2024-10-14 | 895072 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 788392 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 60000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 5100 |
| Other income to plan in this plan year | 2024-10-14 | 77421 |
| Plan net income in this plan year | 2024-10-14 | 106680 |
| Net assets as of the end of the plan year | 2024-10-14 | 895072 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 788392 |
| Employer contributions to plan in this plan year | 2024-10-14 | 24159 |
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