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JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

JOHN E KELLY PA has sponsored the creation of one or more 401k plans.

Company Name:JOHN E KELLY PA
Employer identification number (EIN):521368336
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTAL HIGINBOTHOM2024-02-22 KRISTAL HIGINBOTHOM2024-02-22
0012022-01-01KRISTAL HIGINBOTHOM2023-03-21 KRISTAL HIGINBOTHOM2023-03-21
0012021-01-01JOHN KELLY2022-03-22 JOHN KELLY2022-03-22
0012020-01-01JOHN KELLY2021-01-27 JOHN KELLY2021-01-27
0012019-01-01JOHN E KELLY2020-02-18 JOHN E KELLY2020-02-18
0012018-01-01KRISTAL HIGINBOTHOM2019-01-29 KRISTAL HIGINBOTHOM2019-01-29
0012017-01-01KRISTAL HIGINBOTHOM2018-01-19 KRISTAL HIGINBOTHOM2018-01-19
0012016-01-01JOHN KELLY2017-01-26 JOHN KELLY2017-01-26
0012013-01-01JOHN KELLY2014-03-07 JOHN KELLY2014-03-07
0012012-01-01JOHN KELLY2013-07-23 JOHN KELLY2013-07-23
0012011-01-01JOHN KELLY2012-09-19
0012010-01-01JOHN E KELLY PA2011-07-06

Plan Statistics for JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-01-3012
Total number of particpants at end of year2025-01-3013
Number of Participants With Account Balances2025-01-3010
2024: JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-02-2213
Total number of particpants at end of year2024-02-2211
Number of Participants With Account Balances2024-02-2210
2022: JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-2212
Total number of particpants at end of year2022-03-2214
Number of Participants With Account Balances2022-03-2212

Financial Data on JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-3024653
Net assets as of the end of the plan year2025-01-301037207
Total assets as of the beginning of the plan year2025-01-30919951
Value of plan covered by a fidelity bond2025-01-30110000
Participant contributions to plan in this plan year2025-01-300
Other expenses paid from plan in this plan year2025-01-300
Other income to plan in this plan year2025-01-30141909
Plan net income in this plan year2025-01-30117256
Net assets as of the end of the plan year2025-01-301037207
Net assets as of the beginning of the plan year2025-01-30919951
Employer contributions to plan in this plan year2025-01-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-300
2024 : JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-2288486
Net assets as of the end of the plan year2024-02-22919951
Total assets as of the beginning of the plan year2024-02-22861265
Value of plan covered by a fidelity bond2024-02-22110000
Participant contributions to plan in this plan year2024-02-22742
Other income to plan in this plan year2024-02-22145688
Plan net income in this plan year2024-02-2258686
Net assets as of the end of the plan year2024-02-22919951
Net assets as of the beginning of the plan year2024-02-22861265
Employer contributions to plan in this plan year2024-02-22742
2022 : JOHN E KELLY PA 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-2222981
Net assets as of the end of the plan year2022-03-221058137
Total assets as of the beginning of the plan year2022-03-22913903
Value of plan covered by a fidelity bond2022-03-22110000
Participant contributions to plan in this plan year2022-03-2215407
Other income to plan in this plan year2022-03-22142465
Plan net income in this plan year2022-03-22144234
Net assets as of the end of the plan year2022-03-221058137
Net assets as of the beginning of the plan year2022-03-22913903
Employer contributions to plan in this plan year2022-03-229343

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