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JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST
Plan identification number 001

JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC.
Employer identification number (EIN):521544913
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01THEODORE SCHMELZLE2022-06-06
0012020-01-01RICK AYERS2021-08-24
0012019-01-01RICK AYERS2020-06-30
0012018-01-01RICK AYERS2019-07-26
0012017-01-01JANICE DEEP2018-09-14
0012016-01-01JANICE DEEP2017-06-21
0012015-01-01JANICE DEEP2016-07-26
0012014-01-01JANICE DEEP2015-08-21
0012013-01-01JANICE DEEP2014-07-25
0012012-01-01JANICE DEEP2013-06-28
0012011-01-01JANICE DEEP2012-06-28
0012010-01-01JANICE DEEP2011-06-23

Plan Statistics for JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-3031
Total number of particpants at end of year2025-07-3033
Number of Participants With Account Balances2025-07-3033
2024: JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-0736
Total number of particpants at end of year2024-08-0730
Number of Participants With Account Balances2024-08-0729
2022: JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-0631
Total number of particpants at end of year2022-06-0631
Number of Participants With Account Balances2022-06-0631

Financial Data on JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-30296530
Net assets as of the end of the plan year2025-07-306112233
Total assets as of the beginning of the plan year2025-07-305431695
Value of plan covered by a fidelity bond2025-07-30700000
Participant contributions to plan in this plan year2025-07-30167618
Value of participant loans at end of plan year2025-07-3099022
Other income to plan in this plan year2025-07-30738214
Plan net income in this plan year2025-07-30680538
Net assets as of the end of the plan year2025-07-306112233
Net assets as of the beginning of the plan year2025-07-305431695
Employer contributions to plan in this plan year2025-07-3071236
Fees paid to broker by Benefit Provider2025-07-306246
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3026685
2024 : JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-071202678
Net assets as of the end of the plan year2024-08-075431695
Total assets as of the beginning of the plan year2024-08-075421498
Value of plan covered by a fidelity bond2024-08-07500000
Participant contributions to plan in this plan year2024-08-07158112
Value of participant loans at end of plan year2024-08-0770572
Other contributions to plan in this plan year2024-08-070
Other income to plan in this plan year2024-08-07894520
Plan net income in this plan year2024-08-0710197
Net assets as of the end of the plan year2024-08-075431695
Net assets as of the beginning of the plan year2024-08-075421498
Employer contributions to plan in this plan year2024-08-07160243
Fees paid to broker by Benefit Provider2024-08-0724933
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0725601
2022 : JOHN E. KELLY & SONS ELECTRICAL CONSTRUCTION, INC PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0693951
Net assets as of the end of the plan year2022-06-066446484
Total assets as of the beginning of the plan year2022-06-065446893
Value of plan covered by a fidelity bond2022-06-06500000
Participant contributions to plan in this plan year2022-06-06165214
Value of participant loans at end of plan year2022-06-0654814
Other contributions to plan in this plan year2022-06-0621927
Other income to plan in this plan year2022-06-06735540
Plan net income in this plan year2022-06-06999591
Net assets as of the end of the plan year2022-06-066446484
Net assets as of the beginning of the plan year2022-06-065446893
Employer contributions to plan in this plan year2022-06-06170861
Fees paid to broker by Benefit Provider2022-06-0626568
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-067793

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