KELLY & DEWITT INCORPORATED has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : KELLY & DEWITT 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-13 | 314792 |
| Net assets as of the end of the plan year | 2025-05-13 | 3605079 |
| Total assets as of the beginning of the plan year | 2025-05-13 | 3407680 |
| Value of plan covered by a fidelity bond | 2025-05-13 | 500000 |
| Other expenses paid from plan in this plan year | 2025-05-13 | 0 |
| Other contributions to plan in this plan year | 2025-05-13 | 0 |
| Other income to plan in this plan year | 2025-05-13 | 512191 |
| Plan net income in this plan year | 2025-05-13 | 197399 |
| Net assets as of the end of the plan year | 2025-05-13 | 3605079 |
| Net assets as of the beginning of the plan year | 2025-05-13 | 3407680 |
| Fees paid to broker by Benefit Provider | 2025-05-13 | 7776 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-13 | 12745 |
| 2024 : KELLY & DEWITT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-15 | 698519 |
| Net assets as of the end of the plan year | 2024-09-15 | 3407680 |
| Total assets as of the beginning of the plan year | 2024-09-15 | 3570622 |
| Value of plan covered by a fidelity bond | 2024-09-15 | 500000 |
| Other expenses paid from plan in this plan year | 2024-09-15 | 0 |
| Other contributions to plan in this plan year | 2024-09-15 | 0 |
| Other income to plan in this plan year | 2024-09-15 | 535577 |
| Plan net income in this plan year | 2024-09-15 | -162942 |
| Net assets as of the end of the plan year | 2024-09-15 | 3407680 |
| Net assets as of the beginning of the plan year | 2024-09-15 | 3570622 |
| Fees paid to broker by Benefit Provider | 2024-09-15 | 7325 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-15 | 11397 |
| 2022 : KELLY & DEWITT 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-22 | 910247 |
| Net assets as of the end of the plan year | 2022-04-22 | 6280994 |
| Total assets as of the beginning of the plan year | 2022-04-22 | 6127990 |
| Value of plan covered by a fidelity bond | 2022-04-22 | 500000 |
| Participant contributions to plan in this plan year | 2022-04-22 | 217691 |
| Value of participant loans at end of plan year | 2022-04-22 | 46599 |
| Other expenses paid from plan in this plan year | 2022-04-22 | 0 |
| Other contributions to plan in this plan year | 2022-04-22 | 0 |
| Other income to plan in this plan year | 2022-04-22 | 788906 |
| Plan net income in this plan year | 2022-04-22 | 153004 |
| Net assets as of the end of the plan year | 2022-04-22 | 6280994 |
| Net assets as of the beginning of the plan year | 2022-04-22 | 6127990 |
| Value of contributions failed to transmitted timely | 2022-04-22 | 9523 |
| Employer contributions to plan in this plan year | 2022-04-22 | 56654 |
| Fees paid to broker by Benefit Provider | 2022-04-22 | 10580 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-22 | 21333 |
