?>
Logo

RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameRICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

RICHARD A KELLY M D P C 401 K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

RICHARD A KELLY M D P C has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A KELLY M D P C
Employer identification number (EIN):640800882
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD A KELLY2024-07-29
0012022-01-01RICHARD A KELLY2023-08-17
0012021-01-01RICHARD A KELLY2022-10-17
0012020-01-01RICHARD A KELLY2021-07-28
0012019-01-01RICHARD A KELLY2020-07-31
0012018-01-01SUSAN JOHNSON2019-07-30

Plan Statistics for RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-278
Total number of particpants at end of year2025-06-276
Number of Participants With Account Balances2025-06-275
2024: RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-297
Total number of particpants at end of year2024-07-297
Number of Participants With Account Balances2024-07-296

Financial Data on RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-270
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-2712708
Net assets as of the end of the plan year2025-06-27991760
Total assets as of the beginning of the plan year2025-06-27893045
Participant contributions to plan in this plan year2025-06-2713859
Value of participant loans at end of plan year2025-06-2710808
Other expenses paid from plan in this plan year2025-06-270
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-2792157
Plan net income in this plan year2025-06-2798715
Net assets as of the end of the plan year2025-06-27991760
Net assets as of the beginning of the plan year2025-06-27893045
Employer contributions to plan in this plan year2025-06-275407
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-274537
2024 : RICHARD A KELLY M D P C 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-293378
Net assets as of the end of the plan year2024-07-29893045
Total assets as of the beginning of the plan year2024-07-29771749
Participant contributions to plan in this plan year2024-07-2913645
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29105747
Plan net income in this plan year2024-07-29121296
Net assets as of the end of the plan year2024-07-29893045
Net assets as of the beginning of the plan year2024-07-29771749
Employer contributions to plan in this plan year2024-07-295282
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-293378

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3