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JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 002

JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JAMES P. KEELEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES P. KEELEY, P.C.
Employer identification number (EIN):860471652
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01JAMES KEELEY
0022015-01-01JAMES KEELEY
0022014-01-01JAMES KEELEY
0022013-01-01JAMES KEELEY
0022012-01-01JAMES KEELEY
0022011-01-01JAMES KEELEY
0022009-01-01JAMES KEELEY
0022009-01-01JAMES KEELEY

Financial Data on JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$131,428
Expenses. Total of all expenses incurred2016-12-31$1,660,731
Benefits paid (including direct rollovers)2016-12-31$1,649,122
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$1,529,303
Value of fidelity bond covering the plan2016-12-31$290,000
Total contributions received or receivable from participants2016-12-31$656
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$130,772
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,529,303
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,529,303
Assets. Value of participant loans2016-12-31$0
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,609
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$27,478
2015 : JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-11,753
Expenses. Total of all expenses incurred2015-12-31$70,384
Benefits paid (including direct rollovers)2015-12-31$60,610
Total plan assets at end of year2015-12-31$1,529,303
Total plan assets at beginning of year2015-12-31$1,611,440
Value of fidelity bond covering the plan2015-12-31$290,000
Total contributions received or receivable from participants2015-12-31$5,250
Expenses. Other expenses not covered elsewhere2015-12-31$507
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-17,003
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-82,137
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,529,303
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,611,440
Assets. Value of participant loans2015-12-31$24,386
Assets. Value of assets in partnership/joint-venture interests2015-12-31$37,538
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$79,586
Expenses. Total of all expenses incurred2014-12-31$872
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,611,440
Total plan assets at beginning of year2014-12-31$1,532,726
Value of fidelity bond covering the plan2014-12-31$290,000
Total contributions received or receivable from participants2014-12-31$5,250
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$74,336
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$78,714
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,611,440
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,532,726
Assets. Value of participant loans2014-12-31$31,848
Assets. Value of assets in partnership/joint-venture interests2014-12-31$48,941
Total contributions received or receivable from employer(s)2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$872
2013 : JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$151,964
Expenses. Total of all expenses incurred2013-12-31$925
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,532,726
Total plan assets at beginning of year2013-12-31$1,381,687
Value of fidelity bond covering the plan2013-12-31$290,000
Total contributions received or receivable from participants2013-12-31$5,250
Expenses. Other expenses not covered elsewhere2013-12-31$2
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$146,714
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$151,039
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,532,726
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,381,687
Assets. Value of participant loans2013-12-31$39,000
Assets. Value of assets in partnership/joint-venture interests2013-12-31$37,088
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$923
2012 : JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$187,377
Expenses. Total of all expenses incurred2012-12-31$212,286
Benefits paid (including direct rollovers)2012-12-31$200,000
Total plan assets at end of year2012-12-31$1,381,687
Total plan assets at beginning of year2012-12-31$1,406,596
Value of fidelity bond covering the plan2012-12-31$290,000
Total contributions received or receivable from participants2012-12-31$5,250
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$182,127
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-24,909
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,381,687
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,406,596
Assets. Value of assets in partnership/joint-venture interests2012-12-31$30,707
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-27,506
Expenses. Total of all expenses incurred2011-12-31$807
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,406,596
Total plan assets at beginning of year2011-12-31$1,434,909
Value of fidelity bond covering the plan2011-12-31$290,000
Total contributions received or receivable from participants2011-12-31$5,250
Expenses. Other expenses not covered elsewhere2011-12-31$10
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-32,756
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-28,313
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,406,596
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,434,909
Assets. Value of assets in partnership/joint-venture interests2011-12-31$12,725
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$797
2010 : JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$-46,248
Expenses. Total of all expenses incurred2010-12-31$71,548
Benefits paid (including direct rollovers)2010-12-31$70,652
Total plan assets at end of year2010-12-31$1,434,909
Total plan assets at beginning of year2010-12-31$1,552,705
Value of fidelity bond covering the plan2010-12-31$290,000
Total contributions received or receivable from participants2010-12-31$5,094
Expenses. Other expenses not covered elsewhere2010-12-31$896
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-51,342
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-117,796
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,434,909
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,552,705
Assets. Value of assets in partnership/joint-venture interests2010-12-31$12,000
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$60,652

Form 5500 Responses for JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN

2016: JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES P. KEELEY, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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