JAMES R. KELLY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. KELLY MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2022 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-30 | $0 |
| Total plan liabilities at beginning of year | 2022-12-30 | $0 |
| Total income from all sources | 2022-12-30 | $-100,178 |
| Expenses. Total of all expenses incurred | 2022-12-30 | $455,387 |
| Benefits paid (including direct rollovers) | 2022-12-30 | $455,387 |
| Total plan assets at end of year | 2022-12-30 | $0 |
| Total plan assets at beginning of year | 2022-12-30 | $555,565 |
| Other income received | 2022-12-30 | $-100,178 |
| Net income (gross income less expenses) | 2022-12-30 | $-555,565 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-30 | $555,565 |
| 2021 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $69,090 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $555,565 |
| Total plan assets at beginning of year | 2021-12-31 | $486,475 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $69,090 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $69,090 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $555,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $486,475 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $14,846 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $486,475 |
| Total plan assets at beginning of year | 2020-12-31 | $471,629 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $14,846 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $14,846 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $486,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $471,629 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $103,984 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $471,629 |
| Total plan assets at beginning of year | 2019-12-31 | $367,645 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $103,984 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $103,984 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $471,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $367,645 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-41,975 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $367,645 |
| Total plan assets at beginning of year | 2018-12-31 | $409,620 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-41,975 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-41,975 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $367,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $409,620 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $57,576 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $409,620 |
| Total plan assets at beginning of year | 2017-12-31 | $352,044 |
| Other income received | 2017-12-31 | $57,576 |
| Net income (gross income less expenses) | 2017-12-31 | $57,576 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $409,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $352,044 |
| 2016 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $30,406 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $352,044 |
| Total plan assets at beginning of year | 2016-12-31 | $321,638 |
| Other income received | 2016-12-31 | $30,406 |
| Net income (gross income less expenses) | 2016-12-31 | $30,406 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $352,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $321,638 |
| 2015 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-9,118 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $321,638 |
| Total plan assets at beginning of year | 2015-12-31 | $330,756 |
| Other income received | 2015-12-31 | $-9,118 |
| Net income (gross income less expenses) | 2015-12-31 | $-9,118 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $321,638 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $330,756 |
| 2014 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $18,220 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $330,756 |
| Total plan assets at beginning of year | 2014-12-31 | $312,536 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $18,220 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $18,220 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $330,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $312,536 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $21,572 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $59,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $59,000 |
| Total plan assets at end of year | 2013-12-31 | $312,536 |
| Total plan assets at beginning of year | 2013-12-31 | $349,964 |
| Other income received | 2013-12-31 | $21,572 |
| Net income (gross income less expenses) | 2013-12-31 | $-37,428 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $312,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $349,964 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2011 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-6,689 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,210 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,210 |
| Total plan assets at end of year | 2011-12-31 | $344,729 |
| Total plan assets at beginning of year | 2011-12-31 | $356,628 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-6,689 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-11,899 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $344,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $356,628 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $7,218 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,500 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,500 |
| Total plan assets at end of year | 2010-12-31 | $356,628 |
| Total plan assets at beginning of year | 2010-12-31 | $351,910 |
| Other income received | 2010-12-31 | $7,218 |
| Net income (gross income less expenses) | 2010-12-31 | $4,718 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $356,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $351,910 |
| 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 securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2022: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES R. KELLY MONEY PURCHASE PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
