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JAMES R. KELLY PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES R. KELLY PROFIT SHARING PLAN
Plan identification number 002

JAMES R. KELLY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

JAMES R. KELLY has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. KELLY
Employer identification number (EIN):943084527
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. KELLY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JAMES KELLY2024-07-05
0022023-01-01
0022023-01-01JAMES KELLY
0022022-01-01
0022022-01-01JAMES KELLY
0022021-01-01
0022021-01-01JAMES KELLY
0022020-01-01
0022019-01-01
0022018-01-01JAMES KELLY
0022017-01-01JAMES KELLY
0022016-01-01JAMES KELLY
0022015-01-01JAMES KELLY
0022014-01-01JAMES KELLY
0022014-01-01JAMES KELLY
0022013-01-01JAMES KELLY
0022012-01-01JAMES KELLY2013-07-26
0022011-01-01JAMES KELLY
0022010-01-01JAMES KELLY
0022009-01-01JAMES KELLY

Financial Data on JAMES R. KELLY PROFIT SHARING PLAN

Measure Date Value
2024 : JAMES R. KELLY PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources2024-05-21$0
Expenses. Total of all expenses incurred2024-05-21$10,011
Benefits paid (including direct rollovers)2024-05-21$10,011
Total plan assets at end of year2024-05-21$0
Total plan assets at beginning of year2024-05-21$10,011
Net income (gross income less expenses)2024-05-21$-10,011
Net plan assets at end of year (total assets less liabilities)2024-05-21$0
Net plan assets at beginning of year (total assets less liabilities)2024-05-21$10,011
2023 : JAMES R. KELLY PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$0
Expenses. Total of all expenses incurred2023-12-31$90,000
Benefits paid (including direct rollovers)2023-12-31$90,000
Total plan assets at end of year2023-12-31$10,011
Total plan assets at beginning of year2023-12-31$100,011
Net income (gross income less expenses)2023-12-31$-90,000
Net plan assets at end of year (total assets less liabilities)2023-12-31$10,011
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$100,011
2022 : JAMES R. KELLY PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-474,233
Expenses. Total of all expenses incurred2022-12-31$1,882,178
Benefits paid (including direct rollovers)2022-12-31$1,882,178
Total plan assets at end of year2022-12-31$100,011
Total plan assets at beginning of year2022-12-31$2,456,422
Other income received2022-12-31$-474,233
Net income (gross income less expenses)2022-12-31$-2,356,411
Net plan assets at end of year (total assets less liabilities)2022-12-31$100,011
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,456,422
2021 : JAMES R. KELLY PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$378,929
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$2,456,422
Total plan assets at beginning of year2021-12-31$2,077,493
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$378,929
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$378,929
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,456,422
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,077,493
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : JAMES R. KELLY PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$418,550
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,077,493
Total plan assets at beginning of year2020-12-31$1,658,943
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$418,550
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$418,550
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,077,493
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,658,943
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : JAMES R. KELLY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$447,439
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,658,943
Total plan assets at beginning of year2019-12-31$1,211,504
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$447,439
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$447,439
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,658,943
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,211,504
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : JAMES R. KELLY PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-97,042
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,211,504
Total plan assets at beginning of year2018-12-31$1,308,546
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-97,042
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-97,042
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,211,504
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,308,546
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : JAMES R. KELLY PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$220,333
Expenses. Total of all expenses incurred2017-12-31$32,051
Benefits paid (including direct rollovers)2017-12-31$32,051
Total plan assets at end of year2017-12-31$1,308,546
Total plan assets at beginning of year2017-12-31$1,120,264
Other income received2017-12-31$220,333
Net income (gross income less expenses)2017-12-31$188,282
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,308,546
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,120,264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JAMES R. KELLY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$53,975
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,120,264
Total plan assets at beginning of year2016-12-31$1,066,289
Other income received2016-12-31$9,562
Net income (gross income less expenses)2016-12-31$53,975
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,120,264
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,066,289
Total contributions received or receivable from employer(s)2016-12-31$44,413
2015 : JAMES R. KELLY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,740
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,066,289
Total plan assets at beginning of year2015-12-31$1,062,549
Other income received2015-12-31$8,602
Net income (gross income less expenses)2015-12-31$3,740
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,066,289
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,062,549
Total contributions received or receivable from employer(s)2015-12-31$-4,862
2014 : JAMES R. KELLY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$71,315
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,013,274
Total plan assets at beginning of year2014-12-31$941,959
Total contributions received or receivable from participants2014-12-31$0
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$71,315
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$71,315
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,013,274
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$941,959
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : JAMES R. KELLY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$101,950
Expenses. Total of all expenses incurred2013-12-31$80,369
Benefits paid (including direct rollovers)2013-12-31$80,369
Total plan assets at end of year2013-12-31$941,959
Total plan assets at beginning of year2013-12-31$920,378
Other income received2013-12-31$101,950
Net income (gross income less expenses)2013-12-31$21,581
Net plan assets at end of year (total assets less liabilities)2013-12-31$941,959
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$920,378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2011 : JAMES R. KELLY PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-8,427
Expenses. Total of all expenses incurred2011-12-31$1,132
Benefits paid (including direct rollovers)2011-12-31$1,132
Total plan assets at end of year2011-12-31$834,614
Total plan assets at beginning of year2011-12-31$844,173
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,427
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-9,559
Net plan assets at end of year (total assets less liabilities)2011-12-31$834,614
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$844,173
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JAMES R. KELLY PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$68,504
Expenses. Total of all expenses incurred2010-12-31$26,900
Benefits paid (including direct rollovers)2010-12-31$26,900
Total plan assets at end of year2010-12-31$844,173
Total plan assets at beginning of year2010-12-31$802,569
Other income received2010-12-31$68,504
Net income (gross income less expenses)2010-12-31$41,604
Net plan assets at end of year (total assets less liabilities)2010-12-31$844,173
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$802,569
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$0
2009 : JAMES R. KELLY PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES R. KELLY PROFIT SHARING PLAN

2024: JAMES R. KELLY PROFIT SHARING PLAN 2024 form 5500 responses
2024-01-01Type of plan entitySingle employer plan
2024-01-01Submission has been amendedNo
2024-01-01This submission is the final filingYes
2024-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2024-01-01Plan is a collectively bargained planNo
2024-01-01Plan funding arrangement – TrustYes
2024-01-01Plan benefit arrangement - TrustYes
2023: JAMES R. KELLY PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES R. KELLY PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES R. KELLY PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES R. KELLY PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES R. KELLY PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES R. KELLY PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES R. KELLY PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES R. KELLY 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 filingNo
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 R. KELLY 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 R. KELLY PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 R. KELLY 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
2011: JAMES R. KELLY 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
2010: JAMES R. KELLY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES R. KELLY 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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