KELLY & KELLEY, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLY & KELLEY, LLP 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : KELLY & KELLEY, LLP 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-08-02 | 139391 |
| Net assets as of the end of the plan year | 2023-08-02 | 1229512 |
| Total assets as of the beginning of the plan year | 2023-08-02 | 1206007 |
| Value of plan covered by a fidelity bond | 2023-08-02 | 201000 |
| Participant contributions to plan in this plan year | 2023-08-02 | 14950 |
| Other expenses paid from plan in this plan year | 2023-08-02 | 0 |
| Other income to plan in this plan year | 2023-08-02 | 139339 |
| Plan net income in this plan year | 2023-08-02 | 23505 |
| Net assets as of the end of the plan year | 2023-08-02 | 1229512 |
| Net assets as of the beginning of the plan year | 2023-08-02 | 1206007 |
| Employer contributions to plan in this plan year | 2023-08-02 | 8607 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-08-02 | 0 |
| 2012 : KELLY & KELLEY, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $172,515 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $797,750 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $797,750 |
| Total plan assets at end of year | 2012-12-31 | $1,793,013 |
| Total plan assets at beginning of year | 2012-12-31 | $2,418,248 |
| Total contributions received or receivable from participants | 2012-12-31 | $13,881 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $158,634 |
| Net income (gross income less expenses) | 2012-12-31 | $-625,235 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,793,013 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,418,248 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : KELLY & KELLEY, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $135,622 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $18,465 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,465 |
| Total plan assets at end of year | 2011-12-31 | $2,418,248 |
| Total plan assets at beginning of year | 2011-12-31 | $2,301,091 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,563 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-26,289 |
| Net income (gross income less expenses) | 2011-12-31 | $117,157 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,418,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,301,091 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $146,348 |
| 2010 : KELLY & KELLEY, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $241,837 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,304,993 |
| Total plan assets at beginning of year | 2010-12-31 | $2,063,156 |
| Total contributions received or receivable from participants | 2010-12-31 | $51,600 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $3,226 |
| Net income (gross income less expenses) | 2010-12-31 | $241,837 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,304,993 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,063,156 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $187,011 |
| 2012: KELLY & KELLEY, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KELLY & KELLEY, LLP 401(K) PROFIT SHARING 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: KELLY & KELLEY, LLP 401(K) PROFIT SHARING 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: KELLY & KELLEY, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 |
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