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Plan Name | KELLY AND MEENAGH PROFIT SHARING 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KELLY & MEENAGH LLP |
Employer identification number (EIN): | 260468290 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | JOHN P. MEENAGH | 2021-09-24 | ||
001 | 2019-01-01 | THOMAS KELLY | 2020-10-15 | ||
001 | 2018-01-01 | THOMAS KELLY | 2019-10-02 | ||
001 | 2017-01-01 | THOMAS KELLY | 2018-10-15 | ||
001 | 2016-01-01 | THOMAS KELLY | 2017-10-08 | ||
001 | 2015-01-01 | THOMAS KELLY | 2016-10-12 | ||
001 | 2014-01-01 | THOMAS KELLY | 2015-10-13 | ||
001 | 2013-01-01 | THOMAS KELLY | 2014-09-25 | ||
001 | 2012-01-01 | THOMAS KELLY | 2013-09-25 | ||
001 | 2011-01-01 | THOMAS KELLY | 2012-10-15 | ||
001 | 2010-01-01 | THOMAS KELLY | |||
001 | 2009-01-01 | THOMAS KELLY | |||
001 | 2008-01-01 | THOMAS KELLY |
Measure | Date | Value |
---|---|---|
2010: KELLY AND MEENAGH PROFIT SHARING 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
Total of all active and inactive participants | 2010-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 11 |
Number of participants with account balances | 2010-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: KELLY AND MEENAGH PROFIT SHARING 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
2008: KELLY AND MEENAGH PROFIT SHARING 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 7 |
Total of all active and inactive participants | 2008-01-01 | 11 |
Total participants | 2008-01-01 | 11 |
Number of participants with account balances | 2008-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2010 : KELLY AND MEENAGH PROFIT SHARING 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $285,397 |
Expenses. Total of all expenses incurred | 2010-12-31 | $102,977 |
Benefits paid (including direct rollovers) | 2010-12-31 | $102,912 |
Total plan assets at end of year | 2010-12-31 | $1,534,495 |
Total plan assets at beginning of year | 2010-12-31 | $1,352,075 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $48,575 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $65 |
Other income received | 2010-12-31 | $166,422 |
Net income (gross income less expenses) | 2010-12-31 | $182,420 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,534,495 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,352,075 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $70,400 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : KELLY AND MEENAGH PROFIT SHARING 401(K) 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 |
2010: KELLY AND MEENAGH PROFIT SHARING 401(K) 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 – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KELLY AND MEENAGH PROFIT SHARING 401(K) 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: KELLY AND MEENAGH PROFIT SHARING 401(K) PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GAP-B3-UX29 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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