401k Plan data: KELLEY CONNECT 401(K) PROFIT SHARING PLAN plan

KELLEY CONNECT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KELLEY CONNECT 401(K) PROFIT SHARING PLAN
Plan identification number	001

KELLEY CONNECT 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

KELLEY CONNECT has sponsored the creation of one or more 401k plans.

Company Name: KELLEY CONNECT

Employer identification number (EIN): 263968773

NAIC Classification: 453210
NAIC Description: Office Supplies and Stationery Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLEY CONNECT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT KIRKPATRICK
001 2016-01-01 JOHN ANSAY 2017-09-25
001 2015-01-01 JOHN ANSAY 2016-10-11
001 2014-01-01 ARIC MANION 2015-10-09
001 2013-01-01 ARIC MANION 2014-10-15
001 2012-01-01 ARIC MANION 2013-10-15
001 2011-01-01 ARIC MANION 2012-10-06
001 2010-01-01 ARIC MANION 2011-06-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT KIRKPATRICK
001	2016-01-01	JOHN ANSAY	2017-09-25
001	2015-01-01	JOHN ANSAY	2016-10-11
001	2014-01-01	ARIC MANION	2015-10-09
001	2013-01-01	ARIC MANION	2014-10-15
001	2012-01-01	ARIC MANION	2013-10-15
001	2011-01-01	ARIC MANION	2012-10-06
001	2010-01-01	ARIC MANION	2011-06-02

Plan Statistics for KELLEY CONNECT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KELLEY CONNECT 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 305
Number of other retired or separated participants entitled to future benefits 2022-01-01 84
Total of all active and inactive participants 2022-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 389
Number of participants with account balances 2022-01-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 264
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 74
Total of all active and inactive participants 2021-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 338
Number of participants with account balances 2021-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 262
Number of other retired or separated participants entitled to future benefits 2020-01-01 89
Total of all active and inactive participants 2020-01-01 351
Total participants 2020-01-01 351
Number of participants with account balances 2020-01-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 50
2019: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 258
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 63
Total of all active and inactive participants 2019-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 321
Number of participants with account balances 2019-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 165
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 33
Total of all active and inactive participants 2018-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 198
Number of participants with account balances 2018-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 136
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 169
Number of participants with account balances 2017-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12

Measure	Date	Value
2022: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	305
Number of other retired or separated participants entitled to future benefits	2022-01-01	84
Total of all active and inactive participants	2022-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	389
Number of participants with account balances	2022-01-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	264
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	74
Total of all active and inactive participants	2021-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	338
Number of participants with account balances	2021-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	262
Number of other retired or separated participants entitled to future benefits	2020-01-01	89
Total of all active and inactive participants	2020-01-01	351
Total participants	2020-01-01	351
Number of participants with account balances	2020-01-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	50
2019: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	258
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	63
Total of all active and inactive participants	2019-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	321
Number of participants with account balances	2019-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	165
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	33
Total of all active and inactive participants	2018-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	198
Number of participants with account balances	2018-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	136
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	169
Number of participants with account balances	2017-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12

Financial Data on KELLEY CONNECT 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$446,410
Total of all expenses incurred	2022-12-31	$1,232,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,187,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,373,659
Value of total assets at end of year	2022-12-31	$11,816,615
Value of total assets at beginning of year	2022-12-31	$12,602,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$45,096
Total interest from all sources	2022-12-31	$13,323
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$188,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$188,642
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,554,117
Participant contributions at end of year	2022-12-31	$280,431
Participant contributions at beginning of year	2022-12-31	$268,031
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$241,128
Administrative expenses (other) incurred	2022-12-31	$45,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-786,369
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,816,615
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,602,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,030,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,202,941
Interest on participant loans	2022-12-31	$13,323
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,505,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,131,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,129,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$578,414
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,187,683
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SHANNON & ASSCIATES, LLP
Accountancy firm EIN	2022-12-31	911125800
2021 : KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,172,645
Total of all expenses incurred	2021-12-31	$1,588,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,517,793
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,863,564
Value of total assets at end of year	2021-12-31	$12,602,984
Value of total assets at beginning of year	2021-12-31	$10,019,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$71,040
Total interest from all sources	2021-12-31	$12,437
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$131,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$131,975
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,395,799
Participant contributions at end of year	2021-12-31	$268,031
Participant contributions at beginning of year	2021-12-31	$198,730
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$900,008
Administrative expenses (other) incurred	2021-12-31	$71,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,583,812
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,602,984
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,019,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,202,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,611,768
Interest on participant loans	2021-12-31	$12,437
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,086,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,131,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$119,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$651,495
Net investment gain or loss from common/collective trusts	2021-12-31	$513,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$567,757
Employer contributions (assets) at end of year	2021-12-31	$427
Employer contributions (assets) at beginning of year	2021-12-31	$3,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,517,793
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SHANNON & ASSOCIATES, LLP
Accountancy firm EIN	2021-12-31	911125800
2020 : KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,578,468
Total of all expenses incurred	2020-12-31	$1,214,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,127,803
Expenses. Certain deemed distributions of participant loans	2020-12-31	$7,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,594,769
Value of total assets at end of year	2020-12-31	$10,019,172
Value of total assets at beginning of year	2020-12-31	$7,654,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$78,387
Total interest from all sources	2020-12-31	$10,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,193,461
Participant contributions at end of year	2020-12-31	$198,730
Participant contributions at beginning of year	2020-12-31	$130,028
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$943,897
Administrative expenses (other) incurred	2020-12-31	$78,387
Total non interest bearing cash at beginning of year	2020-12-31	$67,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,364,311
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,019,172
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,654,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,611,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,473,504
Interest on participant loans	2020-12-31	$10,351
Value of interest in common/collective trusts at end of year	2020-12-31	$7,086,203
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,874,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$119,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$109,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$192,436
Net investment gain or loss from common/collective trusts	2020-12-31	$780,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$457,411
Employer contributions (assets) at end of year	2020-12-31	$3,265
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,127,803
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JONES & ROTH P.C.
Accountancy firm EIN	2020-12-31	930819646
2019 : KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,103,374
Total of all expenses incurred	2019-12-31	$522,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$441,086
Expenses. Certain deemed distributions of participant loans	2019-12-31	$25,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,918,280
Value of total assets at end of year	2019-12-31	$7,654,861
Value of total assets at beginning of year	2019-12-31	$5,073,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$55,389
Total interest from all sources	2019-12-31	$4,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,079,557
Participant contributions at end of year	2019-12-31	$130,028
Participant contributions at beginning of year	2019-12-31	$90,637
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$454,310
Total non interest bearing cash at end of year	2019-12-31	$67,890
Total non interest bearing cash at beginning of year	2019-12-31	$50,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,581,063
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,654,861
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,073,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,473,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$811,628
Interest on participant loans	2019-12-31	$4,802
Value of interest in common/collective trusts at end of year	2019-12-31	$5,874,201
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,962,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$109,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$108,164
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,180,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$384,413
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$50,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$441,086
Contract administrator fees	2019-12-31	$55,389
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JONES & ROTH P.C.
Accountancy firm EIN	2019-12-31	930819646
2018 : KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,111,668
Total of all expenses incurred	2018-12-31	$330,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$304,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,403,252
Value of total assets at end of year	2018-12-31	$5,073,798
Value of total assets at beginning of year	2018-12-31	$4,292,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$26,325
Total interest from all sources	2018-12-31	$3,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$815,184
Participant contributions at end of year	2018-12-31	$90,637
Participant contributions at beginning of year	2018-12-31	$65,962
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$185,012
Total non interest bearing cash at end of year	2018-12-31	$50,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$781,337
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,073,798
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,292,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$811,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,212,029
Interest on participant loans	2018-12-31	$3,579
Value of interest in common/collective trusts at end of year	2018-12-31	$3,962,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$108,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$14,470
Net investment gain/loss from pooled separate accounts	2018-12-31	$-295,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$403,056
Employer contributions (assets) at end of year	2018-12-31	$50,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$304,006
Contract administrator fees	2018-12-31	$26,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JONES & ROTH P.C.
Accountancy firm EIN	2018-12-31	930819646
2017 : KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,654,509
Total of all expenses incurred	2017-12-31	$405,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$363,180
Expenses. Certain deemed distributions of participant loans	2017-12-31	$28,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,106,664
Value of total assets at end of year	2017-12-31	$4,292,461
Value of total assets at beginning of year	2017-12-31	$3,043,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,903
Total interest from all sources	2017-12-31	$3,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$524,282
Participant contributions at end of year	2017-12-31	$65,962
Participant contributions at beginning of year	2017-12-31	$89,832
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$350,153
Other income not declared elsewhere	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,248,569
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,292,461
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,043,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,212,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,954,060
Interest on participant loans	2017-12-31	$3,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$14,470
Net investment gain/loss from pooled separate accounts	2017-12-31	$544,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$232,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$363,180
Contract administrator fees	2017-12-31	$13,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JNOES & ROTH, P.C.
Accountancy firm EIN	2017-12-31	930819646

Form 5500 Responses for KELLEY CONNECT 401(K) PROFIT SHARING PLAN

2022: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KELLEY CONNECT 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812227

Policy instance

Insurance contract or identification number	812227
Number of Individuals Covered	389
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812227

Policy instance

Insurance contract or identification number	812227
Number of Individuals Covered	331
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812227

Policy instance

Insurance contract or identification number	812227
Number of Individuals Covered	347
Are there contracts with allocated funds for group deferred annuity?	Yes
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812227

Policy instance

Insurance contract or identification number	812227
Number of Individuals Covered	321
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

Policy instance

Number of Individuals Covered	198
Total amount of commissions paid to insurance broker	USD $7,477
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $7,477
Amount paid for insurance broker fees	0
Insurance broker organization code?	2

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

Policy instance

Number of Individuals Covered	198
Contracts With Unallocated Funds Deposit Administration	1

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

Policy instance

Number of Individuals Covered	232
Total amount of commissions paid to insurance broker	USD $12,084
Total amount of fees paid to insurance company	USD $6,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,084
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TRUST COMPANY
Insurance broker organization code?	2
Insurance broker name	THE RETIREMENT ADVANTAGE

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Company Name:	KELLEY CONNECT
Employer identification number (EIN):	263968773
NAIC Classification:	453210
NAIC Description:	Office Supplies and Stationery Stores