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JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

KELLY & IGNOFFO LAW GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:KELLY & IGNOFFO LAW GROUP, P.C.
Employer identification number (EIN):364545128
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01
0022023-01-01JOHN KELLY2024-10-10 JOHN KELLY2024-10-10
0022022-01-01JOHN KELLY2023-08-16 JOHN KELLY2023-08-16
0022021-01-01JOHN KELLY2022-09-19 JOHN KELLY2022-09-19
0022020-01-01
0022020-01-01JOHN KELLY2021-09-17 JOHN KELLY2021-09-17
0022019-01-01
0022018-01-01
0022017-01-01JOHN KELLY JOHN KELLY2018-10-01
0022016-01-01JOHN KELLY2017-10-09 JOHN KELLY2017-10-09
0022015-01-01JOHN KELLY2016-10-10 JOHN KELLY2016-10-10
0022014-01-01JOHN KELLY2015-10-13 JOHN KELLY2015-10-13
0022013-01-01JOHN KELLY2014-10-03 JOHN KELLY2014-10-03
0022012-01-01JOHN KELLY2013-07-25 JOHN KELLY2013-07-25

Financial Data on JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2024 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-101268430
Net assets as of the end of the plan year2024-10-100
Total assets as of the beginning of the plan year2024-10-101252284
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-100
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-1016146
Plan net income in this plan year2024-10-10-1252284
Net assets as of the end of the plan year2024-10-100
Net assets as of the beginning of the plan year2024-10-101252284
Employer contributions to plan in this plan year2024-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-101187
2023 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$243,944
Expenses. Total of all expenses incurred2023-12-31$687,039
Benefits paid (including direct rollovers)2023-12-31$687,039
Total plan assets at end of year2023-12-31$1,252,284
Total plan assets at beginning of year2023-12-31$1,695,379
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$243,944
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-443,095
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,252,284
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,695,379
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
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$41,732
Expenses. Total of all expenses incurred2022-12-31$2,106,449
Benefits paid (including direct rollovers)2022-12-31$2,106,449
Total plan assets at end of year2022-12-31$1,695,379
Total plan assets at beginning of year2022-12-31$3,760,096
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-343,268
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,064,717
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,695,379
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,760,096
Assets. Value of assets in partnership/joint-venture interests2022-12-31$8,530
Total contributions received or receivable from employer(s)2022-12-31$385,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$593,834
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$3,760,096
Total plan assets at beginning of year2021-12-31$3,166,262
Value of fidelity bond covering the plan2021-12-31$500,000
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$393,834
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$593,834
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,760,096
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,166,262
Assets. Value of assets in partnership/joint-venture interests2021-12-31$587,390
Total contributions received or receivable from employer(s)2021-12-31$200,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$785,722
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$3,166,262
Total plan assets at beginning of year2020-12-31$2,380,540
Value of fidelity bond covering the plan2020-12-31$500,000
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$485,722
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$785,722
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,166,262
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,380,540
Assets. Value of assets in partnership/joint-venture interests2020-12-31$849,069
Total contributions received or receivable from employer(s)2020-12-31$300,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$468,202
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$2,380,540
Total plan assets at beginning of year2019-12-31$1,912,338
Value of fidelity bond covering the plan2019-12-31$500,000
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$0
Other income received2019-12-31$-31,798
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$468,202
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,380,540
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,912,338
Assets. Value of assets in partnership/joint-venture interests2019-12-31$507,525
Total contributions received or receivable from employer(s)2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$267,557
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$1,912,338
Total plan assets at beginning of year2018-12-31$1,644,781
Value of fidelity bond covering the plan2018-12-31$500,000
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$0
Other income received2018-12-31$-42,443
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$267,557
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,912,338
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,644,781
Assets. Value of assets in partnership/joint-venture interests2018-12-31$555,000
Total contributions received or receivable from employer(s)2018-12-31$310,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$322,295
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,644,781
Total plan assets at beginning of year2017-12-31$1,322,486
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$172,295
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$322,295
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,644,781
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,322,486
Assets. Value of assets in partnership/joint-venture interests2017-12-31$300,000
Total contributions received or receivable from employer(s)2017-12-31$150,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION PLAN

2023: JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION 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: JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION 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: JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION 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: JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION 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: JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION 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: JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION 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: JOHN G. KELLY, P.C. DEFINED BENEFIT PENSION 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

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