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PRESTON KELLY INC 401K PLAN 401k Plan overview

Plan NamePRESTON KELLY INC 401K PLAN
Plan identification number 002

PRESTON KELLY INC 401K PLAN Benefits

401k Plan TypeDefined 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.
  • 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

PRESTON SPIRE, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRESTON SPIRE, INC.
Employer identification number (EIN):410758021
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESTON KELLY INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JENNIFER SPIRE2024-08-21 JENNIFER SPIRE2024-08-21
0022022-01-01
0022021-01-01
0022020-01-01JENNIFER SPIRE2021-10-13 JENNIFER SPIRE2021-10-13
0022019-01-01JENNIFER SPIRE2020-10-15 JENNIFER SPIRE2020-10-15
0022018-01-01JENNIFER SPIRE2019-05-14 JENNIFER SPIRE2019-05-14
0022017-01-01CHRISTINE SAMMONS2018-10-05 CHRISTINE SAMMONS2018-10-05
0022016-01-01KIM SEATON2017-10-16 KIM SEATON2017-10-16
0022015-01-01KIM SEATON2016-10-10 KIM SEATON2016-10-10
0022014-01-01CHARLES KELLY2015-07-06 CHARLES KELLY2015-07-06
0022013-01-01CHARLES KELLY2014-07-16 CHARLES KELLY2014-07-16
0022012-01-01CHARLES KELLY2013-09-04 CHARLES KELLY2013-09-04
0022011-01-01CHARLES KELLY2012-05-23 CHARLES KELLY2012-05-23
0022010-01-01CHARLES KELLY2011-10-11 CHARLES KELLY2011-10-11

Plan Statistics for PRESTON KELLY INC 401K PLAN

401k plan membership statisitcs for PRESTON KELLY INC 401K PLAN

Measure Date Value
2025: PRESTON KELLY INC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-0655
Total number of particpants at end of year2025-08-0656
Number of Participants With Account Balances2025-08-0652
2024: PRESTON KELLY INC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-2154
Total number of particpants at end of year2024-08-2158
Number of Participants With Account Balances2024-08-2149

Financial Data on PRESTON KELLY INC 401K PLAN

Measure Date Value
2025 : PRESTON KELLY INC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-060
Total expenses incurred by plan in this plan year2025-08-0633448
Net assets as of the end of the plan year2025-08-063792027
Total assets as of the beginning of the plan year2025-08-062403606
Value of plan covered by a fidelity bond2025-08-06500000
Participant contributions to plan in this plan year2025-08-06309534
Value of participant loans at end of plan year2025-08-062420
Other expenses paid from plan in this plan year2025-08-060
Other contributions to plan in this plan year2025-08-06717530
Other income to plan in this plan year2025-08-06394805
Plan net income in this plan year2025-08-061388421
Net assets as of the end of the plan year2025-08-063792027
Net assets as of the beginning of the plan year2025-08-062403606
Employer contributions to plan in this plan year2025-08-060
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-068187
2024 : PRESTON KELLY INC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2138172
Net assets as of the end of the plan year2024-08-212403606
Total assets as of the beginning of the plan year2024-08-211697304
Value of plan covered by a fidelity bond2024-08-21500000
Participant contributions to plan in this plan year2024-08-21259469
Value of participant loans at end of plan year2024-08-212215
Other expenses paid from plan in this plan year2024-08-216730
Other contributions to plan in this plan year2024-08-21123979
Other income to plan in this plan year2024-08-21361026
Plan net income in this plan year2024-08-21706302
Net assets as of the end of the plan year2024-08-212403606
Net assets as of the beginning of the plan year2024-08-211697304

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