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Plan Name | KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KELLEY MANUFACTURING CO. |
Employer identification number (EIN): | 581503716 |
NAIC Classification: | 333100 |
Additional information about KELLEY MANUFACTURING CO.
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 1982-08-02 |
Company Identification Number: | 639165 |
Legal Registered Office Address: |
80 Vernon Drive Tifton United States of America (USA) 31793 |
More information about KELLEY MANUFACTURING CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-12-01 | ||||
001 | 2020-12-01 | ||||
001 | 2019-12-01 | ||||
001 | 2018-12-01 | ||||
001 | 2018-12-01 | ||||
001 | 2017-12-01 | ||||
001 | 2017-12-01 | ||||
001 | 2016-12-01 | JIMMY TOMBERLIN | |||
001 | 2015-12-01 | JIMMY TOMBERLIN | |||
001 | 2014-12-01 | JIMMY TOMBERLIN | |||
001 | 2013-12-01 | JIMMY TOMBERLIN | |||
001 | 2012-12-01 | JIMMY TOMBERLIN | |||
001 | 2011-12-01 | JIMMY TOMBERLIN | |||
001 | 2010-12-01 | JIMMY TOMBERLIN | |||
001 | 2009-12-01 | JIMMY TOMBERLIN | |||
001 | 2009-12-01 | JIMMY TOMBERLIN | |||
001 | 2009-11-01 | JIMMY TOMBERLIN | JIMMY TOMBERLIN | 2010-09-15 | |
001 | 2008-11-01 |
Measure | Date | Value |
---|---|---|
2021: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-12-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 201 |
Number of retired or separated participants receiving benefits | 2021-12-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 30 |
Total of all active and inactive participants | 2021-12-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-01 | 5 |
Total participants | 2021-12-01 | 269 |
Number of participants with account balances | 2021-12-01 | 234 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-01 | 6 |
2020: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-12-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 177 |
Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
Total of all active and inactive participants | 2020-12-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-01 | 0 |
Total participants | 2020-12-01 | 177 |
Number of participants with account balances | 2020-12-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-01 | 0 |
2019: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-12-01 | 222 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 174 |
Number of retired or separated participants receiving benefits | 2019-12-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 25 |
Total of all active and inactive participants | 2019-12-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-01 | 3 |
Total participants | 2019-12-01 | 218 |
Number of participants with account balances | 2019-12-01 | 218 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-01 | 8 |
2018: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-12-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 170 |
Number of retired or separated participants receiving benefits | 2018-12-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 33 |
Total of all active and inactive participants | 2018-12-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-01 | 2 |
Total participants | 2018-12-01 | 222 |
Number of participants with account balances | 2018-12-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-01 | 30 |
2017: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-12-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 213 |
Number of retired or separated participants receiving benefits | 2017-12-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 10 |
Total of all active and inactive participants | 2017-12-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-01 | 2 |
Total participants | 2017-12-01 | 241 |
Number of participants with account balances | 2017-12-01 | 241 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-01 | 25 |
2016: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-12-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 179 |
Number of retired or separated participants receiving benefits | 2016-12-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 9 |
Total of all active and inactive participants | 2016-12-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 3 |
Total participants | 2016-12-01 | 205 |
Number of participants with account balances | 2016-12-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-01 | 6 |
2015: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-12-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 179 |
Number of retired or separated participants receiving benefits | 2015-12-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 32 |
Total of all active and inactive participants | 2015-12-01 | 228 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-01 | 3 |
Total participants | 2015-12-01 | 231 |
Number of participants with account balances | 2015-12-01 | 231 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-01 | 5 |
2014: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-12-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 194 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 44 |
Total of all active and inactive participants | 2014-12-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 2 |
Total participants | 2014-12-01 | 240 |
Number of participants with account balances | 2014-12-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 9 |
2013: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-12-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 186 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 20 |
Total of all active and inactive participants | 2013-12-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 2 |
Total participants | 2013-12-01 | 228 |
Number of participants with account balances | 2013-12-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 4 |
2012: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-12-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 177 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 24 |
Total of all active and inactive participants | 2012-12-01 | 230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 2 |
Total participants | 2012-12-01 | 232 |
Number of participants with account balances | 2012-12-01 | 232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 6 |
2011: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-12-01 | 246 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 184 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 26 |
Total of all active and inactive participants | 2011-12-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
Total participants | 2011-12-01 | 242 |
Number of participants with account balances | 2011-12-01 | 242 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 4 |
2010: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-12-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 171 |
Number of retired or separated participants receiving benefits | 2010-12-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 42 |
Total of all active and inactive participants | 2010-12-01 | 246 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-01 | 0 |
Total participants | 2010-12-01 | 246 |
Number of participants with account balances | 2010-12-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-01 | 2 |
2009: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-12-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 191 |
Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 103 |
Total of all active and inactive participants | 2009-12-01 | 294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 0 |
Total participants | 2009-12-01 | 294 |
Number of participants with account balances | 2009-12-01 | 293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 3 |
Total participants, beginning-of-year | 2009-11-01 | 393 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 297 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 58 |
Total of all active and inactive participants | 2009-11-01 | 392 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 1 |
Total participants | 2009-11-01 | 393 |
Number of participants with account balances | 2009-11-01 | 392 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-11-30 | $1,686,282 |
Total unrealized appreciation/depreciation of assets | 2022-11-30 | $1,686,282 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-11-30 | $0 |
Total income from all sources (including contributions) | 2022-11-30 | $5,647,892 |
Total loss/gain on sale of assets | 2022-11-30 | $0 |
Total of all expenses incurred | 2022-11-30 | $1,538,554 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-11-30 | $1,538,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-11-30 | $1,761,610 |
Value of total assets at end of year | 2022-11-30 | $26,419,945 |
Value of total assets at beginning of year | 2022-11-30 | $22,310,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-11-30 | $0 |
Total interest from all sources | 2022-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-11-30 | No |
Was this plan covered by a fidelity bond | 2022-11-30 | Yes |
Value of fidelity bond cover | 2022-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-11-30 | $7,548 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-11-30 | $7,422 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-11-30 | $0 |
Other income not declared elsewhere | 2022-11-30 | $2,200,000 |
Liabilities. Value of operating payables at end of year | 2022-11-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-11-30 | $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 | 2022-11-30 | No |
Value of net income/loss | 2022-11-30 | $4,109,338 |
Value of net assets at end of year (total assets less liabilities) | 2022-11-30 | $26,419,945 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-11-30 | $22,310,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-11-30 | $12,397 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-11-30 | $3,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-11-30 | $3,185 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-11-30 | No |
Assets. Invements in employer securities at end of year | 2022-11-30 | $26,400,000 |
Assets. Invements in employer securities at beginning of year | 2022-11-30 | $22,300,000 |
Contributions received in cash from employer | 2022-11-30 | $1,761,610 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-11-30 | $1,538,554 |
Did the plan have assets held for investment | 2022-11-30 | 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 | 2022-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-11-30 | Unqualified |
Accountancy firm name | 2022-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2022-11-30 | 581266608 |
2021 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-11-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-11-30 | $179,370 |
Total income from all sources (including contributions) | 2021-11-30 | $1,122,082 |
Total loss/gain on sale of assets | 2021-11-30 | $0 |
Total of all expenses incurred | 2021-11-30 | $1,403,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-11-30 | $1,403,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-11-30 | $1,122,082 |
Value of total assets at end of year | 2021-11-30 | $22,310,606 |
Value of total assets at beginning of year | 2021-11-30 | $22,771,240 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-11-30 | $0 |
Total interest from all sources | 2021-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-11-30 | No |
Was this plan covered by a fidelity bond | 2021-11-30 | Yes |
Value of fidelity bond cover | 2021-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-11-30 | $7,421 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-11-30 | $2,547 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-11-30 | $174,370 |
Liabilities. Value of operating payables at end of year | 2021-11-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-11-30 | $5,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-11-30 | No |
Value of net income/loss | 2021-11-30 | $-281,264 |
Value of net assets at end of year (total assets less liabilities) | 2021-11-30 | $22,310,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-11-30 | $22,591,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-11-30 | $3,185 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-11-30 | $468,693 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-11-30 | $468,693 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-11-30 | No |
Assets. Invements in employer securities at end of year | 2021-11-30 | $22,300,000 |
Assets. Invements in employer securities at beginning of year | 2021-11-30 | $22,300,000 |
Contributions received in cash from employer | 2021-11-30 | $1,122,082 |
Employer contributions (assets) at end of year | 2021-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2021-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-11-30 | $1,403,346 |
Did the plan have assets held for investment | 2021-11-30 | 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 | 2021-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-11-30 | Unqualified |
Accountancy firm name | 2021-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2021-11-30 | 581266608 |
2020 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-11-30 | $891,527 |
Total unrealized appreciation/depreciation of assets | 2020-11-30 | $891,527 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-11-30 | $179,370 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-11-30 | $0 |
Total income from all sources (including contributions) | 2020-11-30 | $2,492,270 |
Total loss/gain on sale of assets | 2020-11-30 | $0 |
Total of all expenses incurred | 2020-11-30 | $1,156,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-11-30 | $1,156,984 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-11-30 | $1,598,196 |
Value of total assets at end of year | 2020-11-30 | $22,771,240 |
Value of total assets at beginning of year | 2020-11-30 | $21,256,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-11-30 | $0 |
Total interest from all sources | 2020-11-30 | $2,547 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-11-30 | No |
Was this plan covered by a fidelity bond | 2020-11-30 | Yes |
Value of fidelity bond cover | 2020-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-11-30 | $2,547 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-11-30 | $174,370 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-11-30 | $0 |
Liabilities. Value of operating payables at end of year | 2020-11-30 | $5,000 |
Liabilities. Value of operating payables at beginning of year | 2020-11-30 | $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 | 2020-11-30 | No |
Value of net income/loss | 2020-11-30 | $1,335,286 |
Value of net assets at end of year (total assets less liabilities) | 2020-11-30 | $22,591,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-11-30 | $21,256,584 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-11-30 | No |
Interest earned on other investments | 2020-11-30 | $2,547 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-11-30 | $468,693 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-11-30 | $56,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-11-30 | $56,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-11-30 | No |
Assets. Invements in employer securities at end of year | 2020-11-30 | $22,300,000 |
Assets. Invements in employer securities at beginning of year | 2020-11-30 | $21,200,000 |
Contributions received in cash from employer | 2020-11-30 | $1,598,196 |
Employer contributions (assets) at end of year | 2020-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2020-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-11-30 | $1,156,984 |
Did the plan have assets held for investment | 2020-11-30 | 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 | 2020-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-11-30 | Unqualified |
Accountancy firm name | 2020-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2020-11-30 | 581266608 |
2019 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-11-30 | $-1,288,411 |
Total unrealized appreciation/depreciation of assets | 2019-11-30 | $-1,288,411 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-11-30 | $161,086 |
Total income from all sources (including contributions) | 2019-11-30 | $-337,275 |
Total loss/gain on sale of assets | 2019-11-30 | $0 |
Total of all expenses incurred | 2019-11-30 | $762,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-11-30 | $762,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-11-30 | $951,136 |
Value of total assets at end of year | 2019-11-30 | $21,256,584 |
Value of total assets at beginning of year | 2019-11-30 | $22,517,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-11-30 | $0 |
Total interest from all sources | 2019-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-11-30 | No |
Was this plan covered by a fidelity bond | 2019-11-30 | Yes |
Value of fidelity bond cover | 2019-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-11-30 | $161,086 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-11-30 | No |
Value of net income/loss | 2019-11-30 | $-1,100,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-11-30 | $21,256,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-11-30 | $22,356,584 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-11-30 | $56,584 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-11-30 | $217,670 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-11-30 | $217,670 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-11-30 | No |
Assets. Invements in employer securities at end of year | 2019-11-30 | $21,200,000 |
Assets. Invements in employer securities at beginning of year | 2019-11-30 | $22,300,000 |
Contributions received in cash from employer | 2019-11-30 | $951,136 |
Employer contributions (assets) at end of year | 2019-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2019-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-11-30 | $762,725 |
Did the plan have assets held for investment | 2019-11-30 | 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 | 2019-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2019-11-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-11-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-11-30 | Unqualified |
Accountancy firm name | 2019-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2019-11-30 | 581266608 |
2018 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-11-30 | $198,167 |
Total unrealized appreciation/depreciation of assets | 2018-11-30 | $198,167 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-11-30 | $161,086 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-11-30 | $0 |
Expenses. Interest paid | 2018-11-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-11-30 | $0 |
Total income from all sources (including contributions) | 2018-11-30 | $1,451,025 |
Total loss/gain on sale of assets | 2018-11-30 | $0 |
Total of all expenses incurred | 2018-11-30 | $1,008,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-11-30 | $1,008,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-11-30 | $1,252,858 |
Value of total assets at end of year | 2018-11-30 | $22,517,670 |
Value of total assets at beginning of year | 2018-11-30 | $21,914,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-11-30 | $0 |
Total interest from all sources | 2018-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-11-30 | No |
Was this plan covered by a fidelity bond | 2018-11-30 | Yes |
Value of fidelity bond cover | 2018-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-11-30 | $161,086 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-11-30 | $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 | 2018-11-30 | No |
Value of net income/loss | 2018-11-30 | $442,423 |
Value of net assets at end of year (total assets less liabilities) | 2018-11-30 | $22,356,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-11-30 | $21,914,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-11-30 | $217,670 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-11-30 | $6,970 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-11-30 | $6,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-11-30 | No |
Assets. Invements in employer securities at end of year | 2018-11-30 | $22,300,000 |
Assets. Invements in employer securities at beginning of year | 2018-11-30 | $21,900,000 |
Contributions received in cash from employer | 2018-11-30 | $1,252,858 |
Employer contributions (assets) at end of year | 2018-11-30 | $0 |
Employer contributions (assets) at beginning of year | 2018-11-30 | $7,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-11-30 | $1,008,602 |
Did the plan have assets held for investment | 2018-11-30 | 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 | 2018-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2018-11-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-11-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-11-30 | Unqualified |
Accountancy firm name | 2018-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2018-11-30 | 581266608 |
2017 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-11-30 | $1,499,999 |
Total unrealized appreciation/depreciation of assets | 2017-11-30 | $1,499,999 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-30 | $879,479 |
Expenses. Interest paid | 2017-11-30 | $16,481 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-11-30 | $16,481 |
Total income from all sources (including contributions) | 2017-11-30 | $3,249,970 |
Total loss/gain on sale of assets | 2017-11-30 | $0 |
Total of all expenses incurred | 2017-11-30 | $1,333,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-11-30 | $1,316,939 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-11-30 | $1,749,971 |
Value of total assets at end of year | 2017-11-30 | $21,914,161 |
Value of total assets at beginning of year | 2017-11-30 | $20,877,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-11-30 | $0 |
Total interest from all sources | 2017-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-11-30 | No |
Was this plan covered by a fidelity bond | 2017-11-30 | Yes |
Value of fidelity bond cover | 2017-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-11-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-11-30 | $192,791 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-30 | No |
Value of net income/loss | 2017-11-30 | $1,916,550 |
Value of net assets at end of year (total assets less liabilities) | 2017-11-30 | $21,914,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-11-30 | $19,997,611 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-11-30 | $6,970 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-11-30 | $477,090 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-11-30 | $477,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-11-30 | No |
Assets. Invements in employer securities at end of year | 2017-11-30 | $21,900,000 |
Assets. Invements in employer securities at beginning of year | 2017-11-30 | $20,400,000 |
Contributions received in cash from employer | 2017-11-30 | $1,749,971 |
Employer contributions (assets) at end of year | 2017-11-30 | $7,191 |
Employer contributions (assets) at beginning of year | 2017-11-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-11-30 | $1,316,939 |
Did the plan have assets held for investment | 2017-11-30 | 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 | 2017-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2017-11-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-11-30 | $686,688 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-11-30 | Unqualified |
Accountancy firm name | 2017-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2017-11-30 | 581266608 |
2016 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-11-30 | $-900,001 |
Total unrealized appreciation/depreciation of assets | 2016-11-30 | $-900,001 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $888,669 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-11-30 | $1,115,895 |
Expenses. Interest paid | 2016-11-30 | $26,781 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-11-30 | $26,781 |
Total income from all sources (including contributions) | 2016-11-30 | $863,107 |
Total loss/gain on sale of assets | 2016-11-30 | $0 |
Total of all expenses incurred | 2016-11-30 | $1,065,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-11-30 | $1,038,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-11-30 | $1,763,108 |
Value of total assets at end of year | 2016-11-30 | $20,877,090 |
Value of total assets at beginning of year | 2016-11-30 | $21,306,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-11-30 | $0 |
Total interest from all sources | 2016-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-11-30 | No |
Was this plan covered by a fidelity bond | 2016-11-30 | Yes |
Value of fidelity bond cover | 2016-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-11-30 | $201,981 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-11-30 | $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 | 2016-11-30 | No |
Value of net income/loss | 2016-11-30 | $-202,654 |
Value of net assets at end of year (total assets less liabilities) | 2016-11-30 | $19,988,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-11-30 | $20,191,075 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-11-30 | $477,090 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-11-30 | $6,970 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-11-30 | $6,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-11-30 | No |
Assets. Invements in employer securities at end of year | 2016-11-30 | $20,400,000 |
Assets. Invements in employer securities at beginning of year | 2016-11-30 | $21,300,000 |
Contributions received in cash from employer | 2016-11-30 | $1,763,108 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-11-30 | $1,038,980 |
Did the plan have assets held for investment | 2016-11-30 | 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 | 2016-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-11-30 | $686,688 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-11-30 | $1,115,895 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-11-30 | Unqualified |
Accountancy firm name | 2016-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2016-11-30 | 581266608 |
2015 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-11-30 | $-800,000 |
Total unrealized appreciation/depreciation of assets | 2015-11-30 | $-800,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $1,115,895 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-11-30 | $1,535,041 |
Expenses. Interest paid | 2015-11-30 | $36,841 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-11-30 | $36,841 |
Total income from all sources (including contributions) | 2015-11-30 | $479,243 |
Total loss/gain on sale of assets | 2015-11-30 | $0 |
Total of all expenses incurred | 2015-11-30 | $860,096 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-11-30 | $823,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-11-30 | $1,279,243 |
Value of total assets at end of year | 2015-11-30 | $21,306,970 |
Value of total assets at beginning of year | 2015-11-30 | $22,106,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-11-30 | $0 |
Total interest from all sources | 2015-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-11-30 | No |
Was this plan covered by a fidelity bond | 2015-11-30 | Yes |
Value of fidelity bond cover | 2015-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-11-30 | $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 | 2015-11-30 | No |
Value of net income/loss | 2015-11-30 | $-380,853 |
Value of net assets at end of year (total assets less liabilities) | 2015-11-30 | $20,191,075 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-11-30 | $20,571,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-11-30 | $6,970 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-11-30 | $6,969 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-11-30 | $6,969 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-11-30 | No |
Assets. Invements in employer securities at end of year | 2015-11-30 | $21,300,000 |
Assets. Invements in employer securities at beginning of year | 2015-11-30 | $22,100,000 |
Contributions received in cash from employer | 2015-11-30 | $1,279,243 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-11-30 | $823,255 |
Did the plan have assets held for investment | 2015-11-30 | 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 | 2015-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2015-11-30 | $1,115,895 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-11-30 | $1,535,041 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-11-30 | Unqualified |
Accountancy firm name | 2015-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2015-11-30 | 581266608 |
2014 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-11-30 | $1,599,999 |
Total unrealized appreciation/depreciation of assets | 2014-11-30 | $1,599,999 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $1,535,041 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-11-30 | $1,944,366 |
Expenses. Interest paid | 2014-11-30 | $46,664 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-11-30 | $46,664 |
Total income from all sources (including contributions) | 2014-11-30 | $3,032,018 |
Total loss/gain on sale of assets | 2014-11-30 | $0 |
Total of all expenses incurred | 2014-11-30 | $1,022,694 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-11-30 | $976,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-11-30 | $1,432,019 |
Value of total assets at end of year | 2014-11-30 | $22,106,969 |
Value of total assets at beginning of year | 2014-11-30 | $20,506,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-11-30 | $0 |
Total interest from all sources | 2014-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-11-30 | No |
Was this plan covered by a fidelity bond | 2014-11-30 | Yes |
Value of fidelity bond cover | 2014-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-11-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-11-30 | $6,719 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-11-30 | No |
Value of net income/loss | 2014-11-30 | $2,009,324 |
Value of net assets at end of year (total assets less liabilities) | 2014-11-30 | $20,571,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-11-30 | $18,562,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-11-30 | $6,969 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-11-30 | $251 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-11-30 | $251 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-11-30 | No |
Assets. Invements in employer securities at end of year | 2014-11-30 | $22,100,000 |
Assets. Invements in employer securities at beginning of year | 2014-11-30 | $20,500,000 |
Contributions received in cash from employer | 2014-11-30 | $1,432,019 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-11-30 | $976,030 |
Did the plan have assets held for investment | 2014-11-30 | 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 | 2014-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2014-11-30 | $1,535,041 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-11-30 | $1,944,366 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-11-30 | Unqualified |
Accountancy firm name | 2014-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2014-11-30 | 581266608 |
2013 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-11-30 | $1,500,000 |
Total unrealized appreciation/depreciation of assets | 2013-11-30 | $1,500,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $1,944,366 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-11-30 | $2,344,096 |
Expenses. Interest paid | 2013-11-30 | $56,258 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-11-30 | $56,258 |
Total income from all sources (including contributions) | 2013-11-30 | $2,975,371 |
Total loss/gain on sale of assets | 2013-11-30 | $0 |
Total of all expenses incurred | 2013-11-30 | $1,075,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-11-30 | $1,019,383 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-11-30 | $1,000,000 |
Value of total assets at end of year | 2013-11-30 | $20,506,970 |
Value of total assets at beginning of year | 2013-11-30 | $19,007,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-11-30 | $68 |
Total interest from all sources | 2013-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-11-30 | $475,371 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-11-30 | No |
Administrative expenses professional fees incurred | 2013-11-30 | $68 |
Was this plan covered by a fidelity bond | 2013-11-30 | Yes |
Value of fidelity bond cover | 2013-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-11-30 | $6,719 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-11-30 | $6,719 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-11-30 | $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 | 2013-11-30 | No |
Value of net income/loss | 2013-11-30 | $1,899,662 |
Value of net assets at end of year (total assets less liabilities) | 2013-11-30 | $18,562,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-11-30 | $16,662,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-11-30 | $251 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-11-30 | $319 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-11-30 | $319 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-11-30 | No |
Assets. Invements in employer securities at end of year | 2013-11-30 | $20,500,000 |
Assets. Invements in employer securities at beginning of year | 2013-11-30 | $19,000,000 |
Contributions received in cash from employer | 2013-11-30 | $1,000,000 |
Income. Dividends from common stock | 2013-11-30 | $475,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-11-30 | $1,019,383 |
Liabilities. Value of benefit claims payable at end of year | 2013-11-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-11-30 | $0 |
Did the plan have assets held for investment | 2013-11-30 | 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 | 2013-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2013-11-30 | $1,944,366 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-11-30 | $2,344,096 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-11-30 | Unqualified |
Accountancy firm name | 2013-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2013-11-30 | 581266608 |
2012 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-11-30 | $3,188,460 |
Total unrealized appreciation/depreciation of assets | 2012-11-30 | $3,188,460 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $2,344,096 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-11-30 | $0 |
Total income from all sources (including contributions) | 2012-11-30 | $5,671,616 |
Total loss/gain on sale of assets | 2012-11-30 | $0 |
Total of all expenses incurred | 2012-11-30 | $815,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-11-30 | $815,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-11-30 | $2,483,156 |
Value of total assets at end of year | 2012-11-30 | $19,007,038 |
Value of total assets at beginning of year | 2012-11-30 | $11,807,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-11-30 | $59 |
Total interest from all sources | 2012-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-11-30 | No |
Was this plan covered by a fidelity bond | 2012-11-30 | Yes |
Value of fidelity bond cover | 2012-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-11-30 | $6,719 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-11-30 | $6,719 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-11-30 | $0 |
Administrative expenses (other) incurred | 2012-11-30 | $59 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-11-30 | No |
Value of net income/loss | 2012-11-30 | $4,855,845 |
Value of net assets at end of year (total assets less liabilities) | 2012-11-30 | $16,662,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-11-30 | $11,807,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-11-30 | $319 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-11-30 | $378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-11-30 | $378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-11-30 | No |
Assets. Invements in employer securities at end of year | 2012-11-30 | $19,000,000 |
Assets. Invements in employer securities at beginning of year | 2012-11-30 | $11,800,000 |
Contributions received in cash from employer | 2012-11-30 | $2,483,156 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-11-30 | $815,712 |
Liabilities. Value of benefit claims payable at end of year | 2012-11-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-11-30 | $0 |
Did the plan have assets held for investment | 2012-11-30 | 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 | 2012-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-11-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2012-11-30 | $2,344,096 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-11-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-11-30 | Unqualified |
Accountancy firm name | 2012-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2012-11-30 | 581266608 |
2011 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-11-30 | $1,992,526 |
Total unrealized appreciation/depreciation of assets | 2011-11-30 | $1,992,526 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-11-30 | $81,072 |
Total income from all sources (including contributions) | 2011-11-30 | $1,992,526 |
Total loss/gain on sale of assets | 2011-11-30 | $0 |
Total of all expenses incurred | 2011-11-30 | $793,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-11-30 | $792,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-11-30 | $0 |
Value of total assets at end of year | 2011-11-30 | $11,807,097 |
Value of total assets at beginning of year | 2011-11-30 | $10,688,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-11-30 | $78 |
Total interest from all sources | 2011-11-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-11-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-11-30 | No |
Was this plan covered by a fidelity bond | 2011-11-30 | Yes |
Value of fidelity bond cover | 2011-11-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-11-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-11-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-11-30 | $6,719 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-11-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-11-30 | $376 |
Administrative expenses (other) incurred | 2011-11-30 | $78 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-11-30 | No |
Value of net income/loss | 2011-11-30 | $1,199,473 |
Value of net assets at end of year (total assets less liabilities) | 2011-11-30 | $11,807,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-11-30 | $10,607,624 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-11-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-11-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-11-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-11-30 | $378 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-11-30 | $88,696 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-11-30 | $88,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-11-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-11-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-11-30 | No |
Assets. Invements in employer securities at end of year | 2011-11-30 | $11,800,000 |
Assets. Invements in employer securities at beginning of year | 2011-11-30 | $10,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-11-30 | $792,975 |
Liabilities. Value of benefit claims payable at end of year | 2011-11-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-11-30 | $80,696 |
Did the plan have assets held for investment | 2011-11-30 | 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 | 2011-11-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-11-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-11-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-11-30 | Unqualified |
Accountancy firm name | 2011-11-30 | HERRING CPA GROUP, PC |
Accountancy firm EIN | 2011-11-30 | 581266608 |
2010 : KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-11-30 | $0 |
2021: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
---|---|---|
2021-12-01 | Type of plan entity | Single employer plan |
2021-12-01 | Submission has been amended | No |
2021-12-01 | This submission is the final filing | No |
2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-12-01 | Plan is a collectively bargained plan | No |
2021-12-01 | Plan funding arrangement – Trust | Yes |
2021-12-01 | Plan benefit arrangement - Trust | Yes |
2020: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-12-01 | Type of plan entity | Single employer plan |
2020-12-01 | Submission has been amended | No |
2020-12-01 | This submission is the final filing | No |
2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-12-01 | Plan is a collectively bargained plan | No |
2020-12-01 | Plan funding arrangement – Trust | Yes |
2020-12-01 | Plan benefit arrangement - Trust | Yes |
2019: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-12-01 | Type of plan entity | Single employer plan |
2019-12-01 | Submission has been amended | No |
2019-12-01 | This submission is the final filing | No |
2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-12-01 | Plan is a collectively bargained plan | No |
2019-12-01 | Plan funding arrangement – Trust | Yes |
2019-12-01 | Plan benefit arrangement - Trust | Yes |
2018: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-12-01 | Type of plan entity | Single employer plan |
2018-12-01 | Submission has been amended | No |
2018-12-01 | This submission is the final filing | No |
2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-12-01 | Plan is a collectively bargained plan | No |
2018-12-01 | Plan funding arrangement – Trust | Yes |
2018-12-01 | Plan benefit arrangement - Trust | Yes |
2017: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-12-01 | Type of plan entity | Single employer plan |
2017-12-01 | Submission has been amended | Yes |
2017-12-01 | This submission is the final filing | No |
2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-12-01 | Plan is a collectively bargained plan | No |
2017-12-01 | Plan funding arrangement – Trust | Yes |
2017-12-01 | Plan benefit arrangement - Trust | Yes |
2016: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-12-01 | Type of plan entity | Single employer plan |
2016-12-01 | Submission has been amended | No |
2016-12-01 | This submission is the final filing | No |
2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-12-01 | Plan is a collectively bargained plan | No |
2016-12-01 | Plan funding arrangement – Trust | Yes |
2016-12-01 | Plan benefit arrangement - Trust | Yes |
2015: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-12-01 | Type of plan entity | Single employer plan |
2015-12-01 | Submission has been amended | No |
2015-12-01 | This submission is the final filing | No |
2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-12-01 | Plan is a collectively bargained plan | No |
2015-12-01 | Plan funding arrangement – Trust | Yes |
2015-12-01 | Plan benefit arrangement - Trust | Yes |
2014: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | Submission has been amended | No |
2014-12-01 | This submission is the final filing | No |
2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-12-01 | Plan is a collectively bargained plan | No |
2014-12-01 | Plan funding arrangement – Trust | Yes |
2014-12-01 | Plan benefit arrangement - Trust | Yes |
2013: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | Submission has been amended | No |
2013-12-01 | This submission is the final filing | No |
2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-12-01 | Plan is a collectively bargained plan | No |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |
2012: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-12-01 | Type of plan entity | Single employer plan |
2012-12-01 | Submission has been amended | No |
2012-12-01 | This submission is the final filing | No |
2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-12-01 | Plan is a collectively bargained plan | No |
2012-12-01 | Plan funding arrangement – Trust | Yes |
2012-12-01 | Plan benefit arrangement - Trust | Yes |
2011: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-12-01 | Type of plan entity | Single employer plan |
2011-12-01 | Submission has been amended | No |
2011-12-01 | This submission is the final filing | No |
2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-12-01 | Plan is a collectively bargained plan | No |
2011-12-01 | Plan funding arrangement – Trust | Yes |
2011-12-01 | Plan benefit arrangement - Trust | Yes |
2010: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-12-01 | Type of plan entity | Single employer plan |
2010-12-01 | Submission has been amended | Yes |
2010-12-01 | This submission is the final filing | No |
2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-12-01 | Plan is a collectively bargained plan | No |
2010-12-01 | Plan funding arrangement – Trust | Yes |
2010-12-01 | Plan benefit arrangement - Trust | Yes |
2009: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-12-01 | Type of plan entity | Single employer plan |
2009-12-01 | Submission has been amended | No |
2009-12-01 | This submission is the final filing | No |
2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-12-01 | Plan is a collectively bargained plan | No |
2009-12-01 | Plan funding arrangement – Trust | Yes |
2009-12-01 | Plan benefit arrangement - Trust | Yes |
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses | ||
2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |