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KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan NameKELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN
Plan identification number 001

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELLY TRACTOR CO. has sponsored the creation of one or more 401k plans.

Company Name:KELLY TRACTOR CO.
Employer identification number (EIN):590197630
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KATHERINE KELLY
0012023-01-01
0012023-01-01KATHERINE KELLY
0012022-01-01
0012022-01-01KATHERINE KELLY
0012021-01-01
0012021-01-01CHRIS KELLY
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIDGET DUNCAN
0012016-01-01BRIDGET DUNCAN
0012015-01-01BRIDGET DUNCAN
0012014-01-01BRIDGET DUNCAN
0012013-01-01BRIDGET DUNCAN
0012012-01-01BRIDGET DUNCAN
0012011-01-01BRIDGET DUNCAN
0012009-01-01BRIDGET DUNCAN BRIDGET DUNCAN2010-10-14

Plan Statistics for KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2023: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01522
Total number of active participants reported on line 7a of the Form 55002023-01-01463
Number of retired or separated participants receiving benefits2023-01-0110
Number of other retired or separated participants entitled to future benefits2023-01-0187
Total of all active and inactive participants2023-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-01566
Number of participants with account balances2023-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0129
2022: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01507
Total number of active participants reported on line 7a of the Form 55002022-01-01427
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01522
Number of participants with account balances2022-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01496
Total number of active participants reported on line 7a of the Form 55002021-01-01417
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0178
Total of all active and inactive participants2021-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01507
Number of participants with account balances2021-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01494
Total number of active participants reported on line 7a of the Form 55002020-01-01425
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01496
Number of participants with account balances2020-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01484
Total number of active participants reported on line 7a of the Form 55002019-01-01427
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01494
Number of participants with account balances2019-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01520
Total number of active participants reported on line 7a of the Form 55002018-01-01431
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01484
Number of participants with account balances2018-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01479
Total number of active participants reported on line 7a of the Form 55002017-01-01443
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01520
Number of participants with account balances2017-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0124
2016: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01461
Total number of active participants reported on line 7a of the Form 55002016-01-01413
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01474
Number of participants with account balances2016-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01426
Total number of active participants reported on line 7a of the Form 55002015-01-01407
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01464
Number of participants with account balances2015-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01411
Total number of active participants reported on line 7a of the Form 55002014-01-01393
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01426
Number of participants with account balances2014-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01423
Total number of active participants reported on line 7a of the Form 55002013-01-01376
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01411
Number of participants with account balances2013-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01455
Total number of active participants reported on line 7a of the Form 55002012-01-01397
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01423
Number of participants with account balances2012-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01489
Total number of active participants reported on line 7a of the Form 55002011-01-01395
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01455
Number of participants with account balances2011-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01714
Total number of active participants reported on line 7a of the Form 55002009-01-01449
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01502
Number of participants with account balances2009-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0170

Financial Data on KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2023 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$4,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$12,778,885
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,265,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,060,980
Expenses. Certain deemed distributions of participant loans2023-12-31$9,624
Value of total corrective distributions2023-12-31$35,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,785,238
Value of total assets at end of year2023-12-31$60,646,686
Value of total assets at beginning of year2023-12-31$50,137,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$158,953
Total interest from all sources2023-12-31$449,906
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,933,442
Participant contributions at end of year2023-12-31$1,338,696
Participant contributions at beginning of year2023-12-31$1,215,909
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$89,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,513,516
Value of net assets at end of year (total assets less liabilities)2023-12-31$60,646,686
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$50,137,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$43,542,687
Value of interest in pooled separate accounts at beginning of year2023-12-31$32,145,542
Interest on participant loans2023-12-31$72,716
Interest earned on other investments2023-12-31$377,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$14,705,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$15,722,249
Net investment gain/loss from pooled separate accounts2023-12-31$8,543,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,762,472
Employer contributions (assets) at end of year2023-12-31$1,060,285
Employer contributions (assets) at beginning of year2023-12-31$1,053,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,060,980
Contract administrator fees2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2023-12-31560574444
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$4,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$12,778,885
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,265,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,060,980
Expenses. Certain deemed distributions of participant loans2023-01-01$9,624
Value of total corrective distributions2023-01-01$35,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,785,238
Value of total assets at end of year2023-01-01$60,646,686
Value of total assets at beginning of year2023-01-01$50,137,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$158,953
Total interest from all sources2023-01-01$449,906
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$3,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,933,442
Participant contributions at end of year2023-01-01$1,338,696
Participant contributions at beginning of year2023-01-01$1,215,909
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$89,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$10,513,516
Value of net assets at end of year (total assets less liabilities)2023-01-01$60,646,686
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$50,137,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$43,542,687
Value of interest in pooled separate accounts at beginning of year2023-01-01$32,145,542
Interest on participant loans2023-01-01$72,716
Interest earned on other investments2023-01-01$377,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$14,705,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$15,722,249
Net investment gain/loss from pooled separate accounts2023-01-01$8,543,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,762,472
Employer contributions (assets) at end of year2023-01-01$1,060,285
Employer contributions (assets) at beginning of year2023-01-01$1,053,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,060,980
Contract administrator fees2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CHERRY BEKAERT, LLP
Accountancy firm EIN2023-01-01560574444
2022 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$4,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,626,434
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,984,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,743,739
Expenses. Certain deemed distributions of participant loans2022-12-31$28,593
Value of total corrective distributions2022-12-31$66,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,521,579
Value of total assets at end of year2022-12-31$50,137,499
Value of total assets at beginning of year2022-12-31$61,752,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,946
Total interest from all sources2022-12-31$409,850
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,728,788
Participant contributions at end of year2022-12-31$1,215,909
Participant contributions at beginning of year2022-12-31$1,048,130
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$142,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,656
Administrative expenses (other) incurred2022-12-31$145,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,610,930
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,137,499
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,752,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$32,145,542
Value of interest in pooled separate accounts at beginning of year2022-12-31$43,446,140
Interest on participant loans2022-12-31$55,229
Interest earned on other investments2022-12-31$354,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,722,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,291,430
Net investment gain/loss from pooled separate accounts2022-12-31$-10,557,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,650,199
Employer contributions (assets) at end of year2022-12-31$1,053,799
Employer contributions (assets) at beginning of year2022-12-31$965,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,743,739
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2022-12-31560574444
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$4,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-6,626,434
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,984,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,743,739
Expenses. Certain deemed distributions of participant loans2022-01-01$28,593
Value of total corrective distributions2022-01-01$66,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,521,579
Value of total assets at end of year2022-01-01$50,137,499
Value of total assets at beginning of year2022-01-01$61,752,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$145,946
Total interest from all sources2022-01-01$409,850
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$3,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,728,788
Participant contributions at end of year2022-01-01$1,215,909
Participant contributions at beginning of year2022-01-01$1,048,130
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$142,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,656
Administrative expenses (other) incurred2022-01-01$145,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-11,610,930
Value of net assets at end of year (total assets less liabilities)2022-01-01$50,137,499
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$61,752,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$32,145,542
Value of interest in pooled separate accounts at beginning of year2022-01-01$43,446,140
Interest on participant loans2022-01-01$55,229
Interest earned on other investments2022-01-01$354,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$15,722,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$16,291,430
Net investment gain/loss from pooled separate accounts2022-01-01$-10,557,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,650,199
Employer contributions (assets) at end of year2022-01-01$1,053,799
Employer contributions (assets) at beginning of year2022-01-01$965,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,743,739
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CHERRY BEKAERT, LLP
Accountancy firm EIN2022-01-01560574444
2021 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$54,714
Total transfer of assets from this plan2021-12-31$97,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,882,390
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,233,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,052,061
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$13,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,249,939
Value of total assets at end of year2021-12-31$61,752,970
Value of total assets at beginning of year2021-12-31$56,146,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$167,430
Total interest from all sources2021-12-31$426,360
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,627,985
Participant contributions at end of year2021-12-31$1,048,130
Participant contributions at beginning of year2021-12-31$1,256,037
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,649,336
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,752,970
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,146,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$167,430
Value of interest in pooled separate accounts at end of year2021-12-31$43,446,140
Value of interest in pooled separate accounts at beginning of year2021-12-31$36,966,815
Income. Interest from loans (other than to participants)2021-12-31$61,466
Interest earned on other investments2021-12-31$364,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,291,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,952,928
Net investment gain/loss from pooled separate accounts2021-12-31$6,206,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,521,820
Employer contributions (assets) at end of year2021-12-31$965,614
Employer contributions (assets) at beginning of year2021-12-31$970,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,052,061
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2021-12-31560574444
2020 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$18,779
Total transfer of assets from this plan2020-12-31$48,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,674,242
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,244,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,056,133
Expenses. Certain deemed distributions of participant loans2020-12-31$44,776
Value of total corrective distributions2020-12-31$10,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,343,876
Value of total assets at end of year2020-12-31$56,146,130
Value of total assets at beginning of year2020-12-31$48,745,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,018
Total interest from all sources2020-12-31$420,778
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,627,294
Participant contributions at end of year2020-12-31$1,256,037
Participant contributions at beginning of year2020-12-31$1,354,592
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$203,778
Administrative expenses (other) incurred2020-12-31$133,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,429,772
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,146,130
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,745,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$36,966,815
Value of interest in pooled separate accounts at beginning of year2020-12-31$32,266,678
Interest on participant loans2020-12-31$74,553
Interest earned on other investments2020-12-31$346,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,952,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,220,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,909,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,512,804
Employer contributions (assets) at end of year2020-12-31$970,350
Employer contributions (assets) at beginning of year2020-12-31$903,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,056,133
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2020-12-31560574444
2019 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$71,254
Total transfer of assets from this plan2019-12-31$117,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,436,011
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,100,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,062,162
Expenses. Certain deemed distributions of participant loans2019-12-31$11,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,039,249
Value of total assets at end of year2019-12-31$48,745,649
Value of total assets at beginning of year2019-12-31$42,455,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,020
Total interest from all sources2019-12-31$299,609
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,574,569
Participant contributions at end of year2019-12-31$1,354,592
Participant contributions at beginning of year2019-12-31$1,284,474
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$11,246
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,975
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,335,952
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,745,649
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,455,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$32,266,678
Value of interest in pooled separate accounts at beginning of year2019-12-31$32,261,489
Interest on participant loans2019-12-31$77,884
Interest earned on other investments2019-12-31$221,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,220,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,945,253
Net investment gain/loss from pooled separate accounts2019-12-31$7,097,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,454,227
Employer contributions (assets) at end of year2019-12-31$903,402
Employer contributions (assets) at beginning of year2019-12-31$943,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,062,162
Contract administrator fees2019-12-31$26,020
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2019-12-31560574444
2018 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$25,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,481,049
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,501,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,490,034
Expenses. Certain deemed distributions of participant loans2018-12-31$4,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,021,326
Value of total assets at end of year2018-12-31$42,455,658
Value of total assets at beginning of year2018-12-31$43,450,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,900
Total interest from all sources2018-12-31$61,622
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,495,831
Participant contributions at end of year2018-12-31$1,284,474
Participant contributions at beginning of year2018-12-31$1,123,401
Participant contributions at end of year2018-12-31$11,246
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$92,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$6,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,020,734
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,455,658
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,450,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$32,261,489
Value of interest in pooled separate accounts at beginning of year2018-12-31$35,361,356
Interest on participant loans2018-12-31$61,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,945,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,321,805
Net investment gain/loss from pooled separate accounts2018-12-31$-1,601,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,432,851
Employer contributions (assets) at end of year2018-12-31$943,221
Employer contributions (assets) at beginning of year2018-12-31$644,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,490,034
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2018-12-31560574444
2017 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$144,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,988,069
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,368,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,306,816
Expenses. Certain deemed distributions of participant loans2017-12-31$27,461
Value of total corrective distributions2017-12-31$27,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,693,529
Value of total assets at end of year2017-12-31$43,450,756
Value of total assets at beginning of year2017-12-31$36,974,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,375
Total interest from all sources2017-12-31$211,851
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,472,575
Participant contributions at end of year2017-12-31$1,123,401
Participant contributions at beginning of year2017-12-31$1,234,284
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$73,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,619,942
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,450,756
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,974,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$35,361,356
Value of interest in pooled separate accounts at beginning of year2017-12-31$28,848,909
Interest on participant loans2017-12-31$54,103
Interest earned on other investments2017-12-31$157,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,321,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,283,055
Net investment gain or loss from common/collective trusts2017-12-31$5,082,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,146,985
Employer contributions (assets) at end of year2017-12-31$644,194
Employer contributions (assets) at beginning of year2017-12-31$608,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,306,816
Contract administrator fees2017-12-31$6,375
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2017-12-31560574444
2016 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$-90,064
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,214,345
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,615,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,585,016
Expenses. Certain deemed distributions of participant loans2016-12-31$-7,643
Value of total corrective distributions2016-12-31$30,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,452,230
Value of total assets at end of year2016-12-31$36,974,837
Value of total assets at beginning of year2016-12-31$34,286,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,675
Total interest from all sources2016-12-31$200,707
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,361,625
Participant contributions at end of year2016-12-31$1,234,284
Participant contributions at beginning of year2016-12-31$1,223,182
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,247
Administrative expenses (other) incurred2016-12-31$7,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,598,463
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,974,837
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,286,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$28,848,909
Value of interest in pooled separate accounts at beginning of year2016-12-31$27,072,043
Interest on participant loans2016-12-31$55,554
Interest earned on other investments2016-12-31$145,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,283,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,441,085
Net investment gain/loss from pooled separate accounts2016-12-31$1,561,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,086,358
Employer contributions (assets) at end of year2016-12-31$608,589
Employer contributions (assets) at beginning of year2016-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,585,016
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2016-12-31560574444
2015 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$16,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,524,840
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,441,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,426,371
Expenses. Certain deemed distributions of participant loans2015-12-31$285
Value of total corrective distributions2015-12-31$8,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,272,847
Value of total assets at end of year2015-12-31$34,286,310
Value of total assets at beginning of year2015-12-31$33,219,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,925
Total interest from all sources2015-12-31$180,498
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,259,984
Participant contributions at end of year2015-12-31$1,223,182
Participant contributions at beginning of year2015-12-31$1,195,655
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,799
Administrative expenses (other) incurred2015-12-31$5,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,083,818
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,286,310
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,219,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$27,072,043
Value of interest in pooled separate accounts at beginning of year2015-12-31$26,772,680
Interest on participant loans2015-12-31$53,556
Interest earned on other investments2015-12-31$126,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,441,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,691,172
Net investment gain/loss from pooled separate accounts2015-12-31$71,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,003,064
Employer contributions (assets) at end of year2015-12-31$550,000
Employer contributions (assets) at beginning of year2015-12-31$559,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,426,371
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2015-12-31560574444
2014 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$1,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,470,653
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,222,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,205,979
Expenses. Certain deemed distributions of participant loans2014-12-31$2,739
Value of total corrective distributions2014-12-31$6,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,080,883
Value of total assets at end of year2014-12-31$33,219,043
Value of total assets at beginning of year2014-12-31$30,972,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,825
Total interest from all sources2014-12-31$154,026
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,104,119
Participant contributions at end of year2014-12-31$1,195,655
Participant contributions at beginning of year2014-12-31$1,096,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,768
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,248,451
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,219,043
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,972,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$26,772,680
Value of interest in pooled separate accounts at beginning of year2014-12-31$25,293,048
Interest on participant loans2014-12-31$49,316
Interest earned on other investments2014-12-31$104,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,691,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,021,776
Net investment gain/loss from pooled separate accounts2014-12-31$1,235,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$969,996
Employer contributions (assets) at end of year2014-12-31$559,536
Employer contributions (assets) at beginning of year2014-12-31$561,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,205,979
Contract administrator fees2014-12-31$6,825
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2014-12-31560574444
2013 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$35,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,426,633
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,445,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,425,960
Expenses. Certain deemed distributions of participant loans2013-12-31$12,637
Value of total corrective distributions2013-12-31$1,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,830,852
Value of total assets at end of year2013-12-31$30,972,477
Value of total assets at beginning of year2013-12-31$25,955,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,775
Total interest from all sources2013-12-31$148,461
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$985,825
Participant contributions at end of year2013-12-31$1,096,000
Participant contributions at beginning of year2013-12-31$1,089,158
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$921
Other income not declared elsewhere2013-12-31$26,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,981,253
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,972,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,955,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,775
Value of interest in pooled separate accounts at end of year2013-12-31$25,293,048
Value of interest in pooled separate accounts at beginning of year2013-12-31$20,569,481
Interest on participant loans2013-12-31$48,468
Interest earned on other investments2013-12-31$99,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,021,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,896,621
Net investment gain/loss from pooled separate accounts2013-12-31$4,421,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$844,106
Employer contributions (assets) at end of year2013-12-31$561,653
Employer contributions (assets) at beginning of year2013-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,425,960
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER, HOFFMAN & MCCANN
Accountancy firm EIN2013-12-31431947695
2012 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$62,875
Total transfer of assets from this plan2012-12-31$-94,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,560,176
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,636,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,614,289
Expenses. Certain deemed distributions of participant loans2012-12-31$15,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,196,006
Value of total assets at end of year2012-12-31$25,955,260
Value of total assets at beginning of year2012-12-31$25,038,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,850
Total interest from all sources2012-12-31$165,961
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$796,006
Participant contributions at end of year2012-12-31$1,089,158
Participant contributions at beginning of year2012-12-31$1,247,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$923,957
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,955,260
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,038,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$20,569,481
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,267,688
Interest on participant loans2012-12-31$70,270
Interest earned on other investments2012-12-31$95,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,324,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,324,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,896,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,797,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$2,198,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$400,000
Employer contributions (assets) at end of year2012-12-31$400,000
Employer contributions (assets) at beginning of year2012-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,614,289
Contract administrator fees2012-12-31$6,850
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER, HOFFMAN & MCCANN
Accountancy firm EIN2012-12-31431947695
2011 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$166,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$410,144
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,624,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,576,187
Expenses. Certain deemed distributions of participant loans2011-12-31$42,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,180,461
Value of total assets at end of year2011-12-31$25,038,321
Value of total assets at beginning of year2011-12-31$26,086,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,000
Total interest from all sources2011-12-31$79,206
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$780,461
Participant contributions at end of year2011-12-31$1,247,900
Participant contributions at beginning of year2011-12-31$1,274,197
Other income not declared elsewhere2011-12-31$854
Administrative expenses (other) incurred2011-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,214,228
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,038,321
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,086,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$16,267,688
Value of interest in pooled separate accounts at beginning of year2011-12-31$21,775,128
Interest on participant loans2011-12-31$74,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,324,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,797,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,037,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$85,896
Net investment gain/loss from pooled separate accounts2011-12-31$-936,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$400,000
Employer contributions (assets) at end of year2011-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,576,187
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER, HOFFMAN & MCCANN
Accountancy firm EIN2011-12-31431947695
2010 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$517,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,855,932
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,666,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,659,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$807,256
Value of total assets at end of year2010-12-31$26,086,390
Value of total assets at beginning of year2010-12-31$25,415,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,676
Total interest from all sources2010-12-31$144,359
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$807,256
Participant contributions at end of year2010-12-31$1,274,197
Participant contributions at beginning of year2010-12-31$1,252,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$90,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,189,784
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,086,390
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,415,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$21,775,128
Value of interest in pooled separate accounts at beginning of year2010-12-31$21,647,453
Interest on participant loans2010-12-31$69,583
Interest earned on other investments2010-12-31$74,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,037,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,420,480
Net investment gain/loss from pooled separate accounts2010-12-31$1,904,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$94,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,568,712
Contract administrator fees2010-12-31$6,676
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER, HOFFMAN & MCCANN
Accountancy firm EIN2010-12-31431947695
2009 : KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN

2023: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91698541
Policy instance 1
Insurance contract or identification number91698541
Number of Individuals Covered519
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $105,984
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91698541
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91698541
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91698541
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91698541
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91648410
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91648410
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91648410
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91648410
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91648410
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91648410
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91648410
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91650382
Policy instance 1

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