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THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

THE JOSEPH F. KELLY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE JOSEPH F. KELLY COMPANY, INC.
Employer identification number (EIN):060673662
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01ARTHUR J. KELLY
0022011-01-01ARTHUR J. KELLY
0022010-01-01ARTHUR J. KELLY
0022009-01-01ARTHUR J. KELLY
0022009-01-01ARTHUR J. KELLY
0022009-01-01ARTHUR J. KELLY

Plan Statistics for THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-05-31$0
Total plan liabilities at end of year2012-05-31$0
Total plan liabilities at beginning of year2012-05-31$0
Total income from all sources2012-05-31$71,102
Expenses. Total of all expenses incurred2012-05-31$3,217,392
Benefits paid (including direct rollovers)2012-05-31$3,217,392
Total plan assets at end of year2012-05-31$0
Total plan assets at beginning of year2012-05-31$3,146,290
Value of fidelity bond covering the plan2012-05-31$500,000
Total contributions received or receivable from participants2012-05-31$0
Expenses. Other expenses not covered elsewhere2012-05-31$0
Contributions received from other sources (not participants or employers)2012-05-31$0
Other income received2012-05-31$71,102
Noncash contributions received2012-05-31$0
Net income (gross income less expenses)2012-05-31$-3,146,290
Net plan assets at end of year (total assets less liabilities)2012-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$3,146,290
Total contributions received or receivable from employer(s)2012-05-31$0
Value of certain deemed distributions of participant loans2012-05-31$0
Value of corrective distributions2012-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
2011 : THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$64,891
Expenses. Total of all expenses incurred2011-12-31$88,319
Benefits paid (including direct rollovers)2011-12-31$88,319
Total plan assets at end of year2011-12-31$3,146,290
Total plan assets at beginning of year2011-12-31$3,169,718
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$4,180
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$60,711
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-23,428
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,146,290
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,169,718
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$296,256
Expenses. Total of all expenses incurred2010-12-31$1,323,484
Benefits paid (including direct rollovers)2010-12-31$1,323,484
Total plan assets at end of year2010-12-31$3,169,718
Total plan assets at beginning of year2010-12-31$4,196,946
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$17,790
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$278,466
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-1,027,228
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,169,718
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,196,946
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE JOSEPH KELLY COMPANY, INC. 401(K) 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 THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

2012: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE JOSEPH KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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