KELLY & MUEHLER, P.L.L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLY & MUEHLER PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: KELLY & MUEHLER PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 3 |
| Number of participants with account balances | 2023-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: KELLY & MUEHLER PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: KELLY & MUEHLER PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: KELLY & MUEHLER PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: KELLY & MUEHLER PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: KELLY & MUEHLER PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: KELLY & MUEHLER PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: KELLY & MUEHLER PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: KELLY & MUEHLER PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: KELLY & MUEHLER PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: KELLY & MUEHLER PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: KELLY & MUEHLER PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: KELLY & MUEHLER PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: KELLY & MUEHLER PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: KELLY & MUEHLER PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : KELLY & MUEHLER PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $173,678 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $57,061 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $57,000 |
| Total plan assets at end of year | 2023-12-31 | $951,622 |
| Total plan assets at beginning of year | 2023-12-31 | $835,005 |
| Value of fidelity bond covering the plan | 2023-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $61 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $36,000 |
| Other income received | 2023-12-31 | $57,899 |
| Net income (gross income less expenses) | 2023-12-31 | $116,617 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $951,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $835,005 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $19,779 |
| 2022 : KELLY & MUEHLER PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-126,557 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $115,698 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $115,000 |
| Total plan assets at end of year | 2022-12-31 | $835,005 |
| Total plan assets at beginning of year | 2022-12-31 | $1,077,260 |
| Value of fidelity bond covering the plan | 2022-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $64,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $698 |
| Other income received | 2022-12-31 | $-210,958 |
| Net income (gross income less expenses) | 2022-12-31 | $-242,255 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $835,005 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,077,260 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $20,401 |
| 2021 : KELLY & MUEHLER PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $133,014 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $553 |
| Total plan assets at end of year | 2021-12-31 | $1,077,260 |
| Total plan assets at beginning of year | 2021-12-31 | $944,799 |
| Value of fidelity bond covering the plan | 2021-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $46,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $553 |
| Other income received | 2021-12-31 | $72,035 |
| Net income (gross income less expenses) | 2021-12-31 | $132,461 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,077,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $944,799 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $14,979 |
| 2020 : KELLY & MUEHLER PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $66,385 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $445 |
| Total plan assets at end of year | 2020-12-31 | $944,799 |
| Total plan assets at beginning of year | 2020-12-31 | $878,859 |
| Value of fidelity bond covering the plan | 2020-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $41,500 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $445 |
| Other income received | 2020-12-31 | $1,648 |
| Net income (gross income less expenses) | 2020-12-31 | $65,940 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $944,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $878,859 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $23,237 |
| 2019 : KELLY & MUEHLER PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $148,583 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $220 |
| Total plan assets at end of year | 2019-12-31 | $878,859 |
| Total plan assets at beginning of year | 2019-12-31 | $730,496 |
| Value of fidelity bond covering the plan | 2019-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $220 |
| Other income received | 2019-12-31 | $104,366 |
| Net income (gross income less expenses) | 2019-12-31 | $148,363 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $878,859 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $730,496 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $19,217 |
| 2018 : KELLY & MUEHLER PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-65,456 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,278 |
| Total plan assets at end of year | 2018-12-31 | $730,496 |
| Total plan assets at beginning of year | 2018-12-31 | $797,230 |
| Value of fidelity bond covering the plan | 2018-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $53,500 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,278 |
| Other income received | 2018-12-31 | $-136,998 |
| Net income (gross income less expenses) | 2018-12-31 | $-66,734 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $730,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $797,230 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,042 |
| 2017 : KELLY & MUEHLER PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $170,769 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $16,426 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $14,500 |
| Total plan assets at end of year | 2017-12-31 | $797,230 |
| Total plan assets at beginning of year | 2017-12-31 | $642,887 |
| Value of fidelity bond covering the plan | 2017-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $36,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,926 |
| Other income received | 2017-12-31 | $120,672 |
| Net income (gross income less expenses) | 2017-12-31 | $154,343 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $797,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $642,887 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $14,097 |
| 2016 : KELLY & MUEHLER PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-70,446 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $35,594 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $32,800 |
| Total plan assets at end of year | 2016-12-31 | $642,887 |
| Total plan assets at beginning of year | 2016-12-31 | $748,927 |
| Value of fidelity bond covering the plan | 2016-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2,794 |
| Other income received | 2016-12-31 | $-109,141 |
| Net income (gross income less expenses) | 2016-12-31 | $-106,040 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $642,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $748,927 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $14,695 |
| 2015 : KELLY & MUEHLER PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-20,093 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $878 |
| Total plan assets at end of year | 2015-12-31 | $748,927 |
| Total plan assets at beginning of year | 2015-12-31 | $769,898 |
| Value of fidelity bond covering the plan | 2015-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $18,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $878 |
| Other income received | 2015-12-31 | $-52,011 |
| Net income (gross income less expenses) | 2015-12-31 | $-20,971 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $748,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $769,898 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $13,918 |
| 2014 : KELLY & MUEHLER PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $179,246 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $46,557 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $43,000 |
| Total plan assets at end of year | 2014-12-31 | $769,898 |
| Total plan assets at beginning of year | 2014-12-31 | $637,209 |
| Value of fidelity bond covering the plan | 2014-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $17,500 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,557 |
| Other income received | 2014-12-31 | $142,955 |
| Net income (gross income less expenses) | 2014-12-31 | $132,689 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $769,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $637,209 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $18,791 |
| 2013 : KELLY & MUEHLER PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $23,677 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $107,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $107,000 |
| Total plan assets at end of year | 2013-12-31 | $637,209 |
| Total plan assets at beginning of year | 2013-12-31 | $720,532 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,000 |
| Other income received | 2013-12-31 | $-37,158 |
| Net income (gross income less expenses) | 2013-12-31 | $-83,323 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $637,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $720,532 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $40,835 |
| 2012 : KELLY & MUEHLER PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $-11,249 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $42,047 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $42,000 |
| Total plan assets at end of year | 2012-12-31 | $720,532 |
| Total plan assets at beginning of year | 2012-12-31 | $773,828 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $47 |
| Other income received | 2012-12-31 | $-71,033 |
| Net income (gross income less expenses) | 2012-12-31 | $-53,296 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $720,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $773,828 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $37,284 |
| 2011 : KELLY & MUEHLER PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-70,801 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $153,520 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $153,500 |
| Total plan assets at end of year | 2011-12-31 | $773,828 |
| Total plan assets at beginning of year | 2011-12-31 | $998,149 |
| Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $20 |
| Other income received | 2011-12-31 | $-134,686 |
| Net income (gross income less expenses) | 2011-12-31 | $-224,321 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $773,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $998,149 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $41,885 |
| 2010 : KELLY & MUEHLER PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $88,091 |
| Total plan assets at end of year | 2010-12-31 | $998,149 |
| Total plan assets at beginning of year | 2010-12-31 | $910,058 |
| Total contributions received or receivable from participants | 2010-12-31 | $20,500 |
| Other income received | 2010-12-31 | $30,857 |
| Net income (gross income less expenses) | 2010-12-31 | $88,091 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $998,149 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $910,058 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $36,734 |
| 2023: KELLY & MUEHLER PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | Yes |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: KELLY & MUEHLER PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KELLY & MUEHLER PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KELLY & MUEHLER PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KELLY & MUEHLER PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: KELLY & MUEHLER PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: KELLY & MUEHLER PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KELLY & MUEHLER PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KELLY & MUEHLER PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: KELLY & MUEHLER PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: KELLY & MUEHLER PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KELLY & MUEHLER PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KELLY & MUEHLER PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: KELLY & MUEHLER PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KELLY & MUEHLER PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VM20008420 |
| Policy instance | 2 |
| Insurance contract or identification number | VM20008420 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $169 | | Total amount of fees paid to insurance company | USD $28 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | FX18008391 |
| Policy instance | 1 |
| Insurance contract or identification number | FX18008391 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $80 | | Total amount of fees paid to insurance company | USD $10 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VM20008420 |
| Policy instance | 2 |
| Insurance contract or identification number | VM20008420 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $175 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $175 | | Insurance broker organization code? | 3 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | FX18008391 |
| Policy instance | 1 |
| Insurance contract or identification number | FX18008391 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $79 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $79 | | Insurance broker organization code? | 3 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VM20008420 |
| Policy instance | 2 |
| Insurance contract or identification number | VM20008420 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,798 | | Total amount of fees paid to insurance company | USD $100 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,798 | | Amount paid for insurance broker fees | 100 | | Insurance broker organization code? | 3 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | FX18008391 |
| Policy instance | 1 |
| Insurance contract or identification number | FX18008391 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $73 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $73 | | Insurance broker organization code? | 3 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | VM20008420 |
| Policy instance | 2 |
| Insurance contract or identification number | VM20008420 | | Number of Individuals Covered | 1 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,375 | | Total amount of fees paid to insurance company | USD $50 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,375 | | Amount paid for insurance broker fees | 50 | | Insurance broker organization code? | 3 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | FX18008391 |
| Policy instance | 1 |
| Insurance contract or identification number | FX18008391 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $66 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $66 | | Insurance broker organization code? | 3 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | FX18008391 |
| Policy instance | 1 |
| Insurance contract or identification number | FX18008391 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $16 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16 | | Insurance broker organization code? | 3 |
|
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
| Policy contract number | FX18008391 |
| Policy instance | 1 |
| Insurance contract or identification number | FX18008391 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $388 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $388 | | Insurance broker organization code? | 3 |
|
