401k Plan data: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR plan

JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 401k Plan overview

Plan Name	JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR
Plan identification number	002

JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

JERRY C. KELLY, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: JERRY C. KELLY, D.D.S.

Employer identification number (EIN): 431141963

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01 JERRY C KELLY
002 2015-01-01 JERRY C KELLY
002 2014-01-01 JERRY C KELLY
002 2013-01-01 JERRY C KELLY
002 2012-01-01 JERRY C KELLY
002 2011-01-01 JERRY C KELLY
002 2010-01-01 JERRY C KELLY
002 2009-01-01 JERRY C KELLY

Plan Statistics for JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR

401k plan membership statisitcs for JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR

Measure Date Value
2017: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 6
2012: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
2011: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2010: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2017: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	6
2012: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
2011: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2010: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR

Measure	Date	Value
2017 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2017 401k financial data
Total income from all sources	2017-12-31	$141,842
Expenses. Total of all expenses incurred	2017-12-31	$140,665
Benefits paid (including direct rollovers)	2017-12-31	$140,515
Total plan assets at end of year	2017-12-31	$657,917
Total plan assets at beginning of year	2017-12-31	$656,740
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$35,383
Other income received	2017-12-31	$64,178
Net income (gross income less expenses)	2017-12-31	$1,177
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$657,917
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$656,740
Total contributions received or receivable from employer(s)	2017-12-31	$42,281
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$150
2016 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2016 401k financial data
Total income from all sources	2016-12-31	$137,822
Expenses. Total of all expenses incurred	2016-12-31	$175
Total plan assets at end of year	2016-12-31	$656,740
Total plan assets at beginning of year	2016-12-31	$519,093
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$49,313
Other income received	2016-12-31	$49,689
Net income (gross income less expenses)	2016-12-31	$137,647
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$656,740
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$519,093
Total contributions received or receivable from employer(s)	2016-12-31	$38,820
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$175
2015 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2015 401k financial data
Total income from all sources	2015-12-31	$163,628
Expenses. Total of all expenses incurred	2015-12-31	$150
Total plan assets at end of year	2015-12-31	$519,093
Total plan assets at beginning of year	2015-12-31	$355,615
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$54,224
Contributions received from other sources (not participants or employers)	2015-12-31	$76,588
Other income received	2015-12-31	$-5,760
Net income (gross income less expenses)	2015-12-31	$163,478
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$519,093
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$355,615
Total contributions received or receivable from employer(s)	2015-12-31	$38,576
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
2014 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2014 401k financial data
Total income from all sources	2014-12-31	$35,586
Expenses. Total of all expenses incurred	2014-12-31	$150
Total plan assets at end of year	2014-12-31	$355,615
Total plan assets at beginning of year	2014-12-31	$320,179
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$19,524
Net income (gross income less expenses)	2014-12-31	$35,436
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$355,615
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$320,179
Total contributions received or receivable from employer(s)	2014-12-31	$16,062
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$150
2013 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2013 401k financial data
Total income from all sources	2013-12-31	$55,676
Expenses. Total of all expenses incurred	2013-12-31	$33,977
Benefits paid (including direct rollovers)	2013-12-31	$33,827
Total plan assets at end of year	2013-12-31	$320,179
Total plan assets at beginning of year	2013-12-31	$298,480
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$41,001
Net income (gross income less expenses)	2013-12-31	$21,699
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$320,179
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$298,480
Total contributions received or receivable from employer(s)	2013-12-31	$14,675
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
2012 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2012 401k financial data
Total income from all sources	2012-12-31	$35,325
Expenses. Total of all expenses incurred	2012-12-31	$6,744
Benefits paid (including direct rollovers)	2012-12-31	$6,594
Total plan assets at end of year	2012-12-31	$298,480
Total plan assets at beginning of year	2012-12-31	$269,899
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$20,079
Net income (gross income less expenses)	2012-12-31	$28,581
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$298,480
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$269,899
Total contributions received or receivable from employer(s)	2012-12-31	$15,246
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
2011 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2011 401k financial data
Total income from all sources	2011-12-31	$15,490
Expenses. Total of all expenses incurred	2011-12-31	$175
Total plan assets at end of year	2011-12-31	$269,899
Total plan assets at beginning of year	2011-12-31	$254,584
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$1,138
Net income (gross income less expenses)	2011-12-31	$15,315
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$269,899
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$254,584
Total contributions received or receivable from employer(s)	2011-12-31	$14,352
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$175
2010 : JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2010 401k financial data
Total income from all sources	2010-12-31	$34,013
Expenses. Total of all expenses incurred	2010-12-31	$175
Total plan assets at end of year	2010-12-31	$254,584
Total plan assets at beginning of year	2010-12-31	$220,746
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$19,056
Net income (gross income less expenses)	2010-12-31	$33,838
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$254,584
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$220,746
Total contributions received or receivable from employer(s)	2010-12-31	$14,957
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$175

Form 5500 Responses for JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR

2017: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 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: JERRY C. KELLY, D.D.S. PROFIT SHARING PLAN TR 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JERRY C. KELLY, D.D.S.
Employer identification number (EIN):	431141963
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
002	2017-01-01
002	2016-01-01	JERRY C KELLY
002	2015-01-01	JERRY C KELLY
002	2014-01-01	JERRY C KELLY
002	2013-01-01	JERRY C KELLY
002	2012-01-01	JERRY C KELLY
002	2011-01-01	JERRY C KELLY
002	2010-01-01	JERRY C KELLY
002	2009-01-01	JERRY C KELLY