401k Plan data: JERRY C. KELLY MONEY PURCHASE PENSION PLAN plan

JERRY C. KELLY MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	JERRY C. KELLY MONEY PURCHASE PENSION PLAN
Plan identification number	003

JERRY C. KELLY MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 JERRY C. KELLY
003 2014-01-01 JERRY C KELLY
003 2013-01-01 JERRY C KELLY
003 2012-01-01 JERRY C KELLY
003 2011-01-01 JERRY C KELLY
003 2010-01-01 JERRY C KELLY
003 2009-01-01 JERRY C KELLY

Plan id#	Filing Submission Date	Name of Administrator
003	2015-01-01	JERRY C. KELLY
003	2014-01-01	JERRY C KELLY
003	2013-01-01	JERRY C KELLY
003	2012-01-01	JERRY C KELLY
003	2011-01-01	JERRY C KELLY
003	2010-01-01	JERRY C KELLY
003	2009-01-01	JERRY C KELLY

Plan Statistics for JERRY C. KELLY MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JERRY C. KELLY MONEY PURCHASE PENSION PLAN

Measure Date Value
2015: JERRY C. KELLY MONEY PURCHASE PENSION PLAN 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 0
Number of retired or separated participants receiving benefits 2015-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 0
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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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
2015: JERRY C. KELLY MONEY PURCHASE PENSION PLAN 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	0
Number of retired or separated participants receiving benefits	2015-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	0
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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN 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 MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2015 : JERRY C. KELLY MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$2,069
Expenses. Total of all expenses incurred	2015-06-30	$578,057
Benefits paid (including direct rollovers)	2015-06-30	$578,057
Total plan assets at end of year	2015-06-30	$0
Total plan assets at beginning of year	2015-06-30	$575,988
Other income received	2015-06-30	$2,069
Net income (gross income less expenses)	2015-06-30	$-575,988
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$575,988
2014 : JERRY C. KELLY MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$53,363
Expenses. Total of all expenses incurred	2014-12-31	$150
Total plan assets at end of year	2014-12-31	$575,988
Total plan assets at beginning of year	2014-12-31	$522,775
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$26,894
Net income (gross income less expenses)	2014-12-31	$53,213
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$575,988
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$522,775
Total contributions received or receivable from employer(s)	2014-12-31	$26,469
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$150
2013 : JERRY C. KELLY MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$84,611
Expenses. Total of all expenses incurred	2013-12-31	$45,071
Benefits paid (including direct rollovers)	2013-12-31	$44,921
Total plan assets at end of year	2013-12-31	$522,775
Total plan assets at beginning of year	2013-12-31	$483,235
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$61,265
Net income (gross income less expenses)	2013-12-31	$39,540
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$522,775
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$483,235
Total contributions received or receivable from employer(s)	2013-12-31	$23,346
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
2012 : JERRY C. KELLY MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$54,913
Expenses. Total of all expenses incurred	2012-12-31	$8,824
Benefits paid (including direct rollovers)	2012-12-31	$8,674
Total plan assets at end of year	2012-12-31	$483,235
Total plan assets at beginning of year	2012-12-31	$437,146
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$29,591
Net income (gross income less expenses)	2012-12-31	$46,089
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$483,235
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$437,146
Total contributions received or receivable from employer(s)	2012-12-31	$25,322
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
2011 : JERRY C. KELLY MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$23,270
Expenses. Total of all expenses incurred	2011-12-31	$175
Total plan assets at end of year	2011-12-31	$437,146
Total plan assets at beginning of year	2011-12-31	$414,051
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$535
Net income (gross income less expenses)	2011-12-31	$23,095
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$437,146
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$414,051
Total contributions received or receivable from employer(s)	2011-12-31	$22,735
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$175
2010 : JERRY C. KELLY MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$52,661
Expenses. Total of all expenses incurred	2010-12-31	$175
Total plan assets at end of year	2010-12-31	$414,051
Total plan assets at beginning of year	2010-12-31	$361,565
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$28,379
Net income (gross income less expenses)	2010-12-31	$52,486
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$414,051
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$361,565
Total contributions received or receivable from employer(s)	2010-12-31	$24,282
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$175

Form 5500 Responses for JERRY C. KELLY MONEY PURCHASE PENSION PLAN

2015: JERRY C. KELLY MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JERRY C. KELLY MONEY PURCHASE PENSION 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: JERRY C. KELLY MONEY PURCHASE PENSION 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: JERRY C. KELLY MONEY PURCHASE PENSION 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: JERRY C. KELLY MONEY PURCHASE PENSION 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: JERRY C. KELLY MONEY PURCHASE PENSION 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: JERRY C. KELLY MONEY PURCHASE PENSION PLAN 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