401k Plan data: KEE & SELBY, LLP RETIREMENT PLAN plan

KEE & SELBY, LLP RETIREMENT PLAN 401k Plan overview

Plan Name	KEE & SELBY, LLP RETIREMENT PLAN
Plan identification number	001

KEE & SELBY, LLP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

KEE LAW FIRM, LLC has sponsored the creation of one or more 401k plans.

Company Name: KEE LAW FIRM, LLC

Employer identification number (EIN): 631255398

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEE & SELBY, LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JAMES A. KEE, JR.
001 2013-01-01 JAMES A. KEE, JR.
001 2012-01-01 JAMES A. KEE, JR.
001 2011-01-01 JAMES A. KEE, JR.
001 2009-01-01 JAMES A. KEE, JR.

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	JAMES A. KEE, JR.
001	2013-01-01	JAMES A. KEE, JR.
001	2012-01-01	JAMES A. KEE, JR.
001	2011-01-01	JAMES A. KEE, JR.
001	2009-01-01	JAMES A. KEE, JR.

Plan Statistics for KEE & SELBY, LLP RETIREMENT PLAN

401k plan membership statisitcs for KEE & SELBY, LLP RETIREMENT PLAN

Measure Date Value
2014: KEE & SELBY, LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 2
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KEE & SELBY, LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 2
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KEE & SELBY, LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
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 2
Total of all active and inactive participants 2012-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KEE & SELBY, LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 2
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KEE & SELBY, LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: KEE & SELBY, LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	2
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KEE & SELBY, LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	2
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KEE & SELBY, LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
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	2
Total of all active and inactive participants	2012-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KEE & SELBY, LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	2
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KEE & SELBY, LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KEE & SELBY, LLP RETIREMENT PLAN

Measure	Date	Value
2014 : KEE & SELBY, LLP RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$35,522
Expenses. Total of all expenses incurred	2014-12-31	$2,315
Total plan assets at end of year	2014-12-31	$715,783
Total plan assets at beginning of year	2014-12-31	$682,576
Total contributions received or receivable from participants	2014-12-31	$19,107
Other income received	2014-12-31	$16,415
Net income (gross income less expenses)	2014-12-31	$33,207
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$715,783
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$682,576
Assets. Value of participant loans	2014-12-31	$20,525
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$12,850
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KEE & SELBY, LLP RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$126,984
Expenses. Total of all expenses incurred	2013-12-31	$14,804
Benefits paid (including direct rollovers)	2013-12-31	$12,725
Total plan assets at end of year	2013-12-31	$682,576
Total plan assets at beginning of year	2013-12-31	$570,396
Total contributions received or receivable from participants	2013-12-31	$19,876
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,079
Noncash contributions received	2013-12-31	$107,108
Net income (gross income less expenses)	2013-12-31	$112,180
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$682,576
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$570,396
Assets. Value of participant loans	2013-12-31	$22,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KEE & SELBY, LLP RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$79,533
Expenses. Total of all expenses incurred	2012-12-31	$23,061
Benefits paid (including direct rollovers)	2012-12-31	$19,028
Total plan assets at end of year	2012-12-31	$570,396
Total plan assets at beginning of year	2012-12-31	$513,924
Total contributions received or receivable from participants	2012-12-31	$21,813
Other income received	2012-12-31	$57,720
Net income (gross income less expenses)	2012-12-31	$56,472
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$570,396
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$513,924
Assets. Value of participant loans	2012-12-31	$22,312
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,033
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KEE & SELBY, LLP RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-7,049
Expenses. Total of all expenses incurred	2011-12-31	$2,074
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$513,924
Total plan assets at beginning of year	2011-12-31	$523,047
Total contributions received or receivable from participants	2011-12-31	$20,935
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-27,984
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-9,123
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$513,924
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$523,047
Assets. Value of participant loans	2011-12-31	$23,793
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$9,289
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,074
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KEE & SELBY, LLP RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$72,812
Expenses. Total of all expenses incurred	2010-12-31	$153,730
Benefits paid (including direct rollovers)	2010-12-31	$152,020
Total plan assets at end of year	2010-12-31	$523,047
Total plan assets at beginning of year	2010-12-31	$603,965
Total contributions received or receivable from participants	2010-12-31	$23,764
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$49,048
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-80,918
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$523,047
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$603,965
Assets. Value of participant loans	2010-12-31	$7,450
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$8,765
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,710
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : KEE & SELBY, LLP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for KEE & SELBY, LLP RETIREMENT PLAN

2014: KEE & SELBY, LLP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KEE & SELBY, LLP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KEE & SELBY, LLP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KEE & SELBY, LLP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KEE & SELBY, LLP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KEE LAW FIRM, LLC
Employer identification number (EIN):	631255398
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers