KELLEY & KELLEY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN
401k plan membership statisitcs for KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| 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: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| 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: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 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: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 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: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 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: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 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: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 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: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT 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 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 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 |
| 2011: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| 2009: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2023 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $31,711 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $20,051 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $20,000 |
| Total plan assets at end of year | 2023-12-31 | $1,247,069 |
| Total plan assets at beginning of year | 2023-12-31 | $1,235,409 |
| Value of fidelity bond covering the plan | 2023-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $836,102 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $51 |
| Other income received | 2023-12-31 | $31,711 |
| Net income (gross income less expenses) | 2023-12-31 | $11,660 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,247,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,235,409 |
| 2022 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $43,452 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $18,000 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $18,000 |
| Total plan assets at end of year | 2022-12-31 | $1,235,409 |
| Total plan assets at beginning of year | 2022-12-31 | $1,209,957 |
| Value of fidelity bond covering the plan | 2022-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $882,547 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $43,452 |
| Net income (gross income less expenses) | 2022-12-31 | $25,452 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,235,409 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,209,957 |
| 2021 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $82,493 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $16,087 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $16,000 |
| Total plan assets at end of year | 2021-12-31 | $1,209,957 |
| Total plan assets at beginning of year | 2021-12-31 | $1,143,551 |
| Value of fidelity bond covering the plan | 2021-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $871,252 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $87 |
| Other income received | 2021-12-31 | $82,493 |
| Net income (gross income less expenses) | 2021-12-31 | $66,406 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,209,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,143,551 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $45,979 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $15,246 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $15,246 |
| Total plan assets at end of year | 2020-12-31 | $1,143,551 |
| Total plan assets at beginning of year | 2020-12-31 | $1,112,818 |
| Value of fidelity bond covering the plan | 2020-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $995,098 |
| Other income received | 2020-12-31 | $45,979 |
| Net income (gross income less expenses) | 2020-12-31 | $30,733 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,143,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,112,818 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $50,486 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $12,250 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $12,250 |
| Total plan assets at end of year | 2019-12-31 | $1,100,568 |
| Total plan assets at beginning of year | 2019-12-31 | $1,062,332 |
| Value of fidelity bond covering the plan | 2019-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $861,540 |
| Other income received | 2019-12-31 | $50,486 |
| Net income (gross income less expenses) | 2019-12-31 | $38,236 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,100,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,062,332 |
| 2018 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-51,629 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $66,298 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $23,798 |
| Total plan assets at end of year | 2018-12-31 | $986,802 |
| Total plan assets at beginning of year | 2018-12-31 | $1,104,729 |
| Value of fidelity bond covering the plan | 2018-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $776,659 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $42,500 |
| Other income received | 2018-12-31 | $-51,629 |
| Net income (gross income less expenses) | 2018-12-31 | $-117,927 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $986,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,104,729 |
| Assets. Value of participant loans | 2018-12-31 | $10,752 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $47,887 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $22,942 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $22,942 |
| Total plan assets at end of year | 2017-12-31 | $1,104,729 |
| Total plan assets at beginning of year | 2017-12-31 | $1,079,784 |
| Value of fidelity bond covering the plan | 2017-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $872,721 |
| Other income received | 2017-12-31 | $47,887 |
| Net income (gross income less expenses) | 2017-12-31 | $24,945 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,104,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,079,784 |
| Assets. Value of participant loans | 2017-12-31 | $14,452 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $41,475 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,079,784 |
| Total plan assets at beginning of year | 2016-12-31 | $1,038,309 |
| Value of fidelity bond covering the plan | 2016-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $927,027 |
| Other income received | 2016-12-31 | $41,475 |
| Net income (gross income less expenses) | 2016-12-31 | $41,475 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,079,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,038,309 |
| Assets. Value of participant loans | 2016-12-31 | $17,826 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $120,108 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,038,309 |
| Total plan assets at beginning of year | 2015-12-31 | $918,201 |
| Value of fidelity bond covering the plan | 2015-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $724,816 |
| Other income received | 2015-12-31 | $120,108 |
| Net income (gross income less expenses) | 2015-12-31 | $120,108 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,038,309 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $918,201 |
| Assets. Value of participant loans | 2015-12-31 | $21,579 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $49,247 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $918,201 |
| Total plan assets at beginning of year | 2014-12-31 | $868,954 |
| Value of fidelity bond covering the plan | 2014-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $579,565 |
| Other income received | 2014-12-31 | $49,247 |
| Net income (gross income less expenses) | 2014-12-31 | $49,247 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $918,201 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $868,954 |
| Assets. Value of participant loans | 2014-12-31 | $41,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $27,512 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $868,954 |
| Total plan assets at beginning of year | 2013-12-31 | $841,442 |
| Value of fidelity bond covering the plan | 2013-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $544,495 |
| Other income received | 2013-12-31 | $27,512 |
| Net income (gross income less expenses) | 2013-12-31 | $27,512 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $868,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $841,442 |
| Assets. Value of participant loans | 2013-12-31 | $41,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2011 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $35,358 |
| Total plan assets at end of year | 2011-12-31 | $793,965 |
| Total plan assets at beginning of year | 2011-12-31 | $758,607 |
| Value of fidelity bond covering the plan | 2011-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $698,094 |
| Other income received | 2011-12-31 | $35,358 |
| Net income (gross income less expenses) | 2011-12-31 | $35,358 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $793,965 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $758,607 |
| Assets. Value of participant loans | 2011-12-31 | $41,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $34,303 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $38,608 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $38,573 |
| Total plan assets at end of year | 2010-12-31 | $758,607 |
| Total plan assets at beginning of year | 2010-12-31 | $762,912 |
| Value of fidelity bond covering the plan | 2010-12-31 | $12,000 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $628,537 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $35 |
| Other income received | 2010-12-31 | $34,303 |
| Net income (gross income less expenses) | 2010-12-31 | $-4,305 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $758,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $762,912 |
| Assets. Value of participant loans | 2010-12-31 | $41,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : KELLEY & KELLEY, P.C. PROFIT SHARING 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 |
| 2022: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: KELLEY & KELLEY, P.C. PROFIT SHARING 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: KELLEY & KELLEY, P.C. PROFIT SHARING 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 |
| 2011: KELLEY & KELLEY, P.C. PROFIT SHARING 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 |
| 2010: KELLEY & KELLEY, P.C. PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KELLEY & KELLEY, P.C. PROFIT SHARING 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 |
