401k Plan data: KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN plan

KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN
Plan identification number	001

KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

KELLEY & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: KELLEY & COMPANY, LLC

Employer identification number (EIN): 061527593

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 KATHLEEN A. KELLEY 2021-10-12
001 2019-01-01 KATHLEEN A. KELLEY 2020-07-23
001 2018-01-01 KATHLEEN A. KELLEY 2019-10-01
001 2017-01-01 KATHLEEN A. KELLEY 2018-08-29
001 2016-01-01 KATHLEEN A. KELLEY 2017-09-01
001 2015-01-01 KATHLEEN A. KELLEY 2016-06-28
001 2014-01-01 KATHLEEN A. KELLEY 2015-07-27
001 2013-01-01 KATHLEEN A. KELLEY 2014-06-26
001 2012-01-01 KATHLEEN A. KELLEY 2013-07-08
001 2011-01-01 KATHLEEN A. KELLEY
001 2010-01-01 KATHLEEN A. KELLEY
001 2009-01-01 KATHLEEN KELLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	KATHLEEN A. KELLEY	2021-10-12
001	2019-01-01	KATHLEEN A. KELLEY	2020-07-23
001	2018-01-01	KATHLEEN A. KELLEY	2019-10-01
001	2017-01-01	KATHLEEN A. KELLEY	2018-08-29
001	2016-01-01	KATHLEEN A. KELLEY	2017-09-01
001	2015-01-01	KATHLEEN A. KELLEY	2016-06-28
001	2014-01-01	KATHLEEN A. KELLEY	2015-07-27
001	2013-01-01	KATHLEEN A. KELLEY	2014-06-26
001	2012-01-01	KATHLEEN A. KELLEY	2013-07-08
001	2011-01-01	KATHLEEN A. KELLEY
001	2010-01-01	KATHLEEN A. KELLEY
001	2009-01-01	KATHLEEN KELLEY

Plan Statistics for KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 1
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
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 1
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	1
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
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	1
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$24,067
Expenses. Total of all expenses incurred	2011-12-31	$13,488
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,017,546
Total plan assets at beginning of year	2011-12-31	$1,006,967
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$59,420
Expenses. Other expenses not covered elsewhere	2011-12-31	$13,488
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-35,353
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$10,579
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,017,546
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,006,967
Assets. Value of participant loans	2011-12-31	$22,559
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	$0
2010 : KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$162,464
Expenses. Total of all expenses incurred	2010-12-31	$27,870
Benefits paid (including direct rollovers)	2010-12-31	$16,642
Total plan assets at end of year	2010-12-31	$1,006,967
Total plan assets at beginning of year	2010-12-31	$872,373
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$58,620
Expenses. Other expenses not covered elsewhere	2010-12-31	$11,228
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$103,844
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$134,594
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,006,967
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$872,373
Assets. Value of participant loans	2010-12-31	$29,668
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for KELLEY & COMPANY, LLC SECTION 401(K) PROFIT SHARING PLAN

2011: KELLEY & COMPANY, LLC SECTION 401(K) 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: KELLEY & COMPANY, LLC SECTION 401(K) 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: KELLEY & COMPANY, LLC SECTION 401(K) 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KELLEY & COMPANY, LLC
Employer identification number (EIN):	061527593
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants