401k Plan data: KELLY CARES FOUNDATION 401(K) PLAN plan

KELLY CARES FOUNDATION 401(K) PLAN 401k Plan overview

Plan Name	KELLY CARES FOUNDATION 401(K) PLAN
Plan identification number	001

KELLY CARES FOUNDATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

BRIAN KELLY FAMILY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: BRIAN KELLY FAMILY FOUNDATION

Employer identification number (EIN): 263591070

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY CARES FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PATRICIA GLASCOE 2024-06-17
001 2022-01-01 PATRICIA GLASCOE 2023-06-19
001 2021-01-01 PATRICIA GLASCOE 2022-06-10
001 2021-01-01 PATRICIA GLASCOE 2022-06-17
001 2020-01-01 PATTI GLASCOE 2021-06-22 PATTI GLASCOE 2021-06-22
001 2019-01-01 PATTI GLASCOE 2020-06-02 PATTI GLASCOE 2020-06-02
001 2018-01-01 PATTI GLASCOE 2019-06-05 PATTI GLASCOE 2019-06-05
001 2017-01-01 PATTI GLASCOE 2018-06-14
001 2016-01-01 PATTI GLASCOE 2017-06-23
001 2015-03-01 ROSIE BURRILL 2016-07-20 ROSIE BURRILL 2016-07-20
001 2014-03-01 ROSIE BURRILL 2015-09-24
001 2013-03-01 ROSIE BURRILL 2014-09-17 ROSIE BURRILL 2014-09-17
001 2012-03-01 ROSIE BURRILL 2013-08-29
001 2011-03-01 FRANCISCA B. KELLY 2012-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PATRICIA GLASCOE	2024-06-17
001	2022-01-01	PATRICIA GLASCOE	2023-06-19
001	2021-01-01	PATRICIA GLASCOE	2022-06-10
001	2021-01-01	PATRICIA GLASCOE	2022-06-17
001	2020-01-01	PATTI GLASCOE	2021-06-22	PATTI GLASCOE	2021-06-22
001	2019-01-01	PATTI GLASCOE	2020-06-02	PATTI GLASCOE	2020-06-02
001	2018-01-01	PATTI GLASCOE	2019-06-05	PATTI GLASCOE	2019-06-05
001	2017-01-01	PATTI GLASCOE	2018-06-14
001	2016-01-01	PATTI GLASCOE	2017-06-23
001	2015-03-01	ROSIE BURRILL	2016-07-20	ROSIE BURRILL	2016-07-20
001	2014-03-01	ROSIE BURRILL	2015-09-24
001	2013-03-01	ROSIE BURRILL	2014-09-17	ROSIE BURRILL	2014-09-17
001	2012-03-01	ROSIE BURRILL	2013-08-29
001	2011-03-01	FRANCISCA B. KELLY	2012-09-20

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Company Name:	BRIAN KELLY FAMILY FOUNDATION
Employer identification number (EIN):	263591070
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations