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KELLY & CURTIS, PLLC 401k Plan overview

Plan NameKELLY & CURTIS, PLLC
Plan identification number 001

KELLY & CURTIS, PLLC Benefits

401k Plan TypeDefined 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.
  • 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

KELLY & CURTIS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:KELLY & CURTIS, PLLC
Employer identification number (EIN):460923643
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about KELLY & CURTIS, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2012-08-17
Company Identification Number: 4285051
Legal Registered Office Address: 9 TWIN LAKES DRIVE
New York
COLTS NECK
United States of America (USA)
07722

More information about KELLY & CURTIS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY & CURTIS, PLLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH KELLY2024-10-14
0012022-01-01JOSEPH KELLY2023-10-14
0012021-01-01JOSEPH KELLY2022-10-17
0012020-01-01JOSEPH KELLY2021-10-14
0012019-01-01JOSEPH KELLY2020-10-15
0012018-01-01JOSEPH KELLY2019-10-13
0012017-01-01JOSEPH KELLY2018-07-24
0012016-01-01JOSEPH KELLY2017-10-11
0012015-01-01JOSEPH KELLY2016-08-01
0012014-01-01JOSEPH KELLY2015-10-14

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