401k Plan data: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN plan

SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN
Plan identification number	001

SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

DRS KELLEY & MCDOWELL PA has sponsored the creation of one or more 401k plans.

Company Name: DRS KELLEY & MCDOWELL PA

Employer identification number (EIN): 570564674

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01 JAMES J MCDOWELL JR 2021-04-26
001 2018-10-01
001 2017-10-01 JAMES J MCDOWELL JR 2019-04-29
001 2016-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2018-04-26
001 2015-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2017-04-27
001 2015-10-01 JAMES J. MCDOWELL 2017-04-27
001 2014-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2016-05-04
001 2013-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2015-04-27
001 2012-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2014-04-29
001 2011-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2013-04-30
001 2010-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2012-04-25
001 2009-10-01 JAMES J MCDOWELL JAMES J. MCDOWELL 2011-04-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01
001	2021-10-01
001	2020-10-01
001	2019-10-01	JAMES J MCDOWELL JR	2021-04-26
001	2018-10-01
001	2017-10-01	JAMES J MCDOWELL JR	2019-04-29
001	2016-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2018-04-26
001	2015-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2017-04-27
001	2015-10-01			JAMES J. MCDOWELL	2017-04-27
001	2014-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2016-05-04
001	2013-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2015-04-27
001	2012-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2014-04-29
001	2011-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2013-04-30
001	2010-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2012-04-25
001	2009-10-01	JAMES J MCDOWELL		JAMES J. MCDOWELL	2011-04-28

Plan Statistics for SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 4
Number of retired or separated participants receiving benefits 2022-10-01 0
Number of other retired or separated participants entitled to future benefits 2022-10-01 0
Total of all active and inactive participants 2022-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 4
Number of participants with account balances 2022-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 4
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 0
Total of all active and inactive participants 2021-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 4
Number of participants with account balances 2021-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 4
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 0
Total of all active and inactive participants 2020-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 4
Number of participants with account balances 2020-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 4
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 0
Total of all active and inactive participants 2019-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 4
Number of participants with account balances 2019-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 4
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 4
Number of participants with account balances 2018-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 4
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 4
Number of participants with account balances 2017-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 5
Number of retired or separated participants receiving benefits 2016-10-01 1
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 6
Number of participants with account balances 2016-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 5
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 5
Number of participants with account balances 2015-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 4
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 4
Number of participants with account balances 2014-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 4
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 4
Number of participants with account balances 2013-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 4
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 4
Number of participants with account balances 2012-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 4
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 4
Number of participants with account balances 2011-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 4
Number of retired or separated participants receiving benefits 2010-10-01 1
Total of all active and inactive participants 2010-10-01 5
Total participants 2010-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 1
2009: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 3
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 1
Total of all active and inactive participants 2009-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 4
Number of participants with account balances 2009-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1

Measure	Date	Value
2022: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	4
Number of retired or separated participants receiving benefits	2022-10-01	0
Number of other retired or separated participants entitled to future benefits	2022-10-01	0
Total of all active and inactive participants	2022-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	4
Number of participants with account balances	2022-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	4
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	0
Total of all active and inactive participants	2021-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	4
Number of participants with account balances	2021-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	4
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	0
Total of all active and inactive participants	2020-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	4
Number of participants with account balances	2020-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	4
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	0
Total of all active and inactive participants	2019-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	4
Number of participants with account balances	2019-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	4
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	4
Number of participants with account balances	2018-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	4
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	4
Number of participants with account balances	2017-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	5
Number of retired or separated participants receiving benefits	2016-10-01	1
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	6
Number of participants with account balances	2016-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	5
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	5
Number of participants with account balances	2015-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	4
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	4
Number of participants with account balances	2014-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	4
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	4
Number of participants with account balances	2013-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	4
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	4
Number of participants with account balances	2012-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	4
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	4
Number of participants with account balances	2011-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	4
Number of retired or separated participants receiving benefits	2010-10-01	1
Total of all active and inactive participants	2010-10-01	5
Total participants	2010-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	1
2009: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	3
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	1
Total of all active and inactive participants	2009-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	4
Number of participants with account balances	2009-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1

Financial Data on SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2023 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-09-30	$159,642
Expenses. Total of all expenses incurred	2023-09-30	$45,421
Benefits paid (including direct rollovers)	2023-09-30	$37,103
Total plan assets at end of year	2023-09-30	$892,578
Total plan assets at beginning of year	2023-09-30	$778,357
Other income received	2023-09-30	$159,642
Net income (gross income less expenses)	2023-09-30	$114,221
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$892,578
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$778,357
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$8,318
2022 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-157,831
Expenses. Total of all expenses incurred	2022-09-30	$37,367
Benefits paid (including direct rollovers)	2022-09-30	$2,624
Total plan assets at end of year	2022-09-30	$778,357
Total plan assets at beginning of year	2022-09-30	$973,555
Other income received	2022-09-30	$-157,831
Net income (gross income less expenses)	2022-09-30	$-195,198
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$778,357
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$973,555
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$34,743
2021 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-09-30	$0
Total income from all sources	2021-09-30	$186,392
Expenses. Total of all expenses incurred	2021-09-30	$8,920
Benefits paid (including direct rollovers)	2021-09-30	$0
Total plan assets at end of year	2021-09-30	$973,555
Total plan assets at beginning of year	2021-09-30	$796,083
Total contributions received or receivable from participants	2021-09-30	$0
Expenses. Other expenses not covered elsewhere	2021-09-30	$0
Contributions received from other sources (not participants or employers)	2021-09-30	$0
Other income received	2021-09-30	$186,392
Noncash contributions received	2021-09-30	$0
Net income (gross income less expenses)	2021-09-30	$177,472
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$973,555
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$796,083
Total contributions received or receivable from employer(s)	2021-09-30	$0
Value of certain deemed distributions of participant loans	2021-09-30	$0
Value of corrective distributions	2021-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$8,920
2020 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-09-30	$0
Total income from all sources	2020-09-30	$64,053
Expenses. Total of all expenses incurred	2020-09-30	$13,821
Benefits paid (including direct rollovers)	2020-09-30	$6,500
Total plan assets at end of year	2020-09-30	$796,083
Total plan assets at beginning of year	2020-09-30	$745,851
Total contributions received or receivable from participants	2020-09-30	$0
Expenses. Other expenses not covered elsewhere	2020-09-30	$0
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$64,053
Noncash contributions received	2020-09-30	$0
Net income (gross income less expenses)	2020-09-30	$50,232
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$796,083
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$745,851
Total contributions received or receivable from employer(s)	2020-09-30	$0
Value of certain deemed distributions of participant loans	2020-09-30	$0
Value of corrective distributions	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$7,321
2019 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-09-30	$0
Total income from all sources	2019-09-30	$7,995
Expenses. Total of all expenses incurred	2019-09-30	$23,449
Benefits paid (including direct rollovers)	2019-09-30	$16,300
Total plan assets at end of year	2019-09-30	$745,851
Total plan assets at beginning of year	2019-09-30	$761,305
Total contributions received or receivable from participants	2019-09-30	$0
Expenses. Other expenses not covered elsewhere	2019-09-30	$0
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$7,995
Noncash contributions received	2019-09-30	$0
Net income (gross income less expenses)	2019-09-30	$-15,454
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$745,851
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$761,305
Total contributions received or receivable from employer(s)	2019-09-30	$0
Value of certain deemed distributions of participant loans	2019-09-30	$0
Value of corrective distributions	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$7,149
2017 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-09-30	$-4,200
Total income from all sources	2017-09-30	$78,161
Total plan assets at end of year	2017-09-30	$773,464
Total plan assets at beginning of year	2017-09-30	$699,503
Other income received	2017-09-30	$74,201
Net income (gross income less expenses)	2017-09-30	$78,161
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$773,464
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$699,503
Total contributions received or receivable from employer(s)	2017-09-30	$3,960
2016 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$65,940
Total plan assets at end of year	2016-09-30	$699,503
Total plan assets at beginning of year	2016-09-30	$633,563
Other income received	2016-09-30	$58,515
Net income (gross income less expenses)	2016-09-30	$65,940
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$699,503
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$633,563
Total contributions received or receivable from employer(s)	2016-09-30	$7,425
2015 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-22,309
Total plan assets at end of year	2015-09-30	$633,563
Total plan assets at beginning of year	2015-09-30	$655,872
Other income received	2015-09-30	$-34,265
Net income (gross income less expenses)	2015-09-30	$-22,309
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$633,563
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$655,872
Total contributions received or receivable from employer(s)	2015-09-30	$11,956
2014 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$61,890
Total plan assets at end of year	2014-09-30	$655,872
Total plan assets at beginning of year	2014-09-30	$593,982
Other income received	2014-09-30	$49,935
Net income (gross income less expenses)	2014-09-30	$61,890
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$655,872
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$593,982
Total contributions received or receivable from employer(s)	2014-09-30	$11,955
2013 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$100,039
Total plan assets at end of year	2013-09-30	$593,982
Total plan assets at beginning of year	2013-09-30	$493,943
Other income received	2013-09-30	$82,284
Net income (gross income less expenses)	2013-09-30	$100,039
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$593,982
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$493,943
Total contributions received or receivable from employer(s)	2013-09-30	$17,755
2012 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$95,548
Expenses. Total of all expenses incurred	2012-09-30	$4,344
Total plan assets at end of year	2012-09-30	$493,943
Total plan assets at beginning of year	2012-09-30	$402,739
Other income received	2012-09-30	$70,670
Net income (gross income less expenses)	2012-09-30	$91,204
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$493,943
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$402,739
Total contributions received or receivable from employer(s)	2012-09-30	$24,878
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$4,344
2011 : SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$7,454
Expenses. Total of all expenses incurred	2011-09-30	$1,018
Benefits paid (including direct rollovers)	2011-09-30	$1,018
Total plan assets at end of year	2011-09-30	$402,739
Total plan assets at beginning of year	2011-09-30	$396,303
Other income received	2011-09-30	$-17,339
Net income (gross income less expenses)	2011-09-30	$6,436
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$402,739
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$396,303
Total contributions received or receivable from employer(s)	2011-09-30	$24,793

Form 5500 Responses for SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN

2022: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	Yes
2015-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: SELF-DIRECTED PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DRS KELLEY & MCDOWELL PA
Employer identification number (EIN):	570564674
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists