MICHAEL D. KELLEY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2018: KDPC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: KDPC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: KDPC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: KDPC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: KDPC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: KDPC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: KDPC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: KDPC PROFIT SHARING 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 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 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: KDPC PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: KDPC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| 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 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2018 : KDPC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $-151,004 |
| Total income from all sources | 2018-12-31 | $12,760 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,438 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,438 |
| Total plan assets at end of year | 2018-12-31 | $0 |
| Total plan assets at beginning of year | 2018-12-31 | $139,682 |
| Other income received | 2018-12-31 | $12,760 |
| Net income (gross income less expenses) | 2018-12-31 | $11,322 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $139,682 |
| 2017 : KDPC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $25,531 |
| Total plan assets at end of year | 2017-12-31 | $139,682 |
| Total plan assets at beginning of year | 2017-12-31 | $114,151 |
| Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
| Other income received | 2017-12-31 | $25,531 |
| Net income (gross income less expenses) | 2017-12-31 | $25,531 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $139,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $114,151 |
| 2016 : KDPC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,419 |
| Total plan assets at end of year | 2016-12-31 | $114,151 |
| Total plan assets at beginning of year | 2016-12-31 | $112,732 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Other income received | 2016-12-31 | $1,419 |
| Net income (gross income less expenses) | 2016-12-31 | $1,419 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $114,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $112,732 |
| 2015 : KDPC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $2,128 |
| Total plan assets at end of year | 2015-12-31 | $112,732 |
| Total plan assets at beginning of year | 2015-12-31 | $110,604 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Other income received | 2015-12-31 | $2,128 |
| Net income (gross income less expenses) | 2015-12-31 | $2,128 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $112,732 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $110,604 |
| 2014 : KDPC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $8,353 |
| Total plan assets at end of year | 2014-12-31 | $110,604 |
| Total plan assets at beginning of year | 2014-12-31 | $102,251 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $8,353 |
| Net income (gross income less expenses) | 2014-12-31 | $8,353 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $110,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $102,251 |
| 2013 : KDPC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $19,067 |
| Total plan assets at end of year | 2013-12-31 | $102,251 |
| Total plan assets at beginning of year | 2013-12-31 | $83,184 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Other income received | 2013-12-31 | $19,067 |
| Net income (gross income less expenses) | 2013-12-31 | $19,067 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $102,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $83,184 |
| 2012 : KDPC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $7,888 |
| Total plan assets at end of year | 2012-12-31 | $83,184 |
| Total plan assets at beginning of year | 2012-12-31 | $75,296 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Other income received | 2012-12-31 | $7,888 |
| Net income (gross income less expenses) | 2012-12-31 | $7,888 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $83,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $75,296 |
| 2011 : KDPC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-3,545 |
| Total plan assets at end of year | 2011-12-31 | $75,296 |
| Total plan assets at beginning of year | 2011-12-31 | $78,841 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $-3,545 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,545 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $75,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $78,841 |
| 2010 : KDPC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $8,056 |
| Total plan assets at end of year | 2010-12-31 | $78,841 |
| Total plan assets at beginning of year | 2010-12-31 | $70,785 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Other income received | 2010-12-31 | $8,056 |
| Net income (gross income less expenses) | 2010-12-31 | $8,056 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $78,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $70,785 |
| 2018: KDPC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: KDPC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KDPC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KDPC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: KDPC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: KDPC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KDPC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KDPC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: KDPC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KDPC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 69865 ) |
| Policy contract number | VG4406333 |
| Policy instance | 1 |
| Insurance contract or identification number | VG4406333 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
