401k Plan data: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN plan

KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN
Plan identification number	001

KELLEY CONSTRUCTION, INC 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
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

KELLEY CONSTRUCTION, INC has sponsored the creation of one or more 401k plans.

Company Name: KELLEY CONSTRUCTION, INC

Employer identification number (EIN): 610928594

NAIC Classification: 236200

Additional information about KELLEY CONSTRUCTION, INC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0920258

More information about KELLEY CONSTRUCTION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM ROBERTS
001 2016-01-01 WILLIAM ROBERTS
001 2015-01-01 WILLIAM ROBERTS
001 2014-01-01 WILLIAM ROBERTS
001 2013-01-01 WILLIAM ROBERTS
001 2012-01-01 WILLIAM ROBERTS 2013-10-14
001 2011-01-01 WILLIAM ROBERTS 2012-10-10
001 2010-01-01 WILLIAM ROBERTS 2011-10-13

Plan Statistics for KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 106
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 46
Total of all active and inactive participants 2022-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 152
Number of participants with account balances 2022-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 119
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 162
Number of participants with account balances 2021-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 16
2020: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 127
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 89
Total of all active and inactive participants 2020-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 221
Number of participants with account balances 2020-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 162
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 50
Total of all active and inactive participants 2019-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 212
Number of participants with account balances 2019-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 20
2018: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 154
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 64
Total of all active and inactive participants 2018-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 220
Number of participants with account balances 2018-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 137
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 85
Total of all active and inactive participants 2017-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 222
Number of participants with account balances 2017-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 18
2016: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 127
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 77
Total of all active and inactive participants 2016-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 204
Number of participants with account balances 2016-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 38
2015: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 121
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 60
Total of all active and inactive participants 2015-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 181
Number of participants with account balances 2015-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 31
2014: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 128
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 157
Number of participants with account balances 2014-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 130
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 24
Total of all active and inactive participants 2013-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 154
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4

Measure	Date	Value
2022: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	106
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	46
Total of all active and inactive participants	2022-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	152
Number of participants with account balances	2022-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	119
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	162
Number of participants with account balances	2021-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	16
2020: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	127
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	89
Total of all active and inactive participants	2020-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	221
Number of participants with account balances	2020-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	162
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	50
Total of all active and inactive participants	2019-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	212
Number of participants with account balances	2019-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	20
2018: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	154
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	64
Total of all active and inactive participants	2018-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	220
Number of participants with account balances	2018-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	137
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	85
Total of all active and inactive participants	2017-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	222
Number of participants with account balances	2017-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	18
2016: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	127
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	77
Total of all active and inactive participants	2016-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	204
Number of participants with account balances	2016-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	38
2015: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	121
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	60
Total of all active and inactive participants	2015-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	181
Number of participants with account balances	2015-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	31
2014: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	128
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	157
Number of participants with account balances	2014-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	130
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	24
Total of all active and inactive participants	2013-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	154
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4

Financial Data on KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,156,695
Total of all expenses incurred	2022-12-31	$1,376,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,310,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,115,247
Value of total assets at end of year	2022-12-31	$11,269,769
Value of total assets at beginning of year	2022-12-31	$13,802,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$65,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$606,439
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$9,172
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$35,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,532,861
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,269,769
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,802,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$28,561
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,102,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,606,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$13,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$153,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$153,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,271,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$473,734
Employer contributions (assets) at end of year	2022-12-31	$153,419
Employer contributions (assets) at beginning of year	2022-12-31	$33,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,310,556
Contract administrator fees	2022-12-31	$37,049
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2022-12-31	271235638
2021 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$2,899,884
Total of all expenses incurred	2021-12-31	$1,185,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,106,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,244,702
Value of total assets at end of year	2021-12-31	$13,802,630
Value of total assets at beginning of year	2021-12-31	$12,088,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$79,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$634,957
Participant contributions at end of year	2021-12-31	$9,172
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$96,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,714,562
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,802,630
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,088,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$35,907
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,606,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,892,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$153,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$137,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$137,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,655,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$513,097
Employer contributions (assets) at end of year	2021-12-31	$33,459
Employer contributions (assets) at beginning of year	2021-12-31	$58,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,106,177
Contract administrator fees	2021-12-31	$43,238
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCM CPAS & ADVISORS, LLP
Accountancy firm EIN	2021-12-31	271235638
2020 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,967,420
Total of all expenses incurred	2020-12-31	$1,871,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,798,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,411,762
Value of total assets at end of year	2020-12-31	$12,088,068
Value of total assets at beginning of year	2020-12-31	$10,991,819
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$72,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$766,771
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$44,111
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$-2,457
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,096,249
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,088,068
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,991,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$32,480
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,892,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,777,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$137,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,555,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$600,880
Employer contributions (assets) at end of year	2020-12-31	$58,368
Employer contributions (assets) at beginning of year	2020-12-31	$214,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,800,937
Contract administrator fees	2020-12-31	$40,211
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MCM CPAS & ADVISORS, LLP
Accountancy firm EIN	2020-12-31	271235638
2019 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,355,088
Total of all expenses incurred	2019-12-31	$1,126,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,055,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,496,348
Value of total assets at end of year	2019-12-31	$10,991,819
Value of total assets at beginning of year	2019-12-31	$8,763,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$71,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$822,829
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$408
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,228,342
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,991,819
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,763,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$29,264
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,777,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,588,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,858,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$673,519
Employer contributions (assets) at end of year	2019-12-31	$214,244
Employer contributions (assets) at beginning of year	2019-12-31	$175,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,055,721
Contract administrator fees	2019-12-31	$41,353
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCM CPAS & ADVISORS, LLP
Accountancy firm EIN	2019-12-31	271235638
2018 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$9,176
Total income from all sources (including contributions)	2018-12-31	$1,040,413
Total of all expenses incurred	2018-12-31	$755,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$705,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,577,677
Value of total assets at end of year	2018-12-31	$8,763,477
Value of total assets at beginning of year	2018-12-31	$8,487,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$49,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$675,922
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$9,250
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$374,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$9,176
Other income not declared elsewhere	2018-12-31	$391
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$7,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$285,358
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,763,477
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,478,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$20,021
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,588,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,261,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$49,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$49,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-537,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$527,556
Employer contributions (assets) at end of year	2018-12-31	$175,310
Employer contributions (assets) at beginning of year	2018-12-31	$159,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$705,693
Contract administrator fees	2018-12-31	$29,341
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCM CPAS & ADVISORS, LLP
Accountancy firm EIN	2018-12-31	271235638
2017 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,199
Total income from all sources (including contributions)	2017-12-31	$2,315,587
Total of all expenses incurred	2017-12-31	$916,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$915,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,101,747
Value of total assets at end of year	2017-12-31	$8,487,295
Value of total assets at beginning of year	2017-12-31	$7,083,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$565,201
Participant contributions at end of year	2017-12-31	$9,250
Participant contributions at beginning of year	2017-12-31	$37,764
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$37,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$9,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$4,199
Total non interest bearing cash at end of year	2017-12-31	$7,159
Total non interest bearing cash at beginning of year	2017-12-31	$5,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,399,129
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,478,119
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,078,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,261,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,719,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$49,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$186,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$186,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,213,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$499,304
Employer contributions (assets) at end of year	2017-12-31	$159,479
Employer contributions (assets) at beginning of year	2017-12-31	$134,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$915,287
Contract administrator fees	2017-12-31	$1,171
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCM CPAS & ADVISORS, LLP
Accountancy firm EIN	2017-12-31	271235638
2016 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$4,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,738
Total income from all sources (including contributions)	2016-12-31	$1,488,423
Total of all expenses incurred	2016-12-31	$240,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$239,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,018,613
Value of total assets at end of year	2016-12-31	$7,083,189
Value of total assets at beginning of year	2016-12-31	$5,833,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$500,959
Participant contributions at end of year	2016-12-31	$37,764
Participant contributions at beginning of year	2016-12-31	$15,514
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$106,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$4,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$2,738
Total non interest bearing cash at end of year	2016-12-31	$5,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,248,201
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,078,990
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,830,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,719,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,405,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$186,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$285,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$285,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$469,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$410,916
Employer contributions (assets) at end of year	2016-12-31	$134,037
Employer contributions (assets) at beginning of year	2016-12-31	$127,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$239,684
Contract administrator fees	2016-12-31	$538
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN	2016-12-31	271235638
2015 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$11,575
Total income from all sources (including contributions)	2015-12-31	$813,616
Total of all expenses incurred	2015-12-31	$247,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$246,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$895,680
Value of total assets at end of year	2015-12-31	$5,833,527
Value of total assets at beginning of year	2015-12-31	$5,275,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$493,806
Participant contributions at end of year	2015-12-31	$15,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$2,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$11,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$566,568
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,830,789
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,264,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,405,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,063,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$285,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$201,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$201,989
Net investment gain/loss from pooled separate accounts	2015-12-31	$-82,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$401,874
Employer contributions (assets) at end of year	2015-12-31	$127,372
Employer contributions (assets) at beginning of year	2015-12-31	$10,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$246,554
Contract administrator fees	2015-12-31	$494
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN	2015-12-31	271235638
2014 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,575
Total income from all sources (including contributions)	2014-12-31	$1,048,843
Total of all expenses incurred	2014-12-31	$398,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$397,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$770,057
Value of total assets at end of year	2014-12-31	$5,275,796
Value of total assets at beginning of year	2014-12-31	$4,613,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$428,471
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$6,212
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$86,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$11,575
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$650,836
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,264,221
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,613,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,063,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,297,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$201,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$290,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$290,404
Net investment gain/loss from pooled separate accounts	2014-12-31	$278,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$255,106
Employer contributions (assets) at end of year	2014-12-31	$10,300
Employer contributions (assets) at beginning of year	2014-12-31	$19,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$397,570
Contract administrator fees	2014-12-31	$437
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN	2014-12-31	271235638
2013 : KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4
Total income from all sources (including contributions)	2013-12-31	$1,365,290
Total of all expenses incurred	2013-12-31	$155,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$155,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$701,444
Value of total assets at end of year	2013-12-31	$4,613,385
Value of total assets at beginning of year	2013-12-31	$3,403,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$323,419
Participant contributions at end of year	2013-12-31	$6,212
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$172,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$4
Total non interest bearing cash at end of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,209,470
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,613,385
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,403,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,297,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,974,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$290,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$420,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$420,874
Net investment gain/loss from pooled separate accounts	2013-12-31	$663,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$205,131
Employer contributions (assets) at end of year	2013-12-31	$19,138
Employer contributions (assets) at beginning of year	2013-12-31	$8,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$155,463
Contract administrator fees	2013-12-31	$357
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOUNTJOY CHILTON MEDLEY
Accountancy firm EIN	2013-12-31	271235638

Form 5500 Responses for KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN

2022: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: KELLEY CONSTRUCTION, INC 401(K) 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: KELLEY CONSTRUCTION, INC 401(K) 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: KELLEY CONSTRUCTION, INC 401(K) 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: KELLEY CONSTRUCTION, INC 401(K) 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: KELLEY CONSTRUCTION, INC 401(K) 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	168
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $5,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5822
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	171
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $6,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6380
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	221
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $5,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5373
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	222
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $9,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	9040
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	220
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,339
Total amount of fees paid to insurance company	USD $9,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,339
Insurance broker organization code?	7
Amount paid for insurance broker fees	9056

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	222
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $18,899
Total amount of fees paid to insurance company	USD $6,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,899
Insurance broker organization code?	7
Amount paid for insurance broker fees	6338
Insurance broker name	RETIREMENT MANAGEMENT SERVICES LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	167
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $13,677
Total amount of fees paid to insurance company	USD $2,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,677
Insurance broker organization code?	7
Amount paid for insurance broker fees	2745
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	T ROWE PRICE

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	124
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,380
Total amount of fees paid to insurance company	USD $2,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,380
Insurance broker organization code?	7
Amount paid for insurance broker fees	2479
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	FIDELITY MANAGEMENT & RESEARCH COMP

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

93505

Policy instance

Insurance contract or identification number	93505
Number of Individuals Covered	106
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $9,632
Total amount of fees paid to insurance company	USD $1,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,632
Insurance broker organization code?	7
Amount paid for insurance broker fees	1929
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	T. ROWE PRICE ASSOCIATES, INC.

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Company Name:	KELLEY CONSTRUCTION, INC
Employer identification number (EIN):	610928594
NAIC Classification:	236200

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0920258