KENNETH R KELLY DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNETH R KELLY DDS PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013: KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 0 |
| 2012: KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 8 |
| Total of all active and inactive participants | 2012-04-01 | 8 |
| Total participants | 2012-04-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 1 |
| 2011: KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 2 |
| Total of all active and inactive participants | 2011-04-01 | 11 |
| Total participants | 2011-04-01 | 11 |
| Number of participants with account balances | 2011-04-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 11 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-01 | $36,216 |
| Expenses. Total of all expenses incurred | 2013-11-01 | $1,524,923 |
| Benefits paid (including direct rollovers) | 2013-11-01 | $1,524,708 |
| Total plan assets at end of year | 2013-11-01 | $0 |
| Total plan assets at beginning of year | 2013-11-01 | $1,488,707 |
| Value of fidelity bond covering the plan | 2013-11-01 | $150,000 |
| Other income received | 2013-11-01 | $5,540 |
| Net income (gross income less expenses) | 2013-11-01 | $-1,488,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-01 | $1,488,707 |
| Total contributions received or receivable from employer(s) | 2013-11-01 | $30,676 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-01 | $215 |
| Total income from all sources | 2013-03-31 | $100,369 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $105,658 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $105,139 |
| Total plan assets at end of year | 2013-03-31 | $1,488,707 |
| Total plan assets at beginning of year | 2013-03-31 | $1,493,996 |
| Value of fidelity bond covering the plan | 2013-03-31 | $150,000 |
| Other income received | 2013-03-31 | $52,369 |
| Net income (gross income less expenses) | 2013-03-31 | $-5,289 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,488,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,493,996 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $48,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $519 |
| 2012 : KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-03-31 | $50,180 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $2,494 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $1,881 |
| Total plan assets at end of year | 2012-03-31 | $1,493,996 |
| Total plan assets at beginning of year | 2012-03-31 | $1,446,310 |
| Value of fidelity bond covering the plan | 2012-03-31 | $150,000 |
| Other income received | 2012-03-31 | $4,180 |
| Net income (gross income less expenses) | 2012-03-31 | $47,686 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,493,996 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,446,310 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $46,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $613 |
| 2011 : KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $50,180 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,494 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,881 |
| Total plan assets at end of year | 2011-12-31 | $1,493,996 |
| Total plan assets at beginning of year | 2011-12-31 | $1,446,310 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Other income received | 2011-12-31 | $4,180 |
| Net income (gross income less expenses) | 2011-12-31 | $47,686 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,493,996 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,446,310 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $46,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $613 |
| Total income from all sources | 2011-03-31 | $147,162 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $7,013 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $6,863 |
| Total plan assets at end of year | 2011-03-31 | $1,446,310 |
| Total plan assets at beginning of year | 2011-03-31 | $1,306,161 |
| Value of fidelity bond covering the plan | 2011-03-31 | $150,000 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $150 |
| Other income received | 2011-03-31 | $107,162 |
| Net income (gross income less expenses) | 2011-03-31 | $140,149 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $1,446,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $1,306,161 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $40,000 |
| 2013: KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | Yes |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KENNETH R KELLY DDS PC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | Yes |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 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 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | PO2116 |
| Policy instance | 1 |
| Insurance contract or identification number | PO2116 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2013-11-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | PO2116 |
| Policy instance | 1 |
| Insurance contract or identification number | PO2116 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | PO2116 |
| Policy instance | 1 |
| Insurance contract or identification number | PO2116 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | PO2116 |
| Policy instance | 1 |
| Insurance contract or identification number | PO2116 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | PO2116 |
| Policy instance | 1 |
| Insurance contract or identification number | PO2116 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
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