Plan Name | J.F. KIELY SERVICE MANAGEMENT CO LLC 401-(K) PLAN |
Plan identification number | 010 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | J.F. KIELY SERVICE MANAGEMENT CO LLC |
Employer identification number (EIN): | 873383382 |
NAIC Classification: | 237100 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
010 | 2023-01-01 | ||||
010 | 2022-01-01 | DAVID O'DOR | 2023-10-12 | DAVID O'DOR | 2023-10-12 |
Measure | Date | Value |
---|---|---|
2022: J.F. KIELY SERVICE MANAGEMENT CO LLC 401-(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 10 |
Number of participants with account balances | 2022-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : J.F. KIELY SERVICE MANAGEMENT CO LLC 401-(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $3,506,796 |
Total income from all sources | 2022-12-31 | $-216,485 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $3,290,311 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $44,746 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-348,255 |
Net income (gross income less expenses) | 2022-12-31 | $-216,485 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,290,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $87,024 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2022: J.F. KIELY SERVICE MANAGEMENT CO LLC 401-(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | First time form 5500 has been submitted | Yes |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |