401k Plan data: KELSEY NATIONAL CORPORATION RETIREMENT PLAN plan

KELSEY NATIONAL CORPORATION RETIREMENT PLAN 401k Plan overview

Plan Name	KELSEY NATIONAL CORPORATION RETIREMENT PLAN
Plan identification number	004

KELSEY NATIONAL CORPORATION RETIREMENT 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELSEY NATIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: KELSEY NATIONAL CORPORATION

Employer identification number (EIN): 952304695

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about KELSEY NATIONAL CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4393688

More information about KELSEY NATIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELSEY NATIONAL CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01 BRIAN BUHLER
004 2017-01-01 BRIAN BUHLER
004 2016-01-01 BRIAN BUHLER
004 2015-01-01 BRIAN BUHLER
004 2014-01-01 BRIAN BUHLER
004 2013-01-01 BRIAN K BUHLER BRIAN K BUHLER 2014-06-25
004 2012-01-01 BRIAN K BUHLER BRIAN K BUHLER 2013-07-08
004 2011-01-01 BRIAN K BUHLER BRIAN K BUHLER 2012-06-18
004 2010-01-01 BRIAN K BUHLER BRIAN K BUHLER 2011-06-13
004 2009-01-01 BRIAN K BUHLER ON BEHALF OF KNC 2010-07-21
004 2009-01-01 BRIAN K BUHLER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01	BRIAN BUHLER
004	2017-01-01	BRIAN BUHLER
004	2016-01-01	BRIAN BUHLER
004	2015-01-01	BRIAN BUHLER
004	2014-01-01	BRIAN BUHLER
004	2013-01-01	BRIAN K BUHLER	BRIAN K BUHLER	2014-06-25
004	2012-01-01	BRIAN K BUHLER	BRIAN K BUHLER	2013-07-08
004	2011-01-01	BRIAN K BUHLER	BRIAN K BUHLER	2012-06-18
004	2010-01-01	BRIAN K BUHLER	BRIAN K BUHLER	2011-06-13
004	2009-01-01		BRIAN K BUHLER ON BEHALF OF KNC	2010-07-21
004	2009-01-01	BRIAN K BUHLER

Plan Statistics for KELSEY NATIONAL CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for KELSEY NATIONAL CORPORATION RETIREMENT PLAN

Measure Date Value
2023: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 22
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 7
Total of all active and inactive participants 2023-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 29
Number of participants with account balances 2023-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
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 7
Total of all active and inactive participants 2022-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 29
Number of participants with account balances 2022-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 24
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 25
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 33
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 25
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 7
Total of all active and inactive participants 2019-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 32
Number of participants with account balances 2019-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 32
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 30
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 5
Total of all active and inactive participants 2017-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 35
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 28
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 7
Total of all active and inactive participants 2016-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 35
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 29
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 8
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 25
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 31
Number of participants with account balances 2014-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 35
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 7
Total of all active and inactive participants 2013-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 42
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 38
Number of participants with account balances 2012-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 34
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 61
Number of participants with account balances 2010-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	22
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	7
Total of all active and inactive participants	2023-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	29
Number of participants with account balances	2023-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
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	7
Total of all active and inactive participants	2022-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	29
Number of participants with account balances	2022-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	24
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	25
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	33
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	25
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	7
Total of all active and inactive participants	2019-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	32
Number of participants with account balances	2019-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	32
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30
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	5
Total of all active and inactive participants	2017-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	35
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	28
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	7
Total of all active and inactive participants	2016-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	35
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	29
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	8
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	25
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	31
Number of participants with account balances	2014-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	35
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	7
Total of all active and inactive participants	2013-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	42
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	38
Number of participants with account balances	2012-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	34
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	61
Number of participants with account balances	2010-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KELSEY NATIONAL CORPORATION RETIREMENT PLAN

Measure	Date	Value
2023 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,187,674
Expenses. Total of all expenses incurred	2023-12-31	$1,239
Benefits paid (including direct rollovers)	2023-12-31	$595
Total plan assets at end of year	2023-12-31	$6,886,498
Total plan assets at beginning of year	2023-12-31	$5,700,063
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$138,244
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$939,430
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,186,435
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,886,498
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,700,063
Assets. Value of participant loans	2023-12-31	$131,297
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$110,000
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$644
2022 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-530,819
Expenses. Total of all expenses incurred	2022-12-31	$108,324
Benefits paid (including direct rollovers)	2022-12-31	$107,611
Total plan assets at end of year	2022-12-31	$5,700,063
Total plan assets at beginning of year	2022-12-31	$6,339,206
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$129,401
Assets. Value of loans (other than to participants)	2022-12-31	$0
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	$-777,420
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-639,143
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,700,063
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,339,206
Assets. Value of participant loans	2022-12-31	$123,686
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$117,200
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$713
2021 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$862,714
Expenses. Total of all expenses incurred	2021-12-31	$11,480
Benefits paid (including direct rollovers)	2021-12-31	$10,730
Total plan assets at end of year	2021-12-31	$6,339,206
Total plan assets at beginning of year	2021-12-31	$5,487,972
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$131,991
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$625,760
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$851,234
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,339,206
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,487,972
Assets. Value of participant loans	2021-12-31	$149,247
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$104,963
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$750
2020 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$812,742
Expenses. Total of all expenses incurred	2020-12-31	$18,737
Benefits paid (including direct rollovers)	2020-12-31	$18,087
Total plan assets at end of year	2020-12-31	$5,487,972
Total plan assets at beginning of year	2020-12-31	$4,693,967
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$120,235
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$581,746
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$794,005
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,487,972
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,693,967
Assets. Value of participant loans	2020-12-31	$50,706
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$110,761
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$650
2019 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$998,704
Expenses. Total of all expenses incurred	2019-12-31	$100,435
Benefits paid (including direct rollovers)	2019-12-31	$99,672
Total plan assets at end of year	2019-12-31	$4,693,967
Total plan assets at beginning of year	2019-12-31	$3,795,698
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$144,090
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$736,929
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$898,269
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,693,967
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,795,698
Assets. Value of participant loans	2019-12-31	$77,289
Total contributions received or receivable from employer(s)	2019-12-31	$117,685
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$763
2018 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$61,984
Expenses. Total of all expenses incurred	2018-12-31	$38,615
Benefits paid (including direct rollovers)	2018-12-31	$37,852
Total plan assets at end of year	2018-12-31	$3,795,698
Total plan assets at beginning of year	2018-12-31	$3,772,329
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$140,587
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-233,254
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$23,369
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,795,698
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,772,329
Assets. Value of participant loans	2018-12-31	$90,655
Total contributions received or receivable from employer(s)	2018-12-31	$154,651
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$763
2017 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$796,750
Expenses. Total of all expenses incurred	2017-12-31	$415,557
Benefits paid (including direct rollovers)	2017-12-31	$399,150
Total plan assets at end of year	2017-12-31	$3,772,329
Total plan assets at beginning of year	2017-12-31	$3,391,136
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$93,013
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$550,609
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$381,193
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,772,329
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,391,136
Assets. Value of participant loans	2017-12-31	$83,299
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$153,128
Value of certain deemed distributions of participant loans	2017-12-31	$7,767
Value of corrective distributions	2017-12-31	$8,190
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$450
2016 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$555,528
Expenses. Total of all expenses incurred	2016-12-31	$42,385
Benefits paid (including direct rollovers)	2016-12-31	$18,725
Total plan assets at end of year	2016-12-31	$3,391,136
Total plan assets at beginning of year	2016-12-31	$2,877,993
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$143,618
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$265,716
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$513,143
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,391,136
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,877,993
Assets. Value of participant loans	2016-12-31	$69,091
Total contributions received or receivable from employer(s)	2016-12-31	$146,194
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$23,397
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$263
2015 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$108,458
Expenses. Total of all expenses incurred	2015-12-31	$44,084
Benefits paid (including direct rollovers)	2015-12-31	$18,265
Total plan assets at end of year	2015-12-31	$2,877,993
Total plan assets at beginning of year	2015-12-31	$2,813,619
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$116,188
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-17,730
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$64,374
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,877,993
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,813,619
Assets. Value of participant loans	2015-12-31	$77,339
Total contributions received or receivable from employer(s)	2015-12-31	$10,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$25,488
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$331
2014 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$400,352
Expenses. Total of all expenses incurred	2014-12-31	$146,991
Benefits paid (including direct rollovers)	2014-12-31	$144,112
Total plan assets at end of year	2014-12-31	$2,813,619
Total plan assets at beginning of year	2014-12-31	$2,560,258
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$115,948
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$144,415
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$253,361
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,813,619
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,560,258
Assets. Value of participant loans	2014-12-31	$57,078
Total contributions received or receivable from employer(s)	2014-12-31	$139,989
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,879
2013 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$626,376
Expenses. Total of all expenses incurred	2013-12-31	$25,135
Benefits paid (including direct rollovers)	2013-12-31	$21,308
Total plan assets at end of year	2013-12-31	$2,560,258
Total plan assets at beginning of year	2013-12-31	$1,959,017
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$120,364
Other income received	2013-12-31	$399,374
Net income (gross income less expenses)	2013-12-31	$601,241
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,560,258
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,959,017
Assets. Value of participant loans	2013-12-31	$94,677
Total contributions received or receivable from employer(s)	2013-12-31	$106,638
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,827
2012 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$353,223
Expenses. Total of all expenses incurred	2012-12-31	$118,722
Benefits paid (including direct rollovers)	2012-12-31	$117,747
Total plan assets at end of year	2012-12-31	$1,959,017
Total plan assets at beginning of year	2012-12-31	$1,724,516
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$128,167
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$195,308
Net income (gross income less expenses)	2012-12-31	$234,501
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,959,017
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,724,516
Assets. Value of participant loans	2012-12-31	$63,427
Total contributions received or receivable from employer(s)	2012-12-31	$29,748
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$975
2011 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$269,449
Expenses. Total of all expenses incurred	2011-12-31	$178,840
Benefits paid (including direct rollovers)	2011-12-31	$176,828
Total plan assets at end of year	2011-12-31	$1,724,516
Total plan assets at beginning of year	2011-12-31	$1,633,907
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$75,731
Contributions received from other sources (not participants or employers)	2011-12-31	$1,827
Other income received	2011-12-31	$-3,138
Net income (gross income less expenses)	2011-12-31	$90,609
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,724,516
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,633,907
Assets. Value of participant loans	2011-12-31	$59,998
Total contributions received or receivable from employer(s)	2011-12-31	$195,029
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$862
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,150
2010 : KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$346,213
Expenses. Total of all expenses incurred	2010-12-31	$45,050
Benefits paid (including direct rollovers)	2010-12-31	$29,278
Total plan assets at end of year	2010-12-31	$1,633,907
Total plan assets at beginning of year	2010-12-31	$1,332,744
Value of fidelity bond covering the plan	2010-12-31	$15,000,000
Total contributions received or receivable from participants	2010-12-31	$143,919
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$85,260
Net income (gross income less expenses)	2010-12-31	$301,163
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,633,907
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,332,744
Assets. Value of participant loans	2010-12-31	$48,547
Total contributions received or receivable from employer(s)	2010-12-31	$117,034
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$14,722
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,050

Form 5500 Responses for KELSEY NATIONAL CORPORATION RETIREMENT PLAN

2023: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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
2021: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2011 form 5500 responses
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KELSEY NATIONAL CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KELSEY NATIONAL CORPORATION
Employer identification number (EIN):	952304695
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4393688