401k Plan data: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

MRS. KELLY'S INC. has sponsored the creation of one or more 401k plans.

Company Name: MRS. KELLY'S INC.

Employer identification number (EIN): 953278769

NAIC Classification: 445220
NAIC Description: Fish and Seafood Markets

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST

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 KELLEY JO ENCINIAS 2020-04-17
001 2018-01-01 KELLEY ENCINIAS 2019-05-15
001 2017-01-01 KELLEY CHRISTIANSON 2018-07-18
001 2016-01-01 KELLEY CHRISTIANSON 2017-04-17 KELLEY CHRISTIANSON 2017-04-17
001 2015-01-01 KELLEY CHRISTIANSON 2016-03-25 KELLEY CHRISTIANSON 2016-07-07
001 2014-01-01 PAMELA MYERS 2015-06-02 JACK CHRISTIANSON 2015-06-02
001 2013-01-01 PAMELA MYERS 2014-02-25 PAMELA MYERS 2014-02-25
001 2012-01-01 PAMELA MYERS 2013-07-03 PAMELA MYERS 2013-07-03
001 2011-01-01 PAMELA MYERS 2012-06-05 PAMELA MYERS 2012-06-05
001 2010-01-01 PAMELA MYERS 2011-04-27 PAMELA MYERS 2011-04-27

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	KELLEY JO ENCINIAS	2020-04-17
001	2018-01-01	KELLEY ENCINIAS	2019-05-15
001	2017-01-01	KELLEY CHRISTIANSON	2018-07-18
001	2016-01-01	KELLEY CHRISTIANSON	2017-04-17	KELLEY CHRISTIANSON	2017-04-17
001	2015-01-01	KELLEY CHRISTIANSON	2016-03-25	KELLEY CHRISTIANSON	2016-07-07
001	2014-01-01	PAMELA MYERS	2015-06-02	JACK CHRISTIANSON	2015-06-02
001	2013-01-01	PAMELA MYERS	2014-02-25	PAMELA MYERS	2014-02-25
001	2012-01-01	PAMELA MYERS	2013-07-03	PAMELA MYERS	2013-07-03
001	2011-01-01	PAMELA MYERS	2012-06-05	PAMELA MYERS	2012-06-05
001	2010-01-01	PAMELA MYERS	2011-04-27	PAMELA MYERS	2011-04-27

Plan Statistics for MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 23
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 10
Total of all active and inactive participants 2022-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 33
Number of participants with account balances 2022-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 35
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 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 45
Number of participants with account balances 2021-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 37
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 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 45
Number of participants with account balances 2020-01-01 37

Measure	Date	Value
2022: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	23
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	10
Total of all active and inactive participants	2022-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	33
Number of participants with account balances	2022-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	35
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	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	45
Number of participants with account balances	2021-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	37
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	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	45
Number of participants with account balances	2020-01-01	37

Financial Data on MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 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	$-260,362
Expenses. Total of all expenses incurred	2022-12-31	$218,693
Benefits paid (including direct rollovers)	2022-12-31	$194,961
Total plan assets at end of year	2022-12-31	$3,731,592
Total plan assets at beginning of year	2022-12-31	$4,210,647
Value of fidelity bond covering the plan	2022-12-31	$400,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$60,113
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	$-320,475
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-479,055
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,731,592
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,210,647
Assets. Value of participant loans	2022-12-31	$2,473
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	$0
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	$23,732
2021 : MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 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	$363,954
Expenses. Total of all expenses incurred	2021-12-31	$88,715
Benefits paid (including direct rollovers)	2021-12-31	$65,000
Total plan assets at end of year	2021-12-31	$4,210,647
Total plan assets at beginning of year	2021-12-31	$3,935,408
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total contributions received or receivable from participants	2021-12-31	$62,471
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	$301,483
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$275,239
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,210,647
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,935,408
Assets. Value of participant loans	2021-12-31	$6,857
Total contributions received or receivable from employer(s)	2021-12-31	$0
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	$23,715
2020 : MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 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	$283,143
Expenses. Total of all expenses incurred	2020-12-31	$55,033
Benefits paid (including direct rollovers)	2020-12-31	$36,383
Total plan assets at end of year	2020-12-31	$3,935,408
Total plan assets at beginning of year	2020-12-31	$3,707,298
Value of fidelity bond covering the plan	2020-12-31	$400,000
Total contributions received or receivable from participants	2020-12-31	$63,911
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	$219,232
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$228,110
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,935,408
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,707,298
Assets. Value of participant loans	2020-12-31	$11,172
Total contributions received or receivable from employer(s)	2020-12-31	$0
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	$18,650

Form 5500 Responses for MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	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: MRS. KELLY'S INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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

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Company Name:	MRS. KELLY'S INC.
Employer identification number (EIN):	953278769
NAIC Classification:	445220
NAIC Description:	Fish and Seafood Markets