401k Plan data: ROBERT F. KIRSCHNER PROFIT SHARING PLAN plan

ROBERT F. KIRSCHNER PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT F. KIRSCHNER PROFIT SHARING PLAN
Plan identification number	001

ROBERT F. KIRSCHNER 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.
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

ROBERT F. KIRSCHNER PROFIT SHARING has sponsored the creation of one or more 401k plans.

Company Name: ROBERT F. KIRSCHNER PROFIT SHARING

Employer identification number (EIN): 042896272

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT F. KIRSCHNER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID KIRSCHNER 2024-04-09
001 2022-01-01 DAVID KIRSCHNER 2023-06-28
001 2021-01-01 DAVID KIRSCHNER 2022-09-15
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT F. KIRSCHNER
001 2016-01-01 ROBERT F. KIRSCHNER
001 2015-01-01 ROBERT F. KIRSCHNER
001 2014-01-01 ROBERT F. KIRSCHNER, JR
001 2013-01-01 ROBERT F. KIRSCHNER
001 2012-01-01 ROBERT F. KIRSCHNER
001 2011-01-01 ROBERT F KIRSCHNER
001 2009-01-01 ROBERT F KIRSCHNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAVID KIRSCHNER	2024-04-09
001	2022-01-01	DAVID KIRSCHNER	2023-06-28
001	2021-01-01	DAVID KIRSCHNER	2022-09-15
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ROBERT F. KIRSCHNER
001	2016-01-01	ROBERT F. KIRSCHNER
001	2015-01-01	ROBERT F. KIRSCHNER
001	2014-01-01	ROBERT F. KIRSCHNER, JR
001	2013-01-01	ROBERT F. KIRSCHNER
001	2012-01-01	ROBERT F. KIRSCHNER
001	2011-01-01	ROBERT F KIRSCHNER
001	2009-01-01	ROBERT F KIRSCHNER

Plan Statistics for ROBERT F. KIRSCHNER PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT F. KIRSCHNER PROFIT SHARING PLAN

Measure Date Value
2020: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
2019: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 6
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
2018: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 6
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
2017: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 6
2016: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
2014: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
2013: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
2012: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2020: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
2019: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	6
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
2018: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	6
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
2017: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	6
2016: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
2014: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
2013: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
2012: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on ROBERT F. KIRSCHNER PROFIT SHARING PLAN

Measure	Date	Value
2020 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$193,162
Expenses. Total of all expenses incurred	2020-12-31	$89,057
Benefits paid (including direct rollovers)	2020-12-31	$89,057
Total plan assets at end of year	2020-12-31	$1,734,793
Total plan assets at beginning of year	2020-12-31	$1,630,688
Value of fidelity bond covering the plan	2020-12-31	$50,000
Other income received	2020-12-31	$141,162
Net income (gross income less expenses)	2020-12-31	$104,105
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,734,793
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,630,688
Total contributions received or receivable from employer(s)	2020-12-31	$52,000
2019 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$192,265
Expenses. Total of all expenses incurred	2019-12-31	$68,904
Benefits paid (including direct rollovers)	2019-12-31	$49,155
Total plan assets at end of year	2019-12-31	$1,630,688
Total plan assets at beginning of year	2019-12-31	$1,507,327
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$192,265
Net income (gross income less expenses)	2019-12-31	$123,361
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,630,688
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,507,327
Value of corrective distributions	2019-12-31	$19,749
2018 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$69,805
Expenses. Total of all expenses incurred	2018-12-31	$6,424
Benefits paid (including direct rollovers)	2018-12-31	$6,424
Total plan assets at end of year	2018-12-31	$1,507,327
Total plan assets at beginning of year	2018-12-31	$1,443,946
Value of fidelity bond covering the plan	2018-12-31	$50,000
Other income received	2018-12-31	$-40,195
Net income (gross income less expenses)	2018-12-31	$63,381
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,507,327
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,443,946
Total contributions received or receivable from employer(s)	2018-12-31	$110,000
2017 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$212,708
Expenses. Total of all expenses incurred	2017-12-31	$5,041
Benefits paid (including direct rollovers)	2017-12-31	$5,041
Total plan assets at end of year	2017-12-31	$1,443,946
Total plan assets at beginning of year	2017-12-31	$1,236,279
Value of fidelity bond covering the plan	2017-12-31	$50,000
Other income received	2017-12-31	$128,243
Net income (gross income less expenses)	2017-12-31	$207,667
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,443,946
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,236,279
Total contributions received or receivable from employer(s)	2017-12-31	$84,465
2016 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$115,660
Expenses. Total of all expenses incurred	2016-12-31	$4,269
Benefits paid (including direct rollovers)	2016-12-31	$4,269
Total plan assets at end of year	2016-12-31	$1,236,279
Total plan assets at beginning of year	2016-12-31	$1,124,888
Value of fidelity bond covering the plan	2016-12-31	$50,000
Other income received	2016-12-31	$33,019
Net income (gross income less expenses)	2016-12-31	$111,391
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,236,279
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,124,888
Total contributions received or receivable from employer(s)	2016-12-31	$82,641
2015 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$11,302
Expenses. Total of all expenses incurred	2015-12-31	$2,632
Benefits paid (including direct rollovers)	2015-12-31	$2,632
Total plan assets at end of year	2015-12-31	$1,124,888
Total plan assets at beginning of year	2015-12-31	$1,116,218
Value of fidelity bond covering the plan	2015-12-31	$50,000
Other income received	2015-12-31	$-18,908
Net income (gross income less expenses)	2015-12-31	$8,670
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,124,888
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,116,218
Total contributions received or receivable from employer(s)	2015-12-31	$30,210
2014 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$153,428
Expenses. Total of all expenses incurred	2014-12-31	$2,688
Benefits paid (including direct rollovers)	2014-12-31	$2,688
Total plan assets at end of year	2014-12-31	$1,116,218
Total plan assets at beginning of year	2014-12-31	$965,478
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$53,517
Net income (gross income less expenses)	2014-12-31	$150,740
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,116,218
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$965,478
Total contributions received or receivable from employer(s)	2014-12-31	$99,911
2013 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$102,812
Expenses. Total of all expenses incurred	2013-12-31	$21,585
Benefits paid (including direct rollovers)	2013-12-31	$21,585
Total plan assets at end of year	2013-12-31	$965,478
Total plan assets at beginning of year	2013-12-31	$884,251
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$67,812
Net income (gross income less expenses)	2013-12-31	$81,227
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$965,478
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$884,251
Total contributions received or receivable from employer(s)	2013-12-31	$35,000
2012 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$148,604
Expenses. Total of all expenses incurred	2012-12-31	$3,690
Benefits paid (including direct rollovers)	2012-12-31	$3,630
Total plan assets at end of year	2012-12-31	$884,251
Total plan assets at beginning of year	2012-12-31	$739,337
Value of fidelity bond covering the plan	2012-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$60
Other income received	2012-12-31	$59,098
Net income (gross income less expenses)	2012-12-31	$144,914
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$884,251
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$739,337
Total contributions received or receivable from employer(s)	2012-12-31	$89,506
2011 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$125,919
Expenses. Total of all expenses incurred	2011-12-31	$3,762
Benefits paid (including direct rollovers)	2011-12-31	$3,725
Total plan assets at end of year	2011-12-31	$739,337
Total plan assets at beginning of year	2011-12-31	$617,180
Value of fidelity bond covering the plan	2011-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$37
Other income received	2011-12-31	$75,919
Net income (gross income less expenses)	2011-12-31	$122,157
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$739,337
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$617,180
Total contributions received or receivable from employer(s)	2011-12-31	$50,000
2010 : ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$103,399
Expenses. Total of all expenses incurred	2010-12-31	$4,068
Benefits paid (including direct rollovers)	2010-12-31	$3,775
Total plan assets at end of year	2010-12-31	$617,180
Total plan assets at beginning of year	2010-12-31	$517,849
Value of fidelity bond covering the plan	2010-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$293
Other income received	2010-12-31	$53,399
Net income (gross income less expenses)	2010-12-31	$99,331
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$617,180
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$517,849
Total contributions received or receivable from employer(s)	2010-12-31	$50,000

Form 5500 Responses for ROBERT F. KIRSCHNER PROFIT SHARING PLAN

2020: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT F. KIRSCHNER PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT F. KIRSCHNER PROFIT SHARING
Employer identification number (EIN):	042896272
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors