KAPLAN & KATZBERG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAPLAN & KATZBERG PENSION PLAN
| Measure | Date | Value |
|---|
| 2014: KAPLAN & KATZBERG PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 0 |
| Total of all active and inactive participants | 2014-12-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 0 |
| Total participants | 2014-12-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 0 |
| 2013: KAPLAN & KATZBERG PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 0 |
| Total of all active and inactive participants | 2013-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
| Total participants | 2013-12-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
| 2012: KAPLAN & KATZBERG PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 0 |
| Total of all active and inactive participants | 2012-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
| Total participants | 2012-12-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
| 2011: KAPLAN & KATZBERG PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 0 |
| Total of all active and inactive participants | 2011-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
| Total participants | 2011-12-01 | 2 |
| Number of participants with account balances | 2011-12-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 0 |
| 2009: KAPLAN & KATZBERG PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 0 |
| Total of all active and inactive participants | 2009-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 0 |
| Total participants | 2009-12-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 0 |
| 2007: KAPLAN & KATZBERG PENSION PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2007-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-12-01 | 0 |
| Total of all active and inactive participants | 2007-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-12-01 | 0 |
| Total participants | 2007-12-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-12-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : KAPLAN & KATZBERG PENSION PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $-460 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $2,871,427 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $2,871,427 |
| Total plan assets at end of year | 2015-06-30 | $0 |
| Total plan assets at beginning of year | 2015-06-30 | $2,871,887 |
| Value of fidelity bond covering the plan | 2015-06-30 | $1,000,000 |
| Other income received | 2015-06-30 | $-460 |
| Net income (gross income less expenses) | 2015-06-30 | $-2,871,887 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,871,887 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : KAPLAN & KATZBERG PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-11-30 | $388,764 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $0 |
| Total plan assets at end of year | 2014-11-30 | $2,871,887 |
| Total plan assets at beginning of year | 2014-11-30 | $2,483,123 |
| Value of fidelity bond covering the plan | 2014-11-30 | $1,000,000 |
| Other income received | 2014-11-30 | $198,764 |
| Net income (gross income less expenses) | 2014-11-30 | $388,764 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $2,871,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $2,483,123 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $190,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
| 2013 : KAPLAN & KATZBERG PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-30 | $344,486 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $0 |
| Total plan assets at end of year | 2013-11-30 | $2,483,123 |
| Total plan assets at beginning of year | 2013-11-30 | $2,138,637 |
| Value of fidelity bond covering the plan | 2013-11-30 | $1,000,000 |
| Other income received | 2013-11-30 | $154,486 |
| Net income (gross income less expenses) | 2013-11-30 | $344,486 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $2,483,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $2,138,637 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $190,000 |
| 2012 : KAPLAN & KATZBERG PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-30 | $353,567 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $0 |
| Total plan assets at end of year | 2012-11-30 | $2,138,637 |
| Total plan assets at beginning of year | 2012-11-30 | $1,785,070 |
| Value of fidelity bond covering the plan | 2012-11-30 | $1,000,000 |
| Other income received | 2012-11-30 | $163,567 |
| Net income (gross income less expenses) | 2012-11-30 | $353,567 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $2,138,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $1,785,070 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $190,000 |
| 2011 : KAPLAN & KATZBERG PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $259,239 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $0 |
| Total plan assets at end of year | 2011-11-30 | $1,785,070 |
| Total plan assets at beginning of year | 2011-11-30 | $1,525,831 |
| Value of fidelity bond covering the plan | 2011-11-30 | $1,000,000 |
| Other income received | 2011-11-30 | $19,239 |
| Net income (gross income less expenses) | 2011-11-30 | $259,239 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $1,785,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $1,525,831 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $240,000 |
| 2014: KAPLAN & KATZBERG PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | Yes |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Trust | Yes |
| 2014-12-01 | Plan benefit arrangement - Trust | Yes |
| 2013: KAPLAN & KATZBERG PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | No |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Trust | Yes |
| 2013-12-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KAPLAN & KATZBERG PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KAPLAN & KATZBERG PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KAPLAN & KATZBERG PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| 2007: KAPLAN & KATZBERG PENSION PLAN 2007 form 5500 responses |
|---|
| 2007-12-01 | Type of plan entity | Single employer plan |
| 2007-12-01 | Submission has been amended | Yes |
| 2007-12-01 | This submission is the final filing | No |
| 2007-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-12-01 | Plan is a collectively bargained plan | No |
| 2007-12-01 | Plan funding arrangement – Trust | Yes |
| 2007-12-01 | Plan benefit arrangement - Trust | Yes |
