401k Plan data: THE KENDAL CORPORATION 401(A) PLAN plan

THE KENDAL CORPORATION 401(A) PLAN 401k Plan overview

Plan Name	THE KENDAL CORPORATION 401(A) PLAN
Plan identification number	004

THE KENDAL CORPORATION 401(A) PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE KENDAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: THE KENDAL CORPORATION

Employer identification number (EIN): 232688382

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about THE KENDAL CORPORATION

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 2015-11-02

Company Identification Number: 20151655798

More information about THE KENDAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KENDAL CORPORATION 401(A) 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
004 2017-01-01 WANDA WHITTED-SMITH
004 2016-01-01 WANDA WHITTED-SMITH
004 2015-01-01 WANDA WHITTED-SMITH

Plan Statistics for THE KENDAL CORPORATION 401(A) PLAN

401k plan membership statisitcs for THE KENDAL CORPORATION 401(A) PLAN

Measure Date Value
2023: THE KENDAL CORPORATION 401(A) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,595
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,145
Number of retired or separated participants receiving benefits 2023-01-01 3
Number of other retired or separated participants entitled to future benefits 2023-01-01 150
Total of all active and inactive participants 2023-01-01 1,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 5
Total participants 2023-01-01 1,303
Number of participants with account balances 2023-01-01 777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 8
2022: THE KENDAL CORPORATION 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,508
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,443
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 144
Total of all active and inactive participants 2022-01-01 1,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 3
Total participants 2022-01-01 1,592
Number of participants with account balances 2022-01-01 742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: THE KENDAL CORPORATION 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,068
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,265
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 236
Total of all active and inactive participants 2021-01-01 1,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 1,507
Number of participants with account balances 2021-01-01 914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: THE KENDAL CORPORATION 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,390
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 962
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 103
Total of all active and inactive participants 2020-01-01 1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,068
Number of participants with account balances 2020-01-01 889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: THE KENDAL CORPORATION 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,376
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,322
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 64
Total of all active and inactive participants 2019-01-01 1,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4
Total participants 2019-01-01 1,390
Number of participants with account balances 2019-01-01 839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: THE KENDAL CORPORATION 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,208
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,329
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 43
Total of all active and inactive participants 2018-01-01 1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 1,376
Number of participants with account balances 2018-01-01 831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: THE KENDAL CORPORATION 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,360
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,174
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 31
Total of all active and inactive participants 2017-01-01 1,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 1,208
Number of participants with account balances 2017-01-01 818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: THE KENDAL CORPORATION 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,649
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,293
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 65
Total of all active and inactive participants 2016-01-01 1,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 1,360
Number of participants with account balances 2016-01-01 841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: THE KENDAL CORPORATION 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,606
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,649
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 0
Total of all active and inactive participants 2015-01-01 1,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,649
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: THE KENDAL CORPORATION 401(A) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,595
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,145
Number of retired or separated participants receiving benefits	2023-01-01	3
Number of other retired or separated participants entitled to future benefits	2023-01-01	150
Total of all active and inactive participants	2023-01-01	1,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	5
Total participants	2023-01-01	1,303
Number of participants with account balances	2023-01-01	777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	8
2022: THE KENDAL CORPORATION 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,508
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,443
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	144
Total of all active and inactive participants	2022-01-01	1,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	3
Total participants	2022-01-01	1,592
Number of participants with account balances	2022-01-01	742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: THE KENDAL CORPORATION 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,068
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,265
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	236
Total of all active and inactive participants	2021-01-01	1,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	1,507
Number of participants with account balances	2021-01-01	914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: THE KENDAL CORPORATION 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,390
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	962
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	103
Total of all active and inactive participants	2020-01-01	1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,068
Number of participants with account balances	2020-01-01	889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: THE KENDAL CORPORATION 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,376
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,322
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	64
Total of all active and inactive participants	2019-01-01	1,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4
Total participants	2019-01-01	1,390
Number of participants with account balances	2019-01-01	839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: THE KENDAL CORPORATION 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,208
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,329
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	43
Total of all active and inactive participants	2018-01-01	1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	1,376
Number of participants with account balances	2018-01-01	831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: THE KENDAL CORPORATION 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,360
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,174
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	31
Total of all active and inactive participants	2017-01-01	1,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	1,208
Number of participants with account balances	2017-01-01	818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: THE KENDAL CORPORATION 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,649
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,293
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	65
Total of all active and inactive participants	2016-01-01	1,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	1,360
Number of participants with account balances	2016-01-01	841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: THE KENDAL CORPORATION 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,606
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,649
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	0
Total of all active and inactive participants	2015-01-01	1,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,649
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on THE KENDAL CORPORATION 401(A) PLAN

Measure	Date	Value
2022 : THE KENDAL CORPORATION 401(A) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$3,796,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$218,930
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$929,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$900,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,638,722
Value of total assets at end of year	2022-12-31	$6,425,596
Value of total assets at beginning of year	2022-12-31	$10,932,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$28,918
Total interest from all sources	2022-12-31	$1,117
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$140,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$140,338
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-710,470
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,425,596
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,932,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,749,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,630,110
Interest earned on other investments	2022-12-31	$1,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$37,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$106,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,561,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,638,722
Employer contributions (assets) at end of year	2022-12-31	$1,638,722
Employer contributions (assets) at beginning of year	2022-12-31	$2,196,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$900,482
Contract administrator fees	2022-12-31	$28,918
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : THE KENDAL CORPORATION 401(A) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,163,315
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$588,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$554,828
Value of total corrective distributions	2021-12-31	$924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,196,318
Value of total assets at end of year	2021-12-31	$10,932,507
Value of total assets at beginning of year	2021-12-31	$8,357,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,610
Total interest from all sources	2021-12-31	$1,157
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,119,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,119,099
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,574,953
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,932,507
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,357,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,630,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,804,294
Interest earned on other investments	2021-12-31	$1,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$106,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$45,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-153,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,196,318
Employer contributions (assets) at end of year	2021-12-31	$2,196,318
Employer contributions (assets) at beginning of year	2021-12-31	$1,507,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$554,828
Contract administrator fees	2021-12-31	$32,610
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : THE KENDAL CORPORATION 401(A) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,761,489
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$406,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$382,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,507,279
Value of total assets at end of year	2020-12-31	$8,357,554
Value of total assets at beginning of year	2020-12-31	$6,002,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,620
Total interest from all sources	2020-12-31	$671
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$211,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$211,554
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,355,434
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,357,554
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,002,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,804,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,629,404
Interest earned on other investments	2020-12-31	$671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$45,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$31,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,041,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,507,279
Employer contributions (assets) at end of year	2020-12-31	$1,507,279
Employer contributions (assets) at beginning of year	2020-12-31	$1,340,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$382,435
Contract administrator fees	2020-12-31	$23,620
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : THE KENDAL CORPORATION 401(A) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,102,770
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$471,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$447,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,340,752
Value of total assets at end of year	2019-12-31	$6,002,120
Value of total assets at beginning of year	2019-12-31	$4,370,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,540
Total interest from all sources	2019-12-31	$834
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$120,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$120,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,631,434
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,002,120
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,370,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,629,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,021,434
Interest earned on other investments	2019-12-31	$834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$31,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$64,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$641,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,340,752
Employer contributions (assets) at end of year	2019-12-31	$1,340,752
Employer contributions (assets) at beginning of year	2019-12-31	$1,284,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$447,796
Contract administrator fees	2019-12-31	$23,540
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : THE KENDAL CORPORATION 401(A) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,122,307
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$359,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$342,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,284,820
Value of total assets at end of year	2018-12-31	$4,370,686
Value of total assets at beginning of year	2018-12-31	$3,607,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,024
Total interest from all sources	2018-12-31	$672
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$99,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$99,797
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$762,959
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,370,686
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,607,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,021,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,342,152
Interest earned on other investments	2018-12-31	$672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$64,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$19,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-262,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,284,820
Employer contributions (assets) at end of year	2018-12-31	$1,284,820
Employer contributions (assets) at beginning of year	2018-12-31	$1,246,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$342,324
Contract administrator fees	2018-12-31	$17,024
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : THE KENDAL CORPORATION 401(A) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,578,760
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$320,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$315,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,246,012
Value of total assets at end of year	2017-12-31	$3,607,727
Value of total assets at beginning of year	2017-12-31	$2,349,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,983
Total interest from all sources	2017-12-31	$713
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$58,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$58,368
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,258,577
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,607,727
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,349,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,342,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$706,125
Interest earned on other investments	2017-12-31	$713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$19,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$448,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$273,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,246,012
Employer contributions (assets) at end of year	2017-12-31	$1,246,012
Employer contributions (assets) at beginning of year	2017-12-31	$1,194,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$315,200
Contract administrator fees	2017-12-31	$4,983
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : THE KENDAL CORPORATION 401(A) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,251,537
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$84,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$83,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,194,999
Value of total assets at end of year	2016-12-31	$2,349,150
Value of total assets at beginning of year	2016-12-31	$1,181,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$887
Total interest from all sources	2016-12-31	$5,988
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$32,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$32,644
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other income not declared elsewhere	2016-12-31	$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,167,338
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,349,150
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,181,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$706,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Interest earned on other investments	2016-12-31	$5,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$448,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$17,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,194,999
Employer contributions (assets) at end of year	2016-12-31	$1,194,999
Employer contributions (assets) at beginning of year	2016-12-31	$1,181,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$83,312
Contract administrator fees	2016-12-31	$887
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : THE KENDAL CORPORATION 401(A) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,181,812
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,181,812
Value of total assets at end of year	2015-12-31	$1,181,812
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,181,812
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,181,812
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,181,812
Employer contributions (assets) at end of year	2015-12-31	$1,181,812
Employer contributions (assets) at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-12-31	410746749

Form 5500 Responses for THE KENDAL CORPORATION 401(A) PLAN

2023: THE KENDAL CORPORATION 401(A) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE KENDAL CORPORATION 401(A) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE KENDAL CORPORATION 401(A) PLAN 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE KENDAL CORPORATION 401(A) PLAN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE KENDAL CORPORATION 401(A) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE KENDAL CORPORATION 401(A) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE KENDAL CORPORATION 401(A) 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	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE KENDAL CORPORATION 401(A) 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE KENDAL CORPORATION 401(A) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894232 087

Policy instance

Insurance contract or identification number	894232 087
Number of Individuals Covered	3
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894232 087

Policy instance

Insurance contract or identification number	894232 087
Number of Individuals Covered	7
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894232 087

Policy instance

Insurance contract or identification number	894232 087
Number of Individuals Covered	7
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894232 087

Policy instance

Insurance contract or identification number	894232 087
Number of Individuals Covered	6
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894232 087

Policy instance

Insurance contract or identification number	894232 087
Number of Individuals Covered	8
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894232 087

Policy instance

Insurance contract or identification number	894232 087
Number of Individuals Covered	6
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE KENDAL CORPORATION
Employer identification number (EIN):	232688382
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2015-11-02
Company Identification Number:	20151655798