KENNETH NICHOLAS & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 0 |
| 2021: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 0 |
| 2020: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 0 |
| 2019: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 0 |
| 2018: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| 2017: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| 2016: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| 2015: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| 2014: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| 2013: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2010: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-886,567 |
| Total plan assets at end of year | 2022-12-31 | $1,745,435 |
| Total plan assets at beginning of year | 2022-12-31 | $2,632,002 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $20,500 |
| Other income received | 2022-12-31 | $-907,067 |
| Net income (gross income less expenses) | 2022-12-31 | $-886,567 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,745,435 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,632,002 |
| 2021 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $672,015 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $937,645 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $937,645 |
| Total plan assets at end of year | 2021-12-31 | $2,632,002 |
| Total plan assets at beginning of year | 2021-12-31 | $2,897,632 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $19,500 |
| Other income received | 2021-12-31 | $652,515 |
| Net income (gross income less expenses) | 2021-12-31 | $-265,630 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,632,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,897,632 |
| 2020 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $393,563 |
| Total plan assets at end of year | 2020-12-31 | $2,897,632 |
| Total plan assets at beginning of year | 2020-12-31 | $2,504,069 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $19,500 |
| Other income received | 2020-12-31 | $374,063 |
| Net income (gross income less expenses) | 2020-12-31 | $393,563 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,897,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,504,069 |
| 2019 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $486,257 |
| Total plan assets at end of year | 2019-12-31 | $2,504,069 |
| Total plan assets at beginning of year | 2019-12-31 | $2,017,812 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $29,750 |
| Other income received | 2019-12-31 | $456,507 |
| Net income (gross income less expenses) | 2019-12-31 | $486,257 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,504,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,017,812 |
| 2018 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-5,553 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $99,053 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $98,575 |
| Total plan assets at end of year | 2018-12-31 | $2,017,812 |
| Total plan assets at beginning of year | 2018-12-31 | $2,122,418 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $59,875 |
| Other income received | 2018-12-31 | $-65,428 |
| Net income (gross income less expenses) | 2018-12-31 | $-104,606 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,017,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,122,418 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $478 |
| 2017 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $370,058 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $175 |
| Total plan assets at end of year | 2017-12-31 | $2,122,418 |
| Total plan assets at beginning of year | 2017-12-31 | $1,752,535 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $33,305 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $175 |
| Other income received | 2017-12-31 | $336,753 |
| Net income (gross income less expenses) | 2017-12-31 | $369,883 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,122,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,752,535 |
| 2016 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $249,041 |
| Total plan assets at end of year | 2016-12-31 | $1,752,535 |
| Total plan assets at beginning of year | 2016-12-31 | $1,503,494 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $40,061 |
| Other income received | 2016-12-31 | $208,980 |
| Net income (gross income less expenses) | 2016-12-31 | $249,041 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,752,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,503,494 |
| 2015 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $53,096 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $7,919 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,919 |
| Total plan assets at end of year | 2015-12-31 | $1,503,494 |
| Total plan assets at beginning of year | 2015-12-31 | $1,458,317 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $31,714 |
| Other income received | 2015-12-31 | $21,382 |
| Net income (gross income less expenses) | 2015-12-31 | $45,177 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,503,494 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,458,317 |
| 2014 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $216,800 |
| Total plan assets at end of year | 2014-12-31 | $1,458,317 |
| Total plan assets at beginning of year | 2014-12-31 | $1,241,517 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $48,630 |
| Other income received | 2014-12-31 | $153,170 |
| Net income (gross income less expenses) | 2014-12-31 | $216,800 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,458,317 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,241,517 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,000 |
| 2013 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $268,867 |
| Total plan assets at end of year | 2013-12-31 | $1,241,517 |
| Total plan assets at beginning of year | 2013-12-31 | $972,650 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $34,635 |
| Other income received | 2013-12-31 | $219,232 |
| Net income (gross income less expenses) | 2013-12-31 | $268,867 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,241,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $972,650 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,000 |
| 2012 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $127,210 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $84,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $84,000 |
| Total plan assets at end of year | 2012-12-31 | $972,650 |
| Total plan assets at beginning of year | 2012-12-31 | $929,440 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $11,935 |
| Other income received | 2012-12-31 | $115,275 |
| Net income (gross income less expenses) | 2012-12-31 | $43,210 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $972,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $929,440 |
| 2011 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $13,332 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $170 |
| Total plan assets at end of year | 2011-12-31 | $929,440 |
| Total plan assets at beginning of year | 2011-12-31 | $916,278 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $22,403 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $170 |
| Other income received | 2011-12-31 | $-9,071 |
| Net income (gross income less expenses) | 2011-12-31 | $13,162 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $929,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $916,278 |
| 2010 : KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $156,984 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $338,862 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $338,697 |
| Total plan assets at end of year | 2010-12-31 | $916,278 |
| Total plan assets at beginning of year | 2010-12-31 | $1,098,156 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,876 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $165 |
| Other income received | 2010-12-31 | $135,108 |
| Net income (gross income less expenses) | 2010-12-31 | $-181,878 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $916,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,098,156 |
| 2022: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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 |
| 2010: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KENNETH NICHOLAS & ASSOCIATES PLAN & TRUST 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 |
