GREGORY F. KUBIK, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2019: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
| 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 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 18 |
| Number of participants with account balances | 2019-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 17 |
| Number of participants with account balances | 2018-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
| 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 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 18 |
| Number of participants with account balances | 2017-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| 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 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 21 |
| Number of participants with account balances | 2016-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| 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 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 20 |
| Number of participants with account balances | 2015-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 21 |
| Number of participants with account balances | 2014-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 21 |
| Number of participants with account balances | 2013-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 22 |
| Number of participants with account balances | 2012-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 23 |
| Number of participants with account balances | 2011-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| 2010: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 23 |
| Number of participants with account balances | 2010-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 22 |
| Number of participants with account balances | 2009-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $528,817 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $107,421 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $96,540 |
| Total plan assets at end of year | 2019-12-31 | $2,601,482 |
| Total plan assets at beginning of year | 2019-12-31 | $2,180,086 |
| Value of fidelity bond covering the plan | 2019-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $78,445 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $6,830 |
| Other income received | 2019-12-31 | $423,741 |
| Net income (gross income less expenses) | 2019-12-31 | $421,396 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,601,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,180,086 |
| Assets. Value of participant loans | 2019-12-31 | $2,253 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $19,801 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,881 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-72,233 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $103,605 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $87,378 |
| Total plan assets at end of year | 2018-12-31 | $2,180,086 |
| Total plan assets at beginning of year | 2018-12-31 | $2,355,924 |
| Value of fidelity bond covering the plan | 2018-12-31 | $240,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $80,902 |
| Other income received | 2018-12-31 | $-173,736 |
| Net income (gross income less expenses) | 2018-12-31 | $-175,838 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,180,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,355,924 |
| Assets. Value of participant loans | 2018-12-31 | $5,537 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,601 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $16,227 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $412,837 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $37,579 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $26,840 |
| Total plan assets at end of year | 2017-12-31 | $2,355,924 |
| Total plan assets at beginning of year | 2017-12-31 | $1,980,666 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $81,567 |
| Other income received | 2017-12-31 | $308,673 |
| Net income (gross income less expenses) | 2017-12-31 | $375,258 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,355,924 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,980,666 |
| Assets. Value of participant loans | 2017-12-31 | $11,379 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $22,597 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $10,739 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $213,379 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $8,736 |
| Total plan assets at end of year | 2016-12-31 | $1,980,666 |
| Total plan assets at beginning of year | 2016-12-31 | $1,776,023 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $85,927 |
| Other income received | 2016-12-31 | $106,752 |
| Net income (gross income less expenses) | 2016-12-31 | $204,643 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,980,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,776,023 |
| Assets. Value of participant loans | 2016-12-31 | $18,409 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,736 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $93,836 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $20,974 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,110 |
| Total plan assets at end of year | 2015-12-31 | $1,776,023 |
| Total plan assets at beginning of year | 2015-12-31 | $1,703,161 |
| Value of fidelity bond covering the plan | 2015-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $88,975 |
| Other income received | 2015-12-31 | $-17,147 |
| Net income (gross income less expenses) | 2015-12-31 | $72,862 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,776,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,703,161 |
| Assets. Value of participant loans | 2015-12-31 | $20,572 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $22,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,864 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $240,388 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $11,611 |
| Total plan assets at end of year | 2014-12-31 | $1,703,161 |
| Total plan assets at beginning of year | 2014-12-31 | $1,474,384 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $92,199 |
| Other income received | 2014-12-31 | $124,188 |
| Net income (gross income less expenses) | 2014-12-31 | $228,777 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,703,161 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,474,384 |
| Assets. Value of participant loans | 2014-12-31 | $34,186 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $24,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,611 |
| 2013 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $343,132 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $34,492 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $22,317 |
| Total plan assets at end of year | 2013-12-31 | $1,474,384 |
| Total plan assets at beginning of year | 2013-12-31 | $1,165,744 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $94,712 |
| Other income received | 2013-12-31 | $222,537 |
| Net income (gross income less expenses) | 2013-12-31 | $308,640 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,474,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,165,744 |
| Assets. Value of participant loans | 2013-12-31 | $26,596 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $25,883 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $12,175 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $219,849 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $37,056 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $25,786 |
| Total plan assets at end of year | 2012-12-31 | $1,165,744 |
| Total plan assets at beginning of year | 2012-12-31 | $982,951 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $91,433 |
| Other income received | 2012-12-31 | $103,059 |
| Net income (gross income less expenses) | 2012-12-31 | $182,793 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,165,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $982,951 |
| Assets. Value of participant loans | 2012-12-31 | $30,282 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,357 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $11,270 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $80,303 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $10,159 |
| Total plan assets at end of year | 2011-12-31 | $982,951 |
| Total plan assets at beginning of year | 2011-12-31 | $912,807 |
| Value of fidelity bond covering the plan | 2011-12-31 | $95,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $89,809 |
| Other income received | 2011-12-31 | $-35,914 |
| Net income (gross income less expenses) | 2011-12-31 | $70,144 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $982,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $912,807 |
| Assets. Value of participant loans | 2011-12-31 | $31,093 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $26,408 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,159 |
| 2010 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $170,957 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $121,084 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $111,660 |
| Total plan assets at end of year | 2010-12-31 | $912,807 |
| Total plan assets at beginning of year | 2010-12-31 | $862,934 |
| Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $85,843 |
| Other income received | 2010-12-31 | $61,100 |
| Net income (gross income less expenses) | 2010-12-31 | $49,873 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $912,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $862,934 |
| Assets. Value of participant loans | 2010-12-31 | $17,076 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $24,014 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,424 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2019: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 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: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 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: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 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: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 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: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GREGORY F. KUBIK, LTD. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $8,429 | | Total amount of fees paid to insurance company | USD $905 | | 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 | | Commission paid to Insurance Broker | USD $8,429 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 905 | | Additional information about fees paid to insurance broker | TPA SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $8,332 | | Total amount of fees paid to insurance company | USD $1,097 | | 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 | | Commission paid to Insurance Broker | USD $8,332 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 1075 | | Additional information about fees paid to insurance broker | TPA SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $7,843 | | Total amount of fees paid to insurance company | USD $998 | | 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 | | Commission paid to Insurance Broker | USD $7,843 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 906 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $6,363 | | Total amount of fees paid to insurance company | USD $943 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $6,363 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 835 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,861 | | Total amount of fees paid to insurance company | USD $1,009 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $5,861 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 901 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,920 | | Total amount of fees paid to insurance company | USD $858 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $4,920 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 748 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,120 | | Total amount of fees paid to insurance company | USD $811 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $4,120 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 698 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,610 | | Total amount of fees paid to insurance company | USD $625 | | Are there contracts with allocated funds for individual policies? | No | | 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 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 38840 |
| Policy instance | 1 |
| Insurance contract or identification number | 38840 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $3,089 | | Total amount of fees paid to insurance company | USD $718 | | Are there contracts with allocated funds for individual policies? | No | | 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 | | Commission paid to Insurance Broker | USD $3,089 | | Insurance broker organization code? | 7 | | Amount paid for insurance broker fees | 577 | | Additional information about fees paid to insurance broker | TPA SERVICES | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
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