401k Plan data: STRUNK HR, LLC 401(K) PLAN plan

STRUNK HR, LLC 401(K) PLAN 401k Plan overview

Plan Name	STRUNK HR, LLC 401(K) PLAN
Plan identification number	001

STRUNK HR, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

KUALI INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: KUALI INCORPORATED

Employer identification number (EIN): 472047606

NAIC Classification: 511210
NAIC Description: Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRUNK HR, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2024-10-09
001 2022-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2023-10-03
001 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2023-02-03
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2015-09-16

Plan Statistics for STRUNK HR, LLC 401(K) PLAN

401k plan membership statisitcs for STRUNK HR, LLC 401(K) PLAN

Measure Date Value
2023: STRUNK HR, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 65
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 44
Total of all active and inactive participants 2023-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 109
Number of participants with account balances 2023-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STRUNK HR, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 63
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 110
Number of participants with account balances 2022-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STRUNK HR, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 99
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 146
Number of participants with account balances 2021-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: STRUNK HR, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	65
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	44
Total of all active and inactive participants	2023-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	109
Number of participants with account balances	2023-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STRUNK HR, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	63
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	110
Number of participants with account balances	2022-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STRUNK HR, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	99
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	146
Number of participants with account balances	2021-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on STRUNK HR, LLC 401(K) PLAN

Measure	Date	Value
2023 : STRUNK HR, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,290,135
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$354,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$305,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,269,108
Value of total assets at end of year	2023-12-31	$7,163,494
Value of total assets at beginning of year	2023-12-31	$5,228,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$49,785
Total interest from all sources	2023-12-31	$3,306
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$644,758
Participant contributions at end of year	2023-12-31	$48,165
Participant contributions at beginning of year	2023-12-31	$54,914
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$313,507
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,935,276
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$7,163,494
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,228,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$32,103
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,115,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,172,963
Interest on participant loans	2023-12-31	$3,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,017,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$310,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$305,074
Contract administrator fees	2023-12-31	$17,682
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2023-12-31	455497718
2022 : STRUNK HR, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
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	$144,189
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$931,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$880,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,186,158
Value of total assets at end of year	2022-12-31	$5,228,218
Value of total assets at beginning of year	2022-12-31	$6,015,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50,864
Total interest from all sources	2022-12-31	$2,843
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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
Contributions received from participants	2022-12-31	$728,385
Participant contributions at end of year	2022-12-31	$54,914
Participant contributions at beginning of year	2022-12-31	$69,747
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$119,979
Total non interest bearing cash at end of year	2022-12-31	$341
Total non interest bearing cash at beginning of year	2022-12-31	$0
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	$-787,299
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,228,218
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,015,517
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	$5,172,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,945,770
Interest on participant loans	2022-12-31	$2,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,044,812
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	$337,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$880,624
Contract administrator fees	2022-12-31	$50,864
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	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2022-12-31	455497718
2021 : STRUNK HR, LLC 401(K) 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	$2,107,153
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,717,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,665,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,355,810
Value of total assets at end of year	2021-12-31	$6,015,517
Value of total assets at beginning of year	2021-12-31	$5,625,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,799
Total interest from all sources	2021-12-31	$748
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$779,551
Participant contributions at end of year	2021-12-31	$69,747
Participant contributions at beginning of year	2021-12-31	$32,201
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$190,863
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	$389,792
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,015,517
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,625,725
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	$5,945,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,593,524
Interest on participant loans	2021-12-31	$748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$750,595
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	$385,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,665,562
Contract administrator fees	2021-12-31	$51,799
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	KIMBERLIN COMPANY, PLLC
Accountancy firm EIN	2021-12-31	455497718

Form 5500 Responses for STRUNK HR, LLC 401(K) PLAN

2023: STRUNK HR, LLC 401(K) 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STRUNK HR, LLC 401(K) 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STRUNK HR, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KUALI INCORPORATED
Employer identification number (EIN):	472047606
NAIC Classification:	511210
NAIC Description:	Software Publishers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2024-10-09
001	2022-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2023-10-03
001	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2023-02-03
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2015-09-16