401k Plan data: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED plan

EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 401k Plan overview

Plan Name	EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED
Plan identification number	001

EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED has sponsored the creation of one or more 401k plans.

Company Name: KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED

Employer identification number (EIN): 480829403

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2019-07-23
001 2017-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2018-07-17
001 2016-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2017-07-21
001 2015-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2016-07-25
001 2014-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2015-07-21
001 2013-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2014-07-07
001 2012-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2013-07-08
001 2011-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2013-04-12
001 2009-01-01 TOM A. WILLIAMSON TOM A. WILLIAMSON 2010-06-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2019-07-23
001	2017-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2018-07-17
001	2016-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2017-07-21
001	2015-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2016-07-25
001	2014-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2015-07-21
001	2013-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2014-07-07
001	2012-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2013-07-08
001	2011-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2013-04-12
001	2009-01-01	TOM A. WILLIAMSON	TOM A. WILLIAMSON	2010-06-29

Plan Statistics for EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED

401k plan membership statisitcs for EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED

Measure Date Value
2019: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 1
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
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 2
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
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 2
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
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 2
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 3
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 4
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 2
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 2
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 3
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13

Measure	Date	Value
2019: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	1
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
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	2
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
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	2
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
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	2
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	3
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	4
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	2
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	2
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	3
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13

Financial Data on EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED

Measure	Date	Value
2019 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2019 401k financial data
Total income from all sources	2019-12-31	$144,158
Expenses. Total of all expenses incurred	2019-12-31	$853,753
Benefits paid (including direct rollovers)	2019-12-31	$853,753
Total plan assets at beginning of year	2019-12-31	$709,595
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$144,158
Net income (gross income less expenses)	2019-12-31	$-709,595
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$709,595
2018 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2018 401k financial data
Total income from all sources	2018-12-31	$-88,844
Expenses. Total of all expenses incurred	2018-12-31	$932,921
Benefits paid (including direct rollovers)	2018-12-31	$932,921
Total plan assets at end of year	2018-12-31	$709,595
Total plan assets at beginning of year	2018-12-31	$1,731,360
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-88,844
Net income (gross income less expenses)	2018-12-31	$-1,021,765
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$709,595
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,731,360
Assets. Value of participant loans	2018-12-31	$49,409
2017 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2017 401k financial data
Total income from all sources	2017-12-31	$206,889
Expenses. Total of all expenses incurred	2017-12-31	$2,245,996
Benefits paid (including direct rollovers)	2017-12-31	$2,245,996
Total plan assets at end of year	2017-12-31	$1,731,360
Total plan assets at beginning of year	2017-12-31	$3,770,467
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$206,889
Net income (gross income less expenses)	2017-12-31	$-2,039,107
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,731,360
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,770,467
Assets. Value of participant loans	2017-12-31	$56,251
2016 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2016 401k financial data
Total income from all sources	2016-12-31	$309,839
Total plan assets at end of year	2016-12-31	$3,770,467
Total plan assets at beginning of year	2016-12-31	$3,460,628
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$309,839
Net income (gross income less expenses)	2016-12-31	$309,839
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,770,467
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,460,628
Assets. Value of participant loans	2016-12-31	$48,049
2015 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2015 401k financial data
Total income from all sources	2015-12-31	$-80,997
Expenses. Total of all expenses incurred	2015-12-31	$296,615
Benefits paid (including direct rollovers)	2015-12-31	$296,615
Total plan assets at end of year	2015-12-31	$3,460,628
Total plan assets at beginning of year	2015-12-31	$3,838,240
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-80,997
Net income (gross income less expenses)	2015-12-31	$-377,612
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,460,628
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,838,240
Assets. Value of participant loans	2015-12-31	$42,258
2014 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2014 401k financial data
Total income from all sources	2014-12-31	$303,621
Expenses. Total of all expenses incurred	2014-12-31	$1,545,720
Benefits paid (including direct rollovers)	2014-12-31	$1,545,720
Total plan assets at end of year	2014-12-31	$3,838,240
Total plan assets at beginning of year	2014-12-31	$5,080,339
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$303,621
Net income (gross income less expenses)	2014-12-31	$-1,242,099
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,838,240
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,080,339
Assets. Value of participant loans	2014-12-31	$61,022
2013 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2013 401k financial data
Total income from all sources	2013-12-31	$750,377
Total plan assets at end of year	2013-12-31	$5,080,339
Total plan assets at beginning of year	2013-12-31	$4,329,962
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$719,733
Net income (gross income less expenses)	2013-12-31	$750,377
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,080,339
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,329,962
Assets. Value of participant loans	2013-12-31	$58,994
Assets. Value of real-estate (other than employer real property)	2013-12-31	$220,989
Total contributions received or receivable from employer(s)	2013-12-31	$30,644
2012 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2012 401k financial data
Total income from all sources	2012-12-31	$582,720
Expenses. Total of all expenses incurred	2012-12-31	$2,589
Benefits paid (including direct rollovers)	2012-12-31	$2,589
Total plan assets at end of year	2012-12-31	$4,329,962
Total plan assets at beginning of year	2012-12-31	$3,749,831
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$519,858
Net income (gross income less expenses)	2012-12-31	$580,131
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,329,962
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,749,831
Assets. Value of participant loans	2012-12-31	$46,596
Assets. Value of real-estate (other than employer real property)	2012-12-31	$220,989
Total contributions received or receivable from employer(s)	2012-12-31	$62,862
2011 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2011 401k financial data
Total income from all sources	2011-12-31	$65,354
Expenses. Total of all expenses incurred	2011-12-31	$42,478
Benefits paid (including direct rollovers)	2011-12-31	$20,923
Total plan assets at end of year	2011-12-31	$3,741,981
Total plan assets at beginning of year	2011-12-31	$3,719,105
Value of fidelity bond covering the plan	2011-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$21,555
Net income (gross income less expenses)	2011-12-31	$22,876
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,741,981
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,719,105
Assets. Value of participant loans	2011-12-31	$42,297
Assets. Value of real-estate (other than employer real property)	2011-12-31	$112,000
Total contributions received or receivable from employer(s)	2011-12-31	$65,354
2010 : EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2010 401k financial data
Total income from all sources	2010-12-31	$400,835
Expenses. Total of all expenses incurred	2010-12-31	$816,199
Benefits paid (including direct rollovers)	2010-12-31	$816,199
Total plan assets at end of year	2010-12-31	$3,719,105
Total plan assets at beginning of year	2010-12-31	$4,134,469
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$345,864
Net income (gross income less expenses)	2010-12-31	$-415,364
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,719,105
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,134,469
Assets. Value of participant loans	2010-12-31	$31,499
Assets. Value of real-estate (other than employer real property)	2010-12-31	$112,000
Total contributions received or receivable from employer(s)	2010-12-31	$54,971

Form 5500 Responses for EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED

2019: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2009: EMPLOYEE PROFIT SHARING PLAN OF KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED 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

Insurance Providers Used on plan

METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )

Policy contract number

1102309111

Policy instance

Insurance contract or identification number	1102309111
Number of Individuals Covered	1
Insurance policy start date	2012-11-08
Insurance policy end date	2013-11-08
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,060
Are there contracts with allocated funds for individual policies?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3060
Additional information about fees paid to insurance broker	ADMINISTRATION FEES
Insurance broker organization code?	3
Insurance broker name	METLIFE INVESTORS INSURANCE COMPANY

METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )

Policy contract number

1102309111

Policy instance

Insurance contract or identification number	1102309111
Number of Individuals Covered	1
Insurance policy start date	2011-11-08
Insurance policy end date	2012-11-08
Total amount of fees paid to insurance company	USD $2,914
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2914
Additional information about fees paid to insurance broker	ADMINISTRATION FEES
Insurance broker organization code?	3
Insurance broker name	METLIFE INVESTORS INSURANCE COMPNAY

METLIFE INVESTORS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93513 )

Policy contract number

1102309111

Policy instance

Insurance contract or identification number	1102309111
Number of Individuals Covered	1
Insurance policy start date	2010-11-08
Insurance policy end date	2011-11-08
Total amount of commissions paid to insurance broker	USD $6,625
Total amount of fees paid to insurance company	USD $2,776
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	KENNEDY BERKLEY YARNEVICH & WILLIAMSON, CHARTERED
Employer identification number (EIN):	480829403
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers