KENNEDY KRIEGER INSTITUTE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE KENNEDY KRIEGER INSTITUTE PENSION PLAN
Measure | Date | Value |
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2023: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 863 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 291 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 155 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 386 |
Total of all active and inactive participants | 2023-01-01 | 832 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 11 |
Total participants | 2023-01-01 | 843 |
2022: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 58,844,000 |
Acturial value of plan assets | 2022-12-31 | 54,983,924 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 12,619,937 |
Number of terminated vested participants | 2022-12-31 | 416 |
Fundng target for terminated vested participants | 2022-12-31 | 13,924,919 |
Active participant vested funding target | 2022-12-31 | 15,489,792 |
Number of active participants | 2022-12-31 | 341 |
Total funding liabilities for active participants | 2022-12-31 | 15,522,236 |
Total participant count | 2022-12-31 | 910 |
Total funding target for all participants | 2022-12-31 | 42,067,092 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 209,239 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 209,239 |
Present value of excess contributions | 2022-12-31 | 3,471,620 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 3,647,631 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 231,753 |
Total employer contributions | 2022-12-31 | 1,200,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 1,116,586 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 332,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,116,586 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 910 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 312 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 151 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 390 |
Total of all active and inactive participants | 2022-01-01 | 853 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 10 |
Total participants | 2022-01-01 | 863 |
2021: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 53,524,619 |
Acturial value of plan assets | 2021-12-31 | 48,172,157 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 12,078,628 |
Number of terminated vested participants | 2021-12-31 | 423 |
Fundng target for terminated vested participants | 2021-12-31 | 14,902,877 |
Active participant vested funding target | 2021-12-31 | 17,746,289 |
Number of active participants | 2021-12-31 | 380 |
Total funding liabilities for active participants | 2021-12-31 | 17,789,406 |
Total participant count | 2021-12-31 | 946 |
Total funding target for all participants | 2021-12-31 | 44,770,911 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 767,434 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 767,434 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 2,440,114 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 2,692,289 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 209,239 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 209,239 |
Total employer contributions | 2021-12-31 | 3,687,750 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 3,471,620 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 260,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 3,471,620 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 946 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 341 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 146 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 413 |
Total of all active and inactive participants | 2021-01-01 | 900 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 10 |
Total participants | 2021-01-01 | 910 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 45,431,493 |
Acturial value of plan assets | 2020-12-31 | 42,564,547 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 11,398,902 |
Number of terminated vested participants | 2020-12-31 | 423 |
Fundng target for terminated vested participants | 2020-12-31 | 12,996,131 |
Active participant vested funding target | 2020-12-31 | 18,040,943 |
Number of active participants | 2020-12-31 | 413 |
Total funding liabilities for active participants | 2020-12-31 | 18,078,952 |
Total participant count | 2020-12-31 | 973 |
Total funding target for all participants | 2020-12-31 | 42,473,985 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 60,072 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 60,072 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 3,694,940 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 3,916,143 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 767,434 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 767,434 |
Total employer contributions | 2020-12-31 | 2,700,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,509,637 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 535,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 676,872 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 836,957 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 767,434 |
Additional cash requirement | 2020-12-31 | 69,523 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,509,637 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 972 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 380 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 137 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 419 |
Total of all active and inactive participants | 2020-01-01 | 936 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 10 |
Total participants | 2020-01-01 | 946 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 38,679,666 |
Acturial value of plan assets | 2019-12-31 | 40,515,956 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 8,363,880 |
Number of terminated vested participants | 2019-12-31 | 540 |
Fundng target for terminated vested participants | 2019-12-31 | 14,868,367 |
Active participant vested funding target | 2019-12-31 | 20,892,036 |
Number of active participants | 2019-12-31 | 455 |
Total funding liabilities for active participants | 2019-12-31 | 20,927,219 |
Total participant count | 2019-12-31 | 1,111 |
Total funding target for all participants | 2019-12-31 | 44,159,466 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 461,794 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 461,794 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,423,946 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,454,190 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 60,072 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 60,072 |
Total employer contributions | 2019-12-31 | 3,190,144 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 3,011,441 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 974,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 3,703,582 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,676,164 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 60,072 |
Additional cash requirement | 2019-12-31 | 1,616,092 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 3,011,441 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,110 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 413 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 131 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 419 |
Total of all active and inactive participants | 2019-01-01 | 963 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 972 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 42,470,305 |
Acturial value of plan assets | 2018-12-31 | 39,828,887 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 7,011,963 |
Number of terminated vested participants | 2018-12-31 | 543 |
Fundng target for terminated vested participants | 2018-12-31 | 14,649,219 |
Active participant vested funding target | 2018-12-31 | 20,280,360 |
Number of active participants | 2018-12-31 | 495 |
Total funding liabilities for active participants | 2018-12-31 | 20,324,553 |
Total participant count | 2018-12-31 | 1,141 |
Total funding target for all participants | 2018-12-31 | 41,985,735 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 21,244 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 21,244 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 1,060,288 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,126,810 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 461,794 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 461,794 |
Total employer contributions | 2018-12-31 | 2,360,753 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 2,202,441 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 771,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 2,618,642 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,240,289 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 461,794 |
Additional cash requirement | 2018-12-31 | 778,495 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 2,202,441 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,141 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 455 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 110 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 537 |
Total of all active and inactive participants | 2018-01-01 | 1,102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 8 |
Total participants | 2018-01-01 | 1,110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 36,923,823 |
Acturial value of plan assets | 2017-12-31 | 37,723,579 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 6,050,846 |
Number of terminated vested participants | 2017-12-31 | 545 |
Fundng target for terminated vested participants | 2017-12-31 | 12,938,540 |
Active participant vested funding target | 2017-12-31 | 20,437,936 |
Number of active participants | 2017-12-31 | 523 |
Total funding liabilities for active participants | 2017-12-31 | 20,561,718 |
Total participant count | 2017-12-31 | 1,158 |
Total funding target for all participants | 2017-12-31 | 39,551,104 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,857,238 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,973,687 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 21,244 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 21,244 |
Total employer contributions | 2017-12-31 | 2,110,622 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,962,631 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 615,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,848,769 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 923,587 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 21,244 |
Additional cash requirement | 2017-12-31 | 902,343 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,962,631 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,158 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 495 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 99 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 540 |
Total of all active and inactive participants | 2017-01-01 | 1,134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 1,141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 34,346,014 |
Acturial value of plan assets | 2016-12-31 | 37,193,190 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 5,115,005 |
Number of terminated vested participants | 2016-12-31 | 537 |
Fundng target for terminated vested participants | 2016-12-31 | 11,910,326 |
Active participant vested funding target | 2016-12-31 | 20,284,743 |
Number of active participants | 2016-12-31 | 562 |
Total funding liabilities for active participants | 2016-12-31 | 20,425,017 |
Total participant count | 2016-12-31 | 1,181 |
Total funding target for all participants | 2016-12-31 | 37,450,348 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 1,484,114 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,579,988 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 2,050,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,899,727 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 257,158 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 42,489 |
Additional cash requirement | 2016-12-31 | 42,489 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,899,727 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,181 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 523 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 542 |
Total of all active and inactive participants | 2016-01-01 | 1,151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 1,158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,213 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 562 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 535 |
Total of all active and inactive participants | 2015-01-01 | 1,175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 1,181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1,236 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 604 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 78 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 526 |
Total of all active and inactive participants | 2014-01-01 | 1,208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 1,213 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1,285 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 656 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 68 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 507 |
Total of all active and inactive participants | 2013-01-01 | 1,231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 1,236 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 1,330 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 733 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 489 |
Total of all active and inactive participants | 2012-01-01 | 1,280 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 1,285 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1,387 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 788 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 481 |
Total of all active and inactive participants | 2011-01-01 | 1,324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 1,330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2009: THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,503 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 945 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 448 |
Total of all active and inactive participants | 2009-01-01 | 1,437 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 1,440 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 27 |
Measure | Date | Value |
---|
2022 : THE KENNEDY KRIEGER INSTITUTE PENSION 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 | $-11,070,104 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,841,187 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,563,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,200,000 |
Value of total assets at end of year | 2022-12-31 | $42,981,182 |
Value of total assets at beginning of year | 2022-12-31 | $58,892,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $277,272 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,201,627 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,201,627 |
Administrative expenses professional fees incurred | 2022-12-31 | $108,337 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $101,920 |
Total non interest bearing cash at end of year | 2022-12-31 | $103,063 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $99,471 |
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 | $-15,911,291 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $42,981,182 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $58,892,473 |
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 |
Investment advisory and management fees | 2022-12-31 | $67,015 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $41,678,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $56,093,002 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-13,471,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,200,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,200,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,563,915 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
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 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2022-12-31 | 521743645 |
2021 : THE KENNEDY KRIEGER INSTITUTE PENSION 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 | $9,158,781 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,843,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,476,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,687,750 |
Value of total assets at end of year | 2021-12-31 | $58,892,473 |
Value of total assets at beginning of year | 2021-12-31 | $53,576,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $366,551 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,463,729 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,463,729 |
Administrative expenses professional fees incurred | 2021-12-31 | $156,935 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $136,372 |
Total non interest bearing cash at end of year | 2021-12-31 | $99,471 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $295,020 |
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 | $5,315,775 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $58,892,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $53,576,698 |
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 |
Investment advisory and management fees | 2021-12-31 | $73,244 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $56,093,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $50,581,678 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,007,302 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 | $3,687,750 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,700,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,476,455 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
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 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2021-12-31 | 521743645 |
2020 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $11,266,258 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,277,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,711,462 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,700,000 |
Value of total assets at end of year | 2020-12-31 | $53,576,698 |
Value of total assets at beginning of year | 2020-12-31 | $45,587,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $565,679 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,495,300 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,495,300 |
Administrative expenses professional fees incurred | 2020-12-31 | $60,747 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $339 |
Administrative expenses (other) incurred | 2020-12-31 | $439,596 |
Total non interest bearing cash at end of year | 2020-12-31 | $295,020 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $117,019 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,989,117 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $53,576,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $45,587,581 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $65,336 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $50,581,678 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $41,170,562 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $7,070,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,700,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,700,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,711,462 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SC & H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2020-12-31 | 521743645 |
2019 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $11,803,234 |
Total income from all sources (including contributions) | 2019-12-31 | $11,803,234 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,479,937 |
Total of all expenses incurred | 2019-12-31 | $7,479,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,587,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,587,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,190,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,190,144 |
Value of total assets at end of year | 2019-12-31 | $43,037,581 |
Value of total assets at end of year | 2019-12-31 | $43,037,581 |
Value of total assets at beginning of year | 2019-12-31 | $38,714,284 |
Value of total assets at beginning of year | 2019-12-31 | $38,714,284 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $892,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $892,106 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,257,214 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,257,214 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,257,214 |
Administrative expenses professional fees incurred | 2019-12-31 | $122,693 |
Administrative expenses professional fees incurred | 2019-12-31 | $122,693 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $16,207 |
Other income not declared elsewhere | 2019-12-31 | $16,207 |
Administrative expenses (other) incurred | 2019-12-31 | $689,310 |
Administrative expenses (other) incurred | 2019-12-31 | $689,310 |
Total non interest bearing cash at end of year | 2019-12-31 | $117,019 |
Total non interest bearing cash at end of year | 2019-12-31 | $117,019 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $65,601 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $65,601 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,323,297 |
Value of net income/loss | 2019-12-31 | $4,323,297 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,037,581 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,037,581 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,714,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,714,284 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $80,103 |
Investment advisory and management fees | 2019-12-31 | $80,103 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $41,170,562 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $41,170,562 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $37,018,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $37,018,827 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,339,669 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,339,669 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,190,144 |
Contributions received in cash from employer | 2019-12-31 | $3,190,144 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,750,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,750,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,629,856 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,629,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,587,831 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,587,831 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm name | 2019-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2019-12-31 | 521743645 |
Accountancy firm EIN | 2019-12-31 | 521743645 |
2018 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $92,514 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,881,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,092,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,360,753 |
Value of total assets at end of year | 2018-12-31 | $38,714,284 |
Value of total assets at beginning of year | 2018-12-31 | $42,503,421 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $788,926 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $985,686 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $985,686 |
Administrative expenses professional fees incurred | 2018-12-31 | $220,250 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $236,099 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $-49,763 |
Administrative expenses (other) incurred | 2018-12-31 | $505,208 |
Total non interest bearing cash at end of year | 2018-12-31 | $65,601 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $58,137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,789,137 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $38,714,284 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $42,503,421 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $63,468 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $37,018,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $40,634,185 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,204,162 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,360,753 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,629,856 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,575,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,092,725 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2018-12-31 | 521743645 |
2017 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $7,872,178 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,327,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,620,495 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,110,622 |
Value of total assets at end of year | 2017-12-31 | $42,503,421 |
Value of total assets at beginning of year | 2017-12-31 | $36,958,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $706,702 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $924,121 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $924,121 |
Administrative expenses professional fees incurred | 2017-12-31 | $73,149 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $236,099 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $311,053 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $14,763 |
Administrative expenses (other) incurred | 2017-12-31 | $574,296 |
Total non interest bearing cash at end of year | 2017-12-31 | $58,137 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $50,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,544,981 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $42,503,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $36,958,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $59,257 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $40,634,185 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $35,021,667 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,822,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,110,622 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,575,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,575,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,620,495 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SC&H ATTEST SERVICES, P.C. |
Accountancy firm EIN | 2017-12-31 | 521743645 |
2016 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,757,009 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,170,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,593,524 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,050,000 |
Value of total assets at end of year | 2016-12-31 | $36,958,440 |
Value of total assets at beginning of year | 2016-12-31 | $34,371,828 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $576,873 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $866,477 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $866,477 |
Administrative expenses professional fees incurred | 2016-12-31 | $33,671 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $311,053 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $421,254 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,586,818 |
Other income not declared elsewhere | 2016-12-31 | $-7,976 |
Administrative expenses (other) incurred | 2016-12-31 | $499,664 |
Total non interest bearing cash at end of year | 2016-12-31 | $50,720 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $44,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,586,612 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $36,958,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $34,371,828 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $43,538 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $35,021,667 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,291,141 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,848,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,050,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,575,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,125,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,593,524 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $18,903,532 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | STOUT, COUSEY & HORNING PA |
Accountancy firm EIN | 2016-12-31 | 521743645 |
2015 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-4,779,085 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-4,779,085 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $282,418 |
Total loss/gain on sale of assets | 2015-12-31 | $3,049,473 |
Total of all expenses incurred | 2015-12-31 | $2,174,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,011,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,600,000 |
Value of total assets at end of year | 2015-12-31 | $34,371,828 |
Value of total assets at beginning of year | 2015-12-31 | $36,263,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $162,479 |
Total interest from all sources | 2015-12-31 | $147,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $617,010 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $421,775 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $421,254 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $584,561 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,586,818 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $7,641 |
Other income not declared elsewhere | 2015-12-31 | $-352,828 |
Administrative expenses (other) incurred | 2015-12-31 | $581 |
Total non interest bearing cash at end of year | 2015-12-31 | $44,083 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,891,858 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $34,371,828 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $36,263,686 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $161,898 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,291,141 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,924,352 |
Interest earned on other investments | 2015-12-31 | $147,811 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $10,046,701 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $650,992 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $650,992 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $37 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,600,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,125,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $600,000 |
Income. Dividends from common stock | 2015-12-31 | $195,235 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,011,797 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $18,903,532 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $9,448,801 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $64,862,045 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $61,812,572 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | STOUT, COUSEY & HORNING PA |
Accountancy firm EIN | 2015-12-31 | 521743645 |
2014 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $638,113 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $638,113 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,381,464 |
Total loss/gain on sale of assets | 2014-12-31 | $1,392,546 |
Total of all expenses incurred | 2014-12-31 | $1,662,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,504,743 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,260,000 |
Value of total assets at end of year | 2014-12-31 | $36,263,686 |
Value of total assets at beginning of year | 2014-12-31 | $35,544,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $157,362 |
Total interest from all sources | 2014-12-31 | $198,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $766,897 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $577,233 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $584,561 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $747,659 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $7,641 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $8,987 |
Other income not declared elsewhere | 2014-12-31 | $-1,874,534 |
Administrative expenses (other) incurred | 2014-12-31 | $615 |
Total non interest bearing cash at end of year | 2014-12-31 | $638 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $602 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $719,359 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $36,263,686 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $35,544,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $156,747 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,924,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,926,375 |
Interest earned on other investments | 2014-12-31 | $198,408 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $10,046,701 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $12,071,306 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $650,992 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $509,849 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $509,849 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $34 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,260,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $600,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $760,000 |
Income. Dividends from common stock | 2014-12-31 | $189,664 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,504,743 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $9,448,801 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $8,519,549 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $13,647,956 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $12,255,410 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | STOUT, COUSEY & HORNING PA |
Accountancy firm EIN | 2014-12-31 | 521743645 |
2013 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $3,993,806 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $3,993,806 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,252,373 |
Total loss/gain on sale of assets | 2013-12-31 | $940,951 |
Total of all expenses incurred | 2013-12-31 | $2,621,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,476,104 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,748,000 |
Value of total assets at end of year | 2013-12-31 | $35,544,327 |
Value of total assets at beginning of year | 2013-12-31 | $32,913,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $145,308 |
Total interest from all sources | 2013-12-31 | $47,014 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $621,494 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $457,924 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $747,659 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $979,891 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $8,987 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $3,604 |
Other income not declared elsewhere | 2013-12-31 | $-2,098,892 |
Administrative expenses (other) incurred | 2013-12-31 | $899 |
Total non interest bearing cash at end of year | 2013-12-31 | $602 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $811 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,630,961 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $35,544,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,913,366 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $144,409 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,926,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,689,466 |
Interest earned on other investments | 2013-12-31 | $46,928 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $12,071,306 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $10,971,052 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $509,849 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $617,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $617,304 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $86 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,748,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $760,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $532,000 |
Income. Dividends from common stock | 2013-12-31 | $163,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,476,104 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $8,519,549 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $7,119,238 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $11,229,886 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $10,288,935 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | STOUT, COUSEY & HORNING PA |
Accountancy firm EIN | 2013-12-31 | 521743645 |
2012 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $896,948 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $896,948 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,739,433 |
Total loss/gain on sale of assets | 2012-12-31 | $-222,790 |
Total of all expenses incurred | 2012-12-31 | $1,404,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,285,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,798,900 |
Value of total assets at end of year | 2012-12-31 | $32,913,366 |
Value of total assets at beginning of year | 2012-12-31 | $28,578,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $119,657 |
Total interest from all sources | 2012-12-31 | $717 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $700,872 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $548,535 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $979,891 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,123,242 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $3,604 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,763 |
Other income not declared elsewhere | 2012-12-31 | $2,564,786 |
Administrative expenses (other) incurred | 2012-12-31 | $1,292 |
Total non interest bearing cash at end of year | 2012-12-31 | $811 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $520 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,334,708 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,913,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,578,658 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $118,365 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,689,466 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,404,168 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $10,971,052 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $4,224,759 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $617,304 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,402,098 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,402,098 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,798,900 |
Employer contributions (assets) at end of year | 2012-12-31 | $532,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,380,000 |
Income. Dividends from common stock | 2012-12-31 | $152,337 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,285,068 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $7,119,238 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $6,037,108 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $26,953,383 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $27,176,173 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | STOUT, COUSEY & HORNING PA |
Accountancy firm EIN | 2012-12-31 | 521743645 |
2011 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,295,072 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,295,072 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,392,589 |
Total loss/gain on sale of assets | 2011-12-31 | $75,761 |
Total of all expenses incurred | 2011-12-31 | $1,815,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,707,511 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,694,076 |
Value of total assets at end of year | 2011-12-31 | $28,578,658 |
Value of total assets at beginning of year | 2011-12-31 | $28,001,860 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $108,280 |
Total interest from all sources | 2011-12-31 | $134,578 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $753,778 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $611,817 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,123,242 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,602,331 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $6,763 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,723 |
Other income not declared elsewhere | 2011-12-31 | $29,468 |
Administrative expenses (other) incurred | 2011-12-31 | $1,645 |
Total non interest bearing cash at end of year | 2011-12-31 | $520 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $576,798 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,578,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,001,860 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $106,635 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,404,168 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,115,205 |
Interest earned on other investments | 2011-12-31 | $134,268 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,224,759 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,301,863 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,402,098 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $982,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $982,197 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $310 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,694,076 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,380,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,550,000 |
Income. Dividends from common stock | 2011-12-31 | $141,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,707,511 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $6,037,108 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $6,442,969 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $16,397,691 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $16,321,930 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | STOUT, COUSEY, & HORNING PA |
Accountancy firm EIN | 2011-12-31 | 521743645 |
2010 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,527,534 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,527,534 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,716,111 |
Total loss/gain on sale of assets | 2010-12-31 | $582,597 |
Total of all expenses incurred | 2010-12-31 | $1,291,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,186,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,100,000 |
Value of total assets at end of year | 2010-12-31 | $28,001,860 |
Value of total assets at beginning of year | 2010-12-31 | $23,576,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $104,771 |
Total interest from all sources | 2010-12-31 | $312 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $128,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $11,398 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,602,331 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $1,949,233 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,723 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $13,210 |
Other income not declared elsewhere | 2010-12-31 | $-32,424 |
Administrative expenses (other) incurred | 2010-12-31 | $2,853 |
Total non interest bearing cash at end of year | 2010-12-31 | $572 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $4,288 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,424,943 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,001,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $23,576,917 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $101,918 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $13,115,205 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $12,597,574 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,301,863 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $982,197 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $618,693 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $618,693 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $312 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $409,255 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,100,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,550,000 |
Income. Dividends from common stock | 2010-12-31 | $117,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,186,397 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $6,442,969 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $8,393,919 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $20,295,480 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $19,712,883 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | STOUT, CAUSEY, & HORNING PA |
Accountancy firm EIN | 2010-12-31 | 521743645 |
2009 : THE KENNEDY KRIEGER INSTITUTE PENSION PLAN 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 |