JOHN E. KOERNER & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN
Measure | Date | Value |
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2023: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 33 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 4 |
Total of all active and inactive participants | 2023-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 37 |
Number of participants with account balances | 2023-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 36 |
Number of participants with account balances | 2022-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 33 |
Number of participants with account balances | 2021-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 35 |
Number of participants with account balances | 2020-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 43 |
Number of participants with account balances | 2019-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 44 |
Number of participants with account balances | 2018-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 37 |
Number of participants with account balances | 2017-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 7 |
Total of all active and inactive participants | 2016-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 41 |
Number of participants with account balances | 2016-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 39 |
Number of participants with account balances | 2015-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 37 |
Number of participants with account balances | 2014-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 41 |
Number of participants with account balances | 2013-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 33 |
Number of participants with account balances | 2012-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 33 |
Number of participants with account balances | 2011-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 33 |
Number of participants with account balances | 2010-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 32 |
Number of participants with account balances | 2009-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $885,130 |
Expenses. Total of all expenses incurred | 2023-12-31 | $80,895 |
Benefits paid (including direct rollovers) | 2023-12-31 | $80,845 |
Total plan assets at end of year | 2023-12-31 | $4,513,823 |
Total plan assets at beginning of year | 2023-12-31 | $3,709,588 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $177,451 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $645,693 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $804,235 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,513,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,709,588 |
Assets. Value of participant loans | 2023-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $61,986 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $50 |
2022 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-815,264 |
Expenses. Total of all expenses incurred | 2022-12-31 | $120,134 |
Benefits paid (including direct rollovers) | 2022-12-31 | $122,100 |
Total plan assets at end of year | 2022-12-31 | $3,709,588 |
Total plan assets at beginning of year | 2022-12-31 | $4,644,986 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $163,252 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,029,883 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-935,398 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,709,588 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,644,986 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $51,367 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $-1,966 |
2021 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $750,385 |
Expenses. Total of all expenses incurred | 2021-12-31 | $185,219 |
Benefits paid (including direct rollovers) | 2021-12-31 | $185,144 |
Total plan assets at end of year | 2021-12-31 | $4,644,986 |
Total plan assets at beginning of year | 2021-12-31 | $4,079,820 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $130,613 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $571,634 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $565,166 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,644,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,079,820 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $48,138 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $75 |
2020 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $793,110 |
Expenses. Total of all expenses incurred | 2020-12-31 | $86,758 |
Benefits paid (including direct rollovers) | 2020-12-31 | $86,558 |
Total plan assets at end of year | 2020-12-31 | $4,079,820 |
Total plan assets at beginning of year | 2020-12-31 | $3,373,468 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $122,420 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $628,851 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $706,352 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,079,820 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,373,468 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $41,839 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $200 |
2019 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $793,281 |
Expenses. Total of all expenses incurred | 2019-12-31 | $81,271 |
Benefits paid (including direct rollovers) | 2019-12-31 | $81,021 |
Total plan assets at end of year | 2019-12-31 | $3,373,468 |
Total plan assets at beginning of year | 2019-12-31 | $2,661,458 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $148,485 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $592,875 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $712,010 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,373,468 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,661,458 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $51,921 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $250 |
2018 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $119,431 |
Expenses. Total of all expenses incurred | 2018-12-31 | $304,928 |
Benefits paid (including direct rollovers) | 2018-12-31 | $304,603 |
Total plan assets at end of year | 2018-12-31 | $2,661,458 |
Total plan assets at beginning of year | 2018-12-31 | $2,846,955 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $134,740 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-76,440 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-185,497 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,661,458 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,846,955 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $61,131 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $325 |
2017 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $606,629 |
Expenses. Total of all expenses incurred | 2017-12-31 | $127,931 |
Benefits paid (including direct rollovers) | 2017-12-31 | $127,556 |
Total plan assets at end of year | 2017-12-31 | $2,846,955 |
Total plan assets at beginning of year | 2017-12-31 | $2,368,257 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $108,631 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $444,016 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $478,698 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,846,955 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,368,257 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $53,982 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $375 |
2016 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $306,461 |
Expenses. Total of all expenses incurred | 2016-12-31 | $338,367 |
Benefits paid (including direct rollovers) | 2016-12-31 | $337,992 |
Total plan assets at end of year | 2016-12-31 | $2,368,257 |
Total plan assets at beginning of year | 2016-12-31 | $2,400,163 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $123,969 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $121,519 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-31,906 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,368,257 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,400,163 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $60,973 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $375 |
2015 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $173,355 |
Expenses. Total of all expenses incurred | 2015-12-31 | $19,623 |
Benefits paid (including direct rollovers) | 2015-12-31 | $19,248 |
Total plan assets at end of year | 2015-12-31 | $2,400,163 |
Total plan assets at beginning of year | 2015-12-31 | $2,246,431 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $117,211 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-318 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $153,732 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,400,163 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,246,431 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $56,462 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $375 |
2014 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $287,076 |
Expenses. Total of all expenses incurred | 2014-12-31 | $33,060 |
Benefits paid (including direct rollovers) | 2014-12-31 | $32,760 |
Total plan assets at end of year | 2014-12-31 | $2,246,431 |
Total plan assets at beginning of year | 2014-12-31 | $1,992,415 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $112,279 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $117,626 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $254,016 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,246,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,992,415 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $57,171 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $300 |
2013 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $562,897 |
Expenses. Total of all expenses incurred | 2013-12-31 | $20,451 |
Benefits paid (including direct rollovers) | 2013-12-31 | $20,251 |
Total plan assets at end of year | 2013-12-31 | $1,992,415 |
Total plan assets at beginning of year | 2013-12-31 | $1,449,969 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $105,508 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $395,413 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $542,446 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,992,415 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,449,969 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $61,976 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $200 |
2012 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $337,340 |
Expenses. Total of all expenses incurred | 2012-12-31 | $38,129 |
Benefits paid (including direct rollovers) | 2012-12-31 | $38,023 |
Total plan assets at end of year | 2012-12-31 | $1,449,969 |
Total plan assets at beginning of year | 2012-12-31 | $1,150,758 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $113,562 |
Other income received | 2012-12-31 | $165,303 |
Net income (gross income less expenses) | 2012-12-31 | $299,211 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,449,969 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,150,758 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $58,475 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $106 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $91,126 |
Expenses. Total of all expenses incurred | 2011-12-31 | $17,925 |
Benefits paid (including direct rollovers) | 2011-12-31 | $17,799 |
Total plan assets at end of year | 2011-12-31 | $1,150,758 |
Total plan assets at beginning of year | 2011-12-31 | $1,077,557 |
Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
Total contributions received or receivable from participants | 2011-12-31 | $100,745 |
Other income received | 2011-12-31 | $-61,521 |
Net income (gross income less expenses) | 2011-12-31 | $73,201 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,150,758 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,077,557 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $51,902 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $126 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $265,115 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,384 |
Benefits paid (including direct rollovers) | 2010-12-31 | $7,374 |
Total plan assets at end of year | 2010-12-31 | $1,077,557 |
Total plan assets at beginning of year | 2010-12-31 | $819,826 |
Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
Total contributions received or receivable from participants | 2010-12-31 | $92,889 |
Other income received | 2010-12-31 | $122,326 |
Net income (gross income less expenses) | 2010-12-31 | $257,731 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,077,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $819,826 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $49,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $10 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING 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 |
2023: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |