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JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN
Plan identification number 003

JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN E. KOERNER & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. KOERNER & CO., INC.
Employer identification number (EIN):720544427
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01ASHLEY KOERNER
0032017-01-01ASHLEY KOERNER
0032016-01-01ASHLEY KOERNER
0032015-01-01ASHLEY KOERNER
0032014-01-01ASHLEY KOERNER
0032013-01-01ASHLEY KOERNER
0032012-01-01ASHLEY KOERNER ASHLEY KOERNER2013-08-20
0032011-01-01ASHLEY KOERNER
0032010-01-01ASHLEY KOERNER
0032009-01-01ASHLEY KOERNER

Plan Statistics for JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2023: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0136
Total number of active participants reported on line 7a of the Form 55002023-01-0133
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0137
Number of participants with account balances2023-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0133
Total number of active participants reported on line 7a of the Form 55002022-01-0131
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0136
Number of participants with account balances2022-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0133
Number of participants with account balances2021-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0143
Total number of active participants reported on line 7a of the Form 55002020-01-0125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0135
Number of participants with account balances2020-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0144
Total number of active participants reported on line 7a of the Form 55002019-01-0135
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0143
Number of participants with account balances2019-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0137
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0144
Number of participants with account balances2018-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0141
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0137
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0139
Total number of active participants reported on line 7a of the Form 55002016-01-0134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0141
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0139
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0141
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0133
Total number of active participants reported on line 7a of the Form 55002013-01-0136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0141
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0133
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0133
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0133
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0132
Total number of active participants reported on line 7a of the Form 55002010-01-0131
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0133
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0132
Number of participants with account balances2009-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$885,130
Expenses. Total of all expenses incurred2023-12-31$80,895
Benefits paid (including direct rollovers)2023-12-31$80,845
Total plan assets at end of year2023-12-31$4,513,823
Total plan assets at beginning of year2023-12-31$3,709,588
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$177,451
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$645,693
Noncash contributions received2023-12-31$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 loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$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 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$61,986
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$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
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-815,264
Expenses. Total of all expenses incurred2022-12-31$120,134
Benefits paid (including direct rollovers)2022-12-31$122,100
Total plan assets at end of year2022-12-31$3,709,588
Total plan assets at beginning of year2022-12-31$4,644,986
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$163,252
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,029,883
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$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 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$51,367
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-1,966
2021 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$750,385
Expenses. Total of all expenses incurred2021-12-31$185,219
Benefits paid (including direct rollovers)2021-12-31$185,144
Total plan assets at end of year2021-12-31$4,644,986
Total plan assets at beginning of year2021-12-31$4,079,820
Value of fidelity bond covering the plan2021-12-31$250,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$130,613
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$571,634
Noncash contributions received2021-12-31$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 loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$48,138
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$793,110
Expenses. Total of all expenses incurred2020-12-31$86,758
Benefits paid (including direct rollovers)2020-12-31$86,558
Total plan assets at end of year2020-12-31$4,079,820
Total plan assets at beginning of year2020-12-31$3,373,468
Value of fidelity bond covering the plan2020-12-31$250,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$122,420
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$628,851
Noncash contributions received2020-12-31$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 loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$41,839
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$793,281
Expenses. Total of all expenses incurred2019-12-31$81,271
Benefits paid (including direct rollovers)2019-12-31$81,021
Total plan assets at end of year2019-12-31$3,373,468
Total plan assets at beginning of year2019-12-31$2,661,458
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$148,485
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$592,875
Noncash contributions received2019-12-31$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 loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$119,431
Expenses. Total of all expenses incurred2018-12-31$304,928
Benefits paid (including direct rollovers)2018-12-31$304,603
Total plan assets at end of year2018-12-31$2,661,458
Total plan assets at beginning of year2018-12-31$2,846,955
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$134,740
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-76,440
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$606,629
Expenses. Total of all expenses incurred2017-12-31$127,931
Benefits paid (including direct rollovers)2017-12-31$127,556
Total plan assets at end of year2017-12-31$2,846,955
Total plan assets at beginning of year2017-12-31$2,368,257
Value of fidelity bond covering the plan2017-12-31$250,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$108,631
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$444,016
Noncash contributions received2017-12-31$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 loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$53,982
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$306,461
Expenses. Total of all expenses incurred2016-12-31$338,367
Benefits paid (including direct rollovers)2016-12-31$337,992
Total plan assets at end of year2016-12-31$2,368,257
Total plan assets at beginning of year2016-12-31$2,400,163
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$123,969
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$121,519
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-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 loans2016-12-31$0
Value of corrective distributions2016-12-31$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 plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$173,355
Expenses. Total of all expenses incurred2015-12-31$19,623
Benefits paid (including direct rollovers)2015-12-31$19,248
Total plan assets at end of year2015-12-31$2,400,163
Total plan assets at beginning of year2015-12-31$2,246,431
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$117,211
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-318
Noncash contributions received2015-12-31$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 loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$287,076
Expenses. Total of all expenses incurred2014-12-31$33,060
Benefits paid (including direct rollovers)2014-12-31$32,760
Total plan assets at end of year2014-12-31$2,246,431
Total plan assets at beginning of year2014-12-31$1,992,415
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$112,279
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$117,626
Noncash contributions received2014-12-31$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 loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$562,897
Expenses. Total of all expenses incurred2013-12-31$20,451
Benefits paid (including direct rollovers)2013-12-31$20,251
Total plan assets at end of year2013-12-31$1,992,415
Total plan assets at beginning of year2013-12-31$1,449,969
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$105,508
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$395,413
Noncash contributions received2013-12-31$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 loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$337,340
Expenses. Total of all expenses incurred2012-12-31$38,129
Benefits paid (including direct rollovers)2012-12-31$38,023
Total plan assets at end of year2012-12-31$1,449,969
Total plan assets at beginning of year2012-12-31$1,150,758
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$113,562
Other income received2012-12-31$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 securities2012-12-31$0
2011 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,126
Expenses. Total of all expenses incurred2011-12-31$17,925
Benefits paid (including direct rollovers)2011-12-31$17,799
Total plan assets at end of year2011-12-31$1,150,758
Total plan assets at beginning of year2011-12-31$1,077,557
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$100,745
Other income received2011-12-31$-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 securities2011-12-31$0
2010 : JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$265,115
Expenses. Total of all expenses incurred2010-12-31$7,384
Benefits paid (including direct rollovers)2010-12-31$7,374
Total plan assets at end of year2010-12-31$1,077,557
Total plan assets at beginning of year2010-12-31$819,826
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$92,889
Other income received2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN

2023: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN E. KOERNER & COMPANY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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