401k Plan data: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST plan

KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST
Plan identification number	001

KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

KENNETH L PEDERSEN, CHARTERED PEDERSEN has sponsored the creation of one or more 401k plans.

Company Name: KENNETH L PEDERSEN, CHARTERED PEDERSEN

Employer identification number (EIN): 820371984

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JAROM WHITEHEAD 2019-10-14
001 2017-01-01 JAROM WHITEHEAD 2018-10-12
001 2016-01-01 JAROM WHITEHEAD 2017-05-17
001 2015-01-01 KENNETH L. PEDERSEN KENNETH L PEDERSEN 2016-07-20
001 2014-01-01 KENNETH L. PEDERSEN KENNETH L PEDERSEN 2015-10-14
001 2013-01-01 KENNETH L. PEDERSEN KENNETH L PEDERSEN 2014-06-11
001 2012-01-01 KENNETH L. PEDERSEN KENNETH L PEDERSEN 2013-09-19
001 2011-01-01 KENNETH L. PEDERSEN
001 2010-01-01 KENNETH L. PEDERSEN
001 2009-01-01 KENNETH L. PEDERSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	JAROM WHITEHEAD	2019-10-14
001	2017-01-01	JAROM WHITEHEAD	2018-10-12
001	2016-01-01	JAROM WHITEHEAD	2017-05-17
001	2015-01-01	KENNETH L. PEDERSEN		KENNETH L PEDERSEN	2016-07-20
001	2014-01-01	KENNETH L. PEDERSEN		KENNETH L PEDERSEN	2015-10-14
001	2013-01-01	KENNETH L. PEDERSEN		KENNETH L PEDERSEN	2014-06-11
001	2012-01-01	KENNETH L. PEDERSEN		KENNETH L PEDERSEN	2013-09-19
001	2011-01-01	KENNETH L. PEDERSEN
001	2010-01-01	KENNETH L. PEDERSEN
001	2009-01-01	KENNETH L. PEDERSEN

Plan Statistics for KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 2
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
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 1
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2015: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	2
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
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	1
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$13,032
Expenses. Total of all expenses incurred	2015-12-31	$47,766
Benefits paid (including direct rollovers)	2015-12-31	$47,766
Total plan assets at end of year	2015-12-31	$193,439
Total plan assets at beginning of year	2015-12-31	$228,173
Value of fidelity bond covering the plan	2015-12-31	$15,000
Other income received	2015-12-31	$-7,545
Net income (gross income less expenses)	2015-12-31	$-34,734
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$193,439
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$228,173
Total contributions received or receivable from employer(s)	2015-12-31	$20,577
2014 : KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$45,959
Expenses. Total of all expenses incurred	2014-12-31	$11,000
Benefits paid (including direct rollovers)	2014-12-31	$11,000
Total plan assets at end of year	2014-12-31	$228,173
Total plan assets at beginning of year	2014-12-31	$193,214
Value of fidelity bond covering the plan	2014-12-31	$15,000
Other income received	2014-12-31	$27,287
Net income (gross income less expenses)	2014-12-31	$34,959
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$228,173
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$193,214
Total contributions received or receivable from employer(s)	2014-12-31	$18,672
2013 : KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$75,598
Expenses. Total of all expenses incurred	2013-12-31	$5,000
Benefits paid (including direct rollovers)	2013-12-31	$5,000
Total plan assets at end of year	2013-12-31	$193,214
Total plan assets at beginning of year	2013-12-31	$122,616
Value of fidelity bond covering the plan	2013-12-31	$15,000
Other income received	2013-12-31	$16,233
Net income (gross income less expenses)	2013-12-31	$70,598
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$193,214
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$122,616
Total contributions received or receivable from employer(s)	2013-12-31	$59,365
2012 : KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$74,178
Expenses. Total of all expenses incurred	2012-12-31	$7,067
Benefits paid (including direct rollovers)	2012-12-31	$7,067
Total plan assets at end of year	2012-12-31	$122,616
Total plan assets at beginning of year	2012-12-31	$55,505
Value of fidelity bond covering the plan	2012-12-31	$15,000
Other income received	2012-12-31	$8,422
Net income (gross income less expenses)	2012-12-31	$67,111
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$122,616
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$55,505
Total contributions received or receivable from employer(s)	2012-12-31	$65,756
2011 : KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-73,129
Total income from all sources	2011-12-31	$16,811
Expenses. Total of all expenses incurred	2011-12-31	$7,921
Benefits paid (including direct rollovers)	2011-12-31	$7,921
Total plan assets at end of year	2011-12-31	$55,505
Total plan assets at beginning of year	2011-12-31	$119,744
Value of fidelity bond covering the plan	2011-12-31	$15,000
Other income received	2011-12-31	$3,589
Net income (gross income less expenses)	2011-12-31	$8,890
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$55,505
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$119,744
Total contributions received or receivable from employer(s)	2011-12-31	$13,222
2010 : KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-601,249
Total income from all sources	2010-12-31	$83,167
Expenses. Total of all expenses incurred	2010-12-31	$1,900
Benefits paid (including direct rollovers)	2010-12-31	$1,900
Total plan assets at end of year	2010-12-31	$119,744
Total plan assets at beginning of year	2010-12-31	$639,726
Value of fidelity bond covering the plan	2010-12-31	$15,000
Other income received	2010-12-31	$3,481
Net income (gross income less expenses)	2010-12-31	$81,267
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$119,744
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$639,726
Total contributions received or receivable from employer(s)	2010-12-31	$79,686

Form 5500 Responses for KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST

2015: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KENNETH L. PEDERSEN CHARTERED 401K AND PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KENNETH L PEDERSEN, CHARTERED PEDERSEN
Employer identification number (EIN):	820371984
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers