401k Plan data: KDM SYSTEMS 401(K) PLAN plan

KDM SYSTEMS 401(K) PLAN 401k Plan overview

Plan Name	KDM SYSTEMS 401(K) PLAN
Plan identification number	001

KDM SYSTEMS 401(K) PLAN Benefits

401k Plan Type

Defined 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

KDM SYSTEMS INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: KDM SYSTEMS INCORPORATED

Employer identification number (EIN): 010685266

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KDM SYSTEMS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 KEITH HATHAWAY
001 2016-01-01 KEITH HATHAWAY 2017-04-25 KEITH HATHAWAY 2017-04-25
001 2015-01-01 KEITH HATHAWAY 2016-04-21
001 2014-01-01 KEITH HATHAWAY 2015-05-18 KEITH HATHAWAY 2015-05-18
001 2013-01-01 JANELLE HATHAWAY 2014-04-22 JANELLE HATHAWAY 2014-04-22
001 2012-01-01 JANELLE HATHAWAY 2013-05-07 JANELLE HATHAWAY 2013-05-07
001 2011-01-01 JANELLE HATHAWAY 2012-06-20
001 2010-01-01 JANELLE HATHAWAY 2011-06-15
001 2008-01-01
001 2007-01-01 2010-07-13
001 2007-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	KEITH HATHAWAY
001	2016-01-01	KEITH HATHAWAY	2017-04-25	KEITH HATHAWAY	2017-04-25
001	2015-01-01	KEITH HATHAWAY	2016-04-21
001	2014-01-01	KEITH HATHAWAY	2015-05-18	KEITH HATHAWAY	2015-05-18
001	2013-01-01	JANELLE HATHAWAY	2014-04-22	JANELLE HATHAWAY	2014-04-22
001	2012-01-01	JANELLE HATHAWAY	2013-05-07	JANELLE HATHAWAY	2013-05-07
001	2011-01-01	JANELLE HATHAWAY	2012-06-20
001	2010-01-01	JANELLE HATHAWAY	2011-06-15
001	2008-01-01
001	2007-01-01		2010-07-13
001	2007-01-01

Plan Statistics for KDM SYSTEMS 401(K) PLAN

401k plan membership statisitcs for KDM SYSTEMS 401(K) PLAN

Measure Date Value
2017: KDM SYSTEMS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
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 7
Total of all active and inactive participants 2017-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2007: KDM SYSTEMS 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 17
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 18
Number of participants with account balances 2007-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2017: KDM SYSTEMS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
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	7
Total of all active and inactive participants	2017-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2007: KDM SYSTEMS 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	17
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	18
Number of participants with account balances	2007-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on KDM SYSTEMS 401(K) PLAN

Measure	Date	Value
2017 : KDM SYSTEMS 401(K) PLAN 2017 401k financial data
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	$595,454
Expenses. Total of all expenses incurred	2017-12-31	$313,685
Benefits paid (including direct rollovers)	2017-12-31	$313,363
Total plan assets at end of year	2017-12-31	$3,059,160
Total plan assets at beginning of year	2017-12-31	$2,777,391
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$122,069
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	$473,385
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$281,769
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,059,160
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,777,391
Assets. Value of participant loans	2017-12-31	$23,769
Total contributions received or receivable from employer(s)	2017-12-31	$0
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	$322
2007 : KDM SYSTEMS 401(K) PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for KDM SYSTEMS 401(K) PLAN

2017: KDM SYSTEMS 401(K) 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	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2008: KDM SYSTEMS 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: KDM SYSTEMS 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

79405

Policy instance

Insurance contract or identification number	79405
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-11-29
Total amount of commissions paid to insurance broker	USD $6,617
Total amount of fees paid to insurance company	USD $1,562
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1337
Commission paid to Insurance Broker	USD $6,617
Insurance broker name	SENTINEL INSURANCE AGENCY,INC.

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Company Name:	KDM SYSTEMS INCORPORATED
Employer identification number (EIN):	010685266
NAIC Classification:	541330
NAIC Description:	Engineering Services