KUEHNE & NAGEL INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: KUEHNE & NAGEL PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 71,126,421 |
Acturial value of plan assets | 2022-12-31 | 71,126,421 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 27,868,708 |
Number of terminated vested participants | 2022-12-31 | 453 |
Fundng target for terminated vested participants | 2022-12-31 | 14,413,003 |
Active participant vested funding target | 2022-12-31 | 13,897,712 |
Number of active participants | 2022-12-31 | 364 |
Total funding liabilities for active participants | 2022-12-31 | 14,026,231 |
Total participant count | 2022-12-31 | 1,319 |
Total funding target for all participants | 2022-12-31 | 56,307,942 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 15,288,086 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 15,288,086 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 15,090,870 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 37,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 272,391 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 62,172 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 62,172 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,319 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 327 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 493 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 443 |
Total of all active and inactive participants | 2022-01-01 | 1,263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 37 |
Total participants | 2022-01-01 | 1,300 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: KUEHNE & NAGEL PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 74,634,161 |
Acturial value of plan assets | 2021-12-31 | 74,634,161 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 26,449,567 |
Number of terminated vested participants | 2021-12-31 | 447 |
Fundng target for terminated vested participants | 2021-12-31 | 13,090,530 |
Active participant vested funding target | 2021-12-31 | 14,494,461 |
Number of active participants | 2021-12-31 | 396 |
Total funding liabilities for active participants | 2021-12-31 | 14,652,227 |
Total participant count | 2021-12-31 | 1,324 |
Total funding target for all participants | 2021-12-31 | 54,192,324 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 14,044,486 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 699,439 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 13,345,047 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 15,288,086 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 38,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,324 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 364 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 469 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 448 |
Total of all active and inactive participants | 2021-01-01 | 1,281 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 38 |
Total participants | 2021-01-01 | 1,319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: KUEHNE & NAGEL PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 67,280,085 |
Acturial value of plan assets | 2020-12-31 | 67,280,085 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 25,099,420 |
Number of terminated vested participants | 2020-12-31 | 435 |
Fundng target for terminated vested participants | 2020-12-31 | 12,708,922 |
Active participant vested funding target | 2020-12-31 | 16,702,948 |
Number of active participants | 2020-12-31 | 446 |
Total funding liabilities for active participants | 2020-12-31 | 16,889,877 |
Total participant count | 2020-12-31 | 1,330 |
Total funding target for all participants | 2020-12-31 | 54,698,219 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 13,477,662 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 1,414,025 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 12,063,637 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 14,044,486 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 35,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 1,462,620 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 699,439 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 699,439 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,330 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 396 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 449 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 443 |
Total of all active and inactive participants | 2020-01-01 | 1,288 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 36 |
Total participants | 2020-01-01 | 1,324 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: KUEHNE & NAGEL PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 59,772,681 |
Acturial value of plan assets | 2019-12-31 | 59,772,681 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 23,921,548 |
Number of terminated vested participants | 2019-12-31 | 443 |
Fundng target for terminated vested participants | 2019-12-31 | 12,620,390 |
Active participant vested funding target | 2019-12-31 | 16,435,713 |
Number of active participants | 2019-12-31 | 465 |
Total funding liabilities for active participants | 2019-12-31 | 16,659,323 |
Total participant count | 2019-12-31 | 1,337 |
Total funding target for all participants | 2019-12-31 | 53,201,261 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 14,013,961 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 728,932 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 13,285,029 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 13,477,662 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 48,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 6,906,242 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,414,025 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 1,414,025 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,337 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 446 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 420 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 432 |
Total of all active and inactive participants | 2019-01-01 | 1,298 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 32 |
Total participants | 2019-01-01 | 1,330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: KUEHNE & NAGEL PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 60,865,315 |
Acturial value of plan assets | 2018-12-31 | 60,865,315 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 22,600,482 |
Number of terminated vested participants | 2018-12-31 | 441 |
Fundng target for terminated vested participants | 2018-12-31 | 11,435,200 |
Active participant vested funding target | 2018-12-31 | 15,574,229 |
Number of active participants | 2018-12-31 | 494 |
Total funding liabilities for active participants | 2018-12-31 | 15,849,239 |
Total participant count | 2018-12-31 | 1,344 |
Total funding target for all participants | 2018-12-31 | 49,884,921 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,972,498 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 378,513 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 2,593,985 |
Present value of excess contributions | 2018-12-31 | 10,391,413 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 11,042,292 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 11,042,292 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 14,013,961 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 79,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 3,033,567 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 728,932 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 728,932 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,344 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 465 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 404 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 441 |
Total of all active and inactive participants | 2018-01-01 | 1,310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 27 |
Total participants | 2018-01-01 | 1,337 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: KUEHNE & NAGEL PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 45,035,057 |
Acturial value of plan assets | 2017-12-31 | 45,035,057 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 21,189,724 |
Number of terminated vested participants | 2017-12-31 | 428 |
Fundng target for terminated vested participants | 2017-12-31 | 10,698,328 |
Active participant vested funding target | 2017-12-31 | 15,371,799 |
Number of active participants | 2017-12-31 | 533 |
Total funding liabilities for active participants | 2017-12-31 | 15,690,282 |
Total participant count | 2017-12-31 | 1,348 |
Total funding target for all participants | 2017-12-31 | 47,578,334 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,188,074 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 1,188,074 |
Present value of excess contributions | 2017-12-31 | 1,617,234 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,717,179 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,717,179 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 2,972,498 |
Total employer contributions | 2017-12-31 | 12,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 11,034,008 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 75,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 5,515,775 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,021,108 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 378,513 |
Additional cash requirement | 2017-12-31 | 642,595 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 11,034,008 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,348 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 494 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 387 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 439 |
Total of all active and inactive participants | 2017-01-01 | 1,320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 24 |
Total participants | 2017-01-01 | 1,344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: KUEHNE & NAGEL PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 50,180,126 |
Acturial value of plan assets | 2016-12-31 | 50,180,126 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 19,259,189 |
Number of terminated vested participants | 2016-12-31 | 934 |
Fundng target for terminated vested participants | 2016-12-31 | 16,342,423 |
Active participant vested funding target | 2016-12-31 | 15,068,258 |
Number of active participants | 2016-12-31 | 569 |
Total funding liabilities for active participants | 2016-12-31 | 15,466,961 |
Total participant count | 2016-12-31 | 1,849 |
Total funding target for all participants | 2016-12-31 | 51,068,573 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,186,058 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 1,186,058 |
Present value of excess contributions | 2016-12-31 | 1,044,961 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,111,630 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,188,074 |
Total employer contributions | 2016-12-31 | 2,200,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,010,324 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 50,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 2,076,521 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 393,090 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 393,090 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,010,324 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,849 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 533 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 368 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 426 |
Total of all active and inactive participants | 2016-01-01 | 1,327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 21 |
Total participants | 2016-01-01 | 1,348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: KUEHNE & NAGEL PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,862 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 569 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 331 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 934 |
Total of all active and inactive participants | 2015-01-01 | 1,834 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 15 |
Total participants | 2015-01-01 | 1,849 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KUEHNE & NAGEL PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1,874 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 625 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 287 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 935 |
Total of all active and inactive participants | 2014-01-01 | 1,847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 15 |
Total participants | 2014-01-01 | 1,862 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KUEHNE & NAGEL PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1,896 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 696 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 256 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 910 |
Total of all active and inactive participants | 2013-01-01 | 1,862 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 12 |
Total participants | 2013-01-01 | 1,874 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: KUEHNE & NAGEL PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1,936 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 760 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 221 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 907 |
Total of all active and inactive participants | 2012-01-01 | 1,888 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 1,896 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KUEHNE & NAGEL PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1,950 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 757 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 173 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 998 |
Total of all active and inactive participants | 2011-01-01 | 1,928 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 8 |
Total participants | 2011-01-01 | 1,936 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: KUEHNE & NAGEL PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,996 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 884 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 149 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 923 |
Total of all active and inactive participants | 2009-01-01 | 1,956 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,956 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : KUEHNE & NAGEL PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-11,921,442 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-11,921,442 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $73,841 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-14,734,313 |
Total loss/gain on sale of assets | 2022-12-31 | $-3,159,439 |
Total of all expenses incurred | 2022-12-31 | $2,955,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,671,162 |
Value of total assets at end of year | 2022-12-31 | $53,510,261 |
Value of total assets at beginning of year | 2022-12-31 | $71,126,421 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $284,526 |
Total interest from all sources | 2022-12-31 | $1,731,230 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $76,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $76,951 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $2,394,777 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,502,248 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $73,841 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $889 |
Administrative expenses (other) incurred | 2022-12-31 | $26,423 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-17,690,001 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $53,436,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $71,126,421 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $176,004 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,109,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,150,083 |
Interest earned on other investments | 2022-12-31 | $92,981 |
Income. Interest from US Government securities | 2022-12-31 | $224,874 |
Income. Interest from corporate debt instruments | 2022-12-31 | $1,404,907 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,099,878 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,471,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,471,859 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $8,468 |
Asset value of US Government securities at end of year | 2022-12-31 | $9,707,497 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $15,423,190 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,462,502 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,671,162 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $35,198,577 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $44,579,041 |
Contract administrator fees | 2022-12-31 | $82,099 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $31,715,277 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $34,874,716 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAZARS USA LLP |
Accountancy firm EIN | 2022-12-31 | 131459550 |
2021 : KUEHNE & NAGEL PENSION PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-3,147,111 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-3,147,111 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $-824,430 |
Total loss/gain on sale of assets | 2021-12-31 | $-538,750 |
Total of all expenses incurred | 2021-12-31 | $2,683,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,527,969 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $71,126,421 |
Value of total assets at beginning of year | 2021-12-31 | $74,634,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $155,342 |
Total interest from all sources | 2021-12-31 | $1,536,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $116,367 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $116,367 |
Administrative expenses professional fees incurred | 2021-12-31 | $34,672 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,502,248 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $3,268,831 |
Other income not declared elsewhere | 2021-12-31 | $75,337 |
Administrative expenses (other) incurred | 2021-12-31 | $2,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-3,507,741 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $71,126,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $74,634,162 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $118,346 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,150,083 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,100,079 |
Interest earned on other investments | 2021-12-31 | $87,612 |
Income. Interest from US Government securities | 2021-12-31 | $39,447 |
Income. Interest from corporate debt instruments | 2021-12-31 | $1,408,962 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,471,859 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,104,030 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,104,030 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $69 |
Asset value of US Government securities at end of year | 2021-12-31 | $15,423,190 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $16,614,740 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,133,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,527,969 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $44,579,041 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $45,546,482 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $31,470,084 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $32,008,834 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : KUEHNE & NAGEL PENSION PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $4,604,469 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $4,604,469 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,949,499 |
Total loss/gain on sale of assets | 2020-12-31 | $641,192 |
Total of all expenses incurred | 2020-12-31 | $2,595,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,401,872 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $74,634,162 |
Value of total assets at beginning of year | 2020-12-31 | $67,280,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $193,550 |
Total interest from all sources | 2020-12-31 | $3,296,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $96,375 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $96,375 |
Administrative expenses professional fees incurred | 2020-12-31 | $34,231 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $3,268,831 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,468,809 |
Administrative expenses (other) incurred | 2020-12-31 | $3,291 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,354,077 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $74,634,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $67,280,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $156,028 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,100,079 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,892,948 |
Interest earned on other investments | 2020-12-31 | $117,486 |
Income. Interest from US Government securities | 2020-12-31 | $1,866,485 |
Income. Interest from corporate debt instruments | 2020-12-31 | $1,310,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,104,030 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $695,902 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $695,902 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,812 |
Asset value of US Government securities at end of year | 2020-12-31 | $16,614,740 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $19,496,253 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,310,756 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,401,872 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $45,546,482 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $34,726,173 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $49,696,516 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $49,055,324 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2020-12-31 | 113518842 |
2019 : KUEHNE & NAGEL PENSION PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $5,138,542 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $5,138,542 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $5,138,542 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $5,138,542 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $9,973,429 |
Total income from all sources (including contributions) | 2019-12-31 | $9,973,429 |
Total loss/gain on sale of assets | 2019-12-31 | $640,609 |
Total loss/gain on sale of assets | 2019-12-31 | $640,609 |
Total of all expenses incurred | 2019-12-31 | $2,466,024 |
Total of all expenses incurred | 2019-12-31 | $2,466,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,274,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,274,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $67,280,085 |
Value of total assets at end of year | 2019-12-31 | $67,280,085 |
Value of total assets at beginning of year | 2019-12-31 | $59,772,680 |
Value of total assets at beginning of year | 2019-12-31 | $59,772,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $191,912 |
Total interest from all sources | 2019-12-31 | $1,952,567 |
Total interest from all sources | 2019-12-31 | $1,952,567 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $158,453 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $158,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $158,453 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $158,453 |
Administrative expenses professional fees incurred | 2019-12-31 | $31,615 |
Administrative expenses professional fees incurred | 2019-12-31 | $31,615 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,468,809 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,468,809 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,176,802 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,176,802 |
Administrative expenses (other) incurred | 2019-12-31 | $3,082 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,507,405 |
Value of net income/loss | 2019-12-31 | $7,507,405 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $67,280,085 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $67,280,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $59,772,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $59,772,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $157,215 |
Investment advisory and management fees | 2019-12-31 | $157,215 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,892,948 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,892,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,811,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,811,237 |
Interest earned on other investments | 2019-12-31 | $85,317 |
Interest earned on other investments | 2019-12-31 | $85,317 |
Income. Interest from US Government securities | 2019-12-31 | $633,913 |
Income. Interest from US Government securities | 2019-12-31 | $633,913 |
Income. Interest from corporate debt instruments | 2019-12-31 | $1,220,819 |
Income. Interest from corporate debt instruments | 2019-12-31 | $1,220,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $695,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $780,505 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $780,505 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $780,505 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $780,505 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $12,518 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $12,518 |
Asset value of US Government securities at end of year | 2019-12-31 | $19,496,253 |
Asset value of US Government securities at end of year | 2019-12-31 | $19,496,253 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $16,201,846 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $16,201,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,083,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,083,258 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,274,112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,274,112 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $34,726,173 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $34,726,173 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $32,802,290 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $32,802,290 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $31,155,101 |
Aggregate proceeds on sale of assets | 2019-12-31 | $31,155,101 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $30,514,492 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $30,514,492 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARKS PANETH LLP |
Accountancy firm name | 2019-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2019-12-31 | 113518842 |
Accountancy firm EIN | 2019-12-31 | 113518842 |
2018 : KUEHNE & NAGEL PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-104,302 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-104,302 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $792,397 |
Total loss/gain on sale of assets | 2018-12-31 | $60,075 |
Total of all expenses incurred | 2018-12-31 | $2,194,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,146,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $59,772,680 |
Value of total assets at beginning of year | 2018-12-31 | $61,174,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $47,609 |
Total interest from all sources | 2018-12-31 | $592,185 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $530,820 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $530,820 |
Administrative expenses professional fees incurred | 2018-12-31 | $45,219 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $2,176,802 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $2,390 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,402,104 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $59,772,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $61,174,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,811,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $48,897,535 |
Interest earned on other investments | 2018-12-31 | $30,286 |
Income. Interest from US Government securities | 2018-12-31 | $77,106 |
Income. Interest from corporate debt instruments | 2018-12-31 | $442,337 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $780,505 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $277,249 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $277,249 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $42,456 |
Asset value of US Government securities at end of year | 2018-12-31 | $16,201,846 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-286,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $12,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,146,892 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $32,802,290 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $98,057,822 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $97,997,747 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2018-12-31 | 113518842 |
2017 : KUEHNE & NAGEL PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $18,259,401 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,185,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,105,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $12,000,000 |
Value of total assets at end of year | 2017-12-31 | $61,174,784 |
Value of total assets at beginning of year | 2017-12-31 | $45,100,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $79,145 |
Total interest from all sources | 2017-12-31 | $1,654 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $835,532 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $835,532 |
Administrative expenses professional fees incurred | 2017-12-31 | $76,710 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $2,435 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $32,191 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $16,074,288 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $61,174,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $45,100,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $48,897,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $42,484,670 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $277,249 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $383,635 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $383,635 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,654 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,422,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $12,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,105,968 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2017-12-31 | 113518842 |
2016 : KUEHNE & NAGEL PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,938,986 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $10,062,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,988,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,200,000 |
Value of total assets at end of year | 2016-12-31 | $45,100,496 |
Value of total assets at beginning of year | 2016-12-31 | $50,224,496 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $74,899 |
Total interest from all sources | 2016-12-31 | $3,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $910,667 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $910,667 |
Administrative expenses professional fees incurred | 2016-12-31 | $24,317 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $2,135 |
Total non interest bearing cash at end of year | 2016-12-31 | $32,191 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-5,124,000 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $45,100,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $50,224,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $42,484,670 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $48,617,094 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $383,635 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $451,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $451,402 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,824,916 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,200,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,200,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,156,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,988,087 |
Contract administrator fees | 2016-12-31 | $48,447 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2016-12-31 | 113518842 |
2015 : KUEHNE & NAGEL PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,241,240 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,760,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,710,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,156,000 |
Value of total assets at end of year | 2015-12-31 | $50,224,496 |
Value of total assets at beginning of year | 2015-12-31 | $50,743,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $49,716 |
Total interest from all sources | 2015-12-31 | $23 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $986,485 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $986,485 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $1,552 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-519,070 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $50,224,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $50,743,566 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $48,617,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $49,597,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $451,402 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $80,869 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $80,869 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-901,268 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,156,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,156,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,065,591 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,710,594 |
Contract administrator fees | 2015-12-31 | $48,164 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2015-12-31 | 113518842 |
2014 : KUEHNE & NAGEL PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,637,908 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,571,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,525,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,319,034 |
Value of total assets at end of year | 2014-12-31 | $50,743,566 |
Value of total assets at beginning of year | 2014-12-31 | $47,677,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $46,391 |
Total interest from all sources | 2014-12-31 | $32 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,037,934 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,037,934 |
Administrative expenses professional fees incurred | 2014-12-31 | $300 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $553 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,066,272 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $50,743,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $47,677,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $49,597,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $46,372,462 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $80,869 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $220,596 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $220,596 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $32 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,280,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,319,034 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,065,591 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,084,236 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,525,245 |
Contract administrator fees | 2014-12-31 | $45,538 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MARKS PANETH LLP |
Accountancy firm EIN | 2014-12-31 | 113518842 |
2013 : KUEHNE & NAGEL PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $8,039,720 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,436,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,394,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,475,076 |
Value of total assets at end of year | 2013-12-31 | $47,677,294 |
Value of total assets at beginning of year | 2013-12-31 | $41,074,217 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $42,290 |
Total interest from all sources | 2013-12-31 | $48 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $802,872 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $802,872 |
Administrative expenses professional fees incurred | 2013-12-31 | $41,415 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $875 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,603,077 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $47,677,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $41,074,217 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $46,372,462 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $40,274,947 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $220,596 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $799,270 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $799,270 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $48 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,761,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,475,076 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,084,236 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,394,353 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | FISCHER BARR & WISSINGER LLC |
Accountancy firm EIN | 2013-12-31 | 273115411 |
2012 : KUEHNE & NAGEL PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,976,126 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,231,471 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,191,207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,293,866 |
Value of total assets at end of year | 2012-12-31 | $41,074,217 |
Value of total assets at beginning of year | 2012-12-31 | $36,329,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $40,264 |
Total interest from all sources | 2012-12-31 | $55 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,017,357 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,017,357 |
Administrative expenses professional fees incurred | 2012-12-31 | $38,333 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $12,534 |
Administrative expenses (other) incurred | 2012-12-31 | $1,931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,744,655 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $41,074,217 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,329,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $40,274,947 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $34,950,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $799,270 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $976,630 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $976,630 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $55 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,664,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,293,866 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $390,163 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,191,207 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | FISCHER BARR & WISSINGER LLC |
Accountancy firm EIN | 2012-12-31 | 273115411 |
2011 : KUEHNE & NAGEL PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $2,269,805 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,149,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,128,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,805,691 |
Value of total assets at end of year | 2011-12-31 | $36,329,562 |
Value of total assets at beginning of year | 2011-12-31 | $35,209,383 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,898 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $453,781 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $14,756 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $12,534 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $15,395 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,120,179 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $36,329,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $35,209,383 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $6,142 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $34,950,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,050,149 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $22,341,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $976,630 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $776,114 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $776,114 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-318,797 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $329,130 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,805,691 |
Employer contributions (assets) at end of year | 2011-12-31 | $390,163 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $26,487 |
Income. Dividends from common stock | 2011-12-31 | $453,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,128,728 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Qualified |
Accountancy firm name | 2011-12-31 | R. WERTHEIM & CO. |
Accountancy firm EIN | 2011-12-31 | 134035731 |
2010 : KUEHNE & NAGEL PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $117,521 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $117,521 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,038,204 |
Total loss/gain on sale of assets | 2010-12-31 | $636,435 |
Total of all expenses incurred | 2010-12-31 | $1,113,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $960,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,431,963 |
Value of total assets at end of year | 2010-12-31 | $35,209,383 |
Value of total assets at beginning of year | 2010-12-31 | $31,284,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $152,779 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $237,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $24,989 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $15,395 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $13,801 |
Other income not declared elsewhere | 2010-12-31 | $1,048 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,924,647 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $35,209,383 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $31,284,736 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $152,779 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,050,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,719,432 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $22,341,238 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $19,486,105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $776,114 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,884,926 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,884,926 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $218,812 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,613,670 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,431,963 |
Employer contributions (assets) at end of year | 2010-12-31 | $26,487 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,447,737 |
Income. Dividends from common stock | 2010-12-31 | $237,567 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $960,778 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $5,488,934 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $13,538,226 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $12,901,791 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Qualified |
Accountancy firm name | 2010-12-31 | R. WERTHEIM & CO. |
Accountancy firm EIN | 2010-12-31 | 134035731 |
2009 : KUEHNE & NAGEL PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |