401k Plan data: PKAM PENSION PLAN plan

PKAM PENSION PLAN 401k Plan overview

Plan Name	PKAM PENSION PLAN
Plan identification number	001

PKAM PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETER KIMMELMAN ASSET MANAGEMENT L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: PETER KIMMELMAN ASSET MANAGEMENT L.L.C.

Employer identification number (EIN): 133911389

NAIC Classification: 523900

Additional information about PETER KIMMELMAN ASSET MANAGEMENT L.L.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-09-19

Company Identification Number: 2067246

Legal Registered Office Address: 800 THIRD AVE
STE 3100
NEW YORK
United States of America (USA)
10022

More information about PETER KIMMELMAN ASSET MANAGEMENT L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PKAM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PETER KIMMELMAN 2023-10-02 PETER KIMMELMAN 2023-10-02
001 2021-01-01 PETER KIMMELMAN 2022-10-11 PETER KIMMELMAN 2022-10-11
001 2020-01-01 PETER KIMMELMAN 2021-10-08 PETER KIMMELMAN 2021-10-08
001 2019-01-01 PETER KIMMELMAN 2020-09-24 PETER KIMMELMAN 2020-09-24
001 2018-01-01 PETER KIMMELMAN 2019-09-19 PETER KIMMELMAN 2019-09-19
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 PETER KIMMELMAN PETER KIMMELMAN 2013-10-11
001 2011-01-01 PETER KIMMELMAN PETER KIMMELMAN 2012-10-09
001 2009-01-01 PETER KIMMELMAN PETER KIMMELMAN 2010-09-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PETER KIMMELMAN	2023-10-02	PETER KIMMELMAN	2023-10-02
001	2021-01-01	PETER KIMMELMAN	2022-10-11	PETER KIMMELMAN	2022-10-11
001	2020-01-01	PETER KIMMELMAN	2021-10-08	PETER KIMMELMAN	2021-10-08
001	2019-01-01	PETER KIMMELMAN	2020-09-24	PETER KIMMELMAN	2020-09-24
001	2018-01-01	PETER KIMMELMAN	2019-09-19	PETER KIMMELMAN	2019-09-19
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	PETER KIMMELMAN		PETER KIMMELMAN	2013-10-11
001	2011-01-01	PETER KIMMELMAN		PETER KIMMELMAN	2012-10-09
001	2009-01-01	PETER KIMMELMAN		PETER KIMMELMAN	2010-09-27

Plan Statistics for PKAM PENSION PLAN

401k plan membership statisitcs for PKAM PENSION PLAN

Measure Date Value
2022: PKAM PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PKAM PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: PKAM PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PKAM PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PKAM PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PKAM PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PKAM PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PKAM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PKAM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PKAM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PKAM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PKAM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PKAM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
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: PKAM PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PKAM PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: PKAM PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PKAM PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PKAM PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PKAM PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PKAM PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PKAM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PKAM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PKAM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PKAM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PKAM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PKAM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PKAM PENSION PLAN

Measure	Date	Value
2022 : PKAM PENSION PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-2,136,163
Expenses. Total of all expenses incurred	2022-12-31	$630,389
Benefits paid (including direct rollovers)	2022-12-31	$571,193
Total plan assets at end of year	2022-12-31	$11,424,270
Total plan assets at beginning of year	2022-12-31	$14,190,822
Value of fidelity bond covering the plan	2022-12-31	$1,250,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-2,223,613
Net income (gross income less expenses)	2022-12-31	$-2,766,552
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$11,424,270
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$14,190,822
Total contributions received or receivable from employer(s)	2022-12-31	$87,450
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$59,196
2021 : PKAM PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,519,468
Expenses. Total of all expenses incurred	2021-12-31	$574,128
Benefits paid (including direct rollovers)	2021-12-31	$574,128
Total plan assets at end of year	2021-12-31	$14,190,822
Total plan assets at beginning of year	2021-12-31	$12,245,482
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,435,216
Net income (gross income less expenses)	2021-12-31	$1,945,340
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$14,190,822
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$12,245,482
Total contributions received or receivable from employer(s)	2021-12-31	$84,252
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : PKAM PENSION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,612,168
Expenses. Total of all expenses incurred	2020-12-31	$251,714
Benefits paid (including direct rollovers)	2020-12-31	$160,950
Total plan assets at end of year	2020-12-31	$12,245,482
Total plan assets at beginning of year	2020-12-31	$9,885,028
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,520,228
Net income (gross income less expenses)	2020-12-31	$2,360,454
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,245,482
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,885,028
Total contributions received or receivable from employer(s)	2020-12-31	$91,940
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$90,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PKAM PENSION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,455,462
Expenses. Total of all expenses incurred	2019-12-31	$732,262
Benefits paid (including direct rollovers)	2019-12-31	$608,225
Total plan assets at end of year	2019-12-31	$9,885,028
Total plan assets at beginning of year	2019-12-31	$9,161,828
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,364,724
Net income (gross income less expenses)	2019-12-31	$723,200
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,885,028
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,161,828
Total contributions received or receivable from employer(s)	2019-12-31	$90,738
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$124,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PKAM PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-370,031
Expenses. Total of all expenses incurred	2018-12-31	$371,743
Benefits paid (including direct rollovers)	2018-12-31	$371,743
Total plan assets at end of year	2018-12-31	$9,161,828
Total plan assets at beginning of year	2018-12-31	$9,903,602
Value of fidelity bond covering the plan	2018-12-31	$800,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-459,944
Net income (gross income less expenses)	2018-12-31	$-741,774
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,161,828
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$9,903,602
Total contributions received or receivable from employer(s)	2018-12-31	$89,913
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PKAM PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,644,396
Expenses. Total of all expenses incurred	2017-12-31	$312,375
Benefits paid (including direct rollovers)	2017-12-31	$312,375
Total plan assets at end of year	2017-12-31	$9,903,602
Total plan assets at beginning of year	2017-12-31	$8,571,581
Value of fidelity bond covering the plan	2017-12-31	$800,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,557,153
Net income (gross income less expenses)	2017-12-31	$1,332,021
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$9,903,602
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,571,581
Total contributions received or receivable from employer(s)	2017-12-31	$87,243
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PKAM PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$125,535
Expenses. Total of all expenses incurred	2016-12-31	$311,522
Benefits paid (including direct rollovers)	2016-12-31	$311,522
Total plan assets at end of year	2016-12-31	$8,571,581
Total plan assets at beginning of year	2016-12-31	$8,757,568
Value of fidelity bond covering the plan	2016-12-31	$900,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$40,418
Net income (gross income less expenses)	2016-12-31	$-185,987
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,571,581
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,757,568
Total contributions received or receivable from employer(s)	2016-12-31	$85,117
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PKAM PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$471,104
Expenses. Total of all expenses incurred	2015-12-31	$402,117
Benefits paid (including direct rollovers)	2015-12-31	$299,738
Total plan assets at end of year	2015-12-31	$8,757,568
Total plan assets at beginning of year	2015-12-31	$8,688,581
Value of fidelity bond covering the plan	2015-12-31	$800,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$391,025
Net income (gross income less expenses)	2015-12-31	$68,987
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,757,568
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,688,581
Total contributions received or receivable from employer(s)	2015-12-31	$80,079
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$102,379
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PKAM PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$605,081
Expenses. Total of all expenses incurred	2014-12-31	$564,004
Benefits paid (including direct rollovers)	2014-12-31	$564,004
Total plan assets at end of year	2014-12-31	$8,688,581
Total plan assets at beginning of year	2014-12-31	$8,647,504
Value of fidelity bond covering the plan	2014-12-31	$800,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$528,309
Net income (gross income less expenses)	2014-12-31	$41,077
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,688,581
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,647,504
Total contributions received or receivable from employer(s)	2014-12-31	$76,772
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PKAM PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$981,527
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$8,647,504
Total plan assets at beginning of year	2013-12-31	$7,665,977
Value of fidelity bond covering the plan	2013-12-31	$800,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$890,072
Net income (gross income less expenses)	2013-12-31	$981,527
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,647,504
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,665,977
Total contributions received or receivable from employer(s)	2013-12-31	$91,455
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PKAM PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$864,374
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$7,665,977
Total plan assets at beginning of year	2012-12-31	$6,801,603
Value of fidelity bond covering the plan	2012-12-31	$800,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$774,886
Net income (gross income less expenses)	2012-12-31	$864,374
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,665,977
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,801,603
Total contributions received or receivable from employer(s)	2012-12-31	$89,488
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PKAM PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-312,021
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$6,801,603
Total plan assets at beginning of year	2011-12-31	$7,113,624
Value of fidelity bond covering the plan	2011-12-31	$700,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-396,094
Net income (gross income less expenses)	2011-12-31	$-312,021
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,801,603
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,113,624
Total contributions received or receivable from employer(s)	2011-12-31	$84,073
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PKAM PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$610,389
Expenses. Total of all expenses incurred	2010-12-31	$80,416
Benefits paid (including direct rollovers)	2010-12-31	$425
Total plan assets at end of year	2010-12-31	$7,113,624
Total plan assets at beginning of year	2010-12-31	$6,583,651
Value of fidelity bond covering the plan	2010-12-31	$700,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$79,991
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$532,848
Net income (gross income less expenses)	2010-12-31	$529,973
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,113,624
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,583,651
Total contributions received or receivable from employer(s)	2010-12-31	$77,541
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PKAM 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

Form 5500 Responses for PKAM PENSION PLAN

2022: PKAM PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PKAM PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PKAM PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PKAM PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PKAM PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PKAM PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PKAM PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PKAM PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PKAM PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PKAM PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PKAM PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PKAM PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PKAM PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PETER KIMMELMAN ASSET MANAGEMENT L.L.C.
Employer identification number (EIN):	133911389
NAIC Classification:	523900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-09-19
Company Identification Number:	2067246
Legal Registered Office Address:	800 THIRD AVE STE 3100 NEW YORK United States of America (USA) 10022