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KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKITE REALTY GROUP 401(K) PROFIT SHARING PLAN
Plan identification number 001

KITE REALTY GROUP 401(K) PROFIT SHARING PLAN Benefits

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

KRG MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:KRG MANAGEMENT, LLC
Employer identification number (EIN):201453934
NAIC Classification:531310

Additional information about KRG MANAGEMENT, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2014-10-14
Company Identification Number: 4650395
Legal Registered Office Address: PO BOX 604820
Suffolk
BAY TERRACE
United States of America (USA)
11360

More information about KRG MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KITE REALTY GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DAVID BUELL
0012023-01-01
0012023-01-01DAVID BUELL
0012022-01-01
0012022-01-01DAVID BUELL
0012021-01-01
0012021-01-01
0012021-01-01DAVID BUELL
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID BUELL, CAO
0012016-01-01DANIEL SINK
0012015-01-01DANIEL SINK
0012014-01-01DANIEL SINK2015-05-13
0012013-01-01DANIEL SINK2014-05-28
0012012-01-01DANIEL R. SINK2013-05-28
0012011-01-01DANIEL R. SINK2012-06-20
0012010-01-01DANIEL R. SINK2011-06-28

Financial Data on KITE REALTY GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$33,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$37,008
Total income from all sources (including contributions)2023-12-31$9,906,517
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,658,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,496,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,020,990
Value of total assets at end of year2023-12-31$39,824,653
Value of total assets at beginning of year2023-12-31$34,579,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$161,789
Total interest from all sources2023-12-31$19,606
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$951,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$951,318
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,531,809
Participant contributions at end of year2023-12-31$288,585
Participant contributions at beginning of year2023-12-31$364,036
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$283,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$33,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$37,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,248,404
Value of net assets at end of year (total assets less liabilities)2023-12-31$39,790,948
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$34,542,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$104,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$37,472,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$32,052,705
Interest on participant loans2023-12-31$19,606
Value of interest in common/collective trusts at end of year2023-12-31$1,874,017
Value of interest in common/collective trusts at beginning of year2023-12-31$2,012,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,900,001
Net investment gain or loss from common/collective trusts2023-12-31$14,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,206,043
Employer contributions (assets) at end of year2023-12-31$189,877
Employer contributions (assets) at beginning of year2023-12-31$150,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,496,324
Contract administrator fees2023-12-31$41,209
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GREENWALT CPA'S, INC.
Accountancy firm EIN2023-12-31351489621
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$33,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$37,008
Total income from all sources (including contributions)2023-01-01$9,906,517
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$4,658,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$4,496,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$4,020,990
Value of total assets at end of year2023-01-01$39,824,653
Value of total assets at beginning of year2023-01-01$34,579,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$161,789
Total interest from all sources2023-01-01$19,606
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$951,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$951,318
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,531,809
Participant contributions at end of year2023-01-01$288,585
Participant contributions at beginning of year2023-01-01$364,036
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$283,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$33,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$37,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,248,404
Value of net assets at end of year (total assets less liabilities)2023-01-01$39,790,948
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$34,542,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$104,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$37,472,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$32,052,705
Interest on participant loans2023-01-01$19,606
Value of interest in common/collective trusts at end of year2023-01-01$1,874,017
Value of interest in common/collective trusts at beginning of year2023-01-01$2,012,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$4,900,001
Net investment gain or loss from common/collective trusts2023-01-01$14,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,206,043
Employer contributions (assets) at end of year2023-01-01$189,877
Employer contributions (assets) at beginning of year2023-01-01$150,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$4,496,324
Contract administrator fees2023-01-01$41,209
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01GREENWALT CPA'S, INC.
Accountancy firm EIN2023-01-01351489621
2022 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$22,647,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$37,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,110
Total income from all sources (including contributions)2022-12-31$-2,333,889
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,711,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,524,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,933,831
Value of total assets at end of year2022-12-31$34,579,552
Value of total assets at beginning of year2022-12-31$21,965,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$186,103
Total interest from all sources2022-12-31$15,951
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,412,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,412,861
Administrative expenses professional fees incurred2022-12-31$5,210
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,444,968
Participant contributions at end of year2022-12-31$364,036
Participant contributions at beginning of year2022-12-31$109,181
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$290,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$37,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,044,917
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,542,544
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,939,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$114,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,052,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,944,572
Interest on participant loans2022-12-31$15,951
Value of interest in common/collective trusts at end of year2022-12-31$2,012,631
Value of interest in common/collective trusts at beginning of year2022-12-31$809,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,707,032
Net investment gain or loss from common/collective trusts2022-12-31$10,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,198,354
Employer contributions (assets) at end of year2022-12-31$150,180
Employer contributions (assets) at beginning of year2022-12-31$102,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,524,925
Contract administrator fees2022-12-31$66,863
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREENWALT CPAS, INC.
Accountancy firm EIN2022-12-31351489621
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$22,647,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$37,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$26,110
Total income from all sources (including contributions)2022-01-01$-2,333,889
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$7,711,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,524,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,933,831
Value of total assets at end of year2022-01-01$34,579,552
Value of total assets at beginning of year2022-01-01$21,965,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$186,103
Total interest from all sources2022-01-01$15,951
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,412,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,412,861
Administrative expenses professional fees incurred2022-01-01$5,210
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,444,968
Participant contributions at end of year2022-01-01$364,036
Participant contributions at beginning of year2022-01-01$109,181
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$290,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$37,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$26,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-10,044,917
Value of net assets at end of year (total assets less liabilities)2022-01-01$34,542,544
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$21,939,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$114,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$32,052,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$20,944,572
Interest on participant loans2022-01-01$15,951
Value of interest in common/collective trusts at end of year2022-01-01$2,012,631
Value of interest in common/collective trusts at beginning of year2022-01-01$809,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-7,707,032
Net investment gain or loss from common/collective trusts2022-01-01$10,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,198,354
Employer contributions (assets) at end of year2022-01-01$150,180
Employer contributions (assets) at beginning of year2022-01-01$102,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,524,925
Contract administrator fees2022-01-01$66,863
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01GREENWALT CPAS, INC.
Accountancy firm EIN2022-01-01351489621
2021 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,187
Total income from all sources (including contributions)2021-12-31$4,946,064
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,629,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,528,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,878,637
Value of total assets at end of year2021-12-31$21,965,795
Value of total assets at beginning of year2021-12-31$18,645,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,603
Total interest from all sources2021-12-31$7,319
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,035,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,035,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,193,425
Participant contributions at end of year2021-12-31$109,181
Participant contributions at beginning of year2021-12-31$181,609
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$73,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$22,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,316,426
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,939,685
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,623,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,944,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,600,027
Interest on participant loans2021-12-31$7,319
Value of interest in common/collective trusts at end of year2021-12-31$809,682
Value of interest in common/collective trusts at beginning of year2021-12-31$768,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,017,877
Net investment gain or loss from common/collective trusts2021-12-31$6,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$611,933
Employer contributions (assets) at end of year2021-12-31$102,360
Employer contributions (assets) at beginning of year2021-12-31$95,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,528,035
Contract administrator fees2021-12-31$64,581
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GREENWALT CPAS, INC.
Accountancy firm EIN2021-12-31351489621
2020 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,052
Total income from all sources (including contributions)2020-12-31$4,646,670
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,965,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,887,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,996,593
Value of total assets at end of year2020-12-31$18,645,446
Value of total assets at beginning of year2020-12-31$15,961,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,396
Total interest from all sources2020-12-31$9,346
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$472,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$472,229
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,261,144
Participant contributions at end of year2020-12-31$181,609
Participant contributions at beginning of year2020-12-31$100,854
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$22,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$19,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,681,235
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,623,259
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,942,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,600,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,365,198
Interest on participant loans2020-12-31$9,346
Value of interest in common/collective trusts at end of year2020-12-31$768,552
Value of interest in common/collective trusts at beginning of year2020-12-31$410,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,156,903
Net investment gain or loss from common/collective trusts2020-12-31$11,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$646,662
Employer contributions (assets) at end of year2020-12-31$95,258
Employer contributions (assets) at beginning of year2020-12-31$84,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,887,039
Contract administrator fees2020-12-31$78,396
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREENWALT CPAS, INC.
Accountancy firm EIN2020-12-31351489621
2019 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,482
Total income from all sources (including contributions)2019-12-31$4,842,488
Total loss/gain on sale of assets2019-12-31$187,610
Total of all expenses incurred2019-12-31$1,107,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,035,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,865,010
Value of total assets at end of year2019-12-31$15,961,076
Value of total assets at beginning of year2019-12-31$12,221,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$71,819
Total interest from all sources2019-12-31$6,340
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$476,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$476,235
Administrative expenses professional fees incurred2019-12-31$71,819
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,206,895
Participant contributions at end of year2019-12-31$100,854
Participant contributions at beginning of year2019-12-31$107,469
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$19,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,482
Other income not declared elsewhere2019-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,735,306
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,942,024
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,206,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,365,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,751,985
Interest on participant loans2019-12-31$6,340
Value of interest in common/collective trusts at end of year2019-12-31$410,990
Value of interest in common/collective trusts at beginning of year2019-12-31$290,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,298,192
Net investment gain or loss from common/collective trusts2019-12-31$9,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$642,240
Employer contributions (assets) at end of year2019-12-31$84,034
Employer contributions (assets) at beginning of year2019-12-31$70,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,035,363
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,047,957
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,860,347
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREENWALT CPAS, INC.
Accountancy firm EIN2019-12-31351489621
2018 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,634
Total income from all sources (including contributions)2018-12-31$995,117
Total loss/gain on sale of assets2018-12-31$6,604
Total of all expenses incurred2018-12-31$1,887,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,821,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,860,993
Value of total assets at end of year2018-12-31$12,221,200
Value of total assets at beginning of year2018-12-31$13,114,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,699
Total interest from all sources2018-12-31$4,666
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$590,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$590,578
Administrative expenses professional fees incurred2018-12-31$65,699
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,152,673
Participant contributions at end of year2018-12-31$107,469
Participant contributions at beginning of year2018-12-31$98,875
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$96,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$15,634
Other income not declared elsewhere2018-12-31$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-892,037
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,206,718
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,098,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,751,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,646,776
Interest on participant loans2018-12-31$4,666
Value of interest in common/collective trusts at end of year2018-12-31$290,993
Value of interest in common/collective trusts at beginning of year2018-12-31$290,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,473,220
Net investment gain or loss from common/collective trusts2018-12-31$5,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$611,816
Employer contributions (assets) at end of year2018-12-31$70,753
Employer contributions (assets) at beginning of year2018-12-31$78,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,821,455
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,603,049
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,596,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREENWALT CPAS, INC.
Accountancy firm EIN2018-12-31351489621
2017 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,632
Total income from all sources (including contributions)2017-12-31$4,122,074
Total loss/gain on sale of assets2017-12-31$102,811
Total of all expenses incurred2017-12-31$804,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$739,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,262,090
Value of total assets at end of year2017-12-31$13,114,389
Value of total assets at beginning of year2017-12-31$9,786,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,136
Total interest from all sources2017-12-31$4,214
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$401,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$401,438
Administrative expenses professional fees incurred2017-12-31$62,648
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,042,832
Participant contributions at end of year2017-12-31$98,875
Participant contributions at beginning of year2017-12-31$83,917
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$631,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$15,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,318,058
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,098,755
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,780,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,646,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,483,851
Interest on participant loans2017-12-31$3,680
Interest earned on other investments2017-12-31$534
Value of interest in common/collective trusts at end of year2017-12-31$290,077
Value of interest in common/collective trusts at beginning of year2017-12-31$201,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,347,399
Net investment gain or loss from common/collective trusts2017-12-31$4,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$587,953
Employer contributions (assets) at end of year2017-12-31$78,661
Employer contributions (assets) at beginning of year2017-12-31$17,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$739,880
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,505,121
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,402,310
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,162
Total income from all sources (including contributions)2016-12-31$2,329,313
Total loss/gain on sale of assets2016-12-31$81,665
Total of all expenses incurred2016-12-31$653,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$610,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,576,590
Value of total assets at end of year2016-12-31$9,786,329
Value of total assets at beginning of year2016-12-31$8,105,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,217
Total interest from all sources2016-12-31$5,141
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$224,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$224,262
Administrative expenses professional fees incurred2016-12-31$41,241
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$979,412
Participant contributions at end of year2016-12-31$83,917
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,162
Other income not declared elsewhere2016-12-31$-1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,676,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,780,697
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,104,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$902
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,483,851
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,083,056
Interest on participant loans2016-12-31$5,141
Value of interest in common/collective trusts at end of year2016-12-31$201,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$421,032
Net investment gain/loss from pooled separate accounts2016-12-31$20,043
Net investment gain or loss from common/collective trusts2016-12-31$2,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$573,184
Employer contributions (assets) at end of year2016-12-31$17,497
Employer contributions (assets) at beginning of year2016-12-31$22,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$610,910
Contract administrator fees2016-12-31$74
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,335,865
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,254,200
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,010
Total income from all sources (including contributions)2015-12-31$1,394,641
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$751,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$748,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,507,323
Value of total assets at end of year2015-12-31$8,105,673
Value of total assets at beginning of year2015-12-31$7,462,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,016
Total interest from all sources2015-12-31$5,645
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$316
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$877,560
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$125,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,010
Other income not declared elsewhere2015-12-31$2,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$643,218
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,104,511
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,461,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$8,083,056
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,411,929
Interest on participant loans2015-12-31$5,645
Net investment gain/loss from pooled separate accounts2015-12-31$-120,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$504,281
Employer contributions (assets) at end of year2015-12-31$22,617
Employer contributions (assets) at beginning of year2015-12-31$50,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$748,407
Contract administrator fees2015-12-31$2,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260

Form 5500 Responses for KITE REALTY GROUP 401(K) PROFIT SHARING PLAN

2023: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KITE REALTY GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93979
Policy instance 1

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