KENNEDY MANAGEMENT SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNEDY MANAGEMENT 401(K) PLAN
Measure | Date | Value |
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2015: KENNEDY MANAGEMENT 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KENNEDY MANAGEMENT 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
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 | 15 |
Total of all active and inactive participants | 2014-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 20 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KENNEDY MANAGEMENT 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 45 |
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 | 5 |
Total of all active and inactive participants | 2013-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 50 |
Number of participants with account balances | 2013-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: KENNEDY MANAGEMENT 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 41 |
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 | 5 |
Total of all active and inactive participants | 2012-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 46 |
Number of participants with account balances | 2012-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KENNEDY MANAGEMENT 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 69 |
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 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 69 |
Number of participants with account balances | 2011-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: KENNEDY MANAGEMENT 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 93 |
Number of participants with account balances | 2010-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: KENNEDY MANAGEMENT 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 61 |
Number of participants with account balances | 2009-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : KENNEDY MANAGEMENT 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-04-30 | $0 |
Total plan liabilities at end of year | 2015-04-30 | $0 |
Total income from all sources | 2015-04-30 | $28,236 |
Expenses. Total of all expenses incurred | 2015-04-30 | $524,627 |
Benefits paid (including direct rollovers) | 2015-04-30 | $524,627 |
Total plan assets at end of year | 2015-04-30 | $0 |
Total plan assets at beginning of year | 2015-04-30 | $496,391 |
Value of fidelity bond covering the plan | 2015-04-30 | $50,000 |
Total contributions received or receivable from participants | 2015-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2015-04-30 | $0 |
Other income received | 2015-04-30 | $26,045 |
Net income (gross income less expenses) | 2015-04-30 | $-496,391 |
Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $496,391 |
Assets. Value of participant loans | 2015-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-04-30 | $2,191 |
Value of certain deemed distributions of participant loans | 2015-04-30 | $0 |
Value of corrective distributions | 2015-04-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-04-30 | $0 |
Minimum employer required contribution for this plan year | 2015-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-04-30 | $0 |
2014 : KENNEDY MANAGEMENT 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $78,416 |
Expenses. Total of all expenses incurred | 2014-12-31 | $133,822 |
Benefits paid (including direct rollovers) | 2014-12-31 | $131,757 |
Total plan assets at end of year | 2014-12-31 | $496,391 |
Total plan assets at beginning of year | 2014-12-31 | $551,797 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $50,168 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,065 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $28,248 |
Net income (gross income less expenses) | 2014-12-31 | $-55,406 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $496,391 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $551,797 |
Assets. Value of participant loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : KENNEDY MANAGEMENT 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $169,601 |
Expenses. Total of all expenses incurred | 2013-12-31 | $57,439 |
Benefits paid (including direct rollovers) | 2013-12-31 | $56,689 |
Total plan assets at end of year | 2013-12-31 | $551,797 |
Total plan assets at beginning of year | 2013-12-31 | $439,635 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $44,767 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $750 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $124,834 |
Net income (gross income less expenses) | 2013-12-31 | $112,162 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $551,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $439,635 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : KENNEDY MANAGEMENT 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $113,846 |
Expenses. Total of all expenses incurred | 2012-12-31 | $30,293 |
Benefits paid (including direct rollovers) | 2012-12-31 | $29,913 |
Total plan assets at end of year | 2012-12-31 | $439,635 |
Total plan assets at beginning of year | 2012-12-31 | $356,082 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $58,853 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $380 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $54,993 |
Net income (gross income less expenses) | 2012-12-31 | $83,553 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $439,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $356,082 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : KENNEDY MANAGEMENT 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $26,059 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,245 |
Benefits paid (including direct rollovers) | 2011-12-31 | $5,860 |
Total plan assets at end of year | 2011-12-31 | $356,082 |
Total plan assets at beginning of year | 2011-12-31 | $336,268 |
Value of fidelity bond covering the plan | 2011-12-31 | $22,000 |
Total contributions received or receivable from participants | 2011-12-31 | $57,657 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $385 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-31,598 |
Net income (gross income less expenses) | 2011-12-31 | $19,814 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $356,082 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $336,268 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : KENNEDY MANAGEMENT 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $79,999 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15,430 |
Benefits paid (including direct rollovers) | 2010-12-31 | $15,025 |
Total plan assets at end of year | 2010-12-31 | $336,268 |
Total plan assets at beginning of year | 2010-12-31 | $271,699 |
Value of fidelity bond covering the plan | 2010-12-31 | $22,000 |
Total contributions received or receivable from participants | 2010-12-31 | $44,955 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $405 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $35,044 |
Net income (gross income less expenses) | 2010-12-31 | $64,569 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $336,268 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $271,699 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : KENNEDY MANAGEMENT 401(K) PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: KENNEDY MANAGEMENT 401(K) PLAN 2015 form 5500 responses |
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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 | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: KENNEDY MANAGEMENT 401(K) PLAN 2014 form 5500 responses |
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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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: KENNEDY MANAGEMENT 401(K) PLAN 2013 form 5500 responses |
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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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: KENNEDY MANAGEMENT 401(K) PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: KENNEDY MANAGEMENT 401(K) PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: KENNEDY MANAGEMENT 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: KENNEDY MANAGEMENT 401(K) PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |