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BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN 401k Plan overview

Plan NameBOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN
Plan identification number 001

BOB KILPATRICK MOVING & STORAGE CO. INC. 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOB KILPATRICK MOVING &.... has sponsored the creation of one or more 401k plans.

Company Name:BOB KILPATRICK MOVING &....
Employer identification number (EIN):221534322
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KAREN OWENS2023-06-15
0012020-01-01RICH BERTOLACCI2021-10-05
0012019-01-01RBERTOLACCI87782020-06-17
0012019-01-01RICH BERTOLACCI2020-06-30
0012018-01-01RICH BERTOLACCI2019-06-10
0012017-01-01RICH BERTOLACCI2018-07-24
0012016-01-01RICH BERTOLACCI2017-07-18
0012015-01-01RICH BERTOLACCI2016-07-31
0012014-01-01RICH BERTOLACCI2015-07-30
0012013-01-01RICH BERTOLACCI2014-07-29
0012012-01-01RICH BERTOLACCI2013-08-09
0012011-01-01RICH BERTOLACCI2012-07-25
0012010-01-01RICH BERTOLACCI2011-07-28
0012009-01-01RICHARD BERTOLACCI

Plan Statistics for BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN

401k plan membership statisitcs for BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN

Measure Date Value
2009: BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN

Measure Date Value
2009 : BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN 2008 401k financial data
Total income from all sources2008-12-31$-79,373
Total plan assets at end of year2008-12-31$267,467
Total plan assets at beginning of year2008-12-31$346,840
Total contributions received or receivable from participants2008-12-31$40,547
Other income received2008-12-31$-135,435
Net income (gross income less expenses)2008-12-31$-79,373
Net plan assets at end of year (total assets less liabilities)2008-12-31$267,467
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$346,840
Assets. Value of participant loans2008-12-31$38,878
Total contributions received or receivable from employer(s)2008-12-31$15,515
2007 : BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN 2007 401k financial data
Total income from all sources2007-12-31$67,838
Total plan assets at end of year2007-12-31$346,840
Total plan assets at beginning of year2007-12-31$279,002
Value of fidelity bond covering the plan2007-12-31$28,000
Total contributions received or receivable from participants2007-12-31$33,299
Other income received2007-12-31$19,952
Net income (gross income less expenses)2007-12-31$67,838
Net plan assets at end of year (total assets less liabilities)2007-12-31$346,840
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$279,002
Assets. Value of participant loans2007-12-31$35,107
Total contributions received or receivable from employer(s)2007-12-31$14,587
2006 : BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN 2006 401k financial data
Total income from all sources2006-12-31$68,927
Total plan assets at end of year2006-12-31$279,002
Total plan assets at beginning of year2006-12-31$210,075
Value of fidelity bond covering the plan2006-12-31$22,000
Total contributions received or receivable from participants2006-12-31$25,493
Other income received2006-12-31$31,794
Net income (gross income less expenses)2006-12-31$68,927
Net plan assets at end of year (total assets less liabilities)2006-12-31$279,002
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$210,075
Total contributions received or receivable from employer(s)2006-12-31$11,640

Form 5500 Responses for BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN

2009: BOB KILPATRICK MOVING & STORAGE CO. INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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