401k Plan data: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN plan

KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 401k Plan overview

Plan Name	KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN
Plan identification number	001

KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KELSCH ASSOCIATES, INC., (NJ) has sponsored the creation of one or more 401k plans.

Company Name: KELSCH ASSOCIATES, INC., (NJ)

Employer identification number (EIN): 222298243

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 JOHN KELSCH 2023-04-12
001 2020-07-01 JOHN KELSCH 2022-04-10
001 2019-07-01 JOHN KELSCH 2021-04-14
001 2018-07-01 JOHN KELSCH 2020-03-29
001 2017-07-01 JOHN KELSCH 2019-03-28
001 2016-07-01
001 2015-07-01 JOHN KELSCH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	JOHN KELSCH	2023-04-12
001	2020-07-01	JOHN KELSCH	2022-04-10
001	2019-07-01	JOHN KELSCH	2021-04-14
001	2018-07-01	JOHN KELSCH	2020-03-29
001	2017-07-01	JOHN KELSCH	2019-03-28
001	2016-07-01
001	2015-07-01	JOHN KELSCH

Plan Statistics for KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN

401k plan membership statisitcs for KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN

Measure Date Value
2021: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 359
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 164
Number of other retired or separated participants entitled to future benefits 2021-07-01 187
Total of all active and inactive participants 2021-07-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 351
Number of participants with account balances 2021-07-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 11
2020: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 383
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 202
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 165
Total of all active and inactive participants 2020-07-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 368
Number of participants with account balances 2020-07-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 14
2019: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 372
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 230
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 153
Total of all active and inactive participants 2019-07-01 383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 384
Number of participants with account balances 2019-07-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 14
2018: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 369
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 234
Number of retired or separated participants receiving benefits 2018-07-01 142
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 377
Number of participants with account balances 2018-07-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 23
2017: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 386
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 261
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 126
Total of all active and inactive participants 2017-07-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 388
Number of participants with account balances 2017-07-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 38
2016: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 352
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 280
Number of other retired or separated participants entitled to future benefits 2016-07-01 93
Total of all active and inactive participants 2016-07-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 374
Number of participants with account balances 2016-07-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 29
2015: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 359
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 262
Number of other retired or separated participants entitled to future benefits 2015-07-01 87
Total of all active and inactive participants 2015-07-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 349
Number of participants with account balances 2015-07-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 40

Measure	Date	Value
2021: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	359
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	164
Number of other retired or separated participants entitled to future benefits	2021-07-01	187
Total of all active and inactive participants	2021-07-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	351
Number of participants with account balances	2021-07-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	11
2020: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	383
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	202
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	165
Total of all active and inactive participants	2020-07-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	368
Number of participants with account balances	2020-07-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	14
2019: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	372
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	230
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	153
Total of all active and inactive participants	2019-07-01	383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	384
Number of participants with account balances	2019-07-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	14
2018: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	369
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	234
Number of retired or separated participants receiving benefits	2018-07-01	142
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	377
Number of participants with account balances	2018-07-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	23
2017: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	386
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	261
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	126
Total of all active and inactive participants	2017-07-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	388
Number of participants with account balances	2017-07-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	38
2016: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	352
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	280
Number of other retired or separated participants entitled to future benefits	2016-07-01	93
Total of all active and inactive participants	2016-07-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	374
Number of participants with account balances	2016-07-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	29
2015: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	359
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	262
Number of other retired or separated participants entitled to future benefits	2015-07-01	87
Total of all active and inactive participants	2015-07-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	349
Number of participants with account balances	2015-07-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	40

Financial Data on KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN

Measure	Date	Value
2022 : KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$4,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$5,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-574,445
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$278,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$275,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$713,196
Value of total assets at end of year	2022-06-30	$8,279,353
Value of total assets at beginning of year	2022-06-30	$9,131,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$3,528
Total interest from all sources	2022-06-30	$5,975
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$487,156
Participant contributions at end of year	2022-06-30	$126,666
Participant contributions at beginning of year	2022-06-30	$126,342
Other income not declared elsewhere	2022-06-30	$6,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-853,217
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$8,274,184
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,131,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$3,528
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$7,741,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$7,770,934
Interest on participant loans	2022-06-30	$5,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$185,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,005,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,299,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$226,040
Employer contributions (assets) at end of year	2022-06-30	$226,040
Employer contributions (assets) at beginning of year	2022-06-30	$228,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$275,244
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$5,169
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	WOOLARD, KRAJNICK, MASCIANGELO LLP
Accountancy firm EIN	2022-06-30	232194268
2021 : KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,366,035
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$46,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$44,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$718,743
Value of total assets at end of year	2021-06-30	$9,131,805
Value of total assets at beginning of year	2021-06-30	$6,812,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,999
Total interest from all sources	2021-06-30	$8,084
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$489,958
Participant contributions at end of year	2021-06-30	$126,342
Participant contributions at beginning of year	2021-06-30	$160,818
Other income not declared elsewhere	2021-06-30	$7,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,319,329
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,131,805
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,812,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$1,999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$7,770,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,531,112
Interest on participant loans	2021-06-30	$8,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,005,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$120,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,631,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$228,785
Employer contributions (assets) at end of year	2021-06-30	$228,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$44,707
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	WOOLARD, KRAJNICK, MASCIANGELO LLP
Accountancy firm EIN	2021-06-30	232194268
2020 : KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$213,679
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$195,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$192,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$0
Value of total assets at end of year	2020-06-30	$6,812,476
Value of total assets at beginning of year	2020-06-30	$6,794,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,116
Total interest from all sources	2020-06-30	$5,727
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Participant contributions at end of year	2020-06-30	$160,818
Participant contributions at beginning of year	2020-06-30	$62,626
Other income not declared elsewhere	2020-06-30	$416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$18,337
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,812,476
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,794,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$3,116
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$6,531,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$6,722,243
Interest on participant loans	2020-06-30	$5,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$120,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$9,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$207,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$192,226
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	WOOLARD, KRAJNICK,MASCIANGELO LLP
Accountancy firm EIN	2020-06-30	232194268
2019 : KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$358,777
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$392,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$389,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$0
Value of total assets at end of year	2019-06-30	$6,794,139
Value of total assets at beginning of year	2019-06-30	$6,828,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$3,660
Total interest from all sources	2019-06-30	$3,647
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Participant contributions at end of year	2019-06-30	$62,626
Participant contributions at beginning of year	2019-06-30	$72,654
Other income not declared elsewhere	2019-06-30	$116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-33,941
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,794,139
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$6,828,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$3,660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$6,722,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$6,742,312
Interest on participant loans	2019-06-30	$3,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$9,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$13,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$355,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$389,058
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	WOOLARD, KRAJNIK, MASCIANGELO LLP
Accountancy firm EIN	2019-06-30	232194268
2018 : KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$643
Total income from all sources (including contributions)	2018-06-30	$503,927
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$380,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$376,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$0
Value of total assets at end of year	2018-06-30	$6,828,080
Value of total assets at beginning of year	2018-06-30	$6,705,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$4,547
Total interest from all sources	2018-06-30	$3,104
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Participant contributions at end of year	2018-06-30	$72,654
Participant contributions at beginning of year	2018-06-30	$75,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$19,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$643
Other income not declared elsewhere	2018-06-30	$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$123,138
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$6,828,080
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,704,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$4,547
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$6,742,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,595,995
Interest on participant loans	2018-06-30	$3,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$13,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$14,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$500,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$376,242
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	WOOLARD, KRAJNIK, MASCIANGELO LLP
Accountancy firm EIN	2018-06-30	232194268
2017 : KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$753,863
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$314,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$307,746
Expenses. Certain deemed distributions of participant loans	2017-06-30	$1,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$20,926
Value of total assets at end of year	2017-06-30	$6,705,585
Value of total assets at beginning of year	2017-06-30	$6,265,545
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$4,988
Total interest from all sources	2017-06-30	$3,251
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Participant contributions at end of year	2017-06-30	$75,761
Participant contributions at beginning of year	2017-06-30	$68,885
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$13,700
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$19,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$19,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$643
Other income not declared elsewhere	2017-06-30	$182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$439,397
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,704,942
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,265,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$4,988
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$6,595,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,899,554
Interest on participant loans	2017-06-30	$3,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$14,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$16,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$729,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$7,226
Employer contributions (assets) at beginning of year	2017-06-30	$261,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$307,746
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	WOOLARD, KRAJNIK, MASCIANGELO LLP
Accountancy firm EIN	2017-06-30	232194268
2016 : KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$6,440,259
Total transfer of assets from this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$313,060
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$487,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$482,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$261,132
Value of total assets at end of year	2016-06-30	$6,265,545
Value of total assets at beginning of year	2016-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$5,751
Total interest from all sources	2016-06-30	$2,718
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	No
If this is an individual account plan, was there a blackout period	2016-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$68,885
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$19,488
Other income not declared elsewhere	2016-06-30	$337
Administrative expenses (other) incurred	2016-06-30	$5,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-174,714
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,265,545
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$5,899,554
Interest on participant loans	2016-06-30	$2,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$16,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$48,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$261,132
Employer contributions (assets) at end of year	2016-06-30	$261,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$482,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	Yes
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	WOOLARD, KRAJNIK, MASCIANGELO LLP
Accountancy firm EIN	2016-06-30	232194268

Form 5500 Responses for KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN

2021: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: KELSCH ASSOCIATES, INC. , (NJ) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	First time form 5500 has been submitted	Yes
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813707

Policy instance

Insurance contract or identification number	813707
Number of Individuals Covered	367
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $31,646
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,646
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813707

Policy instance

Insurance contract or identification number	813707
Number of Individuals Covered	376
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $26,808
Total amount of fees paid to insurance company	USD $3,649
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,808
Insurance broker organization code?	3
Amount paid for insurance broker fees	3649
Additional information about fees paid to insurance broker	THIRD PARTY FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813707

Policy instance

Insurance contract or identification number	813707
Number of Individuals Covered	356
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $23,240
Total amount of fees paid to insurance company	USD $3,334
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,240
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	THIRD PARTY FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813707

Policy instance

Insurance contract or identification number	813707
Number of Individuals Covered	344
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $27,176
Total amount of fees paid to insurance company	USD $3,298
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,176
Insurance broker organization code?	3
Amount paid for insurance broker fees	3298
Additional information about fees paid to insurance broker	THIRD PARTY FEES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813707

Policy instance

Insurance contract or identification number	813707
Number of Individuals Covered	325
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $33,796
Total amount of fees paid to insurance company	USD $928
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

813707

Policy instance

Insurance contract or identification number	813707
Number of Individuals Covered	264
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $43,488
Total amount of fees paid to insurance company	USD $267
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,212
Amount paid for insurance broker fees	267
Additional information about fees paid to insurance broker	SUPPLEMENTAL CASH PAID
Insurance broker organization code?	3
Insurance broker name	TYCOR BENEFIT ADMINISTRATORS, INC.

Potentially related plans

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Company Name:	KELSCH ASSOCIATES, INC., (NJ)
Employer identification number (EIN):	222298243
NAIC Classification:	621610
NAIC Description:	Home Health Care Services