401k Plan data: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN plan

KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 401k Plan overview

Plan Name	KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN
Plan identification number	001

KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C.

Employer identification number (EIN): 222365970

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAWN LAFFIN
001 2016-01-01 DAWN LAFFIN
001 2015-01-01 WILLIAM CZEMERIS
001 2014-01-01 WILLIAM CZEMERIS
001 2013-01-01 IAN HARING 2014-09-17 IAN HARING 2014-09-17
001 2012-01-01 IAN HARING 2013-08-20 IAN HARING 2013-08-20
001 2011-01-01 IAN HARING 2012-10-12 IAN HARING 2012-10-12
001 2010-01-01 IAN HARING 2011-10-12 IAN HARING 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAWN LAFFIN
001	2016-01-01	DAWN LAFFIN
001	2015-01-01	WILLIAM CZEMERIS
001	2014-01-01	WILLIAM CZEMERIS
001	2013-01-01	IAN HARING	2014-09-17	IAN HARING	2014-09-17
001	2012-01-01	IAN HARING	2013-08-20	IAN HARING	2013-08-20
001	2011-01-01	IAN HARING	2012-10-12	IAN HARING	2012-10-12
001	2010-01-01	IAN HARING	2011-10-12	IAN HARING	2011-10-12

Plan Statistics for KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN

401k plan membership statisitcs for KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN

Measure Date Value
2023: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 9
Total of all active and inactive participants 2023-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 10
Number of participants with account balances 2023-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
2021: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 11
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
2020: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 12
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
2019: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 12
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
2018: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 14
2017: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 37
Total participants 2016-01-01 37
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 27
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 5
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
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 14
Total of all active and inactive participants 2014-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 44
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	9
Total of all active and inactive participants	2023-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	10
Number of participants with account balances	2023-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
2021: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	11
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
2020: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	12
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
2019: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	12
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
2018: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	14
2017: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	37
Total participants	2016-01-01	37
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	27
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	5
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
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	14
Total of all active and inactive participants	2014-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	44
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN

Measure	Date	Value
2023 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$112,275
Expenses. Total of all expenses incurred	2023-12-31	$105,892
Benefits paid (including direct rollovers)	2023-12-31	$105,867
Total plan assets at end of year	2023-12-31	$856,380
Total plan assets at beginning of year	2023-12-31	$849,997
Value of fidelity bond covering the plan	2023-12-31	$250,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$0
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$112,275
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$6,383
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$856,380
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$849,997
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$25
2022 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-178,956
Expenses. Total of all expenses incurred	2022-12-31	$11,646
Benefits paid (including direct rollovers)	2022-12-31	$11,621
Total plan assets at end of year	2022-12-31	$849,997
Total plan assets at beginning of year	2022-12-31	$1,040,599
Value of fidelity bond covering the plan	2022-12-31	$250,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$0
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-178,956
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-190,602
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$849,997
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,040,599
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25
2021 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$115,823
Expenses. Total of all expenses incurred	2021-12-31	$94,496
Benefits paid (including direct rollovers)	2021-12-31	$94,471
Total plan assets at end of year	2021-12-31	$1,040,599
Total plan assets at beginning of year	2021-12-31	$1,019,272
Value of fidelity bond covering the plan	2021-12-31	$250,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$0
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$115,823
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$21,327
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,040,599
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,019,272
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$25
2020 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$130,105
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,019,272
Total plan assets at beginning of year	2020-12-31	$889,167
Value of fidelity bond covering the plan	2020-12-31	$250,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$0
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$130,105
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$130,105
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,019,272
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$889,167
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$167,370
Expenses. Total of all expenses incurred	2019-12-31	$116,164
Benefits paid (including direct rollovers)	2019-12-31	$116,139
Total plan assets at end of year	2019-12-31	$889,167
Total plan assets at beginning of year	2019-12-31	$837,961
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$167,370
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$51,206
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$889,167
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$837,961
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25
2018 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-47,993
Expenses. Total of all expenses incurred	2018-12-31	$337,458
Benefits paid (including direct rollovers)	2018-12-31	$337,433
Total plan assets at end of year	2018-12-31	$837,961
Total plan assets at beginning of year	2018-12-31	$1,223,412
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-47,993
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-385,451
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$837,961
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,223,412
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$315,307
Expenses. Total of all expenses incurred	2017-12-31	$1,148,218
Benefits paid (including direct rollovers)	2017-12-31	$1,148,005
Total plan assets at end of year	2017-12-31	$1,223,412
Total plan assets at beginning of year	2017-12-31	$2,056,323
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$35,792
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$279,515
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-832,911
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,223,412
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,056,323
Assets. Value of participant loans	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$213
2016 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$348,048
Expenses. Total of all expenses incurred	2016-12-31	$1,103,663
Benefits paid (including direct rollovers)	2016-12-31	$1,103,469
Total plan assets at end of year	2016-12-31	$2,056,323
Total plan assets at beginning of year	2016-12-31	$2,811,938
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$115,514
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$57,418
Other income received	2016-12-31	$87,664
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-755,615
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,056,323
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,811,938
Assets. Value of participant loans	2016-12-31	$42,045
Total contributions received or receivable from employer(s)	2016-12-31	$87,452
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$194
2015 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$261,171
Expenses. Total of all expenses incurred	2015-12-31	$2,081,643
Benefits paid (including direct rollovers)	2015-12-31	$2,072,910
Total plan assets at end of year	2015-12-31	$2,811,938
Total plan assets at beginning of year	2015-12-31	$4,632,410
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$207,181
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$3,070
Other income received	2015-12-31	$-22,621
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,820,472
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,811,938
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,632,410
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$73,541
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$8,683
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$643,154
Expenses. Total of all expenses incurred	2014-12-31	$359,741
Benefits paid (including direct rollovers)	2014-12-31	$334,557
Total plan assets at end of year	2014-12-31	$4,632,410
Total plan assets at beginning of year	2014-12-31	$4,348,997
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$212,441
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$371,556
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$283,413
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,632,410
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,348,997
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$59,157
Value of certain deemed distributions of participant loans	2014-12-31	$13,868
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,316

Form 5500 Responses for KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN

2023: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C. 401(K) PS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

999536-000

Policy instance

Insurance contract or identification number	999536-000
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-11-30
Total amount of commissions paid to insurance broker	USD $8,203
Total amount of fees paid to insurance company	USD $0
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 $8,203
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

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Company Name:	KERN, AUGUSTINE, CONROY & SCHOPPMANN, P.C.
Employer identification number (EIN):	222365970
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers