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WASILEWSKI & KEATING PROFIT SHARING PLAN 401k Plan overview

Plan NameWASILEWSKI & KEATING PROFIT SHARING PLAN
Plan identification number 001

WASILEWSKI & KEATING PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

WASILEWSKI & KEATING PC has sponsored the creation of one or more 401k plans.

Company Name:WASILEWSKI & KEATING PC
Employer identification number (EIN):222676761
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASILEWSKI & KEATING PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL KEATING
0012016-01-01PAUL F. KEATING PAUL F. KEATING2017-10-08
0012015-01-01PAUL F. KEATING PAUL F. KEATING2016-10-08
0012014-01-01PAUL F. KEATING PAUL F. KEATING2015-10-14
0012013-01-01PAUL F. KEATING PAUL F. KEATING2014-10-13
0012012-01-01PAUL F. KEATING PAUL F. KEATING2013-10-12
0012011-01-01PAUL F. KEATING PAUL F. KEATING2012-10-12
0012010-01-01PAUL F. KEATING PAUL F. KEATING2011-10-28
0012009-01-01PAUL F. KEATING PAUL F. KEATING2010-09-13

Plan Statistics for WASILEWSKI & KEATING PROFIT SHARING PLAN

401k plan membership statisitcs for WASILEWSKI & KEATING PROFIT SHARING PLAN

Measure Date Value
2022: WASILEWSKI & KEATING PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WASILEWSKI & KEATING PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WASILEWSKI & KEATING PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WASILEWSKI & KEATING PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WASILEWSKI & KEATING PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WASILEWSKI & KEATING PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WASILEWSKI & KEATING PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WASILEWSKI & KEATING PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WASILEWSKI & KEATING PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WASILEWSKI & KEATING PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WASILEWSKI & KEATING PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WASILEWSKI & KEATING PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WASILEWSKI & KEATING PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: WASILEWSKI & KEATING PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on WASILEWSKI & KEATING PROFIT SHARING PLAN

Measure Date Value
2022 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-96,407
Expenses. Total of all expenses incurred2022-12-31$120
Total plan assets at end of year2022-12-31$1,281,111
Total plan assets at beginning of year2022-12-31$1,377,638
Value of fidelity bond covering the plan2022-12-31$137,764
Total contributions received or receivable from participants2022-12-31$58,432
Other income received2022-12-31$-186,363
Net income (gross income less expenses)2022-12-31$-96,527
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,281,111
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,377,638
Total contributions received or receivable from employer(s)2022-12-31$31,524
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$120
2021 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$254,749
Expenses. Total of all expenses incurred2021-12-31$120
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,377,638
Total plan assets at beginning of year2021-12-31$1,123,009
Value of fidelity bond covering the plan2021-12-31$112,301
Total contributions received or receivable from participants2021-12-31$56,412
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$144,722
Net income (gross income less expenses)2021-12-31$254,629
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,377,638
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,123,009
Total contributions received or receivable from employer(s)2021-12-31$53,615
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$120
2020 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$216,689
Expenses. Total of all expenses incurred2020-12-31$60
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,123,009
Total plan assets at beginning of year2020-12-31$906,380
Value of fidelity bond covering the plan2020-12-31$90,638
Total contributions received or receivable from participants2020-12-31$56,370
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$128,404
Net income (gross income less expenses)2020-12-31$216,629
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,123,009
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$906,380
Total contributions received or receivable from employer(s)2020-12-31$31,915
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$60
2019 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$210,181
Total plan assets at end of year2019-12-31$906,380
Total plan assets at beginning of year2019-12-31$696,199
Value of fidelity bond covering the plan2019-12-31$69,620
Total contributions received or receivable from participants2019-12-31$54,061
Other income received2019-12-31$144,888
Net income (gross income less expenses)2019-12-31$210,181
Net plan assets at end of year (total assets less liabilities)2019-12-31$906,380
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$696,199
Total contributions received or receivable from employer(s)2019-12-31$11,232
2018 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$36,044
Expenses. Total of all expenses incurred2018-12-31$5,437
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$696,199
Total plan assets at beginning of year2018-12-31$665,592
Value of fidelity bond covering the plan2018-12-31$55,505
Total contributions received or receivable from participants2018-12-31$53,213
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-38,023
Net income (gross income less expenses)2018-12-31$30,607
Net plan assets at end of year (total assets less liabilities)2018-12-31$696,199
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$665,592
Total contributions received or receivable from employer(s)2018-12-31$20,854
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,437
2017 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$118,333
Expenses. Total of all expenses incurred2017-12-31$1,427
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$665,592
Total plan assets at beginning of year2017-12-31$548,686
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$49,123
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$63,433
Net income (gross income less expenses)2017-12-31$116,906
Net plan assets at end of year (total assets less liabilities)2017-12-31$665,592
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$548,686
Total contributions received or receivable from employer(s)2017-12-31$5,777
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,427
2016 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$81,863
Total plan assets at end of year2016-12-31$548,686
Total plan assets at beginning of year2016-12-31$466,823
Value of fidelity bond covering the plan2016-12-31$60,000
Other income received2016-12-31$30,338
Net income (gross income less expenses)2016-12-31$81,863
Net plan assets at end of year (total assets less liabilities)2016-12-31$548,686
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$466,823
Total contributions received or receivable from employer(s)2016-12-31$51,525
2015 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$42,835
Total plan assets at end of year2015-12-31$466,823
Total plan assets at beginning of year2015-12-31$423,988
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-7,266
Net income (gross income less expenses)2015-12-31$42,835
Net plan assets at end of year (total assets less liabilities)2015-12-31$466,823
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$423,988
Total contributions received or receivable from employer(s)2015-12-31$50,101
2014 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$53,635
Total plan assets at end of year2014-12-31$423,988
Total plan assets at beginning of year2014-12-31$370,353
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$9,034
Net income (gross income less expenses)2014-12-31$53,635
Net plan assets at end of year (total assets less liabilities)2014-12-31$423,988
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$370,353
Total contributions received or receivable from employer(s)2014-12-31$44,601
2013 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$83,254
Total plan assets at end of year2013-12-31$370,353
Total plan assets at beginning of year2013-12-31$287,099
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$39,201
Net income (gross income less expenses)2013-12-31$83,254
Net plan assets at end of year (total assets less liabilities)2013-12-31$370,353
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$287,099
Total contributions received or receivable from employer(s)2013-12-31$44,053
2012 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$62,666
Total plan assets at end of year2012-12-31$287,099
Total plan assets at beginning of year2012-12-31$224,433
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$20,440
Net income (gross income less expenses)2012-12-31$62,666
Net plan assets at end of year (total assets less liabilities)2012-12-31$287,099
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$224,433
Total contributions received or receivable from employer(s)2012-12-31$42,226
2011 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,786
Total plan assets at end of year2011-12-31$224,433
Total plan assets at beginning of year2011-12-31$196,647
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$-7,494
Net income (gross income less expenses)2011-12-31$27,786
Net plan assets at end of year (total assets less liabilities)2011-12-31$224,433
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$196,647
Total contributions received or receivable from employer(s)2011-12-31$35,280
2010 : WASILEWSKI & KEATING PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$37,142
Total plan assets at end of year2010-12-31$196,647
Total plan assets at beginning of year2010-12-31$159,505
Value of fidelity bond covering the plan2010-12-31$40,000
Other income received2010-12-31$8,848
Net income (gross income less expenses)2010-12-31$37,142
Net plan assets at end of year (total assets less liabilities)2010-12-31$196,647
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$159,505
Total contributions received or receivable from employer(s)2010-12-31$28,294

Form 5500 Responses for WASILEWSKI & KEATING PROFIT SHARING PLAN

2022: WASILEWSKI & KEATING PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WASILEWSKI & KEATING PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WASILEWSKI & KEATING PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WASILEWSKI & KEATING PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WASILEWSKI & KEATING PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WASILEWSKI & KEATING PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WASILEWSKI & KEATING PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WASILEWSKI & KEATING PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WASILEWSKI & KEATING PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WASILEWSKI & KEATING PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WASILEWSKI & KEATING PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WASILEWSKI & KEATING PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WASILEWSKI & KEATING PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WASILEWSKI & KEATING PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $328
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654393
Policy instance 1
Insurance contract or identification number304654393
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $372
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees0
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees0
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $281
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameJAMES CARLE, MERRILL LYNCH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $463
Insurance broker nameJAMES CARLE, MERRILL LYNCH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $460
Insurance broker nameJAMES CARLE, MERRILL LYNCH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $413
Insurance broker nameJAMES CARLE, MERRILL LYNCH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number304654408/54393
Policy instance 1
Insurance contract or identification number304654408/54393
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $355
Insurance broker nameJAMES CARLE, MERRILL LYNCH
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number30465440854393
Policy instance 1
Insurance contract or identification number30465440854393
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number30465440854393
Policy instance 1
Insurance contract or identification number30465440854393
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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