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KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 401k Plan overview

Plan NameKTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN
Plan identification number 001

KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) 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.
  • 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)).
  • Unknown benefit code

401k Sponsoring company profile

KIMSTAFFHR, INC has sponsored the creation of one or more 401k plans.

Company Name:KIMSTAFFHR, INC
Employer identification number (EIN):330748641
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHEILA KEPLER
0012016-01-01SHEILA KEPLER
0012015-01-01SHEILA KEPLER
0012015-01-01SHEILA KEPLER
0012015-01-01SHEILA KEPLER
0012014-01-01SHEILA KEPLER
0012013-01-01SHEILA KEPLER
0012012-01-01SHEILA KEPLER SHEILA KEPLER2013-07-29
0012011-01-01SHEILA KEPLER
0012010-01-01SHEILA KEPLER
0012009-01-01SHEILA KEPLER SHEILA KEPLER2010-07-12

Plan Statistics for KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN

401k plan membership statisitcs for KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN

Measure Date Value
2022: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,050
Total number of active participants reported on line 7a of the Form 55002022-01-01250
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01224
Total of all active and inactive participants2022-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01478
Number of participants with account balances2022-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,082
Total number of active participants reported on line 7a of the Form 55002021-01-01864
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01176
Total of all active and inactive participants2021-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,043
Number of participants with account balances2021-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,048
Total number of active participants reported on line 7a of the Form 55002020-01-01915
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01142
Total of all active and inactive participants2020-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,058
Number of participants with account balances2020-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,075
Total number of active participants reported on line 7a of the Form 55002019-01-01907
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,029
Number of participants with account balances2019-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,187
Total number of active participants reported on line 7a of the Form 55002018-01-01934
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,051
Number of participants with account balances2018-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,015
Total number of active participants reported on line 7a of the Form 55002017-01-011,015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01143
Total of all active and inactive participants2017-01-011,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,158
Number of participants with account balances2017-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,175
Total number of active participants reported on line 7a of the Form 55002016-01-01850
Number of other retired or separated participants entitled to future benefits2016-01-01141
Total of all active and inactive participants2016-01-01991
Total participants2016-01-01991
Number of participants with account balances2016-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,034
Total number of active participants reported on line 7a of the Form 55002015-01-01791
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01219
Total of all active and inactive participants2015-01-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,010
Number of participants with account balances2015-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,085
Total number of active participants reported on line 7a of the Form 55002014-01-01753
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01216
Total of all active and inactive participants2014-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01969
Number of participants with account balances2014-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,079
Total number of active participants reported on line 7a of the Form 55002013-01-01857
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01207
Total of all active and inactive participants2013-01-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,064
Number of participants with account balances2013-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,569
Total number of active participants reported on line 7a of the Form 55002012-01-01847
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01208
Total of all active and inactive participants2012-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,055
Number of participants with account balances2012-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,294
Total number of active participants reported on line 7a of the Form 55002011-01-011,294
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01234
Total of all active and inactive participants2011-01-011,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,528
Number of participants with account balances2011-01-011,477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,352
Total number of active participants reported on line 7a of the Form 55002010-01-011,083
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01183
Total of all active and inactive participants2010-01-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,267
Number of participants with account balances2010-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,111
Total number of active participants reported on line 7a of the Form 55002009-01-01977
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01367
Total of all active and inactive participants2009-01-011,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,346
Number of participants with account balances2009-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN

Measure Date Value
2022 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$4,402,374
Total income from all sources (including contributions)2022-12-31$-2,015,759
Total of all expenses incurred2022-12-31$2,386,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,225,057
Value of total corrective distributions2022-12-31$9,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,417,213
Value of total assets at end of year2022-12-31$27,207,121
Value of total assets at beginning of year2022-12-31$36,011,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,753
Total interest from all sources2022-12-31$60,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,243,027
Participant contributions at end of year2022-12-31$425,269
Participant contributions at beginning of year2022-12-31$525,615
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$198,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$612
Administrative expenses (other) incurred2022-12-31$126,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,402,407
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,207,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,011,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,946
Value of interest in pooled separate accounts at end of year2022-12-31$24,022,681
Value of interest in pooled separate accounts at beginning of year2022-12-31$32,879,147
Interest on participant loans2022-12-31$20,531
Interest earned on other investments2022-12-31$40,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,737,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,606,528
Net investment gain/loss from pooled separate accounts2022-12-31$-5,493,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$975,547
Employer contributions (assets) at end of year2022-12-31$20,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,225,057
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2021 401k financial data
Total transfer of assets from this plan2021-12-31$20,861
Total income from all sources (including contributions)2021-12-31$7,645,624
Total of all expenses incurred2021-12-31$2,435,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,309,546
Value of total corrective distributions2021-12-31$21,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,977,921
Value of total assets at end of year2021-12-31$36,011,902
Value of total assets at beginning of year2021-12-31$30,822,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$104,054
Total interest from all sources2021-12-31$61,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,507,973
Participant contributions at end of year2021-12-31$525,615
Participant contributions at beginning of year2021-12-31$510,851
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$477,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,621
Administrative expenses (other) incurred2021-12-31$21,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,210,560
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,011,902
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,822,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$82,114
Value of interest in pooled separate accounts at end of year2021-12-31$32,879,147
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,729,432
Interest on participant loans2021-12-31$23,188
Interest earned on other investments2021-12-31$38,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,606,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,570,045
Net investment gain/loss from pooled separate accounts2021-12-31$3,605,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$992,593
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$10,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,309,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$614,355
Total income from all sources (including contributions)2020-12-31$8,623,420
Total of all expenses incurred2020-12-31$2,017,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,905,036
Expenses. Certain deemed distributions of participant loans2020-12-31$5,378
Value of total corrective distributions2020-12-31$27,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,303,754
Value of total assets at end of year2020-12-31$30,822,203
Value of total assets at beginning of year2020-12-31$24,830,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,530
Total interest from all sources2020-12-31$63,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,305,163
Participant contributions at end of year2020-12-31$510,851
Participant contributions at beginning of year2020-12-31$578,072
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$31,036
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$51,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,102
Administrative expenses (other) incurred2020-12-31$18,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,606,132
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,822,203
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,830,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,795
Value of interest in pooled separate accounts at end of year2020-12-31$27,729,432
Value of interest in pooled separate accounts at beginning of year2020-12-31$21,892,554
Interest on participant loans2020-12-31$26,749
Interest earned on other investments2020-12-31$36,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,570,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,303,809
Net investment gain/loss from pooled separate accounts2020-12-31$5,256,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$947,427
Employer contributions (assets) at end of year2020-12-31$10,254
Employer contributions (assets) at beginning of year2020-12-31$23,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,905,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2020-12-31222027092
2019 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$1,333,875
Total transfer of assets from this plan2019-12-31$1,610,641
Total income from all sources (including contributions)2019-12-31$7,307,369
Total of all expenses incurred2019-12-31$1,942,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,821,662
Value of total corrective distributions2019-12-31$48,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,380,374
Value of total assets at end of year2019-12-31$24,830,426
Value of total assets at beginning of year2019-12-31$19,742,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,527
Total interest from all sources2019-12-31$64,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,182,388
Participant contributions at end of year2019-12-31$578,072
Participant contributions at beginning of year2019-12-31$635,785
Participant contributions at end of year2019-12-31$31,036
Participant contributions at beginning of year2019-12-31$30,726
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$318,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,106
Administrative expenses (other) incurred2019-12-31$18,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,365,081
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,830,426
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,742,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$53,574
Value of interest in pooled separate accounts at end of year2019-12-31$21,892,554
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,957,133
Interest on participant loans2019-12-31$31,083
Interest earned on other investments2019-12-31$33,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,303,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,104,494
Net investment gain/loss from pooled separate accounts2019-12-31$3,862,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$879,956
Employer contributions (assets) at end of year2019-12-31$23,853
Employer contributions (assets) at beginning of year2019-12-31$12,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,821,662
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2019-12-31222027092
2018 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,281,704
Total transfer of assets from this plan2018-12-31$2,962,882
Total income from all sources (including contributions)2018-12-31$2,342,574
Total of all expenses incurred2018-12-31$2,661,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,527,416
Expenses. Certain deemed distributions of participant loans2018-12-31$61,033
Value of total corrective distributions2018-12-31$170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,062,322
Value of total assets at end of year2018-12-31$19,742,111
Value of total assets at beginning of year2018-12-31$21,741,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,389
Total interest from all sources2018-12-31$54,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,064,518
Participant contributions at end of year2018-12-31$635,785
Participant contributions at beginning of year2018-12-31$560,304
Participant contributions at end of year2018-12-31$30,726
Participant contributions at beginning of year2018-12-31$41,975
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$163,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$20,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-318,434
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,742,111
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,741,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$51,585
Value of interest in pooled separate accounts at end of year2018-12-31$16,957,133
Value of interest in pooled separate accounts at beginning of year2018-12-31$18,781,820
Interest on participant loans2018-12-31$26,556
Interest earned on other investments2018-12-31$28,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,104,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,336,513
Net investment gain/loss from pooled separate accounts2018-12-31$-774,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$834,018
Employer contributions (assets) at end of year2018-12-31$12,867
Employer contributions (assets) at beginning of year2018-12-31$21,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,527,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KSJG, LLP
Accountancy firm EIN2018-12-31953322166
2017 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$2,019,259
Total income from all sources (including contributions)2017-12-31$6,261,764
Total of all expenses incurred2017-12-31$1,834,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,722,666
Expenses. Certain deemed distributions of participant loans2017-12-31$48,802
Value of total corrective distributions2017-12-31$13,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,304,435
Value of total assets at end of year2017-12-31$21,741,723
Value of total assets at beginning of year2017-12-31$19,333,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,328
Total interest from all sources2017-12-31$48,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,804,098
Participant contributions at end of year2017-12-31$560,304
Participant contributions at beginning of year2017-12-31$665,976
Participant contributions at end of year2017-12-31$41,975
Participant contributions at beginning of year2017-12-31$21,748
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$708,699
Administrative expenses (other) incurred2017-12-31$22,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,427,715
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,741,723
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,333,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,317
Value of interest in pooled separate accounts at end of year2017-12-31$18,781,820
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,656,455
Interest on participant loans2017-12-31$24,164
Interest earned on other investments2017-12-31$24,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,336,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,942,168
Net investment gain/loss from pooled separate accounts2017-12-31$2,908,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$791,638
Employer contributions (assets) at end of year2017-12-31$21,111
Employer contributions (assets) at beginning of year2017-12-31$46,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,722,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KSJG, LLP
Accountancy firm EIN2017-12-31953322166
2016 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$1,273,594
Total income from all sources (including contributions)2016-12-31$4,122,733
Total of all expenses incurred2016-12-31$3,218,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,101,324
Expenses. Certain deemed distributions of participant loans2016-12-31$21,444
Value of total corrective distributions2016-12-31$2,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,137,376
Value of total assets at end of year2016-12-31$19,333,267
Value of total assets at beginning of year2016-12-31$19,703,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$93,724
Total interest from all sources2016-12-31$25,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,065,955
Participant contributions at end of year2016-12-31$665,976
Participant contributions at beginning of year2016-12-31$645,287
Participant contributions at end of year2016-12-31$21,748
Participant contributions at beginning of year2016-12-31$75,478
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$288,585
Other income not declared elsewhere2016-12-31$24,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$903,856
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,333,267
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,703,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$16,656,455
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,796,135
Interest on participant loans2016-12-31$25,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,942,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,156,721
Net investment gain/loss from pooled separate accounts2016-12-31$934,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$782,836
Employer contributions (assets) at end of year2016-12-31$46,920
Employer contributions (assets) at beginning of year2016-12-31$29,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,101,324
Contract administrator fees2016-12-31$93,724
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KUSHNER, SMITH, JOANOU, GREGSON
Accountancy firm EIN2016-12-31953322166
2015 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$807,503
Total transfer of assets from this plan2015-12-31$3,402,173
Total income from all sources (including contributions)2015-12-31$3,987,000
Total of all expenses incurred2015-12-31$2,307,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,089,162
Expenses. Certain deemed distributions of participant loans2015-12-31$109,988
Value of total corrective distributions2015-12-31$7,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,097,070
Value of total assets at end of year2015-12-31$19,703,005
Value of total assets at beginning of year2015-12-31$20,618,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$100,543
Total interest from all sources2015-12-31$29,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,474,818
Participant contributions at end of year2015-12-31$645,287
Participant contributions at beginning of year2015-12-31$709,286
Participant contributions at end of year2015-12-31$75,478
Participant contributions at beginning of year2015-12-31$30,995
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$616,200
Other income not declared elsewhere2015-12-31$24,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,679,588
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,703,005
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,618,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$16,796,135
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,976,299
Interest on participant loans2015-12-31$29,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,156,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,875,569
Net investment gain/loss from pooled separate accounts2015-12-31$-164,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,006,052
Employer contributions (assets) at end of year2015-12-31$29,384
Employer contributions (assets) at beginning of year2015-12-31$25,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,089,162
Contract administrator fees2015-12-31$100,543
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KUSHNER, SMITH, JOANOU, GREGSON
Accountancy firm EIN2015-12-31953322166
2014 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$368,809
Total transfer of assets from this plan2014-12-31$940,370
Total income from all sources (including contributions)2014-12-31$4,631,940
Total of all expenses incurred2014-12-31$1,587,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,408,070
Expenses. Certain deemed distributions of participant loans2014-12-31$72,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,334,422
Value of total assets at end of year2014-12-31$20,618,087
Value of total assets at beginning of year2014-12-31$18,145,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$107,312
Total interest from all sources2014-12-31$28,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,852,204
Participant contributions at end of year2014-12-31$709,286
Participant contributions at beginning of year2014-12-31$651,972
Participant contributions at end of year2014-12-31$30,995
Participant contributions at beginning of year2014-12-31$32,149
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$697,277
Other income not declared elsewhere2014-12-31$25,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,044,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,618,087
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,145,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$17,976,299
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,602,425
Interest on participant loans2014-12-31$28,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,875,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,837,042
Net investment gain/loss from pooled separate accounts2014-12-31$1,243,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$784,941
Employer contributions (assets) at end of year2014-12-31$25,938
Employer contributions (assets) at beginning of year2014-12-31$21,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,408,070
Contract administrator fees2014-12-31$107,312
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KUSHNER, SMITH, JOANOU, GREGSON
Accountancy firm EIN2014-12-31953322166
2013 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan2013-12-31$62,303
Total income from all sources (including contributions)2013-12-31$5,393,184
Total of all expenses incurred2013-12-31$1,367,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,244,429
Expenses. Certain deemed distributions of participant loans2013-12-31$29,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,628,766
Value of total assets at end of year2013-12-31$18,145,514
Value of total assets at beginning of year2013-12-31$14,182,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$93,869
Total interest from all sources2013-12-31$23,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,570,262
Participant contributions at end of year2013-12-31$651,972
Participant contributions at beginning of year2013-12-31$570,574
Participant contributions at end of year2013-12-31$32,149
Participant contributions at beginning of year2013-12-31$39,569
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$396,607
Other income not declared elsewhere2013-12-31$12,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,025,386
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,145,514
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,182,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$15,602,425
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,741,841
Interest on participant loans2013-12-31$23,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,837,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,817,207
Net investment gain/loss from pooled separate accounts2013-12-31$2,727,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$661,897
Employer contributions (assets) at end of year2013-12-31$21,926
Employer contributions (assets) at beginning of year2013-12-31$13,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,244,429
Contract administrator fees2013-12-31$93,869
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KUSHNER SMITH JOANOU & GREGSON LLP
Accountancy firm EIN2013-12-31953322166
2012 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$2,248,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,799,364
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,770,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,554,248
Expenses. Certain deemed distributions of participant loans2012-12-31$126,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,186,065
Value of total assets at end of year2012-12-31$14,182,431
Value of total assets at beginning of year2012-12-31$14,402,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$89,393
Total interest from all sources2012-12-31$18,753
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,298,061
Participant contributions at end of year2012-12-31$570,574
Participant contributions at beginning of year2012-12-31$489,463
Participant contributions at end of year2012-12-31$39,569
Participant contributions at beginning of year2012-12-31$33,012
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$319,130
Other income not declared elsewhere2012-12-31$34,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,029,290
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,182,431
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,402,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$11,741,841
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,306,765
Interest on participant loans2012-12-31$18,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,817,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,556,671
Net investment gain/loss from pooled separate accounts2012-12-31$1,560,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$568,874
Employer contributions (assets) at end of year2012-12-31$13,240
Employer contributions (assets) at beginning of year2012-12-31$16,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,554,248
Contract administrator fees2012-12-31$89,393
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KUSHNER, SMITH, JOANOU AND GREGSON
Accountancy firm EIN2012-12-31953322166
2011 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$36,354
Total transfer of assets from this plan2011-12-31$585,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,266,506
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,329,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,120,769
Expenses. Certain deemed distributions of participant loans2011-12-31$86,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,426,867
Value of total assets at end of year2011-12-31$14,402,046
Value of total assets at beginning of year2011-12-31$14,013,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$122,376
Total interest from all sources2011-12-31$22,404
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,538,655
Participant contributions at end of year2011-12-31$489,463
Participant contributions at beginning of year2011-12-31$492,284
Participant contributions at end of year2011-12-31$33,012
Participant contributions at beginning of year2011-12-31$44,409
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$422,041
Other income not declared elsewhere2011-12-31$56,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$937,241
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,402,046
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,013,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$11,306,765
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,185,310
Interest on participant loans2011-12-31$22,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,556,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,283,298
Net investment gain/loss from pooled separate accounts2011-12-31$-239,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$466,171
Employer contributions (assets) at end of year2011-12-31$16,135
Employer contributions (assets) at beginning of year2011-12-31$8,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,120,769
Contract administrator fees2011-12-31$122,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KUSHNER, SMITH, JOANOU AND GREGSON
Accountancy firm EIN2011-12-31953322166
2010 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,088,504
Total transfer of assets from this plan2010-12-31$1,223,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,113,589
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,054,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,932,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,767,075
Value of total assets at end of year2010-12-31$14,013,860
Value of total assets at beginning of year2010-12-31$13,090,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$121,722
Total interest from all sources2010-12-31$18,332
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,330,883
Participant contributions at end of year2010-12-31$492,284
Participant contributions at beginning of year2010-12-31$426,367
Participant contributions at end of year2010-12-31$44,409
Participant contributions at beginning of year2010-12-31$35,250
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,192
Other income not declared elsewhere2010-12-31$66,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,059,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,013,860
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,090,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$11,185,310
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,836,894
Interest on participant loans2010-12-31$18,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,283,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,764,802
Net investment gain/loss from pooled separate accounts2010-12-31$1,262,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$397,000
Employer contributions (assets) at end of year2010-12-31$8,559
Employer contributions (assets) at beginning of year2010-12-31$26,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,932,803
Contract administrator fees2010-12-31$121,722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KSJG
Accountancy firm EIN2010-12-31953322166
2009 : KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN

2022: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KTIMEHR PROFIT SHARING AND RETIREMENT SAVINGS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered478
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered568
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered566
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered570
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered497
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered568
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,538
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,895
Insurance broker organization code?3
Insurance broker nameSPIRE INSURANCE AGENCY, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063-000
Policy instance 1
Insurance contract or identification number932063-000
Number of Individuals Covered611
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $52,813
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,329
Insurance broker organization code?3
Insurance broker nameSPIRE INSURANCE AGENCY, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063-000
Policy instance 1
Insurance contract or identification number932063-000
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $46,025
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,052
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE AGENCY SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063-000
Policy instance 1
Insurance contract or identification number932063-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $38,555
Commission paid to Insurance BrokerUSD $13,494
Insurance broker organization code?3
Insurance broker nameJHW FINANCIAL SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered1055
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,566
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $22,468
Insurance broker organization code?3
Insurance broker nameGIRARD SECURITIES INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered1528
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $33,971
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932063
Policy instance 1
Insurance contract or identification number932063
Number of Individuals Covered1267
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31,695
Total amount of fees paid to insurance companyUSD $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 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?Yes
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 $20,602
Insurance broker organization code?3
Insurance broker nameGIRARD SECURITIES INC

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