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KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:KENDALL HOUSE, INC.
Employer identification number (EIN):341027593
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Additional information about KENDALL HOUSE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1968-07-03
Company Identification Number: 373370
Legal Registered Office Address: PO BOX 389
-
MASSILLON
United States of America (USA)
44648

More information about KENDALL HOUSE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK LAMBOS2023-09-26
0012021-01-01MARK LAMBOS2022-09-26
0012020-01-01MARK LAMBOS2021-10-11
0012019-01-01MARK LAMBOS2020-10-15
0012018-01-01MARK LAMBOS2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01MARK LAMBOS
0012014-01-01TONY LAMBOS
0012013-01-01TONY LAMBOS
0012012-01-01TONY LAMBOS
0012011-01-01TONY LAMBOS TONY LAMBOS2012-10-12
0012010-01-01GEORGE LAMBOS
0012009-01-01GEORGE LAMBOS

Plan Statistics for KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01292
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01313
Number of participants with account balances2022-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01246
Total number of active participants reported on line 7a of the Form 55002021-01-01306
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01326
Number of participants with account balances2021-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01578
Total number of active participants reported on line 7a of the Form 55002020-01-01240
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01244
Number of participants with account balances2020-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01313
Total number of active participants reported on line 7a of the Form 55002019-01-01555
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01578
Number of participants with account balances2019-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01296
Total number of active participants reported on line 7a of the Form 55002018-01-01296
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01313
Number of participants with account balances2018-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01249
Total number of active participants reported on line 7a of the Form 55002017-01-01272
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01296
Number of participants with account balances2017-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01318
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01249
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01309
Total number of active participants reported on line 7a of the Form 55002015-01-01296
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01318
Number of participants with account balances2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01205
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01188
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01191
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01192
Number of participants with account balances2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-01150
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01183
Number of participants with account balances2012-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01178
Number of participants with account balances2011-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01163
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0152
Total of all active and inactive participants2010-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01216
Number of participants with account balances2010-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01194
Total number of active participants reported on line 7a of the Form 55002009-01-01161
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01212
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-215,771
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$165,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$148,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$245,810
Value of total assets at end of year2022-12-31$2,186,224
Value of total assets at beginning of year2022-12-31$2,567,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,514
Total interest from all sources2022-12-31$2,375
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$31,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$31,221
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$145,243
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-381,426
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,186,224
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,567,650
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,879,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,302,166
Interest earned on other investments2022-12-31$2,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$306,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$265,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-495,177
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$100,567
Employer contributions (assets) at end of year2022-12-31$0
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$148,141
Contract administrator fees2022-12-31$17,514
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 name2022-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2022-12-31341797763
2021 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$568,984
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,640,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,620,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$200,267
Value of total assets at end of year2021-12-31$2,567,650
Value of total assets at beginning of year2021-12-31$3,639,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,124
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$45,782
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$117,080
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,072,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,567,650
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,639,659
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,302,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,757,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$265,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$877,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$322,935
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$83,187
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,620,869
Contract administrator fees2021-12-31$20,124
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 name2021-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2021-12-31341797763
2020 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$690,859
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,020,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,999,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$178,752
Value of total assets at end of year2020-12-31$3,639,659
Value of total assets at beginning of year2020-12-31$4,969,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,836
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$38,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$38,740
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$108,529
Participant contributions at end of year2020-12-31$2,540
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,329,998
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,639,659
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,969,657
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,757,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,580,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$877,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,388,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$473,367
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$70,223
Employer contributions (assets) at end of year2020-12-31$1,864
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,999,021
Contract administrator fees2020-12-31$21,836
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 name2020-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31341797763
2019 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$970,480
Total income from all sources (including contributions)2019-12-31$970,480
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$334,496
Total of all expenses incurred2019-12-31$334,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$310,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$310,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$208,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$208,731
Value of total assets at end of year2019-12-31$4,969,657
Value of total assets at end of year2019-12-31$4,969,657
Value of total assets at beginning of year2019-12-31$4,333,673
Value of total assets at beginning of year2019-12-31$4,333,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,613
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$58,093
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$58,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$58,093
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$58,093
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$126,190
Contributions received from participants2019-12-31$126,190
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
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$635,984
Value of net income/loss2019-12-31$635,984
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,969,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,969,657
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,333,673
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,333,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,580,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,486,600
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,486,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,388,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,388,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$847,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$847,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$703,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$703,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$82,541
Contributions received in cash from employer2019-12-31$82,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$310,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$310,883
Contract administrator fees2019-12-31$23,613
Contract administrator fees2019-12-31$23,613
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm name2019-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31341797763
Accountancy firm EIN2019-12-31341797763
2018 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$11,228
Total of all expenses incurred2018-12-31$94,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$94,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$227,661
Value of total assets at end of year2018-12-31$4,333,673
Value of total assets at beginning of year2018-12-31$4,416,664
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$50,000
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$129,222
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,208
Other income not declared elsewhere2018-12-31$5,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-82,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,333,673
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,416,664
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
Value of interest in pooled separate accounts at end of year2018-12-31$3,486,600
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,597,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$847,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$819,480
Net investment gain/loss from pooled separate accounts2018-12-31$-221,627
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$84,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$94,219
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 name2018-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341797763
2017 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,594
Total income from all sources (including contributions)2017-12-31$753,552
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$278,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$270,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$193,850
Value of total assets at end of year2017-12-31$4,416,664
Value of total assets at beginning of year2017-12-31$3,943,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,033
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$488
Administrative expenses professional fees incurred2017-12-31$8,033
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$112,592
Participant contributions at beginning of year2017-12-31$1,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,366
Liabilities. Value of operating payables at beginning of year2017-12-31$1,594
Total non interest bearing cash at beginning of year2017-12-31$1,594
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$474,586
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,416,664
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,942,078
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,030,819
Value of interest in pooled separate accounts at end of year2017-12-31$3,597,184
Value of interest in common/collective trusts at beginning of year2017-12-31$907,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$819,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$40,390
Net investment gain/loss from pooled separate accounts2017-12-31$518,824
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$81,258
Employer contributions (assets) at beginning of year2017-12-31$909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$270,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341797763
2016 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$529
Total income from all sources (including contributions)2016-12-31$442,561
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$83,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$61,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$190,625
Value of total assets at end of year2016-12-31$3,943,672
Value of total assets at beginning of year2016-12-31$3,583,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,594
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$90,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$90,399
Administrative expenses professional fees incurred2016-12-31$18,840
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$109,860
Participant contributions at end of year2016-12-31$1,142
Participant contributions at beginning of year2016-12-31$1,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$894
Liabilities. Value of operating payables at end of year2016-12-31$1,594
Liabilities. Value of operating payables at beginning of year2016-12-31$529
Total non interest bearing cash at end of year2016-12-31$1,594
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$358,826
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,942,078
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,583,252
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
Investment advisory and management fees2016-12-31$3,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,030,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,978,356
Value of interest in common/collective trusts at end of year2016-12-31$907,842
Value of interest in common/collective trusts at beginning of year2016-12-31$602,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$161,537
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$80,765
Employer contributions (assets) at end of year2016-12-31$909
Employer contributions (assets) at beginning of year2016-12-31$1,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$61,141
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 name2016-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2016-12-31341797763
2015 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$191,122
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$132,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$105,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$180,567
Value of total assets at end of year2015-12-31$3,583,781
Value of total assets at beginning of year2015-12-31$3,524,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,214
Total interest from all sources2015-12-31$67
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$105,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$105,221
Administrative expenses professional fees incurred2015-12-31$4,406
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$102,697
Participant contributions at end of year2015-12-31$1,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$855
Administrative expenses (other) incurred2015-12-31$21,808
Liabilities. Value of operating payables at end of year2015-12-31$529
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$59,094
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,583,252
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,524,158
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$2,978,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,931,989
Interest earned on other investments2015-12-31$67
Value of interest in common/collective trusts at end of year2015-12-31$602,063
Value of interest in common/collective trusts at beginning of year2015-12-31$591,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-94,733
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$77,870
Employer contributions (assets) at end of year2015-12-31$1,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$105,814
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 name2015-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31341797763
2014 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$363,125
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$174,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$151,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$157,508
Value of total assets at end of year2014-12-31$3,524,158
Value of total assets at beginning of year2014-12-31$3,335,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,064
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$119,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$119,182
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$90,227
Participant contributions at beginning of year2014-12-31$581
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$707
Other income not declared elsewhere2014-12-31$459
Administrative expenses (other) incurred2014-12-31$18,808
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$188,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,524,158
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,335,857
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
Investment advisory and management fees2014-12-31$4,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,931,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,727,894
Value of interest in common/collective trusts at end of year2014-12-31$591,314
Value of interest in common/collective trusts at beginning of year2014-12-31$606,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$86,022
Net investment gain or loss from common/collective trusts2014-12-31$-46
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$67,281
Employer contributions (assets) at beginning of year2014-12-31$458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$151,760
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 name2014-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341797763
2013 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$842,169
Total loss/gain on sale of assets2013-12-31$149,964
Total of all expenses incurred2013-12-31$2,612,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,585,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$154,575
Value of total assets at end of year2013-12-31$3,335,857
Value of total assets at beginning of year2013-12-31$5,106,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,383
Total interest from all sources2013-12-31$2,030
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$102,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,954
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$87,775
Participant contributions at end of year2013-12-31$581
Participant contributions at beginning of year2013-12-31$3,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,086
Administrative expenses (other) incurred2013-12-31$24,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,770,669
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,335,857
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,106,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
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
Investment advisory and management fees2013-12-31$3,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,727,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,142,082
Income. Interest from US Government securities2013-12-31$1,985
Value of interest in common/collective trusts at end of year2013-12-31$606,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$183,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$183,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$45
Asset value of US Government securities at beginning of year2013-12-31$403,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$431,714
Net investment gain or loss from common/collective trusts2013-12-31$1,813
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$66,800
Employer contributions (assets) at end of year2013-12-31$458
Employer contributions (assets) at beginning of year2013-12-31$2,348
Income. Dividends from common stock2013-12-31$11,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,585,455
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,369,034
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
Aggregate proceeds on sale of assets2013-12-31$2,071,511
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,921,547
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 name2013-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31341797763
2012 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$110,685
Total unrealized appreciation/depreciation of assets2012-12-31$110,685
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$656,910
Total loss/gain on sale of assets2012-12-31$1,916
Total of all expenses incurred2012-12-31$118,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$87,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$147,514
Value of total assets at end of year2012-12-31$5,106,526
Value of total assets at beginning of year2012-12-31$4,567,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,759
Total interest from all sources2012-12-31$6,714
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$147,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$113,545
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$83,845
Participant contributions at end of year2012-12-31$3,140
Participant contributions at beginning of year2012-12-31$1,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,012
Other income not declared elsewhere2012-12-31$65
Administrative expenses (other) incurred2012-12-31$28,158
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$538,638
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,106,526
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,567,888
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
Investment advisory and management fees2012-12-31$2,601
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,142,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,760,749
Income. Interest from US Government securities2012-12-31$6,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$183,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$54,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$54,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$40
Asset value of US Government securities at end of year2012-12-31$403,076
Asset value of US Government securities at beginning of year2012-12-31$551,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$242,699
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$63,669
Employer contributions (assets) at end of year2012-12-31$2,348
Employer contributions (assets) at beginning of year2012-12-31$780
Income. Dividends from common stock2012-12-31$33,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$87,513
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,369,034
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,195,496
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
Aggregate proceeds on sale of assets2012-12-31$378,052
Aggregate carrying amount (costs) on sale of assets2012-12-31$376,136
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341797763
2011 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-5,018
Total unrealized appreciation/depreciation of assets2011-12-31$-5,018
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$126,148
Total loss/gain on sale of assets2011-12-31$2,120
Total of all expenses incurred2011-12-31$51,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$132,741
Value of total assets at end of year2011-12-31$4,567,888
Value of total assets at beginning of year2011-12-31$4,493,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,702
Total interest from all sources2011-12-31$6,392
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$104,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$76,856
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$76,581
Participant contributions at end of year2011-12-31$1,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,739
Administrative expenses (other) incurred2011-12-31$26,702
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$74,327
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,567,888
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,493,561
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,760,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,647,942
Income. Interest from US Government securities2011-12-31$6,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$54,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$166,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$166,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$232
Asset value of US Government securities at end of year2011-12-31$551,519
Asset value of US Government securities at beginning of year2011-12-31$472,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-114,860
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$56,160
Employer contributions (assets) at end of year2011-12-31$780
Income. Dividends from common stock2011-12-31$27,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,119
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,195,496
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,203,019
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
Aggregate proceeds on sale of assets2011-12-31$575,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$572,880
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 name2011-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341797763
2010 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$92,854
Total unrealized appreciation/depreciation of assets2010-12-31$92,854
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$548,852
Total loss/gain on sale of assets2010-12-31$220
Total of all expenses incurred2010-12-31$126,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$106,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$115,169
Value of total assets at end of year2010-12-31$4,493,561
Value of total assets at beginning of year2010-12-31$4,071,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,341
Total interest from all sources2010-12-31$13,611
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$73,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$48,526
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$67,837
Participant contributions at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,268
Administrative expenses (other) incurred2010-12-31$19,341
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$422,548
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,493,561
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,071,013
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,647,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,151,255
Income. Interest from US Government securities2010-12-31$13,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$166,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$32,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$32,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$399
Asset value of US Government securities at end of year2010-12-31$472,931
Asset value of US Government securities at beginning of year2010-12-31$735,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$253,690
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$47,332
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$24,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$106,963
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,203,019
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,145,892
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
Aggregate proceeds on sale of assets2010-12-31$938,215
Aggregate carrying amount (costs) on sale of assets2010-12-31$937,995
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 name2010-12-31R.D. ALLISON & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341797763
2009 : KENDALL HOUSE, INC. 401(K) PROFIT SHARING 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 KENDALL HOUSE, INC. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513270-000
Policy instance 1
Insurance contract or identification number513270-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513270-000
Policy instance 1
Insurance contract or identification number513270-000
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513270-000
Policy instance 1
Insurance contract or identification number513270-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,665
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,665
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513270-000
Policy instance 1
Insurance contract or identification number513270-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,786
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,786
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807824-000
Policy instance 1
Insurance contract or identification number807824-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,674
Total amount of fees paid to insurance companyUSD $7
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,674
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number807824-000
Policy instance 1
Insurance contract or identification number807824-000
Number of Individuals Covered296
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,361
Total amount of fees paid to insurance companyUSD $2,081
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?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 $11,361
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance broker0
Insurance broker nameHUNTINGTON NATIONAL BANK

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