401k Plan data: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN plan

KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN
Plan identification number	001

KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

KOLY & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: KOLY & COMPANY, INC.

Employer identification number (EIN): 341818435

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID KOLY 2023-09-14
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID KOLY DAVID KOLY 2018-08-31
001 2016-01-01 DAVID KOLY DAVID KOLY 2017-07-28
001 2015-01-01 DAVID KOLY DAVID KOLY 2016-05-31
001 2014-01-01 DAVID KOLY DAVID KOLY 2015-07-07
001 2013-01-01 DAVID KOLY DAVID KOLY 2014-07-22
001 2012-01-01 DAVID KOLY DAVID KOLY 2013-10-09
001 2011-01-01 DAVID KOLY
001 2009-01-01 DAVID KOLY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID KOLY	2023-09-14
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID KOLY		DAVID KOLY	2018-08-31
001	2016-01-01	DAVID KOLY		DAVID KOLY	2017-07-28
001	2015-01-01	DAVID KOLY		DAVID KOLY	2016-05-31
001	2014-01-01	DAVID KOLY		DAVID KOLY	2015-07-07
001	2013-01-01	DAVID KOLY		DAVID KOLY	2014-07-22
001	2012-01-01	DAVID KOLY		DAVID KOLY	2013-10-09
001	2011-01-01	DAVID KOLY
001	2009-01-01	DAVID KOLY

Plan Statistics for KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2022: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2022 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-11-30	$-574,256
Expenses. Total of all expenses incurred	2022-11-30	$2,644,859
Benefits paid (including direct rollovers)	2022-11-30	$2,644,834
Total plan assets at end of year	2022-11-30	$0
Total plan assets at beginning of year	2022-11-30	$3,219,115
Value of fidelity bond covering the plan	2022-11-30	$320,000
Other income received	2022-11-30	$-574,256
Net income (gross income less expenses)	2022-11-30	$-3,219,115
Net plan assets at end of year (total assets less liabilities)	2022-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-11-30	$3,219,115
Expenses. Administrative service providers (salaries,fees and commissions)	2022-11-30	$25
2021 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$905,482
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$3,219,115
Total plan assets at beginning of year	2021-12-31	$2,313,633
Value of fidelity bond covering the plan	2021-12-31	$320,000
Other income received	2021-12-31	$835,548
Net income (gross income less expenses)	2021-12-31	$905,482
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,219,115
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,313,633
Total contributions received or receivable from employer(s)	2021-12-31	$69,934
2020 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$597,079
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,313,633
Total plan assets at beginning of year	2020-12-31	$1,716,554
Value of fidelity bond covering the plan	2020-12-31	$250,000
Contributions received from other sources (not participants or employers)	2020-12-31	$72,814
Other income received	2020-12-31	$454,440
Net income (gross income less expenses)	2020-12-31	$597,079
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,313,633
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,716,554
Total contributions received or receivable from employer(s)	2020-12-31	$69,825
2019 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$492,942
Expenses. Total of all expenses incurred	2019-12-31	$6,769
Benefits paid (including direct rollovers)	2019-12-31	$6,769
Total plan assets at end of year	2019-12-31	$1,716,554
Total plan assets at beginning of year	2019-12-31	$1,230,381
Value of fidelity bond covering the plan	2019-12-31	$200,000
Other income received	2019-12-31	$430,151
Net income (gross income less expenses)	2019-12-31	$486,173
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,716,554
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,230,381
Total contributions received or receivable from employer(s)	2019-12-31	$62,791
2018 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-9,240
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,230,381
Total plan assets at beginning of year	2018-12-31	$1,239,621
Value of fidelity bond covering the plan	2018-12-31	$150,000
Other income received	2018-12-31	$-79,951
Net income (gross income less expenses)	2018-12-31	$-9,240
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,230,381
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,239,621
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$29,810
Total contributions received or receivable from employer(s)	2018-12-31	$70,711
2017 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$302,324
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,239,621
Total plan assets at beginning of year	2017-12-31	$937,297
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$235,024
Net income (gross income less expenses)	2017-12-31	$302,324
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,239,621
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$937,297
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$32,020
Total contributions received or receivable from employer(s)	2017-12-31	$67,300
2016 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$145,894
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$937,297
Total plan assets at beginning of year	2016-12-31	$791,403
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$82,297
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$145,894
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$937,297
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$791,403
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$27,030
Total contributions received or receivable from employer(s)	2016-12-31	$63,597
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$5,192
Expenses. Total of all expenses incurred	2015-12-31	$920
Benefits paid (including direct rollovers)	2015-12-31	$920
Total plan assets at end of year	2015-12-31	$791,403
Total plan assets at beginning of year	2015-12-31	$787,131
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-59,950
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$4,272
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$791,403
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$787,131
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$14,620
Total contributions received or receivable from employer(s)	2015-12-31	$65,142
2014 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$139,705
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$787,131
Total plan assets at beginning of year	2014-12-31	$647,426
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$7,556
Other income received	2014-12-31	$74,741
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$139,705
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$787,131
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$647,426
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$57,408
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$123,863
Expenses. Total of all expenses incurred	2013-12-31	$72,943
Benefits paid (including direct rollovers)	2013-12-31	$71,498
Total plan assets at end of year	2013-12-31	$647,426
Total plan assets at beginning of year	2013-12-31	$596,506
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$67,548
Net income (gross income less expenses)	2013-12-31	$50,920
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$647,426
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$596,506
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$8,066
Total contributions received or receivable from employer(s)	2013-12-31	$56,315
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$110,605
Expenses. Total of all expenses incurred	2012-12-31	$15
Total plan assets at end of year	2012-12-31	$596,506
Total plan assets at beginning of year	2012-12-31	$485,916
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$54,180
Net income (gross income less expenses)	2012-12-31	$110,590
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$596,506
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$485,916
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$40,093
Total contributions received or receivable from employer(s)	2012-12-31	$56,425
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15
2011 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-17,582
Expenses. Total of all expenses incurred	2011-12-31	$1,297
Benefits paid (including direct rollovers)	2011-12-31	$624
Total plan assets at end of year	2011-12-31	$485,916
Total plan assets at beginning of year	2011-12-31	$504,795
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$-17,582
Net income (gross income less expenses)	2011-12-31	$-18,879
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$485,916
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$504,795
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$39,324
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$673
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$102,355
Expenses. Total of all expenses incurred	2010-12-31	$1,601
Benefits paid (including direct rollovers)	2010-12-31	$1,526
Total plan assets at end of year	2010-12-31	$504,795
Total plan assets at beginning of year	2010-12-31	$404,041
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$41,313
Net income (gross income less expenses)	2010-12-31	$100,754
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$504,795
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$404,041
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$16,091
Total contributions received or receivable from employer(s)	2010-12-31	$61,042
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN

2022: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KOLY & COMPANY, INC. EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

IP100309

Policy instance

Insurance contract or identification number	IP100309
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12
Insurance broker organization code?	3
Insurance broker name	MICHAEL R. KOLY

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

IP100309

Policy instance

Insurance contract or identification number	IP100309
Number of Individuals Covered	4
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $23
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $23
Insurance broker organization code?	3
Insurance broker name	MICHAEL R. KOLY

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

IP100309

Policy instance

Insurance contract or identification number	IP100309
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

IP100309

Policy instance

Insurance contract or identification number	IP100309
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $432
Total amount of fees paid to insurance company	USD $0

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Company Name:	KOLY & COMPANY, INC.
Employer identification number (EIN):	341818435
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants