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KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameKROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:KROESCHELL, INC.
Employer identification number (EIN):361343970
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GREG SALZMAN2023-09-28
0022021-01-01GREG SALZMAN2022-09-27
0022020-01-01GREG SALZMAN2021-10-13
0022019-01-01
0022018-01-01DAVE STAVROPOULOS2019-10-04
0022017-01-01
0022016-01-01GARY FINIGAN
0022015-01-01GARY FINIGAN
0022014-01-01GARY FINIGAN
0022013-01-01GARY FINIGAN
0022012-01-01GARY FINIGAN
0022011-01-01GARY FINIGAN
0022010-01-01GARY FINIGAN
0022009-01-01GARY FINIGAN
0022009-01-01CHUCK WHITE
0022009-01-01GARY FINIGAN

Plan Statistics for KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-0180
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01100
Number of participants with account balances2022-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01142
Number of participants with account balances2021-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01216
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01187
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01205
Number of participants with account balances2019-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01240
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01205
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01167
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01212
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01198
Number of participants with account balances2016-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01207
Number of participants with account balances2015-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01225
Total number of active participants reported on line 7a of the Form 55002014-01-01174
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01200
Number of participants with account balances2014-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01244
Total number of active participants reported on line 7a of the Form 55002013-01-01166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01203
Number of participants with account balances2013-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01235
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01218
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01215
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01206
Number of participants with account balances2011-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01256
Total number of active participants reported on line 7a of the Form 55002010-01-01148
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0160
Total of all active and inactive participants2010-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01208
Number of participants with account balances2010-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01285
Total number of active participants reported on line 7a of the Form 55002009-01-01146
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-0187
Total of all active and inactive participants2009-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01246
Number of participants with account balances2009-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$358,001
Total unrealized appreciation/depreciation of assets2022-12-31$358,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,584
Total income from all sources (including contributions)2022-12-31$359,137
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$766,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$766,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$8,478,809
Value of total assets at beginning of year2022-12-31$8,891,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$1,136
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$559,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-407,147
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,472,278
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,879,425
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 bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$976,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,187,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,187,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,136
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
Assets. Invements in employer securities at end of year2022-12-31$7,502,318
Assets. Invements in employer securities at beginning of year2022-12-31$7,144,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$766,284
Liabilities. Value of benefit claims payable at end of year2022-12-31$6,531
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$11,584
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 name2022-12-31PKF MUELLER
Accountancy firm EIN2022-12-31362658780
2021 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,402,171
Total unrealized appreciation/depreciation of assets2021-12-31$1,402,171
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,584
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$3,130,888
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,964,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,964,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,498
Value of total assets at end of year2021-12-31$8,891,009
Value of total assets at beginning of year2021-12-31$7,713,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,727,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$559,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,166,068
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,879,425
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,713,357
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,187,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$23
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
Assets. Invements in employer securities at end of year2021-12-31$7,144,317
Assets. Invements in employer securities at beginning of year2021-12-31$7,705,458
Contributions received in cash from employer2021-12-31$1,498
Income. Dividends from common stock2021-12-31$1,727,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,964,820
Liabilities. Value of benefit claims payable at end of year2021-12-31$11,584
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF MUELLER
Accountancy firm EIN2021-12-31362658780
2020 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$123,262
Total unrealized appreciation/depreciation of assets2020-12-31$123,262
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$13,399
Total income from all sources (including contributions)2020-12-31$524,050
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,091,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,091,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$400,788
Value of total assets at end of year2020-12-31$7,713,357
Value of total assets at beginning of year2020-12-31$8,294,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$37
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-567,436
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,713,357
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,280,793
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$7,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$21,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$21,335
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
Assets. Invements in employer securities at end of year2020-12-31$7,705,458
Assets. Invements in employer securities at beginning of year2020-12-31$8,272,857
Contributions received in cash from employer2020-12-31$400,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,091,449
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$13,399
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2020-12-31271170185
2019 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$660,955
Total unrealized appreciation/depreciation of assets2019-12-31$660,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$32,650
Total income from all sources (including contributions)2019-12-31$1,089,766
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$622,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$622,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$428,556
Value of total assets at end of year2019-12-31$8,294,192
Value of total assets at beginning of year2019-12-31$7,846,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$255
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$13,303
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$467,117
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,280,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,813,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$21,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$8,272,857
Assets. Invements in employer securities at beginning of year2019-12-31$7,805,995
Contributions received in cash from employer2019-12-31$428,556
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$32,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$622,649
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,399
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$19,347
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2019-12-31271170185
2018 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,231,844
Total unrealized appreciation/depreciation of assets2018-12-31$1,231,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$32,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$463,428
Expenses. Interest paid2018-12-31$13,303
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$13,303
Total income from all sources (including contributions)2018-12-31$1,730,337
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,662,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,648,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$496,078
Value of total assets at end of year2018-12-31$7,846,326
Value of total assets at beginning of year2018-12-31$8,209,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$247
Total interest from all sources2018-12-31$2,415
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$13,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$247
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$68,064
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,813,676
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,745,612
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 bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$896,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$896,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,415
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
Assets. Invements in employer securities at end of year2018-12-31$7,805,995
Assets. Invements in employer securities at beginning of year2018-12-31$7,312,500
Contributions received in cash from employer2018-12-31$496,078
Employer contributions (assets) at end of year2018-12-31$32,650
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,648,723
Liabilities. Value of benefit claims payable at end of year2018-12-31$19,347
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$463,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2018-12-31271170185
2017 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$78,671
Total unrealized appreciation/depreciation of assets2017-12-31$78,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$463,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,098
Total income from all sources (including contributions)2017-12-31$616,727
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$475,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$475,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$536,572
Value of total assets at end of year2017-12-31$8,209,040
Value of total assets at beginning of year2017-12-31$7,606,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,484
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$785,986
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$141,323
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,745,612
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,604,289
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$896,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,484
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
Assets. Invements in employer securities at end of year2017-12-31$7,312,500
Assets. Invements in employer securities at beginning of year2017-12-31$6,770,401
Contributions received in cash from employer2017-12-31$536,572
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$475,404
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,098
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$463,428
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2017-12-31271170185
2016 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$246,666
Total unrealized appreciation/depreciation of assets2016-12-31$246,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2
Total income from all sources (including contributions)2016-12-31$896,666
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$545,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$545,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$650,000
Value of total assets at end of year2016-12-31$7,606,387
Value of total assets at beginning of year2016-12-31$7,253,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,293
Total non interest bearing cash at end of year2016-12-31$785,986
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$350,953
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,604,289
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,253,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$982,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$982,583
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
Assets. Invements in employer securities at end of year2016-12-31$6,770,401
Assets. Invements in employer securities at beginning of year2016-12-31$6,268,462
Contributions received in cash from employer2016-12-31$650,000
Employer contributions (assets) at end of year2016-12-31$50,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$545,713
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,098
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2016-12-31271170185
2015 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$18,762
Total unrealized appreciation/depreciation of assets2015-12-31$18,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,580
Total income from all sources (including contributions)2015-12-31$847,870
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$233,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$233,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$829,108
Value of total assets at end of year2015-12-31$7,253,338
Value of total assets at beginning of year2015-12-31$6,663,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$401,358
Value of net income/loss2015-12-31$614,520
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,253,336
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,638,816
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$982,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$86,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$86,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$6,268,462
Assets. Invements in employer securities at beginning of year2015-12-31$5,827,145
Contributions received in cash from employer2015-12-31$427,750
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$233,350
Liabilities. Value of benefit claims payable at end of year2015-12-31$2
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$24,580
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DEMARCO SCIACCOTTA WILKENS & DUNLEA
Accountancy firm EIN2015-12-31271170185
2014 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$563,030
Total unrealized appreciation/depreciation of assets2014-12-31$563,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2
Total income from all sources (including contributions)2014-12-31$1,332,743
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$676,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$676,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$769,713
Value of total assets at end of year2014-12-31$6,663,396
Value of total assets at beginning of year2014-12-31$5,982,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
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$656,047
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,638,816
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,982,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$86,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$510,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$510,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$5,827,145
Assets. Invements in employer securities at beginning of year2014-12-31$5,264,115
Contributions received in cash from employer2014-12-31$769,713
Employer contributions (assets) at end of year2014-12-31$750,000
Employer contributions (assets) at beginning of year2014-12-31$208,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$676,696
Liabilities. Value of benefit claims payable at end of year2014-12-31$24,580
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PIERCE, RIESBECK & ASSOCIATES
Accountancy firm EIN2014-12-31363542307
2013 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$678,496
Total unrealized appreciation/depreciation of assets2013-12-31$678,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2
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$1,461,783
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,044,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,044,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$783,287
Value of total assets at end of year2013-12-31$5,982,771
Value of total assets at beginning of year2013-12-31$5,565,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
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$417,301
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,982,769
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,565,468
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$510,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$979,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$979,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$5,264,115
Assets. Invements in employer securities at beginning of year2013-12-31$4,585,619
Contributions received in cash from employer2013-12-31$783,287
Employer contributions (assets) at end of year2013-12-31$208,287
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,044,482
Liabilities. Value of benefit claims payable at end of year2013-12-31$2
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PIERCE, RIESBECK & ASSOCIATES
Accountancy firm EIN2013-12-31363542307
2012 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$504,143
Total unrealized appreciation/depreciation of assets2012-12-31$504,143
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$2,505,192
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$189,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$189,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,001,049
Value of total assets at end of year2012-12-31$5,565,468
Value of total assets at beginning of year2012-12-31$3,249,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
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
Income. Non cash contributions2012-12-31$1,021,200
Value of net income/loss2012-12-31$2,315,659
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,565,468
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,249,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$979,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$4,585,619
Assets. Invements in employer securities at beginning of year2012-12-31$3,249,809
Contributions received in cash from employer2012-12-31$979,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$189,533
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PIERCE, RIESBECK & ASSOCIATES
Accountancy firm EIN2012-12-31363542307
2011 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$226,310
Total unrealized appreciation/depreciation of assets2011-12-31$226,310
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$476,309
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$286,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$286,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$249,999
Value of total assets at end of year2011-12-31$3,249,809
Value of total assets at beginning of year2011-12-31$3,059,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
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$189,830
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,249,809
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,059,979
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
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
Assets. Invements in employer securities at end of year2011-12-31$3,249,809
Assets. Invements in employer securities at beginning of year2011-12-31$3,059,979
Contributions received in cash from employer2011-12-31$249,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$286,479
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PIERCE, RISEBECK & ASSOCIATES
Accountancy firm EIN2011-12-31363542307
2010 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$337,586
Total unrealized appreciation/depreciation of assets2010-12-31$337,586
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$337,586
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$256,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$256,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$3,059,979
Value of total assets at beginning of year2010-12-31$2,978,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
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$81,281
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,059,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,978,698
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
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
Assets. Invements in employer securities at end of year2010-12-31$3,059,979
Assets. Invements in employer securities at beginning of year2010-12-31$2,978,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$256,305
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PIERCE, RISEBECK & ASSOCIATES
Accountancy firm EIN2010-12-31363542307
2009 : KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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 KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

2022: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP 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: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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