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| Plan Name | KIRKPATRICK & DAHL P C EMPLOYEE BENEFIT ASSOCIATION |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | KIRKPATRICK & DAHL P C |
| Employer identification number (EIN): | 363278691 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2015-11-01 | PHILIP DAHL | 2016-09-26 | ||
| 501 | 2014-11-01 | PHILIP DAHL | 2016-05-13 | PHILIP DAHL | 2016-05-13 |
| 501 | 2013-11-01 | PHILIP DAHL | 2015-05-14 | ||
| 501 | 2012-11-01 | PHILIP DAHL | 2014-05-01 | ||
| 501 | 2011-11-01 | PHILIP DAHL | 2013-05-14 | ||
| 501 | 2009-11-01 | PHILIP DAHL | |||
| 501 | 2009-11-01 | PHILIP DAHL |
| Measure | Date | Value |
|---|---|---|
| 2009: KIRKPATRICK & DAHL P C EMPLOYEE BENEFIT ASSOCIATION 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 4 |
| Total of all active and inactive participants | 2009-11-01 | 4 |
| Total participants | 2009-11-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2011 : KIRKPATRICK & DAHL P C EMPLOYEE BENEFIT ASSOCIATION 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-10-31 | $0 |
| Total plan liabilities at beginning of year | 2011-10-31 | $0 |
| Total income from all sources | 2011-10-31 | $97,790 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $96,704 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $95,969 |
| Total plan assets at end of year | 2011-10-31 | $5,623 |
| Total plan assets at beginning of year | 2011-10-31 | $4,537 |
| Value of fidelity bond covering the plan | 2011-10-31 | $5,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $90,840 |
| Other income received | 2011-10-31 | $1 |
| Net income (gross income less expenses) | 2011-10-31 | $1,086 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $5,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $4,537 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $6,949 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-10-31 | $735 |
| 2009: KIRKPATRICK & DAHL P C EMPLOYEE BENEFIT ASSOCIATION 2009 form 5500 responses | ||
|---|---|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | Yes |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||
| Policy contract number | L8459054 | ||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||
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