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KEPNER AND REISER PROFIT SHARING PLAN 401k Plan overview

Plan NameKEPNER AND REISER PROFIT SHARING PLAN
Plan identification number 001

KEPNER AND REISER PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

KEPNER AND REISER has sponsored the creation of one or more 401k plans.

Company Name:KEPNER AND REISER
Employer identification number (EIN):370693947
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEPNER AND REISER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DANIEL E. KEPNER2022-05-20 DANIEL E. KEPNER2022-05-20
0012020-01-01DANIEL E. KEPNE2021-07-19
0012019-01-01DANIEL KEPNER2020-06-25
0012018-01-01DANIEL E. KEPNER2019-07-30 DANIEL E. KEPNER2019-07-30
0012017-01-01DANIEL E. KEPNER2018-07-16
0012016-01-01DANIEL E. KEPNER2017-07-28
0012015-01-01DANIEL E. KEPNER
0012014-01-01DANIEL E. KEPNER DANIEL E. KEPNER2015-07-27
0012013-01-01DANIEL E. KEPNER DANIEL E. KEPNER2014-07-21
0012012-01-01DANIEL E. KEPNER DANIEL E. KEPNER2013-07-31
0012011-01-01DANIEL E. KEPNER
0012010-01-01KEPNER AND REISER KEPNER AND REISER2011-08-10
0012009-01-01DANIEL E. KEPNER DANIEL E.KEPNER2010-07-22
0012009-01-01DANIEL E. KEPNER DANIEL E.KEPNER2010-07-22
0012009-01-01DANIEL E. KEPNER

Plan Statistics for KEPNER AND REISER PROFIT SHARING PLAN

401k plan membership statisitcs for KEPNER AND REISER PROFIT SHARING PLAN

Measure Date Value
2015: KEPNER AND REISER PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KEPNER AND REISER PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KEPNER AND REISER PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KEPNER AND REISER PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KEPNER AND REISER PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KEPNER AND REISER PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KEPNER AND REISER PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KEPNER AND REISER PROFIT SHARING PLAN

Measure Date Value
2015 : KEPNER AND REISER PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$63,378
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$978,257
Total plan assets at beginning of year2015-12-31$914,879
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$48,000
Other income received2015-12-31$-29,130
Net income (gross income less expenses)2015-12-31$63,378
Net plan assets at end of year (total assets less liabilities)2015-12-31$978,257
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$914,879
Total contributions received or receivable from employer(s)2015-12-31$44,508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KEPNER AND REISER PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$89,664
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$914,879
Total plan assets at beginning of year2014-12-31$825,215
Total contributions received or receivable from participants2014-12-31$46,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$4,566
Net income (gross income less expenses)2014-12-31$89,664
Net plan assets at end of year (total assets less liabilities)2014-12-31$914,879
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$825,215
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$39,098
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : KEPNER AND REISER PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$136,879
Expenses. Total of all expenses incurred2013-12-31$72,070
Benefits paid (including direct rollovers)2013-12-31$72,070
Total plan assets at end of year2013-12-31$825,215
Total plan assets at beginning of year2013-12-31$760,406
Total contributions received or receivable from participants2013-12-31$39,500
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$58,146
Net income (gross income less expenses)2013-12-31$64,809
Net plan assets at end of year (total assets less liabilities)2013-12-31$825,215
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$760,406
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$39,233
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : KEPNER AND REISER PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$127,088
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$760,406
Total plan assets at beginning of year2012-12-31$633,318
Total contributions received or receivable from participants2012-12-31$39,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$39,305
Net income (gross income less expenses)2012-12-31$127,088
Net plan assets at end of year (total assets less liabilities)2012-12-31$760,406
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$633,318
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$48,283
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : KEPNER AND REISER PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$39,721
Expenses. Total of all expenses incurred2011-12-31$749
Benefits paid (including direct rollovers)2011-12-31$749
Total plan assets at end of year2011-12-31$633,318
Total plan assets at beginning of year2011-12-31$594,345
Total contributions received or receivable from participants2011-12-31$22,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-16,862
Net income (gross income less expenses)2011-12-31$38,972
Net plan assets at end of year (total assets less liabilities)2011-12-31$633,318
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$594,345
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$34,583
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : KEPNER AND REISER PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$110,765
Expenses. Total of all expenses incurred2010-12-31$10,969
Benefits paid (including direct rollovers)2010-12-31$10,969
Total plan assets at end of year2010-12-31$594,345
Total plan assets at beginning of year2010-12-31$494,549
Total contributions received or receivable from participants2010-12-31$22,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$61,261
Net income (gross income less expenses)2010-12-31$99,796
Net plan assets at end of year (total assets less liabilities)2010-12-31$594,345
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$494,549
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$27,504
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for KEPNER AND REISER PROFIT SHARING PLAN

2015: KEPNER AND REISER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KEPNER AND REISER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KEPNER AND REISER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEPNER AND REISER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: KEPNER AND REISER PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KEPNER AND REISER PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KEPNER AND REISER PROFIT SHARING 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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