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KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 401k Plan overview

Plan NameKEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP
Plan identification number 001

KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

KEHART, PECKERT & BOOTH, P.C. has sponsored the creation of one or more 401k plans.

Company Name:KEHART, PECKERT & BOOTH, P.C.
Employer identification number (EIN):371037411
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MICHAEL J. KEHART2015-10-12
0012013-01-01
0012012-01-01MICHAEL KEHART
0012011-01-01MICHAEL KEHART
0012010-01-01MICHAEL J KEHART
0012009-01-01MICHAEL J KEHART

Plan Statistics for KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP

401k plan membership statisitcs for KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP

Measure Date Value
2013: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
2012: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
2011: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0112
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
2010: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0112
Total participants2010-01-0112
Number of participants with account balances2010-01-0112
2009: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0112
Total participants2009-01-0112
Number of participants with account balances2009-01-0112

Financial Data on KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP

Measure Date Value
2013 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2013 401k financial data
Total income from all sources2013-12-31$348,965
Expenses. Total of all expenses incurred2013-12-31$115,882
Benefits paid (including direct rollovers)2013-12-31$107,042
Total plan assets at end of year2013-12-31$2,406,107
Total plan assets at beginning of year2013-12-31$2,173,024
Total contributions received or receivable from participants2013-12-31$11,685
Other income received2013-12-31$278,856
Net income (gross income less expenses)2013-12-31$233,083
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,406,107
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,173,024
Assets. Value of participant loans2013-12-31$3,944
Total contributions received or receivable from employer(s)2013-12-31$58,424
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,840
2012 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2012 401k financial data
Total income from all sources2012-12-31$216,831
Expenses. Total of all expenses incurred2012-12-31$591,184
Benefits paid (including direct rollovers)2012-12-31$575,146
Total plan assets at end of year2012-12-31$2,173,024
Total plan assets at beginning of year2012-12-31$2,547,377
Total contributions received or receivable from participants2012-12-31$58,897
Other income received2012-12-31$146,155
Net income (gross income less expenses)2012-12-31$-374,353
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,173,024
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,547,377
Total contributions received or receivable from employer(s)2012-12-31$11,779
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,038
2011 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2011 401k financial data
Total income from all sources2011-12-31$60,018
Expenses. Total of all expenses incurred2011-12-31$11,750
Benefits paid (including direct rollovers)2011-12-31$2,622
Total plan assets at end of year2011-12-31$2,547,377
Total plan assets at beginning of year2011-12-31$2,499,109
Total contributions received or receivable from participants2011-12-31$65,587
Other income received2011-12-31$-18,686
Net income (gross income less expenses)2011-12-31$48,268
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,547,377
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,499,109
Total contributions received or receivable from employer(s)2011-12-31$13,117
Value of certain deemed distributions of participant loans2011-12-31$2,025
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,103
2010 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2010 401k financial data
Total income from all sources2010-12-31$246,642
Expenses. Total of all expenses incurred2010-12-31$8,637
Benefits paid (including direct rollovers)2010-12-31$1,000
Total plan assets at end of year2010-12-31$2,499,109
Total plan assets at beginning of year2010-12-31$2,261,104
Total contributions received or receivable from participants2010-12-31$64,063
Expenses. Other expenses not covered elsewhere2010-12-31$7,637
Other income received2010-12-31$169,766
Net income (gross income less expenses)2010-12-31$238,005
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,499,109
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,261,104
Total contributions received or receivable from employer(s)2010-12-31$12,813

Form 5500 Responses for KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP

2013: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number731002
Policy instance 1
Insurance contract or identification number731002
Insurance policy start date2013-05-25
Insurance policy end date2014-05-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameWILLIAM J. BRAUN CLU CHFC AEP
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number731002
Policy instance 1
Insurance contract or identification number731002
Insurance policy start date2012-05-25
Insurance policy end date2013-05-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameWILLIAM J. BRAUN CLU CHFC AEP
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number731002
Policy instance 1
Insurance contract or identification number731002
Insurance policy start date2011-05-25
Insurance policy end date2012-05-25
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number731002
Policy instance 1
Insurance contract or identification number731002
Number of Individuals Covered1
Insurance policy start date2010-05-25
Insurance policy end date2011-05-25
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameWILLIAM J. BRAUN CLU CHFC AEP

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