KEMNER-IOTT AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Measure | Date | Value |
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2016: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-11-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
Total of all active and inactive participants | 2016-11-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
Total participants | 2016-11-01 | 0 |
Number of participants with account balances | 2016-11-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
2015: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-11-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 33 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 6 |
Total of all active and inactive participants | 2015-11-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
Total participants | 2015-11-01 | 41 |
Number of participants with account balances | 2015-11-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
2014: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-11-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 39 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 2 |
Total of all active and inactive participants | 2014-11-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
Total participants | 2014-11-01 | 41 |
Number of participants with account balances | 2014-11-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
2013: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-11-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 33 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 4 |
Total of all active and inactive participants | 2013-11-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
Total participants | 2013-11-01 | 37 |
Number of participants with account balances | 2013-11-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
2012: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 32 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 0 |
Total of all active and inactive participants | 2012-11-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 2 |
Total participants | 2012-11-01 | 34 |
Number of participants with account balances | 2012-11-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
2011: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 29 |
Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 8 |
Total of all active and inactive participants | 2011-11-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
Total participants | 2011-11-01 | 37 |
Number of participants with account balances | 2011-11-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 2 |
2009: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 38 |
Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 2 |
Total of all active and inactive participants | 2009-11-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 40 |
Number of participants with account balances | 2009-11-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 1 |
Measure | Date | Value |
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2017 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-03-15 | $0 |
Total plan liabilities at beginning of year | 2017-03-15 | $7,315 |
Total income from all sources | 2017-03-15 | $0 |
Expenses. Total of all expenses incurred | 2017-03-15 | $5,908,665 |
Benefits paid (including direct rollovers) | 2017-03-15 | $5,908,665 |
Total plan assets at end of year | 2017-03-15 | $0 |
Total plan assets at beginning of year | 2017-03-15 | $5,915,980 |
Value of fidelity bond covering the plan | 2017-03-15 | $300,000 |
Net income (gross income less expenses) | 2017-03-15 | $-5,908,665 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-15 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-15 | $5,908,665 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-15 | $0 |
2016 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-10-31 | $7,315 |
Total plan liabilities at beginning of year | 2016-10-31 | $0 |
Total income from all sources | 2016-10-31 | $3,148,957 |
Expenses. Total of all expenses incurred | 2016-10-31 | $9,010 |
Benefits paid (including direct rollovers) | 2016-10-31 | $1,695 |
Total plan assets at end of year | 2016-10-31 | $5,915,980 |
Total plan assets at beginning of year | 2016-10-31 | $2,768,718 |
Value of fidelity bond covering the plan | 2016-10-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2016-10-31 | $7,315 |
Other income received | 2016-10-31 | $3,148,957 |
Net income (gross income less expenses) | 2016-10-31 | $3,139,947 |
Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $5,908,665 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $2,768,718 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
2015 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-10-31 | $0 |
Total plan liabilities at beginning of year | 2015-10-31 | $0 |
Total income from all sources | 2015-10-31 | $476,153 |
Expenses. Total of all expenses incurred | 2015-10-31 | $87,313 |
Benefits paid (including direct rollovers) | 2015-10-31 | $56,880 |
Total plan assets at end of year | 2015-10-31 | $2,768,718 |
Total plan assets at beginning of year | 2015-10-31 | $2,379,878 |
Value of fidelity bond covering the plan | 2015-10-31 | $300,000 |
Other income received | 2015-10-31 | $356,153 |
Net income (gross income less expenses) | 2015-10-31 | $388,840 |
Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $2,768,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,379,878 |
Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $23,000 |
Assets. Value of employer securities | 2015-10-31 | $1,842,048 |
Total contributions received or receivable from employer(s) | 2015-10-31 | $120,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $30,433 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-10-31 | $0 |
2014 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-10-31 | $0 |
Total plan liabilities at beginning of year | 2014-10-31 | $0 |
Total income from all sources | 2014-10-31 | $366,181 |
Expenses. Total of all expenses incurred | 2014-10-31 | $64,990 |
Benefits paid (including direct rollovers) | 2014-10-31 | $43,255 |
Total plan assets at end of year | 2014-10-31 | $2,379,878 |
Total plan assets at beginning of year | 2014-10-31 | $2,078,687 |
Value of fidelity bond covering the plan | 2014-10-31 | $300,000 |
Other income received | 2014-10-31 | $246,181 |
Net income (gross income less expenses) | 2014-10-31 | $301,191 |
Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,379,878 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,078,687 |
Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $34,475 |
Assets. Value of employer securities | 2014-10-31 | $1,458,416 |
Total contributions received or receivable from employer(s) | 2014-10-31 | $120,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $21,735 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-10-31 | $0 |
2013 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-10-31 | $0 |
Total plan liabilities at beginning of year | 2013-10-31 | $0 |
Total income from all sources | 2013-10-31 | $373,271 |
Expenses. Total of all expenses incurred | 2013-10-31 | $104,596 |
Benefits paid (including direct rollovers) | 2013-10-31 | $99,979 |
Total plan assets at end of year | 2013-10-31 | $2,078,687 |
Total plan assets at beginning of year | 2013-10-31 | $1,810,012 |
Value of fidelity bond covering the plan | 2013-10-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2013-10-31 | $4,617 |
Other income received | 2013-10-31 | $253,271 |
Net income (gross income less expenses) | 2013-10-31 | $268,675 |
Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,078,687 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,810,012 |
Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $35,600 |
Assets. Value of employer securities | 2013-10-31 | $1,237,983 |
Total contributions received or receivable from employer(s) | 2013-10-31 | $120,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-31 | $0 |
2012 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-10-31 | $0 |
Total plan liabilities at beginning of year | 2012-10-31 | $0 |
Total income from all sources | 2012-10-31 | $236,383 |
Expenses. Total of all expenses incurred | 2012-10-31 | $30,716 |
Benefits paid (including direct rollovers) | 2012-10-31 | $26,764 |
Total plan assets at end of year | 2012-10-31 | $1,810,012 |
Total plan assets at beginning of year | 2012-10-31 | $1,604,345 |
Value of fidelity bond covering the plan | 2012-10-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2012-10-31 | $3,952 |
Other income received | 2012-10-31 | $117,536 |
Net income (gross income less expenses) | 2012-10-31 | $205,667 |
Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,810,012 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,604,345 |
Assets. Value of assets in partnership/joint-venture interests | 2012-10-31 | $36,325 |
Assets. Value of employer securities | 2012-10-31 | $1,079,444 |
Total contributions received or receivable from employer(s) | 2012-10-31 | $118,847 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-10-31 | $0 |
2011 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
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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 | $234,604 |
Expenses. Total of all expenses incurred | 2011-10-31 | $34,270 |
Benefits paid (including direct rollovers) | 2011-10-31 | $33,424 |
Total plan assets at end of year | 2011-10-31 | $1,604,345 |
Total plan assets at beginning of year | 2011-10-31 | $1,404,011 |
Value of fidelity bond covering the plan | 2011-10-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2011-10-31 | $846 |
Other income received | 2011-10-31 | $134,604 |
Net income (gross income less expenses) | 2011-10-31 | $200,334 |
Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,604,345 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,404,011 |
Assets. Value of assets in partnership/joint-venture interests | 2011-10-31 | $79,737 |
Assets. Value of employer securities | 2011-10-31 | $970,962 |
Total contributions received or receivable from employer(s) | 2011-10-31 | $100,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-10-31 | $33,353 |
2010 : KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-10-31 | $0 |
2016: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
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2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Submission has been amended | No |
2016-11-01 | This submission is the final filing | Yes |
2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-11-01 | Plan is a collectively bargained plan | No |
2016-11-01 | Plan funding arrangement – Trust | Yes |
2016-11-01 | Plan benefit arrangement - Trust | Yes |
2015: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
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2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Submission has been amended | No |
2015-11-01 | This submission is the final filing | No |
2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-11-01 | Plan is a collectively bargained plan | No |
2015-11-01 | Plan funding arrangement – Trust | Yes |
2015-11-01 | Plan benefit arrangement - Trust | Yes |
2014: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
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2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |
2013: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
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2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Trust | Yes |
2013-11-01 | Plan benefit arrangement - Trust | Yes |
2012: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
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2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Trust | Yes |
2012-11-01 | Plan benefit arrangement - Trust | Yes |
2011: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
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2011-11-01 | Type of plan entity | Single employer plan |
2011-11-01 | Submission has been amended | No |
2011-11-01 | This submission is the final filing | No |
2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-11-01 | Plan is a collectively bargained plan | No |
2011-11-01 | Plan funding arrangement – Trust | Yes |
2011-11-01 | Plan benefit arrangement - Trust | Yes |
2009: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
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2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
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 – Trust | Yes |
2009-11-01 | Plan benefit arrangement - Trust | Yes |
2008: KEMNER-IOTT AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2008 form 5500 responses |
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2008-11-01 | Type of plan entity | Single employer plan |
2008-11-01 | Submission has been amended | No |
2008-11-01 | This submission is the final filing | No |
2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-11-01 | Plan is a collectively bargained plan | No |