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| Plan Name | KOEHLER & COMPANY QRO PS |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | KOEHLER & COMPANY |
| Employer identification number (EIN): | 391452161 |
| NAIC Classification: | 541600 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-01-01 | JOHN KOEHLER | 2017-10-30 | ||
| 001 | 2014-01-01 | JOHN KOEHLER | 2015-11-13 | ||
| 001 | 2013-01-01 | JOHN KOEHLER | 2014-10-18 | ||
| 001 | 2012-01-01 | JOHN KOEHLER | 2013-08-12 | JOHN KOEHLER | 2013-08-12 |
| 001 | 2011-01-01 | JOHN KOEHLER | |||
| 001 | 2009-01-01 | JOHN KOEHLER |
| Measure | Date | Value |
|---|---|---|
| 2011: KOEHLER & COMPANY QRO PS 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: KOEHLER & COMPANY QRO PS 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : KOEHLER & COMPANY QRO PS 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $-3,356 |
| Total plan assets at end of year | 2011-12-31 | $400,139 |
| Total plan assets at beginning of year | 2011-12-31 | $403,495 |
| Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
| Other income received | 2011-12-31 | $-3,356 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,356 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $400,139 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $403,495 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $58,242 |
| 2010 : KOEHLER & COMPANY QRO PS 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $46,005 |
| Total plan assets at end of year | 2010-12-31 | $828,257 |
| Total plan assets at beginning of year | 2010-12-31 | $782,252 |
| Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
| Other income received | 2010-12-31 | $46,005 |
| Net income (gross income less expenses) | 2010-12-31 | $46,005 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $828,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $782,252 |
| 2011: KOEHLER & COMPANY QRO PS 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KOEHLER & COMPANY QRO PS 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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