401k Plan data: KLINNER KRAMER SHULL LLP 401(K) PLAN plan

KLINNER KRAMER SHULL LLP 401(K) PLAN 401k Plan overview

Plan Name	KLINNER KRAMER SHULL LLP 401(K) PLAN
Plan identification number	001

KLINNER KRAMER SHULL LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
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

ZALEWSKI, KLINNER & KRAMER has sponsored the creation of one or more 401k plans.

Company Name: ZALEWSKI, KLINNER & KRAMER

Employer identification number (EIN): 391930368

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLINNER KRAMER SHULL LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN A KRAMER 2024-06-20
001 2022-01-01 JOHN A KRAMER 2023-06-26
001 2021-01-01 JOHN A KRAMER 2022-07-15
001 2020-01-01 JOHN A KRAMER 2021-07-21
001 2019-01-01 JOHN A KRAMER 2020-07-06
001 2018-01-01 JOHN A KRAMER 2019-06-27
001 2017-01-01 JOHN A KRAMER 2018-06-05
001 2016-01-01 JOHN A KRAMER 2017-06-21
001 2015-01-01 JOHN A KRAMER
001 2014-01-01 JOHN A KRAMER
001 2013-01-01 JOHN A KRAMER
001 2012-01-01 RICHARD W ZALEWSKI
001 2011-01-01 RICHARD W. ZALEWSKI RICHARD W. ZALEWSKI 2012-05-30
001 2010-01-01 RICHARD W. ZALEWSKI RICHARD W. ZALEWSKI 2011-07-27
001 2009-01-01 RICHARD W. ZALEWSKI RICHARD W. ZALEWSKI 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN A KRAMER	2024-06-20
001	2022-01-01	JOHN A KRAMER	2023-06-26
001	2021-01-01	JOHN A KRAMER	2022-07-15
001	2020-01-01	JOHN A KRAMER	2021-07-21
001	2019-01-01	JOHN A KRAMER	2020-07-06
001	2018-01-01	JOHN A KRAMER	2019-06-27
001	2017-01-01	JOHN A KRAMER	2018-06-05
001	2016-01-01	JOHN A KRAMER	2017-06-21
001	2015-01-01	JOHN A KRAMER
001	2014-01-01	JOHN A KRAMER
001	2013-01-01	JOHN A KRAMER
001	2012-01-01	RICHARD W ZALEWSKI
001	2011-01-01	RICHARD W. ZALEWSKI		RICHARD W. ZALEWSKI	2012-05-30
001	2010-01-01	RICHARD W. ZALEWSKI		RICHARD W. ZALEWSKI	2011-07-27
001	2009-01-01	RICHARD W. ZALEWSKI		RICHARD W. ZALEWSKI	2010-08-02

Plan Statistics for KLINNER KRAMER SHULL LLP 401(K) PLAN

401k plan membership statisitcs for KLINNER KRAMER SHULL LLP 401(K) PLAN

Measure Date Value
2015: KLINNER KRAMER SHULL LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: KLINNER KRAMER SHULL LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
2013: KLINNER KRAMER SHULL LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KLINNER KRAMER SHULL LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KLINNER KRAMER SHULL LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KLINNER KRAMER SHULL LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: KLINNER KRAMER SHULL LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: KLINNER KRAMER SHULL LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: KLINNER KRAMER SHULL LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
2013: KLINNER KRAMER SHULL LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KLINNER KRAMER SHULL LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KLINNER KRAMER SHULL LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KLINNER KRAMER SHULL LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: KLINNER KRAMER SHULL LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KLINNER KRAMER SHULL LLP 401(K) PLAN

Measure	Date	Value
2015 : KLINNER KRAMER SHULL LLP 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$40,553
Expenses. Total of all expenses incurred	2015-12-31	$862,289
Benefits paid (including direct rollovers)	2015-12-31	$854,845
Total plan assets at end of year	2015-12-31	$1,998,156
Total plan assets at beginning of year	2015-12-31	$2,819,892
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$49,270
Other income received	2015-12-31	$-36,565
Net income (gross income less expenses)	2015-12-31	$-821,736
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,998,156
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,819,892
Total contributions received or receivable from employer(s)	2015-12-31	$27,848
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$7,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KLINNER KRAMER SHULL LLP 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$271,333
Expenses. Total of all expenses incurred	2014-12-31	$27,038
Benefits paid (including direct rollovers)	2014-12-31	$20,500
Total plan assets at end of year	2014-12-31	$2,819,892
Total plan assets at beginning of year	2014-12-31	$2,575,597
Value of fidelity bond covering the plan	2014-12-31	$281,989
Total contributions received or receivable from participants	2014-12-31	$60,049
Other income received	2014-12-31	$146,553
Net income (gross income less expenses)	2014-12-31	$244,295
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,819,892
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,575,597
Total contributions received or receivable from employer(s)	2014-12-31	$64,731
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KLINNER KRAMER SHULL LLP 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$490,843
Expenses. Total of all expenses incurred	2013-12-31	$35,513
Benefits paid (including direct rollovers)	2013-12-31	$30,000
Total plan assets at end of year	2013-12-31	$2,575,597
Total plan assets at beginning of year	2013-12-31	$2,120,267
Value of fidelity bond covering the plan	2013-12-31	$257,560
Total contributions received or receivable from participants	2013-12-31	$55,790
Other income received	2013-12-31	$415,382
Net income (gross income less expenses)	2013-12-31	$455,330
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,575,597
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,120,267
Total contributions received or receivable from employer(s)	2013-12-31	$19,671
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KLINNER KRAMER SHULL LLP 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$367,731
Expenses. Total of all expenses incurred	2012-12-31	$4,638
Total plan assets at end of year	2012-12-31	$2,120,267
Total plan assets at beginning of year	2012-12-31	$1,757,174
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$54,979
Other income received	2012-12-31	$230,260
Net income (gross income less expenses)	2012-12-31	$363,093
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,120,267
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,757,174
Total contributions received or receivable from employer(s)	2012-12-31	$82,492
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,638
2011 : KLINNER KRAMER SHULL LLP 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$106,181
Expenses. Total of all expenses incurred	2011-12-31	$3,833
Total plan assets at end of year	2011-12-31	$1,757,174
Total plan assets at beginning of year	2011-12-31	$1,654,826
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$69,895
Other income received	2011-12-31	$-27,196
Net income (gross income less expenses)	2011-12-31	$102,348
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,757,174
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,654,826
Total contributions received or receivable from employer(s)	2011-12-31	$63,482
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,833
2010 : KLINNER KRAMER SHULL LLP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$325,722
Expenses. Total of all expenses incurred	2010-12-31	$3,633
Total plan assets at end of year	2010-12-31	$1,654,826
Total plan assets at beginning of year	2010-12-31	$1,332,737
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$70,274
Other income received	2010-12-31	$169,262
Net income (gross income less expenses)	2010-12-31	$322,089
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,654,826
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,332,737
Total contributions received or receivable from employer(s)	2010-12-31	$86,186
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,633

Form 5500 Responses for KLINNER KRAMER SHULL LLP 401(K) PLAN

2015: KLINNER KRAMER SHULL LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KLINNER KRAMER SHULL LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KLINNER KRAMER SHULL LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KLINNER KRAMER SHULL LLP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KLINNER KRAMER SHULL LLP 401(K) PLAN 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
2010: KLINNER KRAMER SHULL LLP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KLINNER KRAMER SHULL LLP 401(K) PLAN 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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Company Name:	ZALEWSKI, KLINNER & KRAMER
Employer identification number (EIN):	391930368
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers