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KPM CPAS, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameKPM CPAS, PC PROFIT SHARING PLAN
Plan identification number 001

KPM CPAS, PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

KPM CPAS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:KPM CPAS, P.C.
Employer identification number (EIN):431109768
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KPM CPAS, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01SEAN BALISLE2023-09-07 SEAN BALISLE2023-09-07
0012021-12-01SEAN BALISLE2022-10-03 SEAN BALISLE2022-10-03
0012021-12-01SEAN BALISLE2023-09-07 SEAN BALISLE2023-09-07
0012020-12-01SEAN BALISLE2022-09-01 SEAN BALISLE2022-09-01
0012019-12-01SEAN BALISLE2021-09-10
0012018-12-01RANDALL MOOTS2020-09-04
0012017-12-01RANDALL MOOTS2019-09-10
0012016-12-01
0012015-12-01
0012014-12-01
0012013-12-01JIM LEWIS
0012012-12-01JIM LEWIS
0012011-12-01G MICHAEL REDMON
0012009-12-01G MICHAEL REDMON
0012008-12-01

Financial Data on KPM CPAS, PC PROFIT SHARING PLAN

Measure Date Value
2025 : KPM CPAS, PC PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-300
Total liabilities as of the end of the plan year2025-06-300
Total liabilities as of the beginning of the plan year2025-06-300
Total expenses incurred by plan in this plan year2025-06-303823160
Net assets as of the end of the plan year2025-06-3029398117
Total assets as of the beginning of the plan year2025-06-3029110454
Value of plan covered by a fidelity bond2025-06-30500000
Participant contributions to plan in this plan year2025-06-30449523
Value of participant loans at end of plan year2025-06-3082127
Other expenses paid from plan in this plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-303324999
Plan net income in this plan year2025-06-30287663
Net assets as of the end of the plan year2025-06-3029398117
Net assets as of the beginning of the plan year2025-06-3029110454
Employer contributions to plan in this plan year2025-06-30336301
Fees paid to broker by Benefit Provider2025-06-3030623
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-3030623
2024 : KPM CPAS, PC PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-2089863
Net assets as of the end of the plan year2024-09-2029110454
Total assets as of the beginning of the plan year2024-09-2024400238
Value of plan covered by a fidelity bond2024-09-20500000
Participant contributions to plan in this plan year2024-09-20454524
Value of participant loans at end of plan year2024-09-2095053
Other contributions to plan in this plan year2024-09-2015781
Other income to plan in this plan year2024-09-203961509
Plan net income in this plan year2024-09-204710216
Net assets as of the end of the plan year2024-09-2029110454
Net assets as of the beginning of the plan year2024-09-2024400238
Employer contributions to plan in this plan year2024-09-20368265
Fees paid to broker by Benefit Provider2024-09-2029452
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2029452
2022 : KPM CPAS, PC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,665,547
Expenses. Total of all expenses incurred2022-12-31$680,517
Benefits paid (including direct rollovers)2022-12-31$659,307
Total plan assets at end of year2022-12-31$24,400,238
Total plan assets at beginning of year2022-12-31$27,746,302
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$451,156
Other income received2022-12-31$-3,465,222
Net income (gross income less expenses)2022-12-31$-3,346,064
Net plan assets at end of year (total assets less liabilities)2022-12-31$24,400,238
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$27,746,302
Assets. Value of participant loans2022-12-31$96,884
Total contributions received or receivable from employer(s)2022-12-31$348,519
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,210
2021 : KPM CPAS, PC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$768,086
Expenses. Total of all expenses incurred2021-12-31$130,939
Benefits paid (including direct rollovers)2021-12-31$130,939
Total plan assets at end of year2021-12-31$27,397,162
Total plan assets at beginning of year2021-12-31$26,760,015
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$34,178
Other income received2021-12-31$704,177
Net income (gross income less expenses)2021-12-31$637,147
Net plan assets at end of year (total assets less liabilities)2021-12-31$27,397,162
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$26,760,015
Assets. Value of participant loans2021-12-31$115,450
Total contributions received or receivable from employer(s)2021-12-31$29,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Total plan liabilities at end of year2021-11-30$0
Total plan liabilities at beginning of year2021-11-30$0
Total income from all sources2021-11-30$4,954,109
Expenses. Total of all expenses incurred2021-11-30$637,525
Benefits paid (including direct rollovers)2021-11-30$637,300
Total plan assets at end of year2021-11-30$26,760,015
Total plan assets at beginning of year2021-11-30$22,443,431
Value of fidelity bond covering the plan2021-11-30$500,000
Total contributions received or receivable from participants2021-11-30$439,084
Expenses. Other expenses not covered elsewhere2021-11-30$225
Other income received2021-11-30$4,160,165
Net income (gross income less expenses)2021-11-30$4,316,584
Net plan assets at end of year (total assets less liabilities)2021-11-30$26,760,015
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$22,443,431
Assets. Value of participant loans2021-11-30$116,709
Total contributions received or receivable from employer(s)2021-11-30$354,860
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
2020 : KPM CPAS, PC PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-11-30$-7
Total plan liabilities at end of year2020-11-30$0
Total plan liabilities at beginning of year2020-11-30$0
Total income from all sources2020-11-30$2,930,048
Expenses. Total of all expenses incurred2020-11-30$3,098,881
Benefits paid (including direct rollovers)2020-11-30$3,098,082
Total plan assets at end of year2020-11-30$22,443,431
Total plan assets at beginning of year2020-11-30$22,612,271
Value of fidelity bond covering the plan2020-11-30$500,000
Total contributions received or receivable from participants2020-11-30$445,934
Expenses. Other expenses not covered elsewhere2020-11-30$799
Contributions received from other sources (not participants or employers)2020-11-30$0
Other income received2020-11-30$2,161,282
Net income (gross income less expenses)2020-11-30$-168,833
Net plan assets at end of year (total assets less liabilities)2020-11-30$22,443,431
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$22,612,271
Assets. Value of participant loans2020-11-30$138,297
Total contributions received or receivable from employer(s)2020-11-30$322,832
2019 : KPM CPAS, PC PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-11-30$0
Total plan liabilities at end of year2019-11-30$0
Total plan liabilities at beginning of year2019-11-30$0
Total income from all sources2019-11-30$2,868,766
Expenses. Total of all expenses incurred2019-11-30$3,371,298
Benefits paid (including direct rollovers)2019-11-30$3,370,678
Total plan assets at end of year2019-11-30$22,612,271
Total plan assets at beginning of year2019-11-30$23,114,803
Value of fidelity bond covering the plan2019-11-30$500,000
Total contributions received or receivable from participants2019-11-30$374,979
Expenses. Other expenses not covered elsewhere2019-11-30$620
Contributions received from other sources (not participants or employers)2019-11-30$0
Other income received2019-11-30$2,173,014
Noncash contributions received2019-11-30$0
Net income (gross income less expenses)2019-11-30$-502,532
Net plan assets at end of year (total assets less liabilities)2019-11-30$22,612,271
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$23,114,803
Assets. Value of participant loans2019-11-30$117,820
Total contributions received or receivable from employer(s)2019-11-30$320,773
Value of certain deemed distributions of participant loans2019-11-30$0
Value of corrective distributions2019-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : KPM CPAS, PC PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : KPM CPAS, PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-11-30$3,410,569
Expenses. Total of all expenses incurred2017-11-30$545,861
Benefits paid (including direct rollovers)2017-11-30$545,725
Total plan assets at end of year2017-11-30$23,811,143
Total plan assets at beginning of year2017-11-30$20,946,435
Value of fidelity bond covering the plan2017-11-30$500,000
Total contributions received or receivable from participants2017-11-30$374,946
Expenses. Other expenses not covered elsewhere2017-11-30$136
Contributions received from other sources (not participants or employers)2017-11-30$34,484
Other income received2017-11-30$2,624,526
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$2,864,708
Net plan assets at end of year (total assets less liabilities)2017-11-30$23,811,143
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$20,946,435
Assets. Value of participant loans2017-11-30$91,305
Total contributions received or receivable from employer(s)2017-11-30$376,613
Value of certain deemed distributions of participant loans2017-11-30$0
Value of corrective distributions2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$0
2016 : KPM CPAS, PC PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-11-30$-1,175,173
Total income from all sources2016-11-30$1,755,749
Expenses. Total of all expenses incurred2016-11-30$685,843
Benefits paid (including direct rollovers)2016-11-30$685,703
Total plan assets at end of year2016-11-30$20,946,435
Total plan assets at beginning of year2016-11-30$21,051,702
Value of fidelity bond covering the plan2016-11-30$500,000
Total contributions received or receivable from participants2016-11-30$393,006
Expenses. Other expenses not covered elsewhere2016-11-30$140
Contributions received from other sources (not participants or employers)2016-11-30$11,902
Other income received2016-11-30$900,350
Net income (gross income less expenses)2016-11-30$1,069,906
Net plan assets at end of year (total assets less liabilities)2016-11-30$20,946,435
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$21,051,702
Assets. Value of participant loans2016-11-30$98,190
Total contributions received or receivable from employer(s)2016-11-30$450,491
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : KPM CPAS, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-11-30$1,125,539
Expenses. Total of all expenses incurred2015-11-30$1,973,351
Benefits paid (including direct rollovers)2015-11-30$1,973,321
Total plan assets at end of year2015-11-30$21,051,702
Total plan assets at beginning of year2015-11-30$21,899,514
Value of fidelity bond covering the plan2015-11-30$500,000
Total contributions received or receivable from participants2015-11-30$664,830
Expenses. Other expenses not covered elsewhere2015-11-30$30
Contributions received from other sources (not participants or employers)2015-11-30$451
Other income received2015-11-30$-188,210
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-847,812
Net plan assets at end of year (total assets less liabilities)2015-11-30$21,051,702
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$21,899,514
Assets. Value of participant loans2015-11-30$108,467
Total contributions received or receivable from employer(s)2015-11-30$648,468
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : KPM CPAS, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-11-30$2,416,965
Expenses. Total of all expenses incurred2014-11-30$642,230
Benefits paid (including direct rollovers)2014-11-30$624,010
Total plan assets at end of year2014-11-30$21,899,514
Total plan assets at beginning of year2014-11-30$20,124,779
Value of fidelity bond covering the plan2014-11-30$500,000
Total contributions received or receivable from participants2014-11-30$544,380
Contributions received from other sources (not participants or employers)2014-11-30$531,456
Other income received2014-11-30$769,119
Net income (gross income less expenses)2014-11-30$1,774,735
Net plan assets at end of year (total assets less liabilities)2014-11-30$21,899,514
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$20,124,779
Assets. Value of participant loans2014-11-30$79,364
Total contributions received or receivable from employer(s)2014-11-30$572,010
Value of certain deemed distributions of participant loans2014-11-30$18,220
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : KPM CPAS, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-11-30$4,405,273
Expenses. Total of all expenses incurred2013-11-30$172,585
Benefits paid (including direct rollovers)2013-11-30$172,585
Total plan assets at end of year2013-11-30$20,124,779
Total plan assets at beginning of year2013-11-30$15,892,091
Value of fidelity bond covering the plan2013-11-30$500,000
Total contributions received or receivable from participants2013-11-30$389,679
Other income received2013-11-30$3,557,342
Net income (gross income less expenses)2013-11-30$4,232,688
Net plan assets at end of year (total assets less liabilities)2013-11-30$20,124,779
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$15,892,091
Assets. Value of participant loans2013-11-30$109,317
Total contributions received or receivable from employer(s)2013-11-30$458,252
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : KPM CPAS, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-11-30$2,354,131
Expenses. Total of all expenses incurred2012-11-30$57,747
Benefits paid (including direct rollovers)2012-11-30$57,747
Total plan assets at end of year2012-11-30$15,892,091
Total plan assets at beginning of year2012-11-30$13,595,707
Value of fidelity bond covering the plan2012-11-30$500,000
Total contributions received or receivable from participants2012-11-30$396,416
Contributions received from other sources (not participants or employers)2012-11-30$2,187
Other income received2012-11-30$1,510,999
Net income (gross income less expenses)2012-11-30$2,296,384
Net plan assets at end of year (total assets less liabilities)2012-11-30$15,892,091
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$13,595,707
Assets. Value of participant loans2012-11-30$141,389
Total contributions received or receivable from employer(s)2012-11-30$444,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : KPM CPAS, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-11-30$1,024,862
Expenses. Total of all expenses incurred2011-11-30$120,189
Benefits paid (including direct rollovers)2011-11-30$120,189
Total plan assets at end of year2011-11-30$13,595,707
Total plan assets at beginning of year2011-11-30$12,691,034
Value of fidelity bond covering the plan2011-11-30$500,000
Total contributions received or receivable from participants2011-11-30$392,929
Contributions received from other sources (not participants or employers)2011-11-30$7,444
Other income received2011-11-30$176,816
Net income (gross income less expenses)2011-11-30$904,673
Net plan assets at end of year (total assets less liabilities)2011-11-30$13,595,707
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$12,691,034
Assets. Value of participant loans2011-11-30$105,629
Total contributions received or receivable from employer(s)2011-11-30$447,673

Form 5500 Responses for KPM CPAS, PC PROFIT SHARING PLAN

2022: KPM CPAS, PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KPM CPAS, PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: KPM CPAS, PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: KPM CPAS, PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: KPM CPAS, PC PROFIT SHARING PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: KPM CPAS, PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: KPM CPAS, PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: KPM CPAS, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: KPM CPAS, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: KPM CPAS, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: KPM CPAS, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: KPM CPAS, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2009: KPM CPAS, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01This submission is the final filingNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: KPM CPAS, PC PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS9222
Policy instance 1
Insurance contract or identification numberPFS9222
Number of Individuals Covered1
Insurance policy start date2021-09-07
Insurance policy end date2022-09-06
Total amount of commissions paid to insurance brokerUSD $337
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS9222
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS9222
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS9222
Policy instance 1
THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600017150
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600013497
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS9222
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600017150
Policy instance 3

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