401k Plan data: KPM CPAS, PC PROFIT SHARING PLAN II plan

KPM CPAS, PC PROFIT SHARING PLAN II 401k Plan overview

Plan Name	KPM CPAS, PC PROFIT SHARING PLAN II
Plan identification number	002

KPM CPAS, PC PROFIT SHARING PLAN II 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.
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 II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 SEAN BALISLE 2023-09-07 SEAN BALISLE 2023-09-07
002 2021-12-01 SEAN BALISLE 2022-10-03 SEAN BALISLE 2022-10-03
002 2021-12-01 SEAN BALISLE 2023-09-07 SEAN BALISLE 2023-09-07
002 2020-12-01 SEAN BALISLE 2022-09-01 SEAN BALISLE 2022-09-01
002 2019-12-01 SEAN BALISLE 2021-09-10
002 2018-12-01 RANDALL MOOTS 2020-09-04
002 2017-12-01 RANDALL MOOTS 2019-09-10
002 2016-12-01
002 2015-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01	SEAN BALISLE	2023-09-07	SEAN BALISLE	2023-09-07
002	2021-12-01	SEAN BALISLE	2022-10-03	SEAN BALISLE	2022-10-03
002	2021-12-01	SEAN BALISLE	2023-09-07	SEAN BALISLE	2023-09-07
002	2020-12-01	SEAN BALISLE	2022-09-01	SEAN BALISLE	2022-09-01
002	2019-12-01	SEAN BALISLE	2021-09-10
002	2018-12-01	RANDALL MOOTS	2020-09-04
002	2017-12-01	RANDALL MOOTS	2019-09-10
002	2016-12-01
002	2015-12-01

Plan Statistics for KPM CPAS, PC PROFIT SHARING PLAN II

401k plan membership statisitcs for KPM CPAS, PC PROFIT SHARING PLAN II

Measure Date Value
2022: KPM CPAS, PC PROFIT SHARING PLAN II 2022 401k membership
Total participants, beginning-of-year 2022-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 59
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 87
Number of participants with account balances 2022-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: KPM CPAS, PC PROFIT SHARING PLAN II 2021 401k membership
Total participants, beginning-of-year 2021-12-01 85
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 55
Number of retired or separated participants receiving benefits 2021-12-01 0
Number of other retired or separated participants entitled to future benefits 2021-12-01 26
Total of all active and inactive participants 2021-12-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 0
Total participants 2021-12-01 81
Number of participants with account balances 2021-12-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-12-01 0
2020: KPM CPAS, PC PROFIT SHARING PLAN II 2020 401k membership
Total participants, beginning-of-year 2020-12-01 74
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 57
Number of retired or separated participants receiving benefits 2020-12-01 0
Number of other retired or separated participants entitled to future benefits 2020-12-01 28
Total of all active and inactive participants 2020-12-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 0
Total participants 2020-12-01 85
Number of participants with account balances 2020-12-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-12-01 3
2019: KPM CPAS, PC PROFIT SHARING PLAN II 2019 401k membership
Total participants, beginning-of-year 2019-12-01 71
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 57
Number of retired or separated participants receiving benefits 2019-12-01 0
Number of other retired or separated participants entitled to future benefits 2019-12-01 15
Total of all active and inactive participants 2019-12-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 0
Total participants 2019-12-01 72
Number of participants with account balances 2019-12-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-12-01 0
2018: KPM CPAS, PC PROFIT SHARING PLAN II 2018 401k membership
Total participants, beginning-of-year 2018-12-01 75
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 52
Number of retired or separated participants receiving benefits 2018-12-01 5
Number of other retired or separated participants entitled to future benefits 2018-12-01 14
Total of all active and inactive participants 2018-12-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 0
Total participants 2018-12-01 71
Number of participants with account balances 2018-12-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-12-01 8
2017: KPM CPAS, PC PROFIT SHARING PLAN II 2017 401k membership
Total participants, beginning-of-year 2017-12-01 59
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 48
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 27
Total of all active and inactive participants 2017-12-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 0
Total participants 2017-12-01 75
Number of participants with account balances 2017-12-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-12-01 10
2016: KPM CPAS, PC PROFIT SHARING PLAN II 2016 401k membership
Total participants, beginning-of-year 2016-12-01 53
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 42
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 15
Total of all active and inactive participants 2016-12-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 0
Total participants 2016-12-01 57
Number of participants with account balances 2016-12-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-12-01 9
2015: KPM CPAS, PC PROFIT SHARING PLAN II 2015 401k membership
Total participants, beginning-of-year 2015-12-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 37
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 9
Total of all active and inactive participants 2015-12-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 0
Total participants 2015-12-01 46
Number of participants with account balances 2015-12-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-01 5

Measure	Date	Value
2022: KPM CPAS, PC PROFIT SHARING PLAN II 2022 401k membership
Total participants, beginning-of-year	2022-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	59
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	87
Number of participants with account balances	2022-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: KPM CPAS, PC PROFIT SHARING PLAN II 2021 401k membership
Total participants, beginning-of-year	2021-12-01	85
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	55
Number of retired or separated participants receiving benefits	2021-12-01	0
Number of other retired or separated participants entitled to future benefits	2021-12-01	26
Total of all active and inactive participants	2021-12-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	0
Total participants	2021-12-01	81
Number of participants with account balances	2021-12-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-12-01	0
2020: KPM CPAS, PC PROFIT SHARING PLAN II 2020 401k membership
Total participants, beginning-of-year	2020-12-01	74
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	57
Number of retired or separated participants receiving benefits	2020-12-01	0
Number of other retired or separated participants entitled to future benefits	2020-12-01	28
Total of all active and inactive participants	2020-12-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	0
Total participants	2020-12-01	85
Number of participants with account balances	2020-12-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-12-01	3
2019: KPM CPAS, PC PROFIT SHARING PLAN II 2019 401k membership
Total participants, beginning-of-year	2019-12-01	71
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	57
Number of retired or separated participants receiving benefits	2019-12-01	0
Number of other retired or separated participants entitled to future benefits	2019-12-01	15
Total of all active and inactive participants	2019-12-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	0
Total participants	2019-12-01	72
Number of participants with account balances	2019-12-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-12-01	0
2018: KPM CPAS, PC PROFIT SHARING PLAN II 2018 401k membership
Total participants, beginning-of-year	2018-12-01	75
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	52
Number of retired or separated participants receiving benefits	2018-12-01	5
Number of other retired or separated participants entitled to future benefits	2018-12-01	14
Total of all active and inactive participants	2018-12-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	0
Total participants	2018-12-01	71
Number of participants with account balances	2018-12-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-12-01	8
2017: KPM CPAS, PC PROFIT SHARING PLAN II 2017 401k membership
Total participants, beginning-of-year	2017-12-01	59
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	48
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	27
Total of all active and inactive participants	2017-12-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	0
Total participants	2017-12-01	75
Number of participants with account balances	2017-12-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-12-01	10
2016: KPM CPAS, PC PROFIT SHARING PLAN II 2016 401k membership
Total participants, beginning-of-year	2016-12-01	53
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	42
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	15
Total of all active and inactive participants	2016-12-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	0
Total participants	2016-12-01	57
Number of participants with account balances	2016-12-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-12-01	9
2015: KPM CPAS, PC PROFIT SHARING PLAN II 2015 401k membership
Total participants, beginning-of-year	2015-12-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	37
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	9
Total of all active and inactive participants	2015-12-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	0
Total participants	2015-12-01	46
Number of participants with account balances	2015-12-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-01	5

Financial Data on KPM CPAS, PC PROFIT SHARING PLAN II

Measure	Date	Value
2022 : KPM CPAS, PC PROFIT SHARING PLAN II 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-81,356
Expenses. Total of all expenses incurred	2022-12-31	$45,486
Benefits paid (including direct rollovers)	2022-12-31	$29,228
Total plan assets at end of year	2022-12-31	$5,058,476
Total plan assets at beginning of year	2022-12-31	$5,185,318
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$338,539
Contributions received from other sources (not participants or employers)	2022-12-31	$8,704
Other income received	2022-12-31	$-710,591
Net income (gross income less expenses)	2022-12-31	$-126,842
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,058,476
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,185,318
Total contributions received or receivable from employer(s)	2022-12-31	$281,992
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$16,258
2021 : KPM CPAS, PC PROFIT SHARING PLAN II 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$-77,418
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$4,900,311
Total plan assets at beginning of year	2021-12-31	$4,977,729
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$21,078
Contributions received from other sources (not participants or employers)	2021-12-31	$10,000
Other income received	2021-12-31	$-133,099
Net income (gross income less expenses)	2021-12-31	$-77,418
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,900,311
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,977,729
Total contributions received or receivable from employer(s)	2021-12-31	$24,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Total plan liabilities at end of year	2021-11-30	$0
Total plan liabilities at beginning of year	2021-11-30	$0
Total income from all sources	2021-11-30	$1,125,642
Expenses. Total of all expenses incurred	2021-11-30	$148,359
Benefits paid (including direct rollovers)	2021-11-30	$147,809
Total plan assets at end of year	2021-11-30	$4,977,729
Total plan assets at beginning of year	2021-11-30	$4,000,446
Value of fidelity bond covering the plan	2021-11-30	$1,000,000
Total contributions received or receivable from participants	2021-11-30	$307,105
Expenses. Other expenses not covered elsewhere	2021-11-30	$550
Contributions received from other sources (not participants or employers)	2021-11-30	$2,701
Other income received	2021-11-30	$526,953
Net income (gross income less expenses)	2021-11-30	$977,283
Net plan assets at end of year (total assets less liabilities)	2021-11-30	$4,977,729
Net plan assets at beginning of year (total assets less liabilities)	2021-11-30	$4,000,446
Assets. Value of participant loans	2021-11-30	$0
Total contributions received or receivable from employer(s)	2021-11-30	$288,883
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-30	$0
2020 : KPM CPAS, PC PROFIT SHARING PLAN II 2020 401k financial data
Total plan liabilities at end of year	2020-11-30	$0
Total plan liabilities at beginning of year	2020-11-30	$0
Total income from all sources	2020-11-30	$1,036,654
Expenses. Total of all expenses incurred	2020-11-30	$107,080
Benefits paid (including direct rollovers)	2020-11-30	$105,930
Total plan assets at end of year	2020-11-30	$4,000,446
Total plan assets at beginning of year	2020-11-30	$3,070,872
Value of fidelity bond covering the plan	2020-11-30	$1,000,000
Total contributions received or receivable from participants	2020-11-30	$282,665
Expenses. Other expenses not covered elsewhere	2020-11-30	$1,150
Contributions received from other sources (not participants or employers)	2020-11-30	$72,889
Other income received	2020-11-30	$404,165
Net income (gross income less expenses)	2020-11-30	$929,574
Net plan assets at end of year (total assets less liabilities)	2020-11-30	$4,000,446
Net plan assets at beginning of year (total assets less liabilities)	2020-11-30	$3,070,872
Assets. Value of participant loans	2020-11-30	$12,407
Total contributions received or receivable from employer(s)	2020-11-30	$276,935
2019 : KPM CPAS, PC PROFIT SHARING PLAN II 2019 401k financial data
Total plan liabilities at end of year	2019-11-30	$0
Total plan liabilities at beginning of year	2019-11-30	$0
Total income from all sources	2019-11-30	$738,757
Expenses. Total of all expenses incurred	2019-11-30	$133,878
Benefits paid (including direct rollovers)	2019-11-30	$133,348
Total plan assets at end of year	2019-11-30	$3,070,872
Total plan assets at beginning of year	2019-11-30	$2,465,993
Value of fidelity bond covering the plan	2019-11-30	$1,000,000
Total contributions received or receivable from participants	2019-11-30	$271,780
Expenses. Other expenses not covered elsewhere	2019-11-30	$530
Contributions received from other sources (not participants or employers)	2019-11-30	$3,855
Other income received	2019-11-30	$206,857
Noncash contributions received	2019-11-30	$0
Net income (gross income less expenses)	2019-11-30	$604,879
Net plan assets at end of year (total assets less liabilities)	2019-11-30	$3,070,872
Net plan assets at beginning of year (total assets less liabilities)	2019-11-30	$2,465,993
Total contributions received or receivable from employer(s)	2019-11-30	$256,265
Value of certain deemed distributions of participant loans	2019-11-30	$0
Value of corrective distributions	2019-11-30	$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 securities	2019-11-30	$0
2018 : KPM CPAS, PC PROFIT SHARING PLAN II 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-11-30	$0
2017 : KPM CPAS, PC PROFIT SHARING PLAN II 2017 401k financial data
Total income from all sources	2017-11-30	$657,215
Expenses. Total of all expenses incurred	2017-11-30	$87,105
Benefits paid (including direct rollovers)	2017-11-30	$86,920
Total plan assets at end of year	2017-11-30	$2,232,236
Total plan assets at beginning of year	2017-11-30	$1,662,126
Value of fidelity bond covering the plan	2017-11-30	$1,500,000
Total contributions received or receivable from participants	2017-11-30	$213,068
Expenses. Other expenses not covered elsewhere	2017-11-30	$185
Other income received	2017-11-30	$232,567
Net income (gross income less expenses)	2017-11-30	$570,110
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$2,232,236
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$1,662,126
Assets. Value of participant loans	2017-11-30	$9,069
Total contributions received or receivable from employer(s)	2017-11-30	$211,580
2016 : KPM CPAS, PC PROFIT SHARING PLAN II 2016 401k financial data
Transfers to/from the plan	2016-11-30	$1,175,173
Total income from all sources	2016-11-30	$499,311
Expenses. Total of all expenses incurred	2016-11-30	$12,358
Benefits paid (including direct rollovers)	2016-11-30	$12,358
Total plan assets at end of year	2016-11-30	$1,662,126
Total plan assets at beginning of year	2016-11-30	$0
Value of fidelity bond covering the plan	2016-11-30	$500,000
Total contributions received or receivable from participants	2016-11-30	$236,090
Expenses. Other expenses not covered elsewhere	2016-11-30	$0
Other income received	2016-11-30	$66,733
Net income (gross income less expenses)	2016-11-30	$486,953
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$1,662,126
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$0
Total contributions received or receivable from employer(s)	2016-11-30	$196,488
Value of certain deemed distributions of participant loans	2016-11-30	$0
Value of corrective distributions	2016-11-30	$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 securities	2016-11-30	$0

Form 5500 Responses for KPM CPAS, PC PROFIT SHARING PLAN II

2022: KPM CPAS, PC PROFIT SHARING PLAN II 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KPM CPAS, PC PROFIT SHARING PLAN II 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Submission has been amended	No
2021-12-01	This submission is the final filing	No
2021-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-12-01	Plan is a collectively bargained plan	No
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: KPM CPAS, PC PROFIT SHARING PLAN II 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: KPM CPAS, PC PROFIT SHARING PLAN II 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: KPM CPAS, PC PROFIT SHARING PLAN II 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: KPM CPAS, PC PROFIT SHARING PLAN II 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: KPM CPAS, PC PROFIT SHARING PLAN II 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: KPM CPAS, PC PROFIT SHARING PLAN II 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	First time form 5500 has been submitted	Yes
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes

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