401k Plan data: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN plan

KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 401k Plan overview

Plan Name	KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN
Plan identification number	001

KOART RESIDENTIAL INC. PROFIT SHARING/401K 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.
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

KOART RESIDENTIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: KOART RESIDENTIAL, INC.

Employer identification number (EIN): 455515396

NAIC Classification: 236110

Additional information about KOART RESIDENTIAL, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2012-05-17

Company Identification Number: C3477849

Legal Registered Office Address: 5000 Hopyard Road, Suite 170

Pleasanton
United States of America (USA)
94588

More information about KOART RESIDENTIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MATTHEW KOART 2024-06-09
001 2022-01-01 MATTHEW KOART 2023-06-06
001 2021-01-01 MATTHEW KOART 2022-06-28
001 2020-01-01 MATTHEW KOART 2021-07-19
001 2019-01-01 MATTHEW KOART 2020-06-17
001 2018-01-01 MATTHEW KOART
001 2017-01-01 MATTHEW KOART
001 2016-01-01 MATTHEW KOART
001 2015-01-01 MATTHEW KOART
001 2014-01-01 MATT KOART

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MATTHEW KOART	2024-06-09
001	2022-01-01	MATTHEW KOART	2023-06-06
001	2021-01-01	MATTHEW KOART	2022-06-28
001	2020-01-01	MATTHEW KOART	2021-07-19
001	2019-01-01	MATTHEW KOART	2020-06-17
001	2018-01-01	MATTHEW KOART
001	2017-01-01	MATTHEW KOART
001	2016-01-01	MATTHEW KOART
001	2015-01-01	MATTHEW KOART
001	2014-01-01	MATT KOART

Plan Statistics for KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN

401k plan membership statisitcs for KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN

Measure Date Value
2018: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2018: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN

Measure	Date	Value
2018 : KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$56,275
Expenses. Total of all expenses incurred	2018-12-31	$853
Total plan assets at end of year	2018-12-31	$291,021
Total plan assets at beginning of year	2018-12-31	$235,599
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$-12,225
Net income (gross income less expenses)	2018-12-31	$55,422
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$291,021
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$235,599
Total contributions received or receivable from employer(s)	2018-12-31	$44,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$57,413
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$235,599
Total plan assets at beginning of year	2017-12-31	$178,186
Value of fidelity bond covering the plan	2017-12-31	$265,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$-2,587
Net income (gross income less expenses)	2017-12-31	$57,413
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$235,599
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$178,186
Total contributions received or receivable from employer(s)	2017-12-31	$36,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$56,519
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$178,186
Total plan assets at beginning of year	2016-12-31	$121,667
Value of fidelity bond covering the plan	2016-12-31	$265,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-2,481
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$56,519
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$178,186
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$121,667
Total contributions received or receivable from employer(s)	2016-12-31	$35,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$54,552
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$121,667
Total plan assets at beginning of year	2015-12-31	$67,115
Value of fidelity bond covering the plan	2015-12-31	$265,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-4,448
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$54,552
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$121,667
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$67,115
Total contributions received or receivable from employer(s)	2015-12-31	$35,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$67,115
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$67,115
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$48,377
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$67,115
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$67,115
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$18,738
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN

2018: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KOART RESIDENTIAL INC. PROFIT SHARING/401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KOART RESIDENTIAL, INC.
Employer identification number (EIN):	455515396
NAIC Classification:	236110

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2012-05-17
Company Identification Number:	C3477849
Legal Registered Office Address:	5000 Hopyard Road, Suite 170 Pleasanton United States of America (USA) 94588