401k Plan data: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST plan

KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 401k Plan overview

Plan Name	KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
Plan identification number	002

KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

KOBERSTEIN HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: KOBERSTEIN HOLDINGS, INC.

Employer identification number (EIN): 464269767

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

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
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MICAH PRELLWITZ
002 2017-01-01 GREG KOBERSTEIN
002 2016-01-01 GREG KOBERSTEIN
002 2015-01-01 GREG KOBERSTEIN
002 2014-01-01 GREG KOBERSTEIN

Plan Statistics for KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

401k plan membership statisitcs for KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure Date Value
2023: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 21
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 22
Number of participants with account balances 2023-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
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 1
Total of all active and inactive participants 2022-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 17
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 16
Number of participants with account balances 2020-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
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 3
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
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 2
Total of all active and inactive participants 2017-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
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 2
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
2014: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	21
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	22
Number of participants with account balances	2023-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
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	1
Total of all active and inactive participants	2022-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	17
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	16
Number of participants with account balances	2020-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
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	3
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
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	2
Total of all active and inactive participants	2017-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
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	2
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
2014: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Measure	Date	Value
2023 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$1,200,842
Total plan liabilities at beginning of year	2023-12-31	$1,223,885
Total income from all sources	2023-12-31	$2,779,112
Expenses. Total of all expenses incurred	2023-12-31	$421,590
Benefits paid (including direct rollovers)	2023-12-31	$400,417
Total plan assets at end of year	2023-12-31	$10,595,474
Total plan assets at beginning of year	2023-12-31	$8,260,995
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$21,173
Other income received	2023-12-31	$2,734,896
Net income (gross income less expenses)	2023-12-31	$2,357,522
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$9,394,632
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,037,110
Assets. Value of employer securities	2023-12-31	$10,595,469
Total contributions received or receivable from employer(s)	2023-12-31	$44,216
2022 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$1,223,885
Total plan liabilities at beginning of year	2022-12-31	$1,246,536
Total income from all sources	2022-12-31	$2,113,820
Expenses. Total of all expenses incurred	2022-12-31	$806,724
Benefits paid (including direct rollovers)	2022-12-31	$785,159
Total plan assets at end of year	2022-12-31	$8,260,995
Total plan assets at beginning of year	2022-12-31	$6,976,550
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$21,565
Other income received	2022-12-31	$2,069,604
Net income (gross income less expenses)	2022-12-31	$1,307,096
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,037,110
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,730,014
Assets. Value of employer securities	2022-12-31	$8,260,990
Total contributions received or receivable from employer(s)	2022-12-31	$44,216
2021 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,246,536
Total plan liabilities at beginning of year	2021-12-31	$1,268,861
Total income from all sources	2021-12-31	$1,224,158
Expenses. Total of all expenses incurred	2021-12-31	$365,509
Benefits paid (including direct rollovers)	2021-12-31	$343,618
Total plan assets at end of year	2021-12-31	$6,976,550
Total plan assets at beginning of year	2021-12-31	$6,140,226
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$21,891
Other income received	2021-12-31	$1,179,942
Net income (gross income less expenses)	2021-12-31	$858,649
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,730,014
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,871,365
Assets. Value of employer securities	2021-12-31	$6,976,545
Total contributions received or receivable from employer(s)	2021-12-31	$44,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$343,618
2020 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,268,861
Total plan liabilities at beginning of year	2020-12-31	$1,523,722
Total income from all sources	2020-12-31	$1,307,945
Expenses. Total of all expenses incurred	2020-12-31	$686,093
Benefits paid (including direct rollovers)	2020-12-31	$658,434
Total plan assets at end of year	2020-12-31	$6,140,226
Total plan assets at beginning of year	2020-12-31	$5,773,235
Value of fidelity bond covering the plan	2020-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$27,659
Other income received	2020-12-31	$1,166,688
Net income (gross income less expenses)	2020-12-31	$621,852
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,871,365
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,249,513
Assets. Value of employer securities	2020-12-31	$6,140,221
Total contributions received or receivable from employer(s)	2020-12-31	$141,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$658,434
2019 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,523,722
Total plan liabilities at beginning of year	2019-12-31	$1,493,845
Total income from all sources	2019-12-31	$455,344
Expenses. Total of all expenses incurred	2019-12-31	$175,818
Benefits paid (including direct rollovers)	2019-12-31	$145,941
Total plan assets at end of year	2019-12-31	$5,773,235
Total plan assets at beginning of year	2019-12-31	$5,463,832
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$29,877
Other income received	2019-12-31	$314,087
Net income (gross income less expenses)	2019-12-31	$279,526
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,249,513
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,969,987
Assets. Value of employer securities	2019-12-31	$5,631,978
Total contributions received or receivable from employer(s)	2019-12-31	$141,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$145,941
2018 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$1,493,845
Total plan liabilities at beginning of year	2018-12-31	$1,603,041
Total income from all sources	2018-12-31	$732,215
Expenses. Total of all expenses incurred	2018-12-31	$75,746
Benefits paid (including direct rollovers)	2018-12-31	$43,685
Total plan assets at end of year	2018-12-31	$5,463,832
Total plan assets at beginning of year	2018-12-31	$4,916,559
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$32,061
Other income received	2018-12-31	$590,957
Net income (gross income less expenses)	2018-12-31	$656,469
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,969,987
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,313,518
Assets. Value of employer securities	2018-12-31	$5,463,832
Total contributions received or receivable from employer(s)	2018-12-31	$141,258
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$43,685
2017 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$1,603,041
Total plan liabilities at beginning of year	2017-12-31	$1,710,097
Total income from all sources	2017-12-31	$1,075,322
Expenses. Total of all expenses incurred	2017-12-31	$34,202
Total plan assets at end of year	2017-12-31	$4,916,559
Total plan assets at beginning of year	2017-12-31	$3,982,495
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$34,202
Other income received	2017-12-31	$934,065
Net income (gross income less expenses)	2017-12-31	$1,041,120
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,313,518
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,272,398
Assets. Value of employer securities	2017-12-31	$4,916,559
Total contributions received or receivable from employer(s)	2017-12-31	$141,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,710,097
Total plan liabilities at beginning of year	2016-12-31	$1,815,058
Total income from all sources	2016-12-31	$1,493,452
Expenses. Total of all expenses incurred	2016-12-31	$45,396
Benefits paid (including direct rollovers)	2016-12-31	$9,095
Total plan assets at end of year	2016-12-31	$3,982,495
Total plan assets at beginning of year	2016-12-31	$2,639,400
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$36,301
Other income received	2016-12-31	$1,343,100
Net income (gross income less expenses)	2016-12-31	$1,448,056
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,272,398
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$824,342
Assets. Value of employer securities	2016-12-31	$3,982,495
Total contributions received or receivable from employer(s)	2016-12-31	$150,352
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$1,815,058
Total plan liabilities at beginning of year	2015-12-31	$2,010,553
Total income from all sources	2015-12-31	$481,628
Expenses. Total of all expenses incurred	2015-12-31	$66,349
Total plan assets at end of year	2015-12-31	$2,639,400
Total plan assets at beginning of year	2015-12-31	$2,419,616
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$66,349
Other income received	2015-12-31	$322,780
Net income (gross income less expenses)	2015-12-31	$415,279
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$824,342
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$409,063
Assets. Value of employer securities	2015-12-31	$2,639,395
Total contributions received or receivable from employer(s)	2015-12-31	$158,848
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$2,010,553
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$481,464
Expenses. Total of all expenses incurred	2014-12-31	$72,401
Total plan assets at end of year	2014-12-31	$2,419,616
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$72,401
Other income received	2014-12-31	$284,615
Net income (gross income less expenses)	2014-12-31	$409,063
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$409,063
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$2,419,616
Total contributions received or receivable from employer(s)	2014-12-31	$196,849
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 KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

2023: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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: KOBERSTEIN HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 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

Potentially related plans

KOBERSTEIN HOLDINGS, INC CBIN BENEFIT PLAN [EIN = 351284120]

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Company Name:	KOBERSTEIN HOLDINGS, INC.
Employer identification number (EIN):	464269767
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance