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KUBLER MANAGEMENT CO. PROFIT SHARING PLAN 401k Plan overview

Plan NameKUBLER MANAGEMENT CO. PROFIT SHARING PLAN
Plan identification number 001

KUBLER MANAGEMENT CO. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

KUBLER MANAGEMENT CO. has sponsored the creation of one or more 401k plans.

Company Name:KUBLER MANAGEMENT CO.
Employer identification number (EIN):470607741

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUBLER MANAGEMENT CO. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012007-07-01RICK KUBLER

Plan Statistics for KUBLER MANAGEMENT CO. PROFIT SHARING PLAN

401k plan membership statisitcs for KUBLER MANAGEMENT CO. PROFIT SHARING PLAN

Measure Date Value
2007: KUBLER MANAGEMENT CO. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-011
Total number of active participants reported on line 7a of the Form 55002007-07-010
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-010
Total of all active and inactive participants2007-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-010
Number of participants with account balances2007-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010

Financial Data on KUBLER MANAGEMENT CO. PROFIT SHARING PLAN

Measure Date Value
2007 : KUBLER MANAGEMENT CO. PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan2007-11-09$0
Total plan liabilities at end of year2007-11-09$0
Total plan liabilities at beginning of year2007-11-09$0
Total income from all sources2007-11-09$-21
Expenses. Total of all expenses incurred2007-11-09$636
Benefits paid (including direct rollovers)2007-11-09$636
Total plan assets at end of year2007-11-09$0
Total plan assets at beginning of year2007-11-09$657
Value of fidelity bond covering the plan2007-11-09$125,000
Total contributions received or receivable from participants2007-11-09$0
Expenses. Other expenses not covered elsewhere2007-11-09$0
Contributions received from other sources (not participants or employers)2007-11-09$0
Other income received2007-11-09$-21
Noncash contributions received2007-11-09$0
Net income (gross income less expenses)2007-11-09$-657
Net plan assets at end of year (total assets less liabilities)2007-11-09$0
Net plan assets at beginning of year (total assets less liabilities)2007-11-09$657
Total contributions received or receivable from employer(s)2007-11-09$0
Value of certain deemed distributions of participant loans2007-11-09$0
Value of corrective distributions2007-11-09$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-11-09$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-11-09$0

Form 5500 Responses for KUBLER MANAGEMENT CO. PROFIT SHARING PLAN

2007: KUBLER MANAGEMENT CO. PROFIT SHARING PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingYes
2007-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement - TrustYes

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