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KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameKVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 001

KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

KVI ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KVI ASSOCIATES, INC.
Employer identification number (EIN):470721501
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOHN DANIELSON2023-10-16
0012021-01-01JOHN DANIELSON2022-10-11
0012020-01-01JOHN DANIELSON2021-10-12
0012019-01-01JOHN DANIELSON2020-10-05
0012018-01-01JOHN DANIELSON2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN DANIELSON
0012011-01-01JOHN DANIELSON
0012010-01-01JOHN DANIELSON

Plan Statistics for KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-019
Total of all active and inactive participants2022-01-019
Total participants2022-01-019
Number of participants with account balances2022-01-014
2021: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-018
Total of all active and inactive participants2021-01-018
Total participants2021-01-018
Number of participants with account balances2021-01-014
2020: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Total of all active and inactive participants2020-01-0110
Total participants2020-01-0110
Number of participants with account balances2020-01-014
2019: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Total of all active and inactive participants2019-01-0112
Total participants2019-01-0112
Number of participants with account balances2019-01-014
2018: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Total of all active and inactive participants2018-01-0111
Total participants2018-01-0111
Number of participants with account balances2018-01-014
2017: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Total of all active and inactive participants2017-01-0112
Total participants2017-01-0112
Number of participants with account balances2017-01-014
2016: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Total of all active and inactive participants2016-01-0110
Total participants2016-01-0110
Number of participants with account balances2016-01-014
2015: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
Number of participants with account balances2015-01-013
2014: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Total of all active and inactive participants2014-01-0110
Total participants2014-01-0110
Number of participants with account balances2014-01-013
2013: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-016
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-013
2012: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-013
2011: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-019
Total of all active and inactive participants2011-01-019
Total participants2011-01-019
Number of participants with account balances2011-01-013
2010: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Total of all active and inactive participants2010-01-0111
Total participants2010-01-0111
Number of participants with account balances2010-01-014

Financial Data on KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-82,273
Expenses. Total of all expenses incurred2022-12-31$7,500
Benefits paid (including direct rollovers)2022-12-31$7,500
Total plan assets at end of year2022-12-31$720,765
Total plan assets at beginning of year2022-12-31$810,538
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$45,132
Other income received2022-12-31$-138,688
Net income (gross income less expenses)2022-12-31$-89,773
Net plan assets at end of year (total assets less liabilities)2022-12-31$720,765
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$810,538
Total contributions received or receivable from employer(s)2022-12-31$11,283
2021 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$146,802
Total plan assets at end of year2021-12-31$810,538
Total plan assets at beginning of year2021-12-31$663,736
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$43,937
Other income received2021-12-31$86,516
Net income (gross income less expenses)2021-12-31$146,802
Net plan assets at end of year (total assets less liabilities)2021-12-31$810,538
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$663,736
Total contributions received or receivable from employer(s)2021-12-31$16,349
2020 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$117,119
Expenses. Total of all expenses incurred2020-12-31$12,500
Benefits paid (including direct rollovers)2020-12-31$12,500
Total plan assets at end of year2020-12-31$663,736
Total plan assets at beginning of year2020-12-31$559,117
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$40,337
Other income received2020-12-31$66,698
Net income (gross income less expenses)2020-12-31$104,619
Net plan assets at end of year (total assets less liabilities)2020-12-31$663,736
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$559,117
Total contributions received or receivable from employer(s)2020-12-31$10,084
2019 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$144,939
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$559,117
Total plan assets at beginning of year2019-12-31$414,178
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$60,939
Other income received2019-12-31$74,756
Net income (gross income less expenses)2019-12-31$144,939
Net plan assets at end of year (total assets less liabilities)2019-12-31$559,117
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$414,178
Total contributions received or receivable from employer(s)2019-12-31$9,244
2018 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$22,330
Expenses. Total of all expenses incurred2018-12-31$55,000
Benefits paid (including direct rollovers)2018-12-31$55,000
Total plan assets at end of year2018-12-31$414,178
Total plan assets at beginning of year2018-12-31$446,848
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$40,118
Other income received2018-12-31$-27,818
Net income (gross income less expenses)2018-12-31$-32,670
Net plan assets at end of year (total assets less liabilities)2018-12-31$414,178
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$446,848
Total contributions received or receivable from employer(s)2018-12-31$10,030
2017 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$93,019
Expenses. Total of all expenses incurred2017-12-31$1,000
Benefits paid (including direct rollovers)2017-12-31$1,000
Total plan assets at end of year2017-12-31$446,848
Total plan assets at beginning of year2017-12-31$354,829
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$34,057
Other income received2017-12-31$50,448
Net income (gross income less expenses)2017-12-31$92,019
Net plan assets at end of year (total assets less liabilities)2017-12-31$446,848
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$354,829
Total contributions received or receivable from employer(s)2017-12-31$8,514
2016 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$76,143
Expenses. Total of all expenses incurred2016-12-31$10,000
Benefits paid (including direct rollovers)2016-12-31$10,000
Total plan assets at end of year2016-12-31$354,829
Total plan assets at beginning of year2016-12-31$288,686
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$46,725
Other income received2016-12-31$23,303
Net income (gross income less expenses)2016-12-31$66,143
Net plan assets at end of year (total assets less liabilities)2016-12-31$354,829
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$288,686
Total contributions received or receivable from employer(s)2016-12-31$6,115
2015 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$22,664
Expenses. Total of all expenses incurred2015-12-31$100,000
Benefits paid (including direct rollovers)2015-12-31$100,000
Total plan assets at end of year2015-12-31$288,686
Total plan assets at beginning of year2015-12-31$366,022
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$22,337
Other income received2015-12-31$-5,227
Net income (gross income less expenses)2015-12-31$-77,336
Net plan assets at end of year (total assets less liabilities)2015-12-31$288,686
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$366,022
Total contributions received or receivable from employer(s)2015-12-31$5,554
2014 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$12,120
Total plan assets at end of year2014-12-31$366,022
Total plan assets at beginning of year2014-12-31$353,902
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$22,337
Other income received2014-12-31$-15,771
Net income (gross income less expenses)2014-12-31$12,120
Net plan assets at end of year (total assets less liabilities)2014-12-31$366,022
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$353,902
Total contributions received or receivable from employer(s)2014-12-31$5,554
2013 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$79,054
Total plan assets at end of year2013-12-31$353,902
Total plan assets at beginning of year2013-12-31$274,848
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$21,837
Other income received2013-12-31$53,182
Net income (gross income less expenses)2013-12-31$79,054
Net plan assets at end of year (total assets less liabilities)2013-12-31$353,902
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$274,848
Total contributions received or receivable from employer(s)2013-12-31$4,035
2012 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$55,571
Expenses. Total of all expenses incurred2012-12-31$4,775
Benefits paid (including direct rollovers)2012-12-31$4,775
Total plan assets at end of year2012-12-31$274,848
Total plan assets at beginning of year2012-12-31$224,052
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$19,037
Other income received2012-12-31$33,018
Net income (gross income less expenses)2012-12-31$50,796
Net plan assets at end of year (total assets less liabilities)2012-12-31$274,848
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$224,052
Total contributions received or receivable from employer(s)2012-12-31$3,516
2011 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-985
Expenses. Total of all expenses incurred2011-12-31$259,654
Benefits paid (including direct rollovers)2011-12-31$259,654
Total plan assets at end of year2011-12-31$224,052
Total plan assets at beginning of year2011-12-31$484,691
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$13,876
Other income received2011-12-31$-16,105
Net income (gross income less expenses)2011-12-31$-260,639
Net plan assets at end of year (total assets less liabilities)2011-12-31$224,052
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$484,691
Total contributions received or receivable from employer(s)2011-12-31$1,244
2010 : KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$63,217
Expenses. Total of all expenses incurred2010-12-31$1,147
Total plan assets at end of year2010-12-31$484,691
Total plan assets at beginning of year2010-12-31$422,621
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$24,063
Other income received2010-12-31$38,137
Net income (gross income less expenses)2010-12-31$62,070
Net plan assets at end of year (total assets less liabilities)2010-12-31$484,691
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$422,621
Total contributions received or receivable from employer(s)2010-12-31$1,017
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,147

Form 5500 Responses for KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN

2022: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KVI ASSOCIATES, INC. SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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