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AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 401k Plan overview

Plan NameAMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC.
Plan identification number 002

AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

KASA COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KASA COMPANIES, INC.
Employer identification number (EIN):480820668
NAIC Classification:334500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022018-10-01
0022017-10-01
0022016-10-01URVASHI JONES
0022015-10-01RICHARD RAUSSER
0022014-10-01RALPH VENDITTI
0022013-10-01MICHEAL MURRAY
0022012-10-01MIKE MURRAY
0022011-10-01BRAD STRATHE BRAD STRATHE2013-07-12
0022009-10-01NICCI BERGESON NICCI BERGESON2011-07-15
0022008-10-01

Plan Statistics for AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC.

401k plan membership statisitcs for AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC.

Measure Date Value
2021: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2021 401k membership
Total participants, beginning-of-year2021-10-01126
Total number of active participants reported on line 7a of the Form 55002021-10-01123
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0192
Total of all active and inactive participants2021-10-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01215
Number of participants with account balances2021-10-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2020 401k membership
Total participants, beginning-of-year2020-10-01102
Total number of active participants reported on line 7a of the Form 55002020-10-01111
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0115
Total of all active and inactive participants2020-10-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01126
Number of participants with account balances2020-10-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2019 401k membership
Total participants, beginning-of-year2019-10-01167
Total number of active participants reported on line 7a of the Form 55002019-10-01101
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-011
Total of all active and inactive participants2019-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01102
Number of participants with account balances2019-10-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2018 401k membership
Total participants, beginning-of-year2018-10-01272
Total number of active participants reported on line 7a of the Form 55002018-10-01112
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0155
Total of all active and inactive participants2018-10-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01167
Number of participants with account balances2018-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2017 401k membership
Total participants, beginning-of-year2017-10-01221
Total number of active participants reported on line 7a of the Form 55002017-10-01149
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01123
Total of all active and inactive participants2017-10-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01272
Number of participants with account balances2017-10-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2016 401k membership
Total participants, beginning-of-year2016-10-01212
Total number of active participants reported on line 7a of the Form 55002016-10-01181
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0140
Total of all active and inactive participants2016-10-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01221
Number of participants with account balances2016-10-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2015 401k membership
Total participants, beginning-of-year2015-10-01229
Total number of active participants reported on line 7a of the Form 55002015-10-01171
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0141
Total of all active and inactive participants2015-10-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01212
Number of participants with account balances2015-10-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-10-01218
Total number of active participants reported on line 7a of the Form 55002014-10-01184
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0144
Total of all active and inactive participants2014-10-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01229
Number of participants with account balances2014-10-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-10-01154
Total number of active participants reported on line 7a of the Form 55002013-10-01173
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0145
Total of all active and inactive participants2013-10-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01218
Number of participants with account balances2013-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-10-01147
Total number of active participants reported on line 7a of the Form 55002012-10-01141
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0113
Total of all active and inactive participants2012-10-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01154
Number of participants with account balances2012-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-10-01136
Total number of active participants reported on line 7a of the Form 55002011-10-01122
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0112
Total of all active and inactive participants2011-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01134
Number of participants with account balances2011-10-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-10-01159
Total number of active participants reported on line 7a of the Form 55002009-10-01107
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0127
Total of all active and inactive participants2009-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01134
Number of participants with account balances2009-10-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC.

Measure Date Value
2022 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-2,095,141
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$491,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$399,811
Expenses. Certain deemed distributions of participant loans2022-09-30$27,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$791,253
Value of total assets at end of year2022-09-30$12,321,564
Value of total assets at beginning of year2022-09-30$14,908,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$64,407
Total interest from all sources2022-09-30$3,351
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$1,552,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$1,552,156
Administrative expenses professional fees incurred2022-09-30$64,407
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$554,525
Participant contributions at end of year2022-09-30$56,280
Participant contributions at beginning of year2022-09-30$96,251
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$10,669
Total non interest bearing cash at end of year2022-09-30$2,060
Total non interest bearing cash at beginning of year2022-09-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-2,586,947
Value of net assets at end of year (total assets less liabilities)2022-09-30$12,321,564
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$14,908,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$11,917,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$14,480,841
Interest on participant loans2022-09-30$3,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$119,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$111,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$111,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-4,441,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$226,059
Employer contributions (assets) at end of year2022-09-30$226,059
Employer contributions (assets) at beginning of year2022-09-30$220,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$399,811
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30KMA, S.C.
Accountancy firm EIN2022-09-30452904270
2021 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$3,535,639
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$313,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$250,662
Expenses. Certain deemed distributions of participant loans2021-09-30$2,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$754,851
Value of total assets at end of year2021-09-30$14,908,511
Value of total assets at beginning of year2021-09-30$11,686,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$60,760
Total interest from all sources2021-09-30$4,357
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$548,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$534,006
Participant contributions at end of year2021-09-30$96,251
Participant contributions at beginning of year2021-09-30$81,639
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$634
Administrative expenses (other) incurred2021-09-30$2,471
Total non interest bearing cash at end of year2021-09-30$10
Total non interest bearing cash at beginning of year2021-09-30$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$3,222,165
Value of net assets at end of year (total assets less liabilities)2021-09-30$14,908,511
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$11,686,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$14,480,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$11,174,536
Interest on participant loans2021-09-30$4,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$111,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$217,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$217,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$2,227,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$220,211
Employer contributions (assets) at end of year2021-09-30$220,211
Employer contributions (assets) at beginning of year2021-09-30$212,455
Income. Dividends from common stock2021-09-30$548,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$250,662
Contract administrator fees2021-09-30$58,289
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30KMA, S.C.
Accountancy firm EIN2021-09-30452904270
2020 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,614,686
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$626,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$554,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$715,326
Value of total assets at end of year2020-09-30$11,686,346
Value of total assets at beginning of year2020-09-30$10,698,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$72,151
Total interest from all sources2020-09-30$3,162
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$428,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$428,263
Administrative expenses professional fees incurred2020-09-30$70,626
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$458,371
Participant contributions at end of year2020-09-30$81,639
Participant contributions at beginning of year2020-09-30$39,774
Administrative expenses (other) incurred2020-09-30$1,525
Total non interest bearing cash at end of year2020-09-30$10
Total non interest bearing cash at beginning of year2020-09-30$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$987,714
Value of net assets at end of year (total assets less liabilities)2020-09-30$11,686,346
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$10,698,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$11,174,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$10,255,216
Interest on participant loans2020-09-30$3,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$217,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$161,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$161,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$467,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$256,955
Employer contributions (assets) at end of year2020-09-30$212,455
Employer contributions (assets) at beginning of year2020-09-30$242,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$554,821
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30KMA, S.C.
Accountancy firm EIN2020-09-30452904270
2019 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$869,300
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,566,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,487,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$823,148
Value of total assets at end of year2019-09-30$10,456,134
Value of total assets at beginning of year2019-09-30$11,153,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$78,494
Total interest from all sources2019-09-30$2,204
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$692,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$692,386
Administrative expenses professional fees incurred2019-09-30$67,906
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$517,708
Participant contributions at end of year2019-09-30$39,823
Participant contributions at beginning of year2019-09-30$86,839
Administrative expenses (other) incurred2019-09-30$10,588
Total non interest bearing cash at end of year2019-09-30$9
Total non interest bearing cash at beginning of year2019-09-30$15,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-697,021
Value of net assets at end of year (total assets less liabilities)2019-09-30$10,456,134
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$11,153,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$10,255,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$10,431,551
Interest on participant loans2019-09-30$2,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$161,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$313,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$313,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-648,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$305,440
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$305,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,487,827
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm EIN2019-09-30481041128
2018 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,892,122
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$423,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$352,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$987,604
Value of total assets at end of year2018-09-30$11,153,155
Value of total assets at beginning of year2018-09-30$9,684,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$70,249
Total interest from all sources2018-09-30$366,808
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$537,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$537,710
Administrative expenses professional fees incurred2018-09-30$68,749
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$599,173
Participant contributions at end of year2018-09-30$86,839
Participant contributions at beginning of year2018-09-30$33,537
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$89,805
Administrative expenses (other) incurred2018-09-30$1,500
Total non interest bearing cash at end of year2018-09-30$15,876
Total non interest bearing cash at beginning of year2018-09-30$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,469,037
Value of net assets at end of year (total assets less liabilities)2018-09-30$11,153,155
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$9,684,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$10,431,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$9,039,276
Interest on participant loans2018-09-30$2,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$313,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$331,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$331,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$364,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$298,626
Employer contributions (assets) at end of year2018-09-30$305,439
Employer contributions (assets) at beginning of year2018-09-30$279,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$352,836
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm EIN2018-09-30481041128
2017 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,981,825
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$635,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$575,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$773,459
Value of total assets at end of year2017-09-30$9,684,118
Value of total assets at beginning of year2017-09-30$8,337,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$60,345
Total interest from all sources2017-09-30$2,054
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$343,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$343,115
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$488,933
Participant contributions at end of year2017-09-30$33,537
Participant contributions at beginning of year2017-09-30$45,728
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$5,040
Other income not declared elsewhere2017-09-30$526
Administrative expenses (other) incurred2017-09-30$5,017
Total non interest bearing cash at end of year2017-09-30$1
Total non interest bearing cash at beginning of year2017-09-30$13,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,346,261
Value of net assets at end of year (total assets less liabilities)2017-09-30$9,684,118
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$8,337,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$9,039,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$7,605,770
Interest on participant loans2017-09-30$2,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$331,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$420,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$420,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$862,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$279,486
Employer contributions (assets) at end of year2017-09-30$279,486
Employer contributions (assets) at beginning of year2017-09-30$252,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$575,219
Contract administrator fees2017-09-30$55,328
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm EIN2017-09-30481041128
2016 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,326,980
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$477,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$422,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$599,523
Value of total assets at end of year2016-09-30$8,337,857
Value of total assets at beginning of year2016-09-30$7,487,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$54,679
Total interest from all sources2016-09-30$2,093
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$406,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$406,565
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$347,157
Participant contributions at end of year2016-09-30$45,728
Participant contributions at beginning of year2016-09-30$37,530
Administrative expenses (other) incurred2016-09-30$4,475
Total non interest bearing cash at end of year2016-09-30$13,588
Total non interest bearing cash at beginning of year2016-09-30$3,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$849,971
Value of net assets at end of year (total assets less liabilities)2016-09-30$8,337,857
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$7,487,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$7,605,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$6,848,351
Interest on participant loans2016-09-30$2,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$420,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$384,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$384,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$318,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$252,366
Employer contributions (assets) at end of year2016-09-30$252,366
Employer contributions (assets) at beginning of year2016-09-30$214,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$422,330
Contract administrator fees2016-09-30$50,204
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm EIN2016-09-30481041128
2015 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,824,826
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$289,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$232,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,988,901
Value of total assets at end of year2015-09-30$7,487,886
Value of total assets at beginning of year2015-09-30$5,952,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$56,975
Total interest from all sources2015-09-30$1,558
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$284,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$284,438
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$297,382
Participant contributions at end of year2015-09-30$37,530
Participant contributions at beginning of year2015-09-30$20,968
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$1,474,940
Administrative expenses (other) incurred2015-09-30$3,969
Total non interest bearing cash at end of year2015-09-30$3,017
Total non interest bearing cash at beginning of year2015-09-30$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$1,534,923
Value of net assets at end of year (total assets less liabilities)2015-09-30$7,487,886
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$5,952,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$6,848,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$5,388,033
Interest on participant loans2015-09-30$1,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$384,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$336,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$336,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-450,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$216,579
Employer contributions (assets) at end of year2015-09-30$214,600
Employer contributions (assets) at beginning of year2015-09-30$207,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$232,928
Contract administrator fees2015-09-30$53,006
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30SWINDOLL, JANZEN, HAWK & LOYD, LLC
Accountancy firm EIN2015-09-30481041125
2014 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$1,371,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,063,956
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$980,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$940,314
Value of total corrective distributions2014-09-30$8,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$557,718
Value of total assets at end of year2014-09-30$5,952,963
Value of total assets at beginning of year2014-09-30$4,498,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$31,083
Total interest from all sources2014-09-30$838
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$59,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$59,170
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$301,435
Participant contributions at end of year2014-09-30$20,968
Participant contributions at beginning of year2014-09-30$13,521
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$45,812
Other income not declared elsewhere2014-09-30$991
Administrative expenses (other) incurred2014-09-30$3,581
Total non interest bearing cash at end of year2014-09-30$30
Total non interest bearing cash at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$83,573
Value of net assets at end of year (total assets less liabilities)2014-09-30$5,952,963
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,498,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$8,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$5,388,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$4,082,307
Interest on participant loans2014-09-30$800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$336,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$207,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$207,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$445,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$210,471
Employer contributions (assets) at end of year2014-09-30$207,397
Employer contributions (assets) at beginning of year2014-09-30$195,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$940,314
Contract administrator fees2014-09-30$18,622
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-09-30431947695
2013 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,217,319
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$931,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$876,155
Value of total corrective distributions2013-09-30$12,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$538,309
Value of total assets at end of year2013-09-30$4,498,078
Value of total assets at beginning of year2013-09-30$4,212,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$42,803
Total interest from all sources2013-09-30$206
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$55,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$55,157
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$330,657
Participant contributions at end of year2013-09-30$13,521
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$12,612
Administrative expenses (other) incurred2013-09-30$42,803
Total non interest bearing cash at beginning of year2013-09-30$10,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$285,966
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,498,078
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,212,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$4,082,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,712,172
Interest on participant loans2013-09-30$131
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$230,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$207,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$183,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$183,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$623,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$195,040
Employer contributions (assets) at end of year2013-09-30$195,040
Employer contributions (assets) at beginning of year2013-09-30$75,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$876,155
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-09-30431947695
2012 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,030,737
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$131,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$107,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$346,360
Value of total assets at end of year2012-09-30$4,212,112
Value of total assets at beginning of year2012-09-30$3,313,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$24,126
Total interest from all sources2012-09-30$18
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$51,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$51,157
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$270,818
Administrative expenses (other) incurred2012-09-30$24,126
Total non interest bearing cash at end of year2012-09-30$10,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$898,827
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,212,112
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,313,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,712,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,847,358
Value of interest in common/collective trusts at end of year2012-09-30$230,863
Value of interest in common/collective trusts at beginning of year2012-09-30$233,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$183,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$159,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$159,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$632,586
Net investment gain or loss from common/collective trusts2012-09-30$616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$75,542
Employer contributions (assets) at end of year2012-09-30$75,542
Employer contributions (assets) at beginning of year2012-09-30$72,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$107,784
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-09-30431947695
2011 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$236,005
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$315,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$292,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$395,391
Value of total assets at end of year2011-09-30$3,313,285
Value of total assets at beginning of year2011-09-30$3,393,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$23,749
Total interest from all sources2011-09-30$11
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$61,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$61,777
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$266,412
Participant contributions at beginning of year2011-09-30$66
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$56,106
Administrative expenses (other) incurred2011-09-30$23,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-79,934
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,313,285
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,393,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,847,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,980,334
Value of interest in common/collective trusts at end of year2011-09-30$233,695
Value of interest in common/collective trusts at beginning of year2011-09-30$299,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$159,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$46,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$46,256
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-222,385
Net investment gain or loss from common/collective trusts2011-09-30$1,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$72,873
Employer contributions (assets) at end of year2011-09-30$72,873
Employer contributions (assets) at beginning of year2011-09-30$66,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$292,190
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-09-30431947695
2010 : AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC.

2021: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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