401k Plan data: THE KIPLINGER EMPLOYEES' PENSION PLAN plan

THE KIPLINGER EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	THE KIPLINGER EMPLOYEES' PENSION PLAN
Plan identification number	001

THE KIPLINGER EMPLOYEES' PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KIPLINGER WASHINGTON EDITORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: KIPLINGER WASHINGTON EDITORS, INC.

Employer identification number (EIN): 530094610

NAIC Classification: 511120
NAIC Description: Periodical Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KIPLINGER EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2017-01-01 DAVID DAUGHERTY
001 2016-01-01 DAVID DAUGHERTY
001 2015-01-01 DAVID DAUGHERTY
001 2014-01-01 DAVID DAUGHERTY
001 2013-01-01 DAVID M. DAUGHERTY
001 2012-01-01 DAVID M. DAUGHERTY
001 2011-01-01 DAVID M. DAUGHERTY
001 2009-01-01 DAVID M. DAUGHERTY PATRICIA J. TRUDEAU 2010-07-30
001 2009-01-01 DAVID M. DAUGHERTY PATRICIA J. TRUDEAU, VP ADMIN HR 2010-11-12
001 2009-01-01 DAVID M. DAUGHERTY PATRICIA J. TRUDEAU, VP ADMIN HR 2010-11-12
001 2009-01-01 DAVID M. DAUGHERTY PATRICIA J. TRUDEAU, VP ADMIN HR 2010-11-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2017-01-01	DAVID DAUGHERTY
001	2016-01-01	DAVID DAUGHERTY
001	2015-01-01	DAVID DAUGHERTY
001	2014-01-01	DAVID DAUGHERTY
001	2013-01-01	DAVID M. DAUGHERTY
001	2012-01-01	DAVID M. DAUGHERTY
001	2011-01-01	DAVID M. DAUGHERTY
001	2009-01-01	DAVID M. DAUGHERTY	PATRICIA J. TRUDEAU	2010-07-30
001	2009-01-01	DAVID M. DAUGHERTY	PATRICIA J. TRUDEAU, VP ADMIN HR	2010-11-12
001	2009-01-01	DAVID M. DAUGHERTY	PATRICIA J. TRUDEAU, VP ADMIN HR	2010-11-12
001	2009-01-01	DAVID M. DAUGHERTY	PATRICIA J. TRUDEAU, VP ADMIN HR	2010-11-12

Plan Statistics for THE KIPLINGER EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for THE KIPLINGER EMPLOYEES' PENSION PLAN

Measure Date Value
2021: THE KIPLINGER EMPLOYEES' PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 66
Total of all active and inactive participants 2021-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 66
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2017: THE KIPLINGER EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
2016: THE KIPLINGER EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 31,777,902
Acturial value of plan assets 2016-12-31 32,558,838
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 22,711,430
Number of terminated vested participants 2016-12-31 66
Fundng target for terminated vested participants 2016-12-31 4,967,515
Active participant vested funding target 2016-12-31 9,808,507
Number of active participants 2016-12-31 36
Total funding liabilities for active participants 2016-12-31 9,868,135
Total participant count 2016-12-31 299
Total funding target for all participants 2016-12-31 37,547,080
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 7,346
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 7,346
Present value of excess contributions 2016-12-31 416
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 442
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 7,358
Total employer contributions 2016-12-31 10,298,246
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 55,542
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 9,602,292
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 250,000
Net shortfall amortization installment of oustanding balance 2016-12-31 4,995,600
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 321,633
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 321,633
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 9,602,292
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 182
Number of other retired or separated participants entitled to future benefits 2016-01-01 62
Total of all active and inactive participants 2016-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 13
Total participants 2016-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE KIPLINGER EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
Number of retired or separated participants receiving benefits 2015-01-01 182
Number of other retired or separated participants entitled to future benefits 2015-01-01 66
Total of all active and inactive participants 2015-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 13
Total participants 2015-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE KIPLINGER EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 39
Number of retired or separated participants receiving benefits 2014-01-01 185
Number of other retired or separated participants entitled to future benefits 2014-01-01 69
Total of all active and inactive participants 2014-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 12
Total participants 2014-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE KIPLINGER EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 184
Number of other retired or separated participants entitled to future benefits 2013-01-01 132
Total of all active and inactive participants 2013-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 11
Total participants 2013-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE KIPLINGER EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 47
Number of retired or separated participants receiving benefits 2012-01-01 182
Number of other retired or separated participants entitled to future benefits 2012-01-01 155
Total of all active and inactive participants 2012-01-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 13
Total participants 2012-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE KIPLINGER EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 424
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 56
Number of retired or separated participants receiving benefits 2011-01-01 189
Number of other retired or separated participants entitled to future benefits 2011-01-01 161
Total of all active and inactive participants 2011-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 11
Total participants 2011-01-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE KIPLINGER EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 69
Number of retired or separated participants receiving benefits 2009-01-01 176
Number of other retired or separated participants entitled to future benefits 2009-01-01 187
Total of all active and inactive participants 2009-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 11
Total participants 2009-01-01 443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: THE KIPLINGER EMPLOYEES' PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	66
Total of all active and inactive participants	2021-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	66
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2017: THE KIPLINGER EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
2016: THE KIPLINGER EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	31,777,902
Acturial value of plan assets	2016-12-31	32,558,838
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	22,711,430
Number of terminated vested participants	2016-12-31	66
Fundng target for terminated vested participants	2016-12-31	4,967,515
Active participant vested funding target	2016-12-31	9,808,507
Number of active participants	2016-12-31	36
Total funding liabilities for active participants	2016-12-31	9,868,135
Total participant count	2016-12-31	299
Total funding target for all participants	2016-12-31	37,547,080
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	7,346
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	7,346
Present value of excess contributions	2016-12-31	416
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	442
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	7,358
Total employer contributions	2016-12-31	10,298,246
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	55,542
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	9,602,292
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	250,000
Net shortfall amortization installment of oustanding balance	2016-12-31	4,995,600
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	321,633
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	321,633
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	9,602,292
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	182
Number of other retired or separated participants entitled to future benefits	2016-01-01	62
Total of all active and inactive participants	2016-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	13
Total participants	2016-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE KIPLINGER EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
Number of retired or separated participants receiving benefits	2015-01-01	182
Number of other retired or separated participants entitled to future benefits	2015-01-01	66
Total of all active and inactive participants	2015-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	13
Total participants	2015-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE KIPLINGER EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	39
Number of retired or separated participants receiving benefits	2014-01-01	185
Number of other retired or separated participants entitled to future benefits	2014-01-01	69
Total of all active and inactive participants	2014-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	12
Total participants	2014-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE KIPLINGER EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	184
Number of other retired or separated participants entitled to future benefits	2013-01-01	132
Total of all active and inactive participants	2013-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	11
Total participants	2013-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE KIPLINGER EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	47
Number of retired or separated participants receiving benefits	2012-01-01	182
Number of other retired or separated participants entitled to future benefits	2012-01-01	155
Total of all active and inactive participants	2012-01-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	13
Total participants	2012-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE KIPLINGER EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	424
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	56
Number of retired or separated participants receiving benefits	2011-01-01	189
Number of other retired or separated participants entitled to future benefits	2011-01-01	161
Total of all active and inactive participants	2011-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	11
Total participants	2011-01-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE KIPLINGER EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	69
Number of retired or separated participants receiving benefits	2009-01-01	176
Number of other retired or separated participants entitled to future benefits	2009-01-01	187
Total of all active and inactive participants	2009-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	11
Total participants	2009-01-01	443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE KIPLINGER EMPLOYEES' PENSION PLAN

Measure	Date	Value
2021 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,622,643
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$19,016,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$19,007,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$732,173
Value of total assets at end of year	2021-12-31	$9,389,511
Value of total assets at beginning of year	2021-12-31	$24,782,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,878
Total interest from all sources	2021-12-31	$4,807
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$831,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$831,615
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,479,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$456,990
Participant contributions at beginning of year	2021-12-31	$126,416
Participant contributions at beginning of year	2021-12-31	$5,010
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$125,093
Administrative expenses (other) incurred	2021-12-31	$8,878
Total non interest bearing cash at beginning of year	2021-12-31	$53,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-15,393,432
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,389,511
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,782,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,389,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,598,304
Interest on participant loans	2021-12-31	$4,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,054,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$150,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$19,007,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COUNCILOR, BUCHANAN AND MITCHELL
Accountancy firm EIN	2021-12-31	571711839
2017 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$48,531
Total income from all sources (including contributions)	2017-12-31	$11,707,475
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$51,263,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$51,083,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$11,096,959
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$39,604,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$179,607
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$71,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$71,035
Administrative expenses professional fees incurred	2017-12-31	$148,083
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$41
Administrative expenses (other) incurred	2017-12-31	$22,519
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$48,531
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-39,555,696
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$39,555,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$9,005
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$29,219,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$324,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$324,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$539,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$11,096,959
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$10,060,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$51,083,564
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2017-12-31	521711839
2016 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$48,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$35,843
Total income from all sources (including contributions)	2016-12-31	$11,882,608
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,104,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,669,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,298,246
Value of total assets at end of year	2016-12-31	$39,604,227
Value of total assets at beginning of year	2016-12-31	$31,813,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$434,871
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$609
Administrative expenses professional fees incurred	2016-12-31	$245,415
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$41
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$167,508
Liabilities. Value of operating payables at end of year	2016-12-31	$48,531
Liabilities. Value of operating payables at beginning of year	2016-12-31	$35,843
Total non interest bearing cash at end of year	2016-12-31	$200
Total non interest bearing cash at beginning of year	2016-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$7,777,792
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$39,555,696
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$31,777,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$21,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$29,219,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$31,138,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$324,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$672,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$672,786
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,583,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$10,298,246
Employer contributions (assets) at end of year	2016-12-31	$10,060,000
Employer contributions (assets) at beginning of year	2016-12-31	$2,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,669,945
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2016-12-31	521711839
2015 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$35,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$17,216
Total income from all sources (including contributions)	2015-12-31	$343,217
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,031,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,785,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$258,370
Value of total assets at end of year	2015-12-31	$31,813,747
Value of total assets at beginning of year	2015-12-31	$34,483,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$245,834
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$12,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$12,056
Administrative expenses professional fees incurred	2015-12-31	$76,787
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$144,875
Liabilities. Value of operating payables at end of year	2015-12-31	$35,843
Liabilities. Value of operating payables at beginning of year	2015-12-31	$17,216
Total non interest bearing cash at end of year	2015-12-31	$200
Total non interest bearing cash at beginning of year	2015-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,688,266
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$31,777,904
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$34,466,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$24,172
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$31,138,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$33,640,587
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$672,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$842,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$842,599
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$72,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$258,370
Employer contributions (assets) at end of year	2015-12-31	$2,000
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,785,649
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2015-12-31	521711839
2014 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$17,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$37,335
Total income from all sources (including contributions)	2014-12-31	$2,924,141
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,545,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,184,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$34,483,386
Value of total assets at beginning of year	2014-12-31	$37,124,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$361,382
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$9,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$9,882
Administrative expenses professional fees incurred	2014-12-31	$112,017
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$262
Administrative expenses (other) incurred	2014-12-31	$135,898
Liabilities. Value of operating payables at end of year	2014-12-31	$17,216
Liabilities. Value of operating payables at beginning of year	2014-12-31	$37,335
Total non interest bearing cash at end of year	2014-12-31	$200
Total non interest bearing cash at beginning of year	2014-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-2,621,470
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$34,466,170
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$37,087,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$113,467
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$33,640,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$36,097,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$842,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$423,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$423,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-59,414
Net investment gain or loss from common/collective trusts	2014-12-31	$2,973,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$604,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,184,229
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2014-12-31	521711839
2013 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$37,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$73,279
Total income from all sources (including contributions)	2013-12-31	$5,450,802
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,230,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,901,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$838,000
Value of total assets at end of year	2013-12-31	$37,124,975
Value of total assets at beginning of year	2013-12-31	$35,940,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$329,065
Total interest from all sources	2013-12-31	$107
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$86,020
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$927
Other income not declared elsewhere	2013-12-31	$5,206
Administrative expenses (other) incurred	2013-12-31	$110,913
Liabilities. Value of operating payables at end of year	2013-12-31	$37,335
Liabilities. Value of operating payables at beginning of year	2013-12-31	$73,279
Total non interest bearing cash at end of year	2013-12-31	$200
Total non interest bearing cash at beginning of year	2013-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,220,343
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$37,087,640
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$35,867,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$132,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$36,097,455
Value of interest in common/collective trusts at beginning of year	2013-12-31	$35,304,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$423,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$525,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$525,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$107
Net investment gain or loss from common/collective trusts	2013-12-31	$4,607,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$838,000
Employer contributions (assets) at end of year	2013-12-31	$604,000
Employer contributions (assets) at beginning of year	2013-12-31	$109,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,901,394
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2013-12-31	521711839
2012 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$855,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$73,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$46,577
Total income from all sources (including contributions)	2012-12-31	$4,626,698
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,478,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,112,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$325,000
Value of total assets at end of year	2012-12-31	$35,940,576
Value of total assets at beginning of year	2012-12-31	$35,621,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$366,139
Total interest from all sources	2012-12-31	$72
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$126,538
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,102
Other income not declared elsewhere	2012-12-31	$780
Administrative expenses (other) incurred	2012-12-31	$100,716
Liabilities. Value of operating payables at end of year	2012-12-31	$73,279
Liabilities. Value of operating payables at beginning of year	2012-12-31	$46,577
Total non interest bearing cash at end of year	2012-12-31	$200
Total non interest bearing cash at beginning of year	2012-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,148,064
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$35,867,297
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$35,574,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$138,885
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$814,535
Value of interest in common/collective trusts at end of year	2012-12-31	$35,304,963
Value of interest in common/collective trusts at beginning of year	2012-12-31	$34,053,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$525,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$280,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$280,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$9,657
Net investment gain or loss from common/collective trusts	2012-12-31	$4,291,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$325,000
Employer contributions (assets) at end of year	2012-12-31	$109,000
Employer contributions (assets) at beginning of year	2012-12-31	$471,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,112,495
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2012-12-31	521711839
2011 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$46,577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$16,090
Total income from all sources (including contributions)	2011-12-31	$2,951,168
Total loss/gain on sale of assets	2011-12-31	$345,381
Total of all expenses incurred	2011-12-31	$2,546,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,247,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$471,000
Value of total assets at end of year	2011-12-31	$35,621,302
Value of total assets at beginning of year	2011-12-31	$35,185,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$299,012
Total interest from all sources	2011-12-31	$66,707
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$6,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$100,702
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$3,231
Administrative expenses (other) incurred	2011-12-31	$68,822
Liabilities. Value of operating payables at end of year	2011-12-31	$46,577
Liabilities. Value of operating payables at beginning of year	2011-12-31	$16,090
Total non interest bearing cash at end of year	2011-12-31	$200
Total non interest bearing cash at beginning of year	2011-12-31	$1,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$405,041
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$35,574,725
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$35,169,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$129,488
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$814,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$32,814,984
Value of interest in common/collective trusts at end of year	2011-12-31	$34,053,768
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$280,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$485,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$485,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$66,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$44,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$665,476
Net investment gain or loss from common/collective trusts	2011-12-31	$1,396,010
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$471,000
Employer contributions (assets) at end of year	2011-12-31	$471,000
Income. Dividends from common stock	2011-12-31	$6,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,202,815
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,880,805
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,068,699
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$1,723,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2011-12-31	521711839
2010 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$166,257
Total unrealized appreciation/depreciation of assets	2010-12-31	$166,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$16,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$25,123
Total income from all sources (including contributions)	2010-12-31	$4,607,369
Total loss/gain on sale of assets	2010-12-31	$1,748
Total of all expenses incurred	2010-12-31	$2,395,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,251,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$47,474
Value of total assets at end of year	2010-12-31	$35,185,774
Value of total assets at beginning of year	2010-12-31	$32,983,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$144,463
Total interest from all sources	2010-12-31	$656
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,257,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,225,773
Administrative expenses professional fees incurred	2010-12-31	$46,694
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$3,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$3,683
Administrative expenses (other) incurred	2010-12-31	$62,116
Liabilities. Value of operating payables at end of year	2010-12-31	$16,090
Liabilities. Value of operating payables at beginning of year	2010-12-31	$25,123
Total non interest bearing cash at end of year	2010-12-31	$1,265
Total non interest bearing cash at beginning of year	2010-12-31	$716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,211,423
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$35,169,684
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$32,958,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$35,653
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$32,814,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$30,195,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$485,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$442,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$442,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$59,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,133,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$47,474
Employer contributions (assets) at beginning of year	2010-12-31	$640,283
Income. Dividends from common stock	2010-12-31	$31,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,192,483
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,880,805
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,701,360
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$730,138
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$728,390
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	COUNCILOR, BUCHANAN & MITCHELL,P.C.
Accountancy firm EIN	2010-12-31	521711839
2009 : THE KIPLINGER EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE KIPLINGER EMPLOYEES' PENSION PLAN

2021: THE KIPLINGER EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2017: THE KIPLINGER EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE KIPLINGER EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE KIPLINGER EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE KIPLINGER EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE KIPLINGER EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE KIPLINGER EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE KIPLINGER EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE KIPLINGER EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KIPLINGER WASHINGTON EDITORS, INC.
Employer identification number (EIN):	530094610
NAIC Classification:	511120
NAIC Description:	Periodical Publishers