401k Plan data: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN plan

KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

KRUEGER & ASSOCIATES, P. A. has sponsored the creation of one or more 401k plans.

Company Name: KRUEGER & ASSOCIATES, P. A.

Employer identification number (EIN): 592860778

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 KEVIN KRUEGER KEVIN KRUEGER 2018-10-04
001 2016-01-01 KEVIN KRUEGER KEVIN KRUEGER 2018-01-31
001 2015-01-01 KEVIN KRUEGER
001 2014-01-01 KEVIN KRUEGER
001 2013-01-01 KEVIN B. KRUEGER
001 2012-01-01 KEVIN B. KRUEGER
001 2011-01-01 KEVIN B. KRUEGER
001 2010-01-01 KEVIN B. KRUEGER
001 2009-01-01 KEVIN B. KRUEGER

Plan Statistics for KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
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 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 9
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 9
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 7
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: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
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	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	9
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	9
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$38,576
Expenses. Total of all expenses incurred	2021-12-31	$4,703
Total plan assets at end of year	2021-12-31	$1,151,741
Total plan assets at beginning of year	2021-12-31	$1,117,868
Value of fidelity bond covering the plan	2021-12-31	$300,000
Other income received	2021-12-31	$38,576
Net income (gross income less expenses)	2021-12-31	$33,873
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,151,741
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,117,868
Assets. Value of participant loans	2021-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$933,380
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,703
2020 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-40,868
Expenses. Total of all expenses incurred	2020-12-31	$5,373
Total plan assets at end of year	2020-12-31	$1,117,868
Total plan assets at beginning of year	2020-12-31	$1,164,109
Value of fidelity bond covering the plan	2020-12-31	$300,000
Other income received	2020-12-31	$-40,868
Net income (gross income less expenses)	2020-12-31	$-46,241
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,117,868
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,164,109
Assets. Value of participant loans	2020-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$933,380
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,373
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$82,518
Expenses. Total of all expenses incurred	2019-12-31	$63,487
Benefits paid (including direct rollovers)	2019-12-31	$60,846
Total plan assets at end of year	2019-12-31	$1,164,109
Total plan assets at beginning of year	2019-12-31	$1,145,078
Value of fidelity bond covering the plan	2019-12-31	$934,000
Other income received	2019-12-31	$82,518
Net income (gross income less expenses)	2019-12-31	$19,031
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,164,109
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,145,078
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$933,380
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-8,724
Expenses. Total of all expenses incurred	2018-12-31	$7,513
Benefits paid (including direct rollovers)	2018-12-31	$956
Total plan assets at end of year	2018-12-31	$1,145,078
Total plan assets at beginning of year	2018-12-31	$1,161,315
Value of fidelity bond covering the plan	2018-12-31	$934,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$6,557
Other income received	2018-12-31	$-8,724
Net income (gross income less expenses)	2018-12-31	$-16,237
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,145,078
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,161,315
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$933,380
2017 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$31,084
Expenses. Total of all expenses incurred	2017-12-31	$2,897
Total plan assets at end of year	2017-12-31	$1,161,315
Total plan assets at beginning of year	2017-12-31	$1,133,128
Value of fidelity bond covering the plan	2017-12-31	$934,000
Total contributions received or receivable from participants	2017-12-31	$3,775
Other income received	2017-12-31	$27,309
Net income (gross income less expenses)	2017-12-31	$28,187
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,161,315
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,133,128
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$933,380
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,897
2016 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$20,809
Expenses. Total of all expenses incurred	2016-12-31	$6,705
Total plan assets at end of year	2016-12-31	$1,133,128
Total plan assets at beginning of year	2016-12-31	$1,119,024
Value of fidelity bond covering the plan	2016-12-31	$934,000
Total contributions received or receivable from participants	2016-12-31	$875
Other income received	2016-12-31	$19,934
Net income (gross income less expenses)	2016-12-31	$14,104
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,133,128
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,119,024
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$933,380
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,705
2015 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$10,918
Expenses. Total of all expenses incurred	2015-12-31	$55,825
Benefits paid (including direct rollovers)	2015-12-31	$50,477
Total plan assets at end of year	2015-12-31	$1,119,024
Total plan assets at beginning of year	2015-12-31	$1,163,931
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$10,918
Net income (gross income less expenses)	2015-12-31	$-44,907
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,119,024
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,163,931
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,348
2014 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$81,294
Expenses. Total of all expenses incurred	2014-12-31	$28,671
Benefits paid (including direct rollovers)	2014-12-31	$25,640
Total plan assets at end of year	2014-12-31	$1,163,931
Total plan assets at beginning of year	2014-12-31	$1,111,308
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$631
Other income received	2014-12-31	$80,663
Net income (gross income less expenses)	2014-12-31	$52,623
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,163,931
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,111,308
Assets. Value of participant loans	2014-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,031
2013 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$21,321
Expenses. Total of all expenses incurred	2013-12-31	$1,212
Total plan assets at end of year	2013-12-31	$1,111,308
Total plan assets at beginning of year	2013-12-31	$1,091,199
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$21,321
Net income (gross income less expenses)	2013-12-31	$20,109
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,111,308
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,091,199
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,212
2012 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$709
Total income from all sources	2012-12-31	$14,725
Expenses. Total of all expenses incurred	2012-12-31	$2,607
Total plan assets at end of year	2012-12-31	$1,091,199
Total plan assets at beginning of year	2012-12-31	$1,079,790
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$14,725
Net income (gross income less expenses)	2012-12-31	$12,118
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,091,199
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,079,081
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,607
2011 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$709
Total plan liabilities at beginning of year	2011-12-31	$108
Total income from all sources	2011-12-31	$8,405
Expenses. Total of all expenses incurred	2011-12-31	$14,150
Benefits paid (including direct rollovers)	2011-12-31	$9,893
Total plan assets at end of year	2011-12-31	$1,079,790
Total plan assets at beginning of year	2011-12-31	$1,084,934
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$8,405
Net income (gross income less expenses)	2011-12-31	$-5,745
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,079,081
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,084,826
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,257
2010 : KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$108
Total plan liabilities at beginning of year	2010-12-31	$54
Total income from all sources	2010-12-31	$4,746
Expenses. Total of all expenses incurred	2010-12-31	$2,926
Total plan assets at end of year	2010-12-31	$1,084,934
Total plan assets at beginning of year	2010-12-31	$1,083,060
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$400
Contributions received from other sources (not participants or employers)	2010-12-31	$843
Other income received	2010-12-31	$-5,906
Net income (gross income less expenses)	2010-12-31	$1,820
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,084,826
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,083,006
Total contributions received or receivable from employer(s)	2010-12-31	$9,409
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,926

Form 5500 Responses for KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN

2021: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING 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
2020: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING 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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING 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: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING 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: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING 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: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KRUEGER & ASSOCIATES, P. A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KRUEGER & ASSOCIATES, P. A.
Employer identification number (EIN):	592860778
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants