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KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN
Plan identification number 002

KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KENTUCKY SCHOOL BOARDS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:KENTUCKY SCHOOL BOARDS ASSOCIATION
Employer identification number (EIN):610549868
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01LEAH HERRERA
0022022-07-01
0022022-07-01LEAH HERRERA
0022021-07-01
0022021-07-01STEPHEN SMITH
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01DAVID BAIRD2014-09-05
0022012-07-01DAVID BAIRD2013-09-29
0022011-07-01WILLIAM SCOTT2012-11-26
0022010-07-01WILLIAM SCOTT2011-11-01
0022009-07-01WILLIAM SCOTT

Financial Data on KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$242,771
Expenses. Total of all expenses incurred2023-06-30$20,084
Benefits paid (including direct rollovers)2023-06-30$6,338
Total plan assets at end of year2023-06-30$1,573,891
Total plan assets at beginning of year2023-06-30$1,351,204
Value of fidelity bond covering the plan2023-06-30$500,000
Assets. Value of tangible personal property2023-06-30$0
Total contributions received or receivable from participants2023-06-30$37,483
Assets. Value of loans (other than to participants)2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$0
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$150,270
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$222,687
Net plan assets at end of year (total assets less liabilities)2023-06-30$1,573,891
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$1,351,204
Assets. Value of participant loans2023-06-30$0
Assets. Value of assets in partnership/joint-venture interests2023-06-30$0
Assets. Value of real-estate (other than employer real property)2023-06-30$0
Assets. Value of employer securities2023-06-30$0
Assets. Value of employer real property2023-06-30$0
Total contributions received or receivable from employer(s)2023-06-30$55,018
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$2,914
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$10,832
2022 : KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-121,594
Expenses. Total of all expenses incurred2022-06-30$54,208
Benefits paid (including direct rollovers)2022-06-30$43,669
Total plan assets at end of year2022-06-30$1,351,204
Total plan assets at beginning of year2022-06-30$1,527,006
Value of fidelity bond covering the plan2022-06-30$500,000
Assets. Value of tangible personal property2022-06-30$0
Total contributions received or receivable from participants2022-06-30$36,931
Assets. Value of loans (other than to participants)2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$-214,737
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-175,802
Net plan assets at end of year (total assets less liabilities)2022-06-30$1,351,204
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$1,527,006
Assets. Value of participant loans2022-06-30$0
Assets. Value of assets in partnership/joint-venture interests2022-06-30$0
Assets. Value of real-estate (other than employer real property)2022-06-30$0
Assets. Value of employer securities2022-06-30$0
Assets. Value of employer real property2022-06-30$0
Total contributions received or receivable from employer(s)2022-06-30$56,212
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$10,539
2021 : KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$441,627
Expenses. Total of all expenses incurred2021-06-30$124,296
Benefits paid (including direct rollovers)2021-06-30$114,856
Total plan assets at end of year2021-06-30$1,527,006
Total plan assets at beginning of year2021-06-30$1,209,675
Value of fidelity bond covering the plan2021-06-30$500,000
Assets. Value of tangible personal property2021-06-30$0
Total contributions received or receivable from participants2021-06-30$49,947
Assets. Value of loans (other than to participants)2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$331,335
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$317,331
Net plan assets at end of year (total assets less liabilities)2021-06-30$1,527,006
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$1,209,675
Assets. Value of participant loans2021-06-30$0
Assets. Value of assets in partnership/joint-venture interests2021-06-30$0
Assets. Value of real-estate (other than employer real property)2021-06-30$0
Assets. Value of employer securities2021-06-30$0
Assets. Value of employer real property2021-06-30$0
Total contributions received or receivable from employer(s)2021-06-30$60,345
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$9,440
2020 : KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$154,619
Expenses. Total of all expenses incurred2020-06-30$42,454
Benefits paid (including direct rollovers)2020-06-30$32,007
Total plan assets at end of year2020-06-30$1,209,675
Total plan assets at beginning of year2020-06-30$1,097,510
Value of fidelity bond covering the plan2020-06-30$500,000
Assets. Value of tangible personal property2020-06-30$0
Total contributions received or receivable from participants2020-06-30$46,765
Assets. Value of loans (other than to participants)2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$57,079
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$112,165
Net plan assets at end of year (total assets less liabilities)2020-06-30$1,209,675
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$1,097,510
Assets. Value of participant loans2020-06-30$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-06-30$0
Assets. Value of assets in partnership/joint-venture interests2020-06-30$0
Assets. Value of real-estate (other than employer real property)2020-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-06-30$0
Assets. Value of employer securities2020-06-30$0
Assets. Value of employer real property2020-06-30$0
Total contributions received or receivable from employer(s)2020-06-30$50,775
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$2,812
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$7,635
2019 : KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$138,727
Expenses. Total of all expenses incurred2019-06-30$157,424
Benefits paid (including direct rollovers)2019-06-30$156,302
Total plan assets at end of year2019-06-30$1,097,510
Total plan assets at beginning of year2019-06-30$1,116,207
Value of fidelity bond covering the plan2019-06-30$500,000
Total contributions received or receivable from participants2019-06-30$40,344
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$45,222
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-18,697
Net plan assets at end of year (total assets less liabilities)2019-06-30$1,097,510
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$1,116,207
Total contributions received or receivable from employer(s)2019-06-30$53,161
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$1,122
2010 : KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN

2022: KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2009: KENTUCKY SCHOOL BOARDS ASSOCIATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-HG66
Policy instance 1

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