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KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 401k Plan overview

Plan NameKLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP
Plan identification number 008

KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP Benefits

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

401k Sponsoring company profile

KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC has sponsored the creation of one or more 401k plans.

Company Name:KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC
Employer identification number (EIN):610572253
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01KATHY DILLMAN
0082016-01-01KATHY DILLMAN
0082015-01-01KATHY DILLMAN
0082014-01-01KATHY DILLMAN
0082013-01-01KATHY DILLMAN
0082012-01-01KATHY DILLMAN
0082011-01-01KATHY DILLMAN
0082009-01-01SHARON WALL
0082009-01-01ROBERT MACKIN ROBERT MACKIN2010-10-15
0082008-01-01SHARON WALL

Plan Statistics for KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP

401k plan membership statisitcs for KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP

Measure Date Value
2022: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2022 401k membership
Total participants, beginning-of-year2022-01-01168
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01166
Number of participants with account balances2022-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01162
Number of participants with account balances2021-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2020 401k membership
Total participants, beginning-of-year2020-01-01165
Total number of active participants reported on line 7a of the Form 55002020-01-01113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01153
Number of participants with account balances2020-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01146
Number of participants with account balances2019-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01145
Number of participants with account balances2018-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01144
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-01-01156
Total number of active participants reported on line 7a of the Form 55002016-01-01130
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-01-01159
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01150
Number of participants with account balances2014-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-01-01151
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01155
Number of participants with account balances2013-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-01-01170
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01162
Total participants2011-01-01162
Number of participants with account balances2011-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01156
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01196
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016
Number of retired or separated participants receiving benefits2009-01-010
2008: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2008 401k membership
Total participants, beginning-of-year2008-01-01210
Total number of active participants reported on line 7a of the Form 55002008-01-01173
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-01173
Total participants2008-01-01173
Number of participants with account balances2008-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0119

Financial Data on KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP

Measure Date Value
2022 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,028,751
Total of all expenses incurred2022-12-31$677,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$660,916
Expenses. Certain deemed distributions of participant loans2022-12-31$1,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$748,700
Value of total assets at end of year2022-12-31$13,481,906
Value of total assets at beginning of year2022-12-31$16,187,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,538
Total interest from all sources2022-12-31$4,535
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$458,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$458,233
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$498,967
Participant contributions at end of year2022-12-31$78,020
Participant contributions at beginning of year2022-12-31$90,778
Participant contributions at end of year2022-12-31$978
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,706,043
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,481,906
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,187,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,401,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,097,171
Interest on participant loans2022-12-31$4,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,240,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$225,487
Employer contributions (assets) at end of year2022-12-31$996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$660,916
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2022-12-31611064249
2021 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2021 401k financial data
Total liabilities at end 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$2,948,930
Total of all expenses incurred2021-12-31$2,911,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,877,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$765,655
Value of total assets at end of year2021-12-31$16,187,949
Value of total assets at beginning of year2021-12-31$16,150,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,905
Total interest from all sources2021-12-31$5,147
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$869,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$869,134
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$522,648
Participant contributions at end of year2021-12-31$90,778
Participant contributions at beginning of year2021-12-31$122,384
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$37,636
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,187,949
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,150,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$33,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,097,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,146,603
Interest on participant loans2021-12-31$5,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$881,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,308,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$230,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,877,389
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2021-12-31611064249
2020 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2020 401k financial data
Total transfer of assets to this plan2020-12-31$2,418,198
Total income from all sources (including contributions)2020-12-31$3,192,327
Total of all expenses incurred2020-12-31$1,749,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,701,155
Expenses. Certain deemed distributions of participant loans2020-12-31$686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$771,720
Value of total assets at end of year2020-12-31$16,150,313
Value of total assets at beginning of year2020-12-31$12,289,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,552
Total interest from all sources2020-12-31$5,017
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$583,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$583,232
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$545,331
Participant contributions at end of year2020-12-31$122,384
Participant contributions at beginning of year2020-12-31$80,162
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,442,934
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,150,313
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,289,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$47,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,146,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,692,491
Interest on participant loans2020-12-31$5,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$881,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$513,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,832,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$213,886
Employer contributions (assets) at beginning of year2020-12-31$2,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,701,155
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2020-12-31611064249
2019 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,043,157
Total of all expenses incurred2019-12-31$1,161,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,115,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$750,154
Value of total assets at end of year2019-12-31$12,289,181
Value of total assets at beginning of year2019-12-31$10,407,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,470
Total interest from all sources2019-12-31$4,764
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$341,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$341,317
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$537,891
Participant contributions at end of year2019-12-31$80,162
Participant contributions at beginning of year2019-12-31$100,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,881,785
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,289,181
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,407,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,692,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,756,127
Interest on participant loans2019-12-31$4,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$513,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$547,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,946,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$212,263
Employer contributions (assets) at end of year2019-12-31$2,165
Employer contributions (assets) at beginning of year2019-12-31$3,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,115,902
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2019-12-31611064249
2018 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$233,431
Total of all expenses incurred2018-12-31$862,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$808,162
Expenses. Certain deemed distributions of participant loans2018-12-31$4,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$748,995
Value of total assets at end of year2018-12-31$10,407,396
Value of total assets at beginning of year2018-12-31$11,036,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,840
Total interest from all sources2018-12-31$8,339
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$375,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$375,926
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$518,954
Participant contributions at end of year2018-12-31$100,639
Participant contributions at beginning of year2018-12-31$123,528
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,399
Total non interest bearing cash at beginning of year2018-12-31$308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-629,317
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,407,396
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,036,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$49,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,756,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,463,208
Interest on participant loans2018-12-31$5,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$547,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$449,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-899,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$226,642
Employer contributions (assets) at end of year2018-12-31$3,344
Employer contributions (assets) at beginning of year2018-12-31$165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$808,162
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2018-12-31611064249
2017 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,365,461
Total of all expenses incurred2017-12-31$2,290,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,255,257
Expenses. Certain deemed distributions of participant loans2017-12-31$2,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$725,874
Value of total assets at end of year2017-12-31$11,036,713
Value of total assets at beginning of year2017-12-31$10,962,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,704
Total interest from all sources2017-12-31$6,171
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$307,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$307,856
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$214,586
Participant contributions at end of year2017-12-31$123,528
Participant contributions at beginning of year2017-12-31$145,259
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,622
Total non interest bearing cash at end of year2017-12-31$308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$74,541
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,036,713
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,962,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,463,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,480,190
Interest on participant loans2017-12-31$6,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$449,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,334,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,325,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$501,666
Employer contributions (assets) at end of year2017-12-31$165
Employer contributions (assets) at beginning of year2017-12-31$2,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,255,257
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2017-12-31611064249
2016 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,453,532
Total of all expenses incurred2016-12-31$667,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$641,373
Expenses. Certain deemed distributions of participant loans2016-12-31$5,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$772,059
Value of total assets at end of year2016-12-31$10,962,172
Value of total assets at beginning of year2016-12-31$10,176,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,370
Total interest from all sources2016-12-31$6,862
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$209,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$209,295
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$503,607
Participant contributions at end of year2016-12-31$145,259
Participant contributions at beginning of year2016-12-31$181,562
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,070
Other income not declared elsewhere2016-12-31$465,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$785,766
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,962,172
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,176,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$21,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,480,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,853,502
Interest on participant loans2016-12-31$6,862
Value of interest in common/collective trusts at beginning of year2016-12-31$2,140,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,334,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$220,382
Employer contributions (assets) at end of year2016-12-31$2,123
Employer contributions (assets) at beginning of year2016-12-31$679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$641,373
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2016-12-31611064249
2015 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$732,199
Total of all expenses incurred2015-12-31$3,001,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,998,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$767,512
Value of total assets at end of year2015-12-31$10,176,406
Value of total assets at beginning of year2015-12-31$12,445,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,490
Total interest from all sources2015-12-31$7,846
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$565,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$565,150
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$513,259
Participant contributions at end of year2015-12-31$181,562
Participant contributions at beginning of year2015-12-31$197,772
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,268,903
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,176,406
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,445,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,853,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,123,296
Interest on participant loans2015-12-31$7,846
Value of interest in common/collective trusts at end of year2015-12-31$2,140,663
Value of interest in common/collective trusts at beginning of year2015-12-31$2,124,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-608,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$249,761
Employer contributions (assets) at end of year2015-12-31$679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,998,612
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2015-12-31611064249
2014 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,359,028
Total of all expenses incurred2014-12-31$625,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$623,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$760,657
Value of total assets at end of year2014-12-31$12,445,309
Value of total assets at beginning of year2014-12-31$11,712,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,212
Total interest from all sources2014-12-31$8,095
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$764,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$764,964
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$503,186
Participant contributions at end of year2014-12-31$197,772
Participant contributions at beginning of year2014-12-31$187,453
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$733,110
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,445,309
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,712,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,123,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,579,710
Interest on participant loans2014-12-31$8,095
Value of interest in common/collective trusts at end of year2014-12-31$2,124,241
Value of interest in common/collective trusts at beginning of year2014-12-31$945,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-174,634
Net investment gain or loss from common/collective trusts2014-12-31$-54
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$243,855
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$623,706
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2014-12-31611064249
2013 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,827,939
Total of all expenses incurred2013-12-31$2,501,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,498,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$700,788
Value of total assets at end of year2013-12-31$11,712,199
Value of total assets at beginning of year2013-12-31$11,385,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,656
Total interest from all sources2013-12-31$5,224
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,112,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,112,253
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$456,954
Participant contributions at end of year2013-12-31$187,453
Participant contributions at beginning of year2013-12-31$94,321
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$326,322
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,712,199
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,385,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,579,710
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,282,488
Interest on participant loans2013-12-31$5,224
Value of interest in common/collective trusts at end of year2013-12-31$945,036
Net investment gain or loss from common/collective trusts2013-12-31$9,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$232,591
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$9,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,498,961
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2013-12-31611064249
2012 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,085,025
Total of all expenses incurred2012-12-31$1,145,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,144,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$672,136
Value of total assets at end of year2012-12-31$11,385,877
Value of total assets at beginning of year2012-12-31$10,446,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,374
Total interest from all sources2012-12-31$7,231
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$343,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$343,668
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$446,179
Participant contributions at end of year2012-12-31$94,321
Participant contributions at beginning of year2012-12-31$127,998
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$939,292
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,385,877
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,446,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,374
Value of interest in pooled separate accounts at end of year2012-12-31$11,282,488
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,316,738
Interest on participant loans2012-12-31$7,231
Net investment gain/loss from pooled separate accounts2012-12-31$1,061,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$222,781
Employer contributions (assets) at end of year2012-12-31$9,068
Employer contributions (assets) at beginning of year2012-12-31$940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,144,359
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DEMING MALONE LIVESAY & OSTROFF CPA
Accountancy firm EIN2012-12-31611064249
2011 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$472,984
Total of all expenses incurred2011-12-31$920,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$918,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$709,854
Value of total assets at end of year2011-12-31$10,446,585
Value of total assets at beginning of year2011-12-31$10,893,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,380
Total interest from all sources2011-12-31$6,199
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$238,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$238,361
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$467,951
Participant contributions at end of year2011-12-31$127,998
Participant contributions at beginning of year2011-12-31$104,461
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-447,330
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,446,585
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,893,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,322,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,633,149
Value of interest in pooled separate accounts at end of year2011-12-31$10,316,738
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,161,793
Interest on participant loans2011-12-31$6,199
Value of interest in common/collective trusts at end of year2011-12-31$994,361
Value of interest in common/collective trusts at beginning of year2011-12-31$994,512
Net investment gain/loss from pooled separate accounts2011-12-31$-481,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$241,903
Employer contributions (assets) at end of year2011-12-31$940
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$918,934
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RODEFER MOSS & CO, PLLC
Accountancy firm EIN2011-12-31621690032
2010 : KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,025,963
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$847,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$844,596
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$735,617
Value of total assets at end of year2010-12-31$10,893,915
Value of total assets at beginning of year2010-12-31$9,715,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,527
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$6,335
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$67,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$67,987
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$497,327
Participant contributions at end of year2010-12-31$104,461
Participant contributions at beginning of year2010-12-31$108,210
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$32,193
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$744
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,178,488
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,893,915
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,715,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,633,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,477,735
Value of interest in pooled separate accounts at end of year2010-12-31$4,161,793
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,746,782
Interest on participant loans2010-12-31$6,335
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$994,512
Value of interest in common/collective trusts at beginning of year2010-12-31$350,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$601,838
Net investment gain/loss from pooled separate accounts2010-12-31$582,540
Net investment gain or loss from common/collective trusts2010-12-31$31,646
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$238,290
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$325
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$843,852
Contract administrator fees2010-12-31$2,527
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RODEFER MOSS & CO, PLLC
Accountancy firm EIN2010-12-31621690032

Form 5500 Responses for KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP

2022: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: KLEINERT, KUTZ & ASSOC HAND CARE CTR, PLLC 401(K) PSP 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62156-1
Policy instance 1
Insurance contract or identification numberMR 62156-1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62156-1
Policy instance 1
Insurance contract or identification numberMR 62156-1
Number of Individuals Covered123
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62156-1
Policy instance 1
Insurance contract or identification numberMR 62156-1
Number of Individuals Covered145
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62156-1
Policy instance 1
Insurance contract or identification numberMR 62156-1
Number of Individuals Covered145
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62156-1
Policy instance 1
Insurance contract or identification numberMR 62156-1
Number of Individuals Covered130
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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