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KAMET PROFIT SHARING/401K PLAN 401k Plan overview

Plan NameKAMET PROFIT SHARING/401K PLAN
Plan identification number 001

KAMET PROFIT SHARING/401K PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:KHUUS, INC.
Employer identification number (EIN):770401690
NAIC Classification:332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAMET PROFIT SHARING/401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01PETER KHUU
0012016-01-01PETER KHUU
0012015-01-01PETER KHUU
0012014-01-01PETER KHUU
0012013-01-01PETER KHUU
0012012-01-01PETER KHUU
0012011-01-01PETER KHUU
0012009-01-01 LYNN KHUU2010-07-09
0012009-01-01LYNN KHUU

Plan Statistics for KAMET PROFIT SHARING/401K PLAN

401k plan membership statisitcs for KAMET PROFIT SHARING/401K PLAN

Measure Date Value
2022: KAMET PROFIT SHARING/401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01174
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01189
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: KAMET PROFIT SHARING/401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01155
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01170
Number of participants with account balances2021-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: KAMET PROFIT SHARING/401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01147
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01155
Number of participants with account balances2020-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KAMET PROFIT SHARING/401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01176
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01147
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: KAMET PROFIT SHARING/401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01172
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: KAMET PROFIT SHARING/401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01156
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KAMET PROFIT SHARING/401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01156
Number of participants with account balances2016-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: KAMET PROFIT SHARING/401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01120
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01139
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KAMET PROFIT SHARING/401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01120
Number of participants with account balances2014-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: KAMET PROFIT SHARING/401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0189
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01109
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: KAMET PROFIT SHARING/401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0176
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0198
Number of participants with account balances2012-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: KAMET PROFIT SHARING/401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0176
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: KAMET PROFIT SHARING/401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0154
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0157
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on KAMET PROFIT SHARING/401K PLAN

Measure Date Value
2022 : KAMET PROFIT SHARING/401K PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,874
Total income from all sources (including contributions)2022-12-31$-1,286,014
Total of all expenses incurred2022-12-31$247,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$235,170
Value of total corrective distributions2022-12-31$12,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$711,027
Value of total assets at end of year2022-12-31$5,911,589
Value of total assets at beginning of year2022-12-31$7,441,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80
Total interest from all sources2022-12-31$-1,997,041
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$603,190
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,837,264
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,448
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,533,563
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,907,715
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,441,278
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$74,224
Interest earned on other investments2022-12-31$-1,997,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$74,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,603,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,603,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$113
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$98,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$235,170
Contract administrator fees2022-12-31$80
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,763,413
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 name2022-12-31LENNY YEH, INC.
Accountancy firm EIN2022-12-31208848624
2021 : KAMET PROFIT SHARING/401K PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$959
Total income from all sources (including contributions)2021-12-31$1,695,929
Total loss/gain on sale of assets2021-12-31$-802,077
Total of all expenses incurred2021-12-31$366,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$366,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$641,738
Value of total assets at end of year2021-12-31$7,441,278
Value of total assets at beginning of year2021-12-31$6,112,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54
Total interest from all sources2021-12-31$1,212
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,843
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$32,843
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$424,105
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$141,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,562
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$1,329,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,441,278
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,111,465
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$54
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$74,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,435
Interest earned on other investments2021-12-31$960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,603,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,236,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,236,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$252
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,822,213
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$76,389
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$357,357
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,763,413
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,815,939
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$959
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
Aggregate proceeds on sale of assets2021-12-31$190,479
Aggregate carrying amount (costs) on sale of assets2021-12-31$992,556
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LENNY YEH, INC.
Accountancy firm EIN2021-12-31208848624
2020 : KAMET PROFIT SHARING/401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,291,143
Total unrealized appreciation/depreciation of assets2020-12-31$2,291,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,619
Total income from all sources (including contributions)2020-12-31$2,195,615
Total loss/gain on sale of assets2020-12-31$-543,615
Total of all expenses incurred2020-12-31$97,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$56,734
Value of total corrective distributions2020-12-31$40,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$420,315
Value of total assets at end of year2020-12-31$6,112,424
Value of total assets at beginning of year2020-12-31$4,030,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$207
Total interest from all sources2020-12-31$2,353
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,419
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$1,103
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$357,954
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$10,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,097,813
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,111,465
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,013,652
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$207
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,236,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,520,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,520,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,353
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$7,904
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$62,361
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$556
Income. Dividends from common stock2020-12-31$24,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,830
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,815,939
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,471,330
Liabilities. Value of benefit claims payable at end of year2020-12-31$959
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$16,619
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
Aggregate proceeds on sale of assets2020-12-31$90,981
Aggregate carrying amount (costs) on sale of assets2020-12-31$634,596
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LENNY YEH, INC.
Accountancy firm EIN2020-12-31208848624
2019 : KAMET PROFIT SHARING/401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$464,092
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$464,092
Total unrealized appreciation/depreciation of assets2019-12-31$464,092
Total unrealized appreciation/depreciation of assets2019-12-31$464,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,036
Total income from all sources (including contributions)2019-12-31$880,205
Total income from all sources (including contributions)2019-12-31$880,205
Total of all expenses incurred2019-12-31$193,048
Total of all expenses incurred2019-12-31$193,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$192,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$192,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$387,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$387,434
Value of total assets at end of year2019-12-31$4,030,271
Value of total assets at end of year2019-12-31$4,030,271
Value of total assets at beginning of year2019-12-31$3,321,168
Value of total assets at beginning of year2019-12-31$3,321,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$705
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$705
Total interest from all sources2019-12-31$15,412
Total interest from all sources2019-12-31$15,412
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$926
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$926
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$323,423
Contributions received from participants2019-12-31$323,423
Participant contributions at end of year2019-12-31$10,983
Participant contributions at end of year2019-12-31$10,983
Participant contributions at beginning of year2019-12-31$13,892
Participant contributions at beginning of year2019-12-31$13,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$975
Administrative expenses (other) incurred2019-12-31$705
Administrative expenses (other) incurred2019-12-31$705
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$2,077
Liabilities. Value of operating payables at beginning of year2019-12-31$2,077
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
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$687,157
Value of net income/loss2019-12-31$687,157
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,005,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,005,289
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,318,132
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,318,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,520,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,520,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,417,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,417,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,417,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,417,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,412
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$533
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$64,011
Contributions received in cash from employer2019-12-31$64,011
Employer contributions (assets) at end of year2019-12-31$556
Employer contributions (assets) at end of year2019-12-31$556
Employer contributions (assets) at beginning of year2019-12-31$1,988
Employer contributions (assets) at beginning of year2019-12-31$1,988
Income. Dividends from common stock2019-12-31$12,341
Income. Dividends from common stock2019-12-31$12,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$191,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$191,810
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,471,330
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,471,330
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$882,313
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$882,313
Liabilities. Value of benefit claims payable at end of year2019-12-31$24,982
Liabilities. Value of benefit claims payable at end of year2019-12-31$24,982
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$959
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$959
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LENNY YEH, INC.
Accountancy firm name2019-12-31LENNY YEH, INC.
Accountancy firm EIN2019-12-31208848624
Accountancy firm EIN2019-12-31208848624
2018 : KAMET PROFIT SHARING/401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-97,038
Total unrealized appreciation/depreciation of assets2018-12-31$-97,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,692
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$63,421
Total loss/gain on sale of assets2018-12-31$-232,929
Total of all expenses incurred2018-12-31$325,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$325,347
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$363,892
Value of total assets at end of year2018-12-31$3,321,168
Value of total assets at beginning of year2018-12-31$3,587,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$6,811
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,685
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$341
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$311,949
Participant contributions at end of year2018-12-31$13,892
Participant contributions at beginning of year2018-12-31$7,933
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$2,077
Liabilities. Value of operating payables at beginning of year2018-12-31$2,077
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-261,926
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,318,132
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,580,058
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,417,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,718,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,718,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,811
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,325
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$51,943
Employer contributions (assets) at end of year2018-12-31$1,988
Employer contributions (assets) at beginning of year2018-12-31$231,498
Income. Dividends from common stock2018-12-31$22,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$318,022
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$882,313
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,619,806
Liabilities. Value of benefit claims payable at end of year2018-12-31$959
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,615
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-56,971
Aggregate carrying amount (costs) on sale of assets2018-12-31$175,958
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LENNY YEH, INC.
Accountancy firm EIN2018-12-31208848624
2017 : KAMET PROFIT SHARING/401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$205,007
Total unrealized appreciation/depreciation of assets2017-12-31$205,007
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,036
Total income from all sources (including contributions)2017-12-31$638,222
Total loss/gain on sale of assets2017-12-31$-58,577
Total of all expenses incurred2017-12-31$68,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$61,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$466,476
Value of total assets at end of year2017-12-31$3,587,750
Value of total assets at beginning of year2017-12-31$3,013,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,325
Total interest from all sources2017-12-31$1,351
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,965
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$529
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$265,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$234,978
Participant contributions at end of year2017-12-31$7,933
Participant contributions at beginning of year2017-12-31$8,110
Administrative expenses (other) incurred2017-12-31$7,325
Liabilities. Value of operating payables at end of year2017-12-31$2,077
Liabilities. Value of operating payables at beginning of year2017-12-31$2,077
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$569,871
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,580,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,010,187
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$446,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,718,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,712,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,712,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,351
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
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$231,498
Employer contributions (assets) at end of year2017-12-31$231,498
Employer contributions (assets) at beginning of year2017-12-31$210,260
Income. Dividends from common stock2017-12-31$23,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$61,026
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,619,806
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$635,502
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,615
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$959
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
Aggregate proceeds on sale of assets2017-12-31$3,326
Aggregate carrying amount (costs) on sale of assets2017-12-31$61,903
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LENNY YEH, INC.
Accountancy firm EIN2017-12-31208848624
2016 : KAMET PROFIT SHARING/401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$101,456
Total unrealized appreciation/depreciation of assets2016-12-31$101,456
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$645,505
Total loss/gain on sale of assets2016-12-31$126,915
Total of all expenses incurred2016-12-31$99,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$91,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$392,656
Value of total assets at end of year2016-12-31$3,013,223
Value of total assets at beginning of year2016-12-31$2,464,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,857
Total interest from all sources2016-12-31$125
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$24,353
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$10,003
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$265,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$182,396
Participant contributions at end of year2016-12-31$8,110
Participant contributions at beginning of year2016-12-31$4,822
Administrative expenses (other) incurred2016-12-31$7,857
Liabilities. Value of operating payables at end of year2016-12-31$2,077
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$545,795
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,010,187
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,464,392
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$446,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$410,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,712,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,118,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,118,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$125
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$210,260
Employer contributions (assets) at end of year2016-12-31$210,260
Employer contributions (assets) at beginning of year2016-12-31$228,032
Income. Dividends from preferred stock2016-12-31$14,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$91,853
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$635,502
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$703,381
Liabilities. Value of benefit claims payable at end of year2016-12-31$959
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$134,345
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,430
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LENNY YEH, INC.
Accountancy firm EIN2016-12-31208848624
2015 : KAMET PROFIT SHARING/401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-53,704
Total unrealized appreciation/depreciation of assets2015-12-31$-53,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$139,684
Total loss/gain on sale of assets2015-12-31$6,259
Total of all expenses incurred2015-12-31$105,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$98,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$348,033
Value of total assets at end of year2015-12-31$2,464,392
Value of total assets at beginning of year2015-12-31$2,429,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,937
Total interest from all sources2015-12-31$103
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,611
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$10,062
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$265,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$120,001
Participant contributions at end of year2015-12-31$4,822
Participant contributions at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$6,792
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$34,456
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,464,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,429,936
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$145
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$410,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$417,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,118,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,142,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,142,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-184,618
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$228,032
Employer contributions (assets) at end of year2015-12-31$228,032
Employer contributions (assets) at beginning of year2015-12-31$152,004
Income. Dividends from common stock2015-12-31$13,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$98,291
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$703,381
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$718,635
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-22,629
Aggregate carrying amount (costs) on sale of assets2015-12-31$-28,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LENNY YEH, INC.
Accountancy firm EIN2015-12-31208848624
2014 : KAMET PROFIT SHARING/401K PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$269,645
Expenses. Total of all expenses incurred2014-12-31$76,348
Benefits paid (including direct rollovers)2014-12-31$73,242
Total plan assets at end of year2014-12-31$2,429,936
Total plan assets at beginning of year2014-12-31$2,236,639
Value of fidelity bond covering the plan2014-12-31$265,000
Total contributions received or receivable from participants2014-12-31$75,485
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$42,156
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$193,297
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,429,936
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,236,639
Total contributions received or receivable from employer(s)2014-12-31$152,004
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KAMET PROFIT SHARING/401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$437,965
Expenses. Total of all expenses incurred2013-12-31$15,807
Benefits paid (including direct rollovers)2013-12-31$13,197
Total plan assets at end of year2013-12-31$2,236,639
Total plan assets at beginning of year2013-12-31$1,814,481
Value of fidelity bond covering the plan2013-12-31$265,000
Total contributions received or receivable from participants2013-12-31$85,035
Expenses. Other expenses not covered elsewhere2013-12-31$2,610
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$195,251
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$422,158
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,236,639
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,814,481
Total contributions received or receivable from employer(s)2013-12-31$157,679
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KAMET PROFIT SHARING/401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$315,162
Expenses. Total of all expenses incurred2012-12-31$10,693
Benefits paid (including direct rollovers)2012-12-31$10,160
Total plan assets at end of year2012-12-31$1,814,481
Total plan assets at beginning of year2012-12-31$1,510,012
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$49,290
Expenses. Other expenses not covered elsewhere2012-12-31$533
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$132,170
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$304,469
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,814,481
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,510,012
Total contributions received or receivable from employer(s)2012-12-31$133,702
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : KAMET PROFIT SHARING/401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$249,908
Expenses. Total of all expenses incurred2011-12-31$2,789
Benefits paid (including direct rollovers)2011-12-31$179
Total plan assets at end of year2011-12-31$1,510,012
Total plan assets at beginning of year2011-12-31$1,262,893
Value of fidelity bond covering the plan2011-12-31$120,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-4,762
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$247,119
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,510,012
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,262,893
Total contributions received or receivable from employer(s)2011-12-31$254,670
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,610
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : KAMET PROFIT SHARING/401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$236,674
Expenses. Total of all expenses incurred2010-12-31$4,888
Benefits paid (including direct rollovers)2010-12-31$2,278
Total plan assets at end of year2010-12-31$1,262,893
Total plan assets at beginning of year2010-12-31$1,031,107
Value of fidelity bond covering the plan2010-12-31$120,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$2,610
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$63,416
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$231,786
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,262,893
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,031,107
Total contributions received or receivable from employer(s)2010-12-31$173,258
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : KAMET PROFIT SHARING/401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KAMET PROFIT SHARING/401K PLAN

2022: KAMET PROFIT SHARING/401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: KAMET PROFIT SHARING/401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: KAMET PROFIT SHARING/401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: KAMET PROFIT SHARING/401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: KAMET PROFIT SHARING/401K PLAN 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: KAMET PROFIT SHARING/401K PLAN 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: KAMET PROFIT SHARING/401K PLAN 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: KAMET PROFIT SHARING/401K PLAN 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: KAMET PROFIT SHARING/401K PLAN 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: KAMET PROFIT SHARING/401K PLAN 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: KAMET PROFIT SHARING/401K PLAN 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: KAMET PROFIT SHARING/401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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: KAMET PROFIT SHARING/401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 3
Insurance contract or identification numberINDIV POL
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 2
Insurance contract or identification numberINDIV POLS
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Commission paid to Insurance BrokerUSD $0
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010006432
Policy instance 1
Insurance contract or identification number010006432
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 3
Insurance contract or identification numberINDIV POLS
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $73
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010006432
Policy instance 2
Insurance contract or identification number010006432
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 1
Insurance contract or identification numberINDIV POL
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 1
Insurance contract or identification numberINDIV POL
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010006432
Policy instance 2
Insurance contract or identification number010006432
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 3
Insurance contract or identification numberINDIV POLS
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $73
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 3
Insurance contract or identification numberINDIV POLS
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $73
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010006432
Policy instance 2
Insurance contract or identification number010006432
Number of Individuals Covered1
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 allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 1
Insurance contract or identification numberINDIV POL
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 3
Insurance contract or identification numberINDIV POLS
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $73
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010006432
Policy instance 2
Insurance contract or identification number010006432
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $165
Insurance broker organization code?3
FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 1
Insurance contract or identification numberINDIV POL
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 3
Insurance contract or identification numberINDIV POLS
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $73
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
Insurance broker nameRONALD FERNANDEZ
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010006432
Policy instance 2
Insurance contract or identification number010006432
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $165
Insurance broker organization code?3
Insurance broker name
FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 1
Insurance contract or identification numberINDIV POL
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
Insurance broker nameDENISE WANG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 1
Insurance contract or identification numberINDIV POLS
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $73
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
Insurance broker nameRONALD FERNANDEZ
FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 2
Insurance contract or identification numberINDIV POL
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameDENISE WANG
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010006432
Policy instance 3
Insurance contract or identification number010006432
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $165
Insurance broker organization code?3
Insurance broker nameMELVIN HONDA
FARMERS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 21652 )
Policy contract numberINDIV POL
Policy instance 2
Insurance contract or identification numberINDIV POL
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $16
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDENISE WANG
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberINDIV POLS
Policy instance 1
Insurance contract or identification numberINDIV POLS
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $78
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78
Insurance broker organization code?3
Insurance broker nameRONALD FERNANDEZ
SUN LIFE OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4104
Policy instance 1
Insurance contract or identification numberOA4104
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4104
Policy instance 1
Insurance contract or identification numberOA4104
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4104
Policy instance 1
Insurance contract or identification numberOA4104
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4104
Policy instance 1
Insurance contract or identification numberOA4104
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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