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KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KRAFT & KENNEDY, INC. has sponsored the creation of one or more 401k plans.

Company Name:KRAFT & KENNEDY, INC.
Employer identification number (EIN):800610191
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEITH KALLEN
0012016-01-01KEITH KALLEN2017-09-13
0012015-01-01KEITH M KALLEN2016-06-28
0012014-01-01KEITH M KALLEN2015-08-24
0012013-01-01KEITH KALLEN2014-06-02
0012012-01-01PETER KENNEDY2013-07-25
0012011-01-01PETER KENNEDY2012-07-24

Plan Statistics for KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01140
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-0196
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01124
Number of participants with account balances2021-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01119
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01121
Number of participants with account balances2020-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01119
Number of participants with account balances2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01113
Total number of active participants reported on line 7a of the Form 55002018-01-0188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01117
Number of participants with account balances2018-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-0175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01112
Number of participants with account balances2017-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113

Financial Data on KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,448,058
Total of all expenses incurred2022-12-31$1,053,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,023,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,287,610
Value of total assets at end of year2022-12-31$12,912,596
Value of total assets at beginning of year2022-12-31$15,411,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,857
Total interest from all sources2022-12-31$15,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$22,000
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$958,256
Participant contributions at end of year2022-12-31$70,664
Participant contributions at beginning of year2022-12-31$118,103
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,910
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$5,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,501,403
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,909,961
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,411,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,642
Value of interest in pooled separate accounts at end of year2022-12-31$11,608,351
Value of interest in pooled separate accounts at beginning of year2022-12-31$14,398,706
Interest on participant loans2022-12-31$4,943
Interest earned on other investments2022-12-31$11,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$900,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$628,656
Net investment gain/loss from pooled separate accounts2022-12-31$-2,751,661
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$329,354
Employer contributions (assets) at end of year2022-12-31$329,354
Employer contributions (assets) at beginning of year2022-12-31$263,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,023,488
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
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 name2022-12-31PHILLIPS GOLD AND COMPANY LLP
Accountancy firm EIN2022-12-31131881038
2021 : KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,994,096
Total of all expenses incurred2021-12-31$410,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$382,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,167,718
Value of total assets at end of year2021-12-31$15,411,364
Value of total assets at beginning of year2021-12-31$12,828,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,462
Total interest from all sources2021-12-31$14,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$21,000
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$844,715
Participant contributions at end of year2021-12-31$118,103
Participant contributions at beginning of year2021-12-31$118,211
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,292
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,641
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$59,396
Administrative expenses (other) incurred2021-12-31$4,633
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$2,583,327
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,411,364
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,828,037
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$2,829
Value of interest in pooled separate accounts at end of year2021-12-31$14,398,706
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,876,516
Interest on participant loans2021-12-31$6,154
Interest earned on other investments2021-12-31$8,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$628,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$566,414
Net investment gain/loss from pooled separate accounts2021-12-31$1,811,750
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$263,607
Employer contributions (assets) at end of year2021-12-31$263,607
Employer contributions (assets) at beginning of year2021-12-31$264,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$382,307
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PHILLIPS GOLD AND COMPANY LLP
Accountancy firm EIN2021-12-31131881038
2020 : KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,859,638
Total of all expenses incurred2020-12-31$412,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$398,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,073,516
Value of total assets at end of year2020-12-31$12,828,037
Value of total assets at beginning of year2020-12-31$10,381,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,439
Total interest from all sources2020-12-31$16,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$9,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$809,261
Participant contributions at end of year2020-12-31$118,211
Participant contributions at beginning of year2020-12-31$127,475
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,641
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,355
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$2,446,841
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,828,037
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,381,196
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$2,084
Value of interest in pooled separate accounts at end of year2020-12-31$11,876,516
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,429,882
Interest on participant loans2020-12-31$6,680
Interest earned on other investments2020-12-31$9,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$566,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$563,267
Net investment gain/loss from pooled separate accounts2020-12-31$1,769,912
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$264,255
Employer contributions (assets) at end of year2020-12-31$264,255
Employer contributions (assets) at beginning of year2020-12-31$259,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$398,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PHILLIPS GOLD AND COMPANY LLP
Accountancy firm EIN2020-12-31131881038
2019 : KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,840,394
Total income from all sources (including contributions)2019-12-31$2,840,394
Total of all expenses incurred2019-12-31$527,041
Total of all expenses incurred2019-12-31$527,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$504,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$504,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,072,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,072,758
Value of total assets at end of year2019-12-31$10,381,196
Value of total assets at end of year2019-12-31$10,381,196
Value of total assets at beginning of year2019-12-31$8,067,843
Value of total assets at beginning of year2019-12-31$8,067,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,711
Total interest from all sources2019-12-31$15,939
Total interest from all sources2019-12-31$15,939
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
Administrative expenses professional fees incurred2019-12-31$16,500
Administrative expenses professional fees incurred2019-12-31$16,500
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$762,513
Contributions received from participants2019-12-31$762,513
Participant contributions at end of year2019-12-31$127,475
Participant contributions at end of year2019-12-31$127,475
Participant contributions at beginning of year2019-12-31$118,203
Participant contributions at beginning of year2019-12-31$118,203
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,232
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,232
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,919
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,919
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,606
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,606
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$4,410
Administrative expenses (other) incurred2019-12-31$4,410
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$2,313,353
Value of net income/loss2019-12-31$2,313,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,381,196
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,381,196
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,067,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,067,843
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
Investment advisory and management fees2019-12-31$1,801
Investment advisory and management fees2019-12-31$1,801
Value of interest in pooled separate accounts at end of year2019-12-31$9,429,882
Value of interest in pooled separate accounts at end of year2019-12-31$9,429,882
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,053,982
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,053,982
Interest on participant loans2019-12-31$6,458
Interest on participant loans2019-12-31$6,458
Interest earned on other investments2019-12-31$9,481
Interest earned on other investments2019-12-31$9,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$563,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$563,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$691,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$691,725
Net investment gain/loss from pooled separate accounts2019-12-31$1,751,697
Net investment gain/loss from pooled separate accounts2019-12-31$1,751,697
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$250,639
Contributions received in cash from employer2019-12-31$250,639
Employer contributions (assets) at end of year2019-12-31$259,340
Employer contributions (assets) at end of year2019-12-31$259,340
Employer contributions (assets) at beginning of year2019-12-31$199,014
Employer contributions (assets) at beginning of year2019-12-31$199,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$504,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$504,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PHILLIPS GOLD AND COMPANY LLP
Accountancy firm name2019-12-31PHILLIPS GOLD AND COMPANY LLP
Accountancy firm EIN2019-12-31131881038
Accountancy firm EIN2019-12-31131881038
2018 : KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$288,359
Total of all expenses incurred2018-12-31$316,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$285,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$906,002
Value of total assets at end of year2018-12-31$8,067,843
Value of total assets at beginning of year2018-12-31$8,095,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,713
Total interest from all sources2018-12-31$14,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$25,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
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$669,797
Participant contributions at end of year2018-12-31$118,203
Participant contributions at beginning of year2018-12-31$133,157
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,919
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$37,191
Administrative expenses (other) incurred2018-12-31$4,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,914
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,067,843
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,095,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,638
Value of interest in pooled separate accounts at end of year2018-12-31$7,053,982
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,083,649
Interest on participant loans2018-12-31$6,030
Interest earned on other investments2018-12-31$8,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$691,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$736,022
Net investment gain/loss from pooled separate accounts2018-12-31$-632,330
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$199,014
Employer contributions (assets) at end of year2018-12-31$199,014
Employer contributions (assets) at beginning of year2018-12-31$142,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$285,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PHILLIPS GOLD AND COMPANY LLP
Accountancy firm EIN2018-12-31131881038
2017 : KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,020,613
Total of all expenses incurred2017-12-31$972,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$966,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$926,232
Value of total assets at end of year2017-12-31$8,095,757
Value of total assets at beginning of year2017-12-31$7,047,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,092
Total interest from all sources2017-12-31$31,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
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$656,810
Participant contributions at end of year2017-12-31$133,157
Participant contributions at beginning of year2017-12-31$96,442
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,418
Administrative expenses (other) incurred2017-12-31$4,640
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$1,048,428
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,095,757
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,047,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,452
Value of interest in pooled separate accounts at end of year2017-12-31$7,083,649
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,096,617
Interest on participant loans2017-12-31$5,103
Interest earned on other investments2017-12-31$26,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$736,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$854,270
Net investment gain/loss from pooled separate accounts2017-12-31$1,063,032
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$261,004
Employer contributions (assets) at end of year2017-12-31$142,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$966,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PHILLIPS GOLD AND COMPANY LLP
Accountancy firm EIN2017-12-31131881038

Form 5500 Responses for KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN

2022: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING 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: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING 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: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: KRAFT & KENNEDY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600120
Policy instance 1
Insurance contract or identification number600120
Number of Individuals Covered133
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600120
Policy instance 1
Insurance contract or identification number600120
Number of Individuals Covered115
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600120
Policy instance 1
Insurance contract or identification number600120
Number of Individuals Covered112
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600120
Policy instance 1
Insurance contract or identification number600120
Number of Individuals Covered114
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600120
Policy instance 1
Insurance contract or identification number600120
Number of Individuals Covered108
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600120
Policy instance 1
Insurance contract or identification number600120
Number of Individuals Covered105
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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