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KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameKUHN NORTH AMERICA RETIREMENT SAVINGS PLAN
Plan identification number 001

KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

KUHN NORTH AMERICA INC has sponsored the creation of one or more 401k plans.

Company Name:KUHN NORTH AMERICA INC
Employer identification number (EIN):820566728
NAIC Classification:333100

Additional information about KUHN NORTH AMERICA INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3568659

More information about KUHN NORTH AMERICA INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUHN NORTH AMERICA RETIREMENT SAVINGS 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
0012018-01-01
0012017-01-01JILL LEITZEN
0012016-01-01JILL LEITZEN
0012015-01-01JILL LEITZEN
0012014-01-01JILL LEITZEN
0012013-01-01JILL LEITZEN
0012012-01-01JILL LEITZEN JILL LEITZEN2013-10-11
0012011-01-01JILL LEITZEN
0012009-01-01JILL LEITZEN

Plan Statistics for KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN

Measure Date Value
2022: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01909
Total number of active participants reported on line 7a of the Form 55002022-01-01624
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01246
Total of all active and inactive participants2022-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01876
Number of participants with account balances2022-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01945
Total number of active participants reported on line 7a of the Form 55002021-01-01617
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01252
Total of all active and inactive participants2021-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01873
Number of participants with account balances2021-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0151
2020: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01954
Total number of active participants reported on line 7a of the Form 55002020-01-01690
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01228
Total of all active and inactive participants2020-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01923
Number of participants with account balances2020-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01923
Total number of active participants reported on line 7a of the Form 55002019-01-01718
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01205
Total of all active and inactive participants2019-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01926
Number of participants with account balances2019-01-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01919
Total number of active participants reported on line 7a of the Form 55002018-01-01714
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01208
Total of all active and inactive participants2018-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01923
Number of participants with account balances2018-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01950
Total number of active participants reported on line 7a of the Form 55002017-01-01714
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01204
Total of all active and inactive participants2017-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01919
Number of participants with account balances2017-01-01912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01980
Total number of active participants reported on line 7a of the Form 55002016-01-01747
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01201
Total of all active and inactive participants2016-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01950
Number of participants with account balances2016-01-01941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0195
2015: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01940
Total number of active participants reported on line 7a of the Form 55002015-01-01821
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01157
Total of all active and inactive participants2015-01-01980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01980
Number of participants with account balances2015-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0170
2014: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01872
Total number of active participants reported on line 7a of the Form 55002014-01-01801
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01136
Total of all active and inactive participants2014-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01940
Number of participants with account balances2014-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0168
2013: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01822
Total number of active participants reported on line 7a of the Form 55002013-01-01769
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01100
Total of all active and inactive participants2013-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01872
Number of participants with account balances2013-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0149
2012: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01484
Total number of active participants reported on line 7a of the Form 55002012-01-01720
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01822
Number of participants with account balances2012-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01516
Total number of active participants reported on line 7a of the Form 55002011-01-01422
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01484
Number of participants with account balances2011-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01473
Total number of active participants reported on line 7a of the Form 55002009-01-01388
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01109
Total of all active and inactive participants2009-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01498
Number of participants with account balances2009-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-18,225,263
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,558,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,377,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,696,210
Value of total assets at end of year2022-12-31$87,959,059
Value of total assets at beginning of year2022-12-31$113,743,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$181,477
Total interest from all sources2022-12-31$3,723
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,629,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,629,361
Administrative expenses professional fees incurred2022-12-31$181,477
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,170,870
Participant contributions at end of year2022-12-31$116,166
Participant contributions at beginning of year2022-12-31$67,636
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,339
Other income not declared elsewhere2022-12-31$33,437
Total non interest bearing cash at end of year2022-12-31$9,210
Total non interest bearing cash at beginning of year2022-12-31$14,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,784,221
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,959,059
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$113,743,280
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$80,725,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,475,096
Interest on participant loans2022-12-31$3,723
Value of interest in common/collective trusts at end of year2022-12-31$6,732,765
Value of interest in common/collective trusts at beginning of year2022-12-31$5,585,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,628,655
Net investment gain or loss from common/collective trusts2022-12-31$40,661
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,486,001
Employer contributions (assets) at end of year2022-12-31$375,000
Employer contributions (assets) at beginning of year2022-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,377,481
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 name2022-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2022-12-31391203191
2021 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,967,362
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,596,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,425,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,896,176
Value of total assets at end of year2021-12-31$113,743,280
Value of total assets at beginning of year2021-12-31$98,372,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$171,137
Total interest from all sources2021-12-31$3,474
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,854,052
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$6,854,052
Administrative expenses professional fees incurred2021-12-31$171,137
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$3,162,532
Participant contributions at end of year2021-12-31$67,636
Participant contributions at beginning of year2021-12-31$107,571
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,394
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$8,236
Other income not declared elsewhere2021-12-31$16,144
Total non interest bearing cash at end of year2021-12-31$14,662
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,370,651
Value of net assets at end of year (total assets less liabilities)2021-12-31$113,743,280
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$98,372,629
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$107,475,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$92,685,586
Interest on participant loans2021-12-31$3,474
Value of interest in common/collective trusts at end of year2021-12-31$5,585,886
Value of interest in common/collective trusts at beginning of year2021-12-31$5,244,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,157,581
Net investment gain or loss from common/collective trusts2021-12-31$39,935
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,731,250
Employer contributions (assets) at end of year2021-12-31$600,000
Employer contributions (assets) at beginning of year2021-12-31$327,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,425,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2021-12-31391203191
2020 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-5,221
Total unrealized appreciation/depreciation of assets2020-12-31$-5,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,494,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,789,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,639,826
Value of total corrective distributions2020-12-31$5,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,837,520
Value of total assets at end of year2020-12-31$98,372,629
Value of total assets at beginning of year2020-12-31$84,667,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$144,351
Total interest from all sources2020-12-31$3,853
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$961,137
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$961,137
Administrative expenses professional fees incurred2020-12-31$144,351
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$3,163,267
Participant contributions at end of year2020-12-31$107,571
Participant contributions at beginning of year2020-12-31$91,459
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,221
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$198,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$10,902
Other income not declared elsewhere2020-12-31$730
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$147
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$13,705,012
Value of net assets at end of year (total assets less liabilities)2020-12-31$98,372,629
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,667,617
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$92,685,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$80,387,115
Interest on participant loans2020-12-31$3,853
Value of interest in common/collective trusts at end of year2020-12-31$5,244,207
Value of interest in common/collective trusts at beginning of year2020-12-31$3,922,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,634,363
Net investment gain or loss from common/collective trusts2020-12-31$62,368
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,475,494
Employer contributions (assets) at end of year2020-12-31$327,029
Employer contributions (assets) at beginning of year2020-12-31$250,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,639,826
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2020-12-31391203191
2019 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$540
Total unrealized appreciation/depreciation of assets2019-12-31$540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$101,966
Total income from all sources (including contributions)2019-12-31$21,538,936
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,230,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,028,630
Value of total corrective distributions2019-12-31$18,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,632,676
Value of total assets at end of year2019-12-31$84,667,617
Value of total assets at beginning of year2019-12-31$69,461,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$183,441
Total interest from all sources2019-12-31$4,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,175,721
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$1,175,721
Administrative expenses professional fees incurred2019-12-31$183,441
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$2,987,017
Participant contributions at end of year2019-12-31$91,459
Participant contributions at beginning of year2019-12-31$128,136
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$72,928
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,221
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,084
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$296,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$9,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$101,966
Other income not declared elsewhere2019-12-31$872
Total non interest bearing cash at end of year2019-12-31$147
Total non interest bearing cash at beginning of year2019-12-31$4,668
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$15,308,183
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,667,617
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,359,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,387,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,737,813
Interest on participant loans2019-12-31$4,652
Value of interest in common/collective trusts at end of year2019-12-31$3,922,086
Value of interest in common/collective trusts at beginning of year2019-12-31$4,096,388
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,651,327
Net investment gain or loss from common/collective trusts2019-12-31$73,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,349,135
Employer contributions (assets) at end of year2019-12-31$250,687
Employer contributions (assets) at beginning of year2019-12-31$402,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,028,619
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2019-12-31391203191
2018 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$61
Total unrealized appreciation/depreciation of assets2018-12-31$61
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$101,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$139,973
Total income from all sources (including contributions)2018-12-31$948,002
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,581,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,373,621
Value of total corrective distributions2018-12-31$11,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,575,141
Value of total assets at end of year2018-12-31$69,461,400
Value of total assets at beginning of year2018-12-31$76,132,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$196,271
Total interest from all sources2018-12-31$4,144
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,073,619
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$1,073,619
Administrative expenses professional fees incurred2018-12-31$196,271
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$3,056,400
Participant contributions at end of year2018-12-31$128,136
Participant contributions at beginning of year2018-12-31$107,266
Participant contributions at end of year2018-12-31$72,928
Participant contributions at beginning of year2018-12-31$99,392
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,084
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,084
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$9,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$101,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$139,973
Other income not declared elsewhere2018-12-31$173
Total non interest bearing cash at end of year2018-12-31$4,668
Total non interest bearing cash at beginning of year2018-12-31$4,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,633,081
Value of net assets at end of year (total assets less liabilities)2018-12-31$69,359,434
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,992,515
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$64,737,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$72,246,162
Interest on participant loans2018-12-31$4,144
Value of interest in common/collective trusts at end of year2018-12-31$4,096,388
Value of interest in common/collective trusts at beginning of year2018-12-31$3,174,900
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,758,616
Net investment gain or loss from common/collective trusts2018-12-31$53,480
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,500,740
Employer contributions (assets) at end of year2018-12-31$402,645
Employer contributions (assets) at beginning of year2018-12-31$483,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,373,613
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 name2018-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2018-12-31391203191
2017 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$269
Total unrealized appreciation/depreciation of assets2017-12-31$269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$139,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$122,698
Total income from all sources (including contributions)2017-12-31$16,902,900
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,011,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,796,673
Value of total corrective distributions2017-12-31$26,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,471,695
Value of total assets at end of year2017-12-31$76,132,488
Value of total assets at beginning of year2017-12-31$64,223,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$188,439
Total interest from all sources2017-12-31$3,689
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$945,897
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$945,897
Administrative expenses professional fees incurred2017-12-31$188,439
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$2,895,678
Participant contributions at end of year2017-12-31$107,266
Participant contributions at beginning of year2017-12-31$105,499
Participant contributions at end of year2017-12-31$99,392
Participant contributions at beginning of year2017-12-31$86,790
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,084
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,872
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$8,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$139,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$122,698
Other income not declared elsewhere2017-12-31$-397
Total non interest bearing cash at end of year2017-12-31$4,830
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,891,225
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,992,515
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$64,101,290
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$72,246,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,079,343
Interest on participant loans2017-12-31$3,689
Value of interest in common/collective trusts at end of year2017-12-31$3,174,900
Value of interest in common/collective trusts at beginning of year2017-12-31$3,532,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,409,715
Net investment gain or loss from common/collective trusts2017-12-31$72,032
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$1,526,159
Employer contributions (assets) at end of year2017-12-31$483,743
Employer contributions (assets) at beginning of year2017-12-31$402,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,796,673
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 name2017-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2017-12-31391203191
2016 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$563
Total unrealized appreciation/depreciation of assets2016-12-31$563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$122,698
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$8,402,906
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,473,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,279,428
Value of total corrective distributions2016-12-31$28,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,227,636
Value of total assets at end of year2016-12-31$64,223,988
Value of total assets at beginning of year2016-12-31$60,171,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$165,288
Total interest from all sources2016-12-31$3,576
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$825,362
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$825,362
Administrative expenses professional fees incurred2016-12-31$165,288
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$2,816,404
Participant contributions at end of year2016-12-31$105,499
Participant contributions at beginning of year2016-12-31$124,217
Participant contributions at end of year2016-12-31$86,790
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,872
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$8,347
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$508
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$8,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$122,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$41
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$264
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$3,929,819
Value of net assets at end of year (total assets less liabilities)2016-12-31$64,101,290
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,171,471
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$60,079,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,123,153
Interest on participant loans2016-12-31$3,576
Value of interest in common/collective trusts at end of year2016-12-31$3,532,392
Value of interest in common/collective trusts at beginning of year2016-12-31$3,185,685
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,281,805
Net investment gain or loss from common/collective trusts2016-12-31$63,923
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$1,410,724
Employer contributions (assets) at end of year2016-12-31$402,426
Employer contributions (assets) at beginning of year2016-12-31$716,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,279,420
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$282
Total unrealized appreciation/depreciation of assets2015-12-31$282
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$5,478,961
Total loss/gain on sale of assets2015-12-31$138
Total of all expenses incurred2015-12-31$3,600,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,416,181
Value of total corrective distributions2015-12-31$23,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,740,171
Value of total assets at end of year2015-12-31$60,171,471
Value of total assets at beginning of year2015-12-31$58,292,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$160,495
Total interest from all sources2015-12-31$5,426
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$806,772
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$806,772
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$3,383
Contributions received from participants2015-12-31$2,800,050
Participant contributions at end of year2015-12-31$124,217
Participant contributions at beginning of year2015-12-31$170,616
Assets. Other investments not covered elsewhere at end of year2015-12-31$8,347
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,496
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,876
Other income not declared elsewhere2015-12-31$3,461
Administrative expenses (other) incurred2015-12-31$160,495
Total non interest bearing cash at end of year2015-12-31$264
Total non interest bearing cash at beginning of year2015-12-31$2,857
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$1,878,847
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,171,471
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,292,624
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,123,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,161,560
Interest on participant loans2015-12-31$5,426
Value of interest in common/collective trusts at end of year2015-12-31$3,185,685
Value of interest in common/collective trusts at beginning of year2015-12-31$3,076,592
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-131,184
Net investment gain or loss from common/collective trusts2015-12-31$53,895
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$1,767,366
Employer contributions (assets) at end of year2015-12-31$716,054
Employer contributions (assets) at beginning of year2015-12-31$857,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,416,164
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$3,569
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,431
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO, LLP
Accountancy firm EIN2015-12-31161131146
2014 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,445,707
Total loss/gain on sale of assets2014-12-31$5,951
Total of all expenses incurred2014-12-31$3,473,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,283,654
Value of total corrective distributions2014-12-31$15,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,717,864
Value of total assets at end of year2014-12-31$58,292,624
Value of total assets at beginning of year2014-12-31$53,320,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$174,810
Total interest from all sources2014-12-31$8,791
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$786,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$786,445
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$3,383
Contributions received from participants2014-12-31$2,682,497
Participant contributions at end of year2014-12-31$170,616
Participant contributions at beginning of year2014-12-31$269,918
Participant contributions at beginning of year2014-12-31$105
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,496
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$14,735
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$172,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,289
Other income not declared elsewhere2014-12-31$10
Administrative expenses (other) incurred2014-12-31$174,810
Total non interest bearing cash at end of year2014-12-31$2,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,972,041
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,292,624
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,320,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,161,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,615,685
Interest on participant loans2014-12-31$8,779
Interest earned on other investments2014-12-31$12
Value of interest in common/collective trusts at end of year2014-12-31$3,076,592
Value of interest in common/collective trusts at beginning of year2014-12-31$11,549,152
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,830,194
Net investment gain or loss from common/collective trusts2014-12-31$96,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,863,270
Employer contributions (assets) at end of year2014-12-31$857,627
Employer contributions (assets) at beginning of year2014-12-31$860,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,283,626
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$9,189
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO, LLP
Accountancy firm EIN2014-12-31161131146
2013 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$380
Total unrealized appreciation/depreciation of assets2013-12-31$380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,654
Total income from all sources (including contributions)2013-12-31$14,266,779
Total loss/gain on sale of assets2013-12-31$12
Total of all expenses incurred2013-12-31$3,408,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,220,580
Value of total corrective distributions2013-12-31$3,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,398,754
Value of total assets at end of year2013-12-31$53,320,583
Value of total assets at beginning of year2013-12-31$42,466,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$185,240
Total interest from all sources2013-12-31$15,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$488,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$488,882
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,470,862
Participant contributions at end of year2013-12-31$269,918
Participant contributions at beginning of year2013-12-31$435,063
Participant contributions at end of year2013-12-31$105
Participant contributions at beginning of year2013-12-31$46,028
Assets. Other investments not covered elsewhere at end of year2013-12-31$14,735
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$18,102
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$116,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,654
Other income not declared elsewhere2013-12-31$106
Administrative expenses (other) incurred2013-12-31$185,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,857,807
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,320,583
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,462,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,615,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,840,149
Interest on participant loans2013-12-31$15,888
Value of interest in common/collective trusts at end of year2013-12-31$11,549,152
Value of interest in common/collective trusts at beginning of year2013-12-31$8,354,421
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,968,155
Net investment gain or loss from common/collective trusts2013-12-31$1,394,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,811,109
Employer contributions (assets) at end of year2013-12-31$860,699
Employer contributions (assets) at beginning of year2013-12-31$756,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,220,513
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,760
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TESTONE, MARSHALL & DISCENZA LLP
Accountancy firm EIN2013-12-31161076996
2012 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$12,033,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$73,103
Total income from all sources (including contributions)2012-12-31$8,054,186
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,829,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,685,931
Value of total corrective distributions2012-12-31$1,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,902,432
Value of total assets at end of year2012-12-31$42,466,430
Value of total assets at beginning of year2012-12-31$24,278,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$141,860
Total interest from all sources2012-12-31$22,388
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$534,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$534,052
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,227,722
Participant contributions at end of year2012-12-31$435,063
Participant contributions at beginning of year2012-12-31$43,747
Participant contributions at end of year2012-12-31$46,028
Participant contributions at beginning of year2012-12-31$108,029
Assets. Other investments not covered elsewhere at end of year2012-12-31$18,102
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$17,509
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$100,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$73,103
Other income not declared elsewhere2012-12-31$3
Administrative expenses (other) incurred2012-12-31$141,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,224,509
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,462,776
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,205,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,840,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,969,623
Interest on participant loans2012-12-31$22,388
Value of interest in common/collective trusts at end of year2012-12-31$8,354,421
Value of interest in common/collective trusts at beginning of year2012-12-31$5,679,460
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,885,977
Net investment gain or loss from common/collective trusts2012-12-31$709,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,574,423
Employer contributions (assets) at end of year2012-12-31$756,535
Employer contributions (assets) at beginning of year2012-12-31$451,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,685,756
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TESTONE MARSHALL DISCENZA CPAS
Accountancy firm EIN2012-12-31161076996
2011 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$73,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,190,093
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,403,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,284,605
Value of total corrective distributions2011-12-31$7,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,573,222
Value of total assets at end of year2011-12-31$24,278,228
Value of total assets at beginning of year2011-12-31$23,418,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$112,037
Total interest from all sources2011-12-31$2,674
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$280,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$280,107
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,619,162
Participant contributions at end of year2011-12-31$43,747
Participant contributions at beginning of year2011-12-31$61,264
Participant contributions at end of year2011-12-31$108,029
Participant contributions at beginning of year2011-12-31$93,067
Assets. Other investments not covered elsewhere at end of year2011-12-31$17,509
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$19,856
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$82,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$73,103
Administrative expenses (other) incurred2011-12-31$112,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$786,134
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,205,125
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,418,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,969,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,484,283
Interest on participant loans2011-12-31$2,674
Value of interest in common/collective trusts at end of year2011-12-31$5,679,460
Value of interest in common/collective trusts at beginning of year2011-12-31$5,372,690
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-671,624
Net investment gain or loss from common/collective trusts2011-12-31$5,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$871,767
Employer contributions (assets) at end of year2011-12-31$451,392
Employer contributions (assets) at beginning of year2011-12-31$378,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,284,436
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GUSTAFSON
Accountancy firm EIN2011-12-31121263579
2010 : KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$645
Total unrealized appreciation/depreciation of assets2010-12-31$645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$100,867
Total income from all sources (including contributions)2010-12-31$5,184,474
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,650,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,551,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,202,161
Value of total assets at end of year2010-12-31$23,418,991
Value of total assets at beginning of year2010-12-31$19,985,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$99,068
Total interest from all sources2010-12-31$3,510
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$276,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$276,047
Administrative expenses professional fees incurred2010-12-31$700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,324,871
Participant contributions at end of year2010-12-31$61,264
Participant contributions at beginning of year2010-12-31$55,085
Participant contributions at end of year2010-12-31$93,067
Participant contributions at beginning of year2010-12-31$74,779
Assets. Other investments not covered elsewhere at end of year2010-12-31$19,856
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$19,211
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$107,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$100,867
Other income not declared elsewhere2010-12-31$39
Administrative expenses (other) incurred2010-12-31$98,368
Total non interest bearing cash at beginning of year2010-12-31$25,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,534,179
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,418,991
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,884,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,484,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,679,430
Interest on participant loans2010-12-31$3,510
Value of interest in common/collective trusts at end of year2010-12-31$5,372,690
Value of interest in common/collective trusts at beginning of year2010-12-31$4,853,341
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,126,242
Net investment gain or loss from common/collective trusts2010-12-31$575,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$769,878
Employer contributions (assets) at end of year2010-12-31$378,811
Employer contributions (assets) at beginning of year2010-12-31$270,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,550,466
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GUSTAFSON
Accountancy firm EIN2010-12-31121263579
2009 : KUHN NORTH AMERICA RETIREMENT SAVINGS 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 KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN

2022: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KUHN NORTH AMERICA RETIREMENT SAVINGS 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: KUHN NORTH AMERICA RETIREMENT SAVINGS 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: KUHN NORTH AMERICA RETIREMENT SAVINGS 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: KUHN NORTH AMERICA RETIREMENT SAVINGS 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: KUHN NORTH AMERICA RETIREMENT SAVINGS 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: KUHN NORTH AMERICA RETIREMENT SAVINGS 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: KUHN NORTH AMERICA RETIREMENT SAVINGS 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: KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KUHN NORTH AMERICA RETIREMENT SAVINGS 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitYes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $11
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
Insurance broker nameDAVID W SMITH
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $17
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
Insurance broker nameDAVID W SMITH
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
Insurance broker nameDAVID W SMITH
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $67
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDAVID W SMITH
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005758631
Policy instance 1
Insurance contract or identification number005758631
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
Insurance broker nameSMITH, DAVID W
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number010102
Policy instance 1
Insurance contract or identification number010102
Number of Individuals Covered6
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number010102
Policy instance 1
Insurance contract or identification number010102
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?3
Insurance broker nameSMITH, DAVID W

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