KT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KT & ASSOCIATES RETIREMENT PLAN
Measure | Date | Value |
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2023: KT & ASSOCIATES RETIREMENT PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 2 |
Number of participants with account balances | 2023-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: KT & ASSOCIATES RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: KT & ASSOCIATES RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: KT & ASSOCIATES RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: KT & ASSOCIATES RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: KT & ASSOCIATES RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: KT & ASSOCIATES RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-05-08 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-08 | 1 |
Number of retired or separated participants receiving benefits | 2017-05-08 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-05-08 | 0 |
Total of all active and inactive participants | 2017-05-08 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-08 | 0 |
Total participants | 2017-05-08 | 1 |
Number of participants with account balances | 2017-05-08 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-08 | 0 |
Measure | Date | Value |
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2023 : KT & ASSOCIATES RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $42,978 |
Expenses. Total of all expenses incurred | 2023-12-31 | $485 |
Total plan assets at end of year | 2023-12-31 | $393,299 |
Total plan assets at beginning of year | 2023-12-31 | $350,806 |
Value of fidelity bond covering the plan | 2023-12-31 | $40,000 |
Total contributions received or receivable from participants | 2023-12-31 | $11,570 |
Other income received | 2023-12-31 | $23,528 |
Net income (gross income less expenses) | 2023-12-31 | $42,493 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $393,299 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $350,806 |
Assets. Value of employer securities | 2023-12-31 | $297,270 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $7,880 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $485 |
2022 : KT & ASSOCIATES RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $13,613 |
Expenses. Total of all expenses incurred | 2022-12-31 | $368 |
Total plan assets at end of year | 2022-12-31 | $350,806 |
Total plan assets at beginning of year | 2022-12-31 | $337,561 |
Value of fidelity bond covering the plan | 2022-12-31 | $40,000 |
Total contributions received or receivable from participants | 2022-12-31 | $9,720 |
Other income received | 2022-12-31 | $-2,587 |
Net income (gross income less expenses) | 2022-12-31 | $13,245 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $350,806 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $337,561 |
Assets. Value of employer securities | 2022-12-31 | $287,041 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $6,480 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $368 |
2021 : KT & ASSOCIATES RETIREMENT PLAN 2021 401k financial data |
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Total plan liabilities at beginning of year | 2021-12-31 | $28 |
Total income from all sources | 2021-12-31 | $38,182 |
Expenses. Total of all expenses incurred | 2021-12-31 | $8,918 |
Benefits paid (including direct rollovers) | 2021-12-31 | $8,918 |
Total plan assets at end of year | 2021-12-31 | $337,561 |
Total plan assets at beginning of year | 2021-12-31 | $308,325 |
Value of fidelity bond covering the plan | 2021-12-31 | $40,000 |
Total contributions received or receivable from participants | 2021-12-31 | $10,238 |
Other income received | 2021-12-31 | $21,279 |
Net income (gross income less expenses) | 2021-12-31 | $29,264 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $337,561 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $308,297 |
Assets. Value of employer securities | 2021-12-31 | $279,104 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $6,665 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : KT & ASSOCIATES RETIREMENT PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $28 |
Total income from all sources | 2020-12-31 | $2,047 |
Expenses. Total of all expenses incurred | 2020-12-31 | $162 |
Total plan assets at end of year | 2020-12-31 | $308,325 |
Total plan assets at beginning of year | 2020-12-31 | $306,412 |
Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
Total contributions received or receivable from participants | 2020-12-31 | $13,221 |
Other income received | 2020-12-31 | $-17,774 |
Net income (gross income less expenses) | 2020-12-31 | $1,885 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $308,297 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $306,412 |
Assets. Value of employer securities | 2020-12-31 | $264,534 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $6,600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $162 |
2019 : KT & ASSOCIATES RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $27,521 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,210 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,045 |
Total plan assets at end of year | 2019-12-31 | $306,412 |
Total plan assets at beginning of year | 2019-12-31 | $282,101 |
Value of fidelity bond covering the plan | 2019-12-31 | $40,000 |
Total contributions received or receivable from participants | 2019-12-31 | $7,711 |
Other income received | 2019-12-31 | $14,504 |
Net income (gross income less expenses) | 2019-12-31 | $24,311 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $306,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $282,101 |
Assets. Value of employer securities | 2019-12-31 | $288,529 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $5,306 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $165 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : KT & ASSOCIATES RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-21,978 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4 |
Total plan assets at end of year | 2018-12-31 | $282,101 |
Total plan assets at beginning of year | 2018-12-31 | $304,083 |
Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
Total contributions received or receivable from participants | 2018-12-31 | $3,216 |
Other income received | 2018-12-31 | $-28,272 |
Net income (gross income less expenses) | 2018-12-31 | $-21,982 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $282,101 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $304,083 |
Assets. Value of employer securities | 2018-12-31 | $276,190 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $3,078 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4 |
2017 : KT & ASSOCIATES RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $304,085 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2 |
Total plan assets at end of year | 2017-12-31 | $304,083 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $330,489 |
Other income received | 2017-12-31 | $-26,404 |
Net income (gross income less expenses) | 2017-12-31 | $304,083 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $304,083 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $304,083 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2023: KT & ASSOCIATES RETIREMENT PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: KT & ASSOCIATES RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KT & ASSOCIATES RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KT & ASSOCIATES RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KT & ASSOCIATES RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KT & ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KT & ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses |
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2017-05-08 | Type of plan entity | Single employer plan |
2017-05-08 | First time form 5500 has been submitted | Yes |
2017-05-08 | Submission has been amended | No |
2017-05-08 | This submission is the final filing | No |
2017-05-08 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-05-08 | Plan is a collectively bargained plan | No |
2017-05-08 | Plan funding arrangement – Trust | Yes |
2017-05-08 | Plan benefit arrangement - Trust | Yes |