401k Plan data: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST plan

KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan Name	KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number	001

KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

KK MECHANICAL INC. has sponsored the creation of one or more 401k plans.

Company Name: KK MECHANICAL INC.

Employer identification number (EIN): 870463414

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KIM KELLER
001 2016-01-01 KIM KELLER
001 2015-01-01 KIM KELLER
001 2014-01-01 KIM KELLER
001 2013-01-01 KIM KELLER
001 2012-01-01 KIM KELLER
001 2011-01-01 KIM KELLER
001 2010-01-01 RONALD KELLER
001 2009-01-01 KIM KELLER

Plan Statistics for KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2022: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 60
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 94
Total participants 2022-01-01 94
Number of participants with account balances 2022-01-01 59
2021: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 56
Number of retired or separated participants receiving benefits 2021-01-01 29
Total of all active and inactive participants 2021-01-01 85
Total participants 2021-01-01 85
Number of participants with account balances 2021-01-01 57
2020: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 67
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 31
Total of all active and inactive participants 2020-01-01 98
Total participants 2020-01-01 98
Number of participants with account balances 2020-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 67
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 98
Total participants 2019-01-01 98
Number of participants with account balances 2019-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 37
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 20
Total of all active and inactive participants 2018-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 57
Number of participants with account balances 2018-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 64
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 98
Total participants 2017-01-01 98
Number of participants with account balances 2017-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 49
Number of other retired or separated participants entitled to future benefits 2016-01-01 38
Total of all active and inactive participants 2016-01-01 87
Total participants 2016-01-01 87
Number of participants with account balances 2016-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 56
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 89
Number of participants with account balances 2015-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 52
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 80
Total participants 2014-01-01 80
Number of participants with account balances 2014-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 54
Number of other retired or separated participants entitled to future benefits 2013-01-01 29
Total of all active and inactive participants 2013-01-01 83
Total participants 2013-01-01 83
Number of participants with account balances 2013-01-01 53
2012: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 68
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 90
Total participants 2012-01-01 90
Number of participants with account balances 2012-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 52
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 77
Total participants 2011-01-01 77
Number of participants with account balances 2011-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 54
Number of other retired or separated participants entitled to future benefits 2010-01-01 25
Total of all active and inactive participants 2010-01-01 79
Total participants 2010-01-01 79
Number of participants with account balances 2010-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of other retired or separated participants entitled to future benefits 2009-01-01 29
Total of all active and inactive participants 2009-01-01 71
Total participants 2009-01-01 71
Number of participants with account balances 2009-01-01 54

Measure	Date	Value
2022: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	60
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	94
Total participants	2022-01-01	94
Number of participants with account balances	2022-01-01	59
2021: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	56
Number of retired or separated participants receiving benefits	2021-01-01	29
Total of all active and inactive participants	2021-01-01	85
Total participants	2021-01-01	85
Number of participants with account balances	2021-01-01	57
2020: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	67
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	31
Total of all active and inactive participants	2020-01-01	98
Total participants	2020-01-01	98
Number of participants with account balances	2020-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	67
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	98
Total participants	2019-01-01	98
Number of participants with account balances	2019-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	37
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	20
Total of all active and inactive participants	2018-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	57
Number of participants with account balances	2018-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	64
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	98
Total participants	2017-01-01	98
Number of participants with account balances	2017-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	49
Number of other retired or separated participants entitled to future benefits	2016-01-01	38
Total of all active and inactive participants	2016-01-01	87
Total participants	2016-01-01	87
Number of participants with account balances	2016-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	56
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	89
Number of participants with account balances	2015-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	52
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	80
Total participants	2014-01-01	80
Number of participants with account balances	2014-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	54
Number of other retired or separated participants entitled to future benefits	2013-01-01	29
Total of all active and inactive participants	2013-01-01	83
Total participants	2013-01-01	83
Number of participants with account balances	2013-01-01	53
2012: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	68
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	90
Total participants	2012-01-01	90
Number of participants with account balances	2012-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	52
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	77
Total participants	2011-01-01	77
Number of participants with account balances	2011-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	54
Number of other retired or separated participants entitled to future benefits	2010-01-01	25
Total of all active and inactive participants	2010-01-01	79
Total participants	2010-01-01	79
Number of participants with account balances	2010-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of other retired or separated participants entitled to future benefits	2009-01-01	29
Total of all active and inactive participants	2009-01-01	71
Total participants	2009-01-01	71
Number of participants with account balances	2009-01-01	54

Financial Data on KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST

Measure	Date	Value
2022 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-277,696
Expenses. Total of all expenses incurred	2022-12-31	$22,720
Benefits paid (including direct rollovers)	2022-12-31	$10,133
Total plan assets at end of year	2022-12-31	$1,682,516
Total plan assets at beginning of year	2022-12-31	$1,982,932
Value of fidelity bond covering the plan	2022-12-31	$90,000
Total contributions received or receivable from participants	2022-12-31	$87,562
Expenses. Other expenses not covered elsewhere	2022-12-31	$12,587
Other income received	2022-12-31	$-394,038
Net income (gross income less expenses)	2022-12-31	$-300,416
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,682,516
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,982,932
Total contributions received or receivable from employer(s)	2022-12-31	$28,780
2021 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$346,425
Expenses. Total of all expenses incurred	2021-12-31	$13,120
Total plan assets at end of year	2021-12-31	$1,982,932
Total plan assets at beginning of year	2021-12-31	$1,649,627
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$77,506
Expenses. Other expenses not covered elsewhere	2021-12-31	$13,120
Other income received	2021-12-31	$244,430
Net income (gross income less expenses)	2021-12-31	$333,305
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,982,932
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,649,627
Total contributions received or receivable from employer(s)	2021-12-31	$24,489
2020 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$0
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$271,026
Total plan assets at end of year	2020-12-31	$1,567,294
Total plan assets at beginning of year	2020-12-31	$1,567,294
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$75,547
Expenses. Other expenses not covered elsewhere	2020-12-31	$11,351
Other income received	2020-12-31	$265,465
Net income (gross income less expenses)	2020-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,567,294
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,567,294
Total contributions received or receivable from employer(s)	2020-12-31	$23,698
2019 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$419,309
Expenses. Total of all expenses incurred	2019-12-31	$342,600
Benefits paid (including direct rollovers)	2019-12-31	$331,288
Total plan assets at end of year	2019-12-31	$1,567,294
Total plan assets at beginning of year	2019-12-31	$1,490,585
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$60,608
Expenses. Other expenses not covered elsewhere	2019-12-31	$11,312
Other income received	2019-12-31	$340,178
Net income (gross income less expenses)	2019-12-31	$76,709
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,567,294
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,490,585
Total contributions received or receivable from employer(s)	2019-12-31	$18,523
2018 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-20,269
Expenses. Total of all expenses incurred	2018-12-31	$242,919
Benefits paid (including direct rollovers)	2018-12-31	$230,277
Total plan assets at end of year	2018-12-31	$1,490,585
Total plan assets at beginning of year	2018-12-31	$1,753,773
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$55,717
Expenses. Other expenses not covered elsewhere	2018-12-31	$12,642
Other income received	2018-12-31	$-91,470
Net income (gross income less expenses)	2018-12-31	$-263,188
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,490,585
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,753,773
Total contributions received or receivable from employer(s)	2018-12-31	$15,484
2017 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$367,355
Expenses. Total of all expenses incurred	2017-12-31	$89,072
Benefits paid (including direct rollovers)	2017-12-31	$77,379
Total plan assets at end of year	2017-12-31	$1,753,773
Total plan assets at beginning of year	2017-12-31	$1,475,490
Value of fidelity bond covering the plan	2017-12-31	$90,000
Total contributions received or receivable from participants	2017-12-31	$57,192
Expenses. Other expenses not covered elsewhere	2017-12-31	$11,693
Contributions received from other sources (not participants or employers)	2017-12-31	$24,909
Other income received	2017-12-31	$270,954
Net income (gross income less expenses)	2017-12-31	$278,283
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,753,773
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,475,490
Total contributions received or receivable from employer(s)	2017-12-31	$14,300
2016 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$253,156
Expenses. Total of all expenses incurred	2016-12-31	$446,897
Benefits paid (including direct rollovers)	2016-12-31	$435,749
Total plan assets at end of year	2016-12-31	$1,475,490
Total plan assets at beginning of year	2016-12-31	$1,669,231
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$62,564
Expenses. Other expenses not covered elsewhere	2016-12-31	$11,148
Contributions received from other sources (not participants or employers)	2016-12-31	$37,823
Other income received	2016-12-31	$136,043
Net income (gross income less expenses)	2016-12-31	$-193,741
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,475,490
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,669,231
Total contributions received or receivable from employer(s)	2016-12-31	$16,726
2015 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$57,558
Expenses. Total of all expenses incurred	2015-12-31	$167,993
Benefits paid (including direct rollovers)	2015-12-31	$154,954
Total plan assets at end of year	2015-12-31	$1,669,231
Total plan assets at beginning of year	2015-12-31	$1,779,666
Value of fidelity bond covering the plan	2015-12-31	$90,000
Total contributions received or receivable from participants	2015-12-31	$89,244
Expenses. Other expenses not covered elsewhere	2015-12-31	$13,039
Other income received	2015-12-31	$-50,066
Net income (gross income less expenses)	2015-12-31	$-110,435
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,669,231
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,779,666
Total contributions received or receivable from employer(s)	2015-12-31	$18,380
2014 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$188,957
Expenses. Total of all expenses incurred	2014-12-31	$81,219
Benefits paid (including direct rollovers)	2014-12-31	$68,758
Total plan assets at end of year	2014-12-31	$1,782,687
Total plan assets at beginning of year	2014-12-31	$1,674,949
Value of fidelity bond covering the plan	2014-12-31	$90,000
Total contributions received or receivable from participants	2014-12-31	$94,988
Noncash contributions received	2014-12-31	$71,748
Net income (gross income less expenses)	2014-12-31	$107,738
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,782,687
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,674,949
Total contributions received or receivable from employer(s)	2014-12-31	$22,221
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,461
2013 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$413,603
Expenses. Total of all expenses incurred	2013-12-31	$37,240
Benefits paid (including direct rollovers)	2013-12-31	$26,506
Total plan assets at end of year	2013-12-31	$1,675,287
Total plan assets at beginning of year	2013-12-31	$1,298,924
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$89,995
Expenses. Other expenses not covered elsewhere	2013-12-31	$10,734
Other income received	2013-12-31	$310,895
Net income (gross income less expenses)	2013-12-31	$376,363
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,675,287
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,298,924
Total contributions received or receivable from employer(s)	2013-12-31	$12,713
2012 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$274,990
Expenses. Total of all expenses incurred	2012-12-31	$89,139
Benefits paid (including direct rollovers)	2012-12-31	$80,172
Total plan assets at end of year	2012-12-31	$1,299,110
Total plan assets at beginning of year	2012-12-31	$1,113,259
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$100,005
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,967
Other income received	2012-12-31	$147,320
Net income (gross income less expenses)	2012-12-31	$185,851
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,299,110
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,113,259
Total contributions received or receivable from employer(s)	2012-12-31	$27,665
2011 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$77,441
Expenses. Total of all expenses incurred	2011-12-31	$197,759
Benefits paid (including direct rollovers)	2011-12-31	$187,811
Total plan assets at end of year	2011-12-31	$1,113,259
Total plan assets at beginning of year	2011-12-31	$1,233,577
Value of fidelity bond covering the plan	2011-12-31	$90,000
Total contributions received or receivable from participants	2011-12-31	$89,742
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,948
Other income received	2011-12-31	$-36,448
Net income (gross income less expenses)	2011-12-31	$-120,318
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,113,259
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,233,577
Total contributions received or receivable from employer(s)	2011-12-31	$24,147
2010 : KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$263,503
Expenses. Total of all expenses incurred	2010-12-31	$49,122
Benefits paid (including direct rollovers)	2010-12-31	$38,898
Total plan assets at end of year	2010-12-31	$1,233,577
Total plan assets at beginning of year	2010-12-31	$1,019,196
Value of fidelity bond covering the plan	2010-12-31	$90,000
Total contributions received or receivable from participants	2010-12-31	$81,047
Expenses. Other expenses not covered elsewhere	2010-12-31	$10,224
Other income received	2010-12-31	$158,951
Net income (gross income less expenses)	2010-12-31	$214,381
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,233,577
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,019,196
Total contributions received or receivable from employer(s)	2010-12-31	$23,505

Form 5500 Responses for KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST

2022: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2022 form 5500 responses
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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2021 form 5500 responses
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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2020 form 5500 responses
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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2019 form 5500 responses
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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2018 form 5500 responses
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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KK MECHANICAL 401(K) SALARY REDUCTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

65419

Policy instance

Insurance contract or identification number	65419
Number of Individuals Covered	59
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $10,314
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,314
Additional information about fees paid to insurance broker	ADVISORY FEES
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

65419

Policy instance

Insurance contract or identification number	65419
Number of Individuals Covered	57
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $10,758
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,758
Additional information about fees paid to insurance broker	ADVISORTY SERVICES
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

65419

Policy instance

Insurance contract or identification number	65419
Number of Individuals Covered	53
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

65419

Policy instance

Insurance contract or identification number	65419
Number of Individuals Covered	53
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,220
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,220
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

65419

Policy instance

Insurance contract or identification number	65419
Number of Individuals Covered	47
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $10,280
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,280
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

65419

Policy instance

Insurance contract or identification number	65419
Number of Individuals Covered	46
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,429
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,429
Additional information about fees paid to insurance broker	ADVISORY SERVICES
Insurance broker organization code?	3
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	KK MECHANICAL INC.
Employer identification number (EIN):	870463414
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors