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KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 401k Plan overview

Plan NameKIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN
Plan identification number 001

KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:JKC AUTOMOTIVE, INC.
Employer identification number (EIN):931153931
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about JKC AUTOMOTIVE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1994-09-02
Company Identification Number: 41764184
Legal Registered Office Address: 696 COUNTRY CLUB RD

EUGENE
United States of America (USA)
97401

More information about JKC AUTOMOTIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIEFER'S 401(K)/PROFIT SHARING 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
0012019-01-01
0012018-01-01CORINNE KIEFER2019-09-10
0012017-01-01
0012016-01-01
0012015-01-01BAILEY MCEUEN
0012014-01-01BAILEY MCEUEN
0012013-01-01CATHERINE MIZE
0012012-01-01CATHERINE MIZE2013-08-07
0012011-01-01CATHERINE MIZE2012-09-24
0012010-01-01CATHERINE MIZE2011-04-11

Plan Statistics for KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN

401k plan membership statisitcs for KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN

Measure Date Value
2022: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01613
Total number of active participants reported on line 7a of the Form 55002022-01-01548
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01191
Total of all active and inactive participants2022-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01740
Number of participants with account balances2022-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01171
2021: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01309
Total number of active participants reported on line 7a of the Form 55002021-01-01363
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01125
Total of all active and inactive participants2021-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01489
Number of participants with account balances2021-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01318
Total number of active participants reported on line 7a of the Form 55002020-01-01251
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01287
Number of participants with account balances2020-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0153
2019: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-01249
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01314
Number of participants with account balances2019-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01269
Total number of active participants reported on line 7a of the Form 55002018-01-01211
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01275
Number of participants with account balances2018-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0163
2017: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01218
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01267
Number of participants with account balances2017-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01280
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01271
Number of participants with account balances2016-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0177
2015: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01249
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01270
Number of participants with account balances2015-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01161
Number of participants with account balances2013-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110

Financial Data on KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN

Measure Date Value
2022 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,290
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$2,170,339
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,044,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$815,414
Expenses. Certain deemed distributions of participant loans2022-12-31$4,045
Value of total corrective distributions2022-12-31$122,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,776,052
Value of total assets at end of year2022-12-31$10,060,933
Value of total assets at beginning of year2022-12-31$8,910,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,932
Total interest from all sources2022-12-31$12,428
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$219,387
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$219,387
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,811,126
Participant contributions at end of year2022-12-31$351,385
Participant contributions at beginning of year2022-12-31$198,024
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$458,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,290
Other income not declared elsewhere2022-12-31$45
Administrative expenses (other) incurred2022-12-31$101,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,126,067
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,036,643
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,910,576
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$9,212,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,581,147
Interest on participant loans2022-12-31$12,428
Value of interest in common/collective trusts at end of year2022-12-31$497,392
Value of interest in common/collective trusts at beginning of year2022-12-31$131,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,843,776
Net investment gain or loss from common/collective trusts2022-12-31$6,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$506,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$815,414
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 name2022-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2022-12-31272881734
2021 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$3,039,856
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$884,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$781,180
Expenses. Certain deemed distributions of participant loans2021-12-31$4,617
Value of total corrective distributions2021-12-31$33,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,082,385
Value of total assets at end of year2021-12-31$8,910,576
Value of total assets at beginning of year2021-12-31$6,755,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,033
Total interest from all sources2021-12-31$12,272
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$962,556
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$962,556
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,711,382
Participant contributions at end of year2021-12-31$198,024
Participant contributions at beginning of year2021-12-31$264,578
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$63,872
Administrative expenses (other) incurred2021-12-31$66,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,154,982
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,910,576
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,755,594
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$8,581,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,373,680
Interest on participant loans2021-12-31$12,272
Value of interest in common/collective trusts at end of year2021-12-31$131,405
Value of interest in common/collective trusts at beginning of year2021-12-31$117,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-20,923
Net investment gain or loss from common/collective trusts2021-12-31$3,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$307,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$781,180
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 name2021-12-31REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN2021-12-31272881734
2020 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
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$2,252,139
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$747,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$597,915
Expenses. Certain deemed distributions of participant loans2020-12-31$5,392
Value of total corrective distributions2020-12-31$98,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,407,786
Value of total assets at end of year2020-12-31$6,755,594
Value of total assets at beginning of year2020-12-31$5,250,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,686
Total interest from all sources2020-12-31$11,265
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$156,685
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$156,685
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,081,221
Participant contributions at end of year2020-12-31$264,578
Participant contributions at beginning of year2020-12-31$287,092
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$153,831
Administrative expenses (other) incurred2020-12-31$45,686
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$1,504,888
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,755,594
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,250,706
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$6,373,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,722,954
Interest on participant loans2020-12-31$11,265
Value of interest in common/collective trusts at end of year2020-12-31$117,336
Value of interest in common/collective trusts at beginning of year2020-12-31$240,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$672,572
Net investment gain or loss from common/collective trusts2020-12-31$3,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$172,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$597,915
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
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$0
Total income from all sources (including contributions)2019-12-31$1,782,564
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$426,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$409,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$916,889
Value of total assets at end of year2019-12-31$5,250,706
Value of total assets at beginning of year2019-12-31$3,894,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,848
Total interest from all sources2019-12-31$4,150
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,704
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$101,704
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$390,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$734,657
Participant contributions at end of year2019-12-31$287,092
Participant contributions at beginning of year2019-12-31$212,888
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,012
Administrative expenses (other) incurred2019-12-31$16,848
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$1,356,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,250,706
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,894,182
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$4,722,954
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,666,099
Interest on participant loans2019-12-31$4,150
Value of interest in common/collective trusts at end of year2019-12-31$240,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$758,410
Net investment gain or loss from common/collective trusts2019-12-31$1,411
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$152,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$409,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$434,621
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$253,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$239,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$718,660
Value of total assets at end of year2018-12-31$3,894,182
Value of total assets at beginning of year2018-12-31$3,712,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,522
Total interest from all sources2018-12-31$7,329
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$598,604
Participant contributions at end of year2018-12-31$212,888
Participant contributions at beginning of year2018-12-31$149,931
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,728
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$181,535
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,894,182
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,712,647
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 pooled separate accounts at end of year2018-12-31$3,666,099
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,551,593
Interest on participant loans2018-12-31$7,124
Interest earned on other investments2018-12-31$205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,123
Net investment gain/loss from pooled separate accounts2018-12-31$-291,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$117,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$239,564
Contract administrator fees2018-12-31$13,522
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,199,394
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$559,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$546,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$689,410
Value of total assets at end of year2017-12-31$3,712,647
Value of total assets at beginning of year2017-12-31$3,072,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,798
Total interest from all sources2017-12-31$4,608
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$585,234
Participant contributions at end of year2017-12-31$149,931
Participant contributions at beginning of year2017-12-31$152,236
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$639,952
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,712,647
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,072,695
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 pooled separate accounts at end of year2017-12-31$3,551,593
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,861,962
Interest on participant loans2017-12-31$4,439
Interest earned on other investments2017-12-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$58,497
Net investment gain/loss from pooled separate accounts2017-12-31$505,376
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$104,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$546,644
Contract administrator fees2017-12-31$12,798
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$817,074
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$199,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$187,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$631,173
Value of total assets at end of year2016-12-31$3,072,695
Value of total assets at beginning of year2016-12-31$2,455,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,976
Total interest from all sources2016-12-31$5,084
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
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$533,047
Participant contributions at end of year2016-12-31$152,236
Participant contributions at beginning of year2016-12-31$124,802
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$617,640
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,072,695
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,455,055
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 pooled separate accounts at end of year2016-12-31$2,861,962
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,323,933
Interest on participant loans2016-12-31$4,603
Interest earned on other investments2016-12-31$481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$58,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,320
Net investment gain/loss from pooled separate accounts2016-12-31$180,817
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$98,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$187,458
Contract administrator fees2016-12-31$11,976
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$611,029
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$122,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$65,305
Value of total corrective distributions2015-12-31$49,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$667,843
Value of total assets at end of year2015-12-31$2,455,055
Value of total assets at beginning of year2015-12-31$1,966,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,773
Total interest from all sources2015-12-31$3,147
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$554,840
Participant contributions at end of year2015-12-31$124,802
Participant contributions at beginning of year2015-12-31$90,140
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$506
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$488,678
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,455,055
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,966,377
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 beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$2,323,933
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,873,833
Interest on participant loans2015-12-31$3,100
Interest earned on other investments2015-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,404
Net investment gain/loss from pooled separate accounts2015-12-31$-59,961
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$112,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$65,305
Contract administrator fees2015-12-31$7,773
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
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : KIEFER'S 401(K)/PROFIT SHARING 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$556,926
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$65,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$62,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$460,928
Value of total assets at end of year2014-12-31$1,966,377
Value of total assets at beginning of year2014-12-31$1,475,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,519
Total interest from all sources2014-12-31$1,231
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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-interest2014-12-31No
Contributions received from participants2014-12-31$379,251
Participant contributions at end of year2014-12-31$90,140
Participant contributions at beginning of year2014-12-31$45,594
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$491,217
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,966,377
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,475,160
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,429,566
Value of interest in pooled separate accounts at end of year2014-12-31$1,873,833
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,219
Interest earned on other investments2014-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$88,222
Net investment gain/loss from pooled separate accounts2014-12-31$6,545
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$81,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$62,190
Contract administrator fees2014-12-31$3,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$0
Total income from all sources (including contributions)2013-12-31$618,869
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$150,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$123,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$382,429
Value of total assets at end of year2013-12-31$1,475,160
Value of total assets at beginning of year2013-12-31$1,006,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,571
Total interest from all sources2013-12-31$1,414
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,902
Was this plan covered by a fidelity bond2013-12-31No
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$327,630
Participant contributions at end of year2013-12-31$45,594
Participant contributions at beginning of year2013-12-31$38,941
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$217
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$468,588
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,475,160
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,006,572
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
Investment advisory and management fees2013-12-31$5,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,429,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$959,129
Income. Interest from loans (other than to participants)2013-12-31$1,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$235,026
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$54,799
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$8,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$123,710
Contract administrator fees2013-12-31$9,295
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
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318

Form 5500 Responses for KIEFER'S 401(K)/PROFIT SHARING SAVINGS PLAN

2022: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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: KIEFER'S 401(K)/PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809177
Policy instance 1
Insurance contract or identification number809177
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $2,941
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,941
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809177
Policy instance 1
Insurance contract or identification number809177
Number of Individuals Covered275
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,364
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,364
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809177
Policy instance 1
Insurance contract or identification number809177
Number of Individuals Covered267
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,962
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,962
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809177
Policy instance 1
Insurance contract or identification number809177
Number of Individuals Covered270
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,400
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809177
Policy instance 1
Insurance contract or identification number809177
Number of Individuals Covered209
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,319
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,319
Insurance broker organization code?3
Insurance broker nameNYLIFE SECURITIES LLC

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