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KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameKENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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.

401k Sponsoring company profile

KENNEDY/JENKS CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KENNEDY/JENKS CONSULTANTS, INC.
Employer identification number (EIN):942147007
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about KENNEDY/JENKS CONSULTANTS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-05-08
Company Identification Number: 0013247906
Legal Registered Office Address: 1500 NE IRVING ST STE 200

PORTLAND
United States of America (USA)
97232

More information about KENNEDY/JENKS CONSULTANTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY R. CARAKER
0012016-01-01KIMBERLY R. CARAKER
0012015-01-01KIMBERLY R. CARAKER
0012014-01-01KIMBERLY CARAKER
0012013-01-01DON WEIDEN
0012012-01-01DONALD R. WEIDEN
0012011-01-01DONALD R. WEIDEN DONALD R. WEIDEN2012-07-31
0012010-01-01DONALD R. WEIDEN DONALD R. WEIDEN2011-07-27
0012009-01-01DONALD R. WEIDEN DONALD R. WEIDEN2010-07-29

Plan Statistics for KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01652
Total number of active participants reported on line 7a of the Form 55002023-01-01492
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01218
Total of all active and inactive participants2023-01-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-018
Total participants2023-01-01718
Number of participants with account balances2023-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0112
2022: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01615
Total number of active participants reported on line 7a of the Form 55002022-01-01429
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01214
Total of all active and inactive participants2022-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01652
Number of participants with account balances2022-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01604
Total number of active participants reported on line 7a of the Form 55002021-01-01412
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01194
Total of all active and inactive participants2021-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01615
Number of participants with account balances2021-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01601
Total number of active participants reported on line 7a of the Form 55002020-01-01393
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01203
Total of all active and inactive participants2020-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-01604
Number of participants with account balances2020-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01616
Total number of active participants reported on line 7a of the Form 55002019-01-01380
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01217
Total of all active and inactive participants2019-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01601
Number of participants with account balances2019-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01635
Total number of active participants reported on line 7a of the Form 55002018-01-01391
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01222
Total of all active and inactive participants2018-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01616
Number of participants with account balances2018-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0139
2017: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01649
Total number of active participants reported on line 7a of the Form 55002017-01-01436
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01193
Total of all active and inactive participants2017-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01635
Number of participants with account balances2017-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0143
2016: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01598
Total number of active participants reported on line 7a of the Form 55002016-01-01475
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01170
Total of all active and inactive participants2016-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01649
Number of participants with account balances2016-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01608
Total number of active participants reported on line 7a of the Form 55002015-01-01426
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01170
Total of all active and inactive participants2015-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01598
Number of participants with account balances2015-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01576
Total number of active participants reported on line 7a of the Form 55002014-01-01434
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01170
Total of all active and inactive participants2014-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01608
Number of participants with account balances2014-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01602
Total number of active participants reported on line 7a of the Form 55002013-01-01415
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01576
Number of participants with account balances2013-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01624
Total number of active participants reported on line 7a of the Form 55002012-01-01421
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01175
Total of all active and inactive participants2012-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01602
Number of participants with account balances2012-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01656
Total number of active participants reported on line 7a of the Form 55002011-01-01441
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01180
Total of all active and inactive participants2011-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01624
Number of participants with account balances2011-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01672
Total number of active participants reported on line 7a of the Form 55002010-01-01494
Number of other retired or separated participants entitled to future benefits2010-01-01162
Total of all active and inactive participants2010-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01656
Number of participants with account balances2010-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0143
2009: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01711
Total number of active participants reported on line 7a of the Form 55002009-01-01513
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01159
Total of all active and inactive participants2009-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01672
Number of participants with account balances2009-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0160

Financial Data on KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2023 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$317,727
Total income from all sources (including contributions)2023-12-31$27,415,166
Total of all expenses incurred2023-12-31$9,531,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,364,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,733,461
Value of total assets at end of year2023-12-31$130,033,307
Value of total assets at beginning of year2023-12-31$112,467,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$166,687
Total interest from all sources2023-12-31$122,906
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,255,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,255,240
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,477,874
Participant contributions at end of year2023-12-31$495,456
Participant contributions at beginning of year2023-12-31$581,841
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$868,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$317,727
Other income not declared elsewhere2023-12-31$317,727
Total non interest bearing cash at end of year2023-12-31$1,841
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,883,609
Value of net assets at end of year (total assets less liabilities)2023-12-31$130,033,307
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$112,149,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$44,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$123,524,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$105,856,825
Interest on participant loans2023-12-31$28,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$4,625,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$4,784,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$4,784,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$94,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$15,985,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,387,079
Employer contributions (assets) at end of year2023-12-31$1,385,238
Employer contributions (assets) at beginning of year2023-12-31$1,244,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,364,870
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HOOD & STRONG LLP
Accountancy firm EIN2023-12-31941254756
2022 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$317,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,900,129
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,900,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,735,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,479,943
Value of total assets at end of year2022-12-31$112,467,425
Value of total assets at beginning of year2022-12-31$132,950,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$164,404
Total interest from all sources2022-12-31$55,124
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,305,034
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$3,305,034
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$4,941,181
Participant contributions at end of year2022-12-31$581,841
Participant contributions at beginning of year2022-12-31$496,690
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$296,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$317,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-317,727
Administrative expenses (other) incurred2022-12-31$135,804
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$1,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,800,403
Value of net assets at end of year (total assets less liabilities)2022-12-31$112,149,698
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$132,950,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$105,856,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$125,513,932
Interest on participant loans2022-12-31$23,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,784,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,137,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,137,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$31,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,422,503
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$1,242,468
Employer contributions (assets) at end of year2022-12-31$1,244,201
Employer contributions (assets) at beginning of year2022-12-31$1,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,735,870
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 name2022-12-31HOOD & STRONG LLP
Accountancy firm EIN2022-12-31941254756
2021 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$23,369,936
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,984,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,827,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,334,669
Value of total assets at end of year2021-12-31$132,950,101
Value of total assets at beginning of year2021-12-31$118,564,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,136
Total interest from all sources2021-12-31$28,409
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,305,952
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$5,305,952
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$4,649,743
Participant contributions at end of year2021-12-31$496,690
Participant contributions at beginning of year2021-12-31$401,757
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,625
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$933,041
Administrative expenses (other) incurred2021-12-31$128,536
Total non interest bearing cash at end of year2021-12-31$1,734
Total non interest bearing cash at beginning of year2021-12-31$1,400
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$14,385,770
Value of net assets at end of year (total assets less liabilities)2021-12-31$132,950,101
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$118,564,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$28,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$125,513,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$110,780,027
Interest on participant loans2021-12-31$21,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,137,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,342,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,342,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,700,906
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$1,751,885
Employer contributions (assets) at end of year2021-12-31$1,800,000
Employer contributions (assets) at beginning of year2021-12-31$2,034,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,827,030
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 name2021-12-31HOOD & STRONG LLP
Accountancy firm EIN2021-12-31941254756
2020 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$23,597,400
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,545,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,421,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,634,469
Value of total assets at end of year2020-12-31$118,564,331
Value of total assets at beginning of year2020-12-31$103,512,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,804
Total interest from all sources2020-12-31$46,140
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,179,157
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$3,179,157
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$4,321,875
Participant contributions at end of year2020-12-31$401,757
Participant contributions at beginning of year2020-12-31$402,581
Participant contributions at end of year2020-12-31$3,625
Participant contributions at beginning of year2020-12-31$110
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$276,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$95,204
Total non interest bearing cash at end of year2020-12-31$1,400
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,052,247
Value of net assets at end of year (total assets less liabilities)2020-12-31$118,564,331
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,512,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$28,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$110,780,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$97,465,353
Interest on participant loans2020-12-31$20,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,342,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,544,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,544,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,737,634
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$2,036,134
Employer contributions (assets) at end of year2020-12-31$2,034,734
Employer contributions (assets) at beginning of year2020-12-31$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,421,349
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 name2020-12-31HOOD & STRONG LLP
Accountancy firm EIN2020-12-31941254756
2019 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$23,894,344
Total loss/gain on sale of assets2019-12-31$388,896
Total of all expenses incurred2019-12-31$8,838,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,734,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,070,860
Value of total assets at end of year2019-12-31$103,512,084
Value of total assets at beginning of year2019-12-31$88,456,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$103,977
Total interest from all sources2019-12-31$95,255
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,526,873
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$3,526,873
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,614,536
Participant contributions at end of year2019-12-31$402,581
Participant contributions at beginning of year2019-12-31$467,092
Participant contributions at end of year2019-12-31$110
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$356,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$75,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,055,438
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,512,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$88,456,646
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
Investment advisory and management fees2019-12-31$28,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$97,465,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,518,797
Interest on participant loans2019-12-31$23,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,544,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,025,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,025,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$71,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,812,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$3,445,257
Contributions received in cash from employer2019-12-31$1,100,000
Employer contributions (assets) at end of year2019-12-31$1,100,000
Employer contributions (assets) at beginning of year2019-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,734,929
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
Aggregate proceeds on sale of assets2019-12-31$3,591,836
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,202,940
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 name2019-12-31HOOD & STRONG LLP
Accountancy firm EIN2019-12-31941254756
2018 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$242,317
Total unrealized appreciation/depreciation of assets2018-12-31$242,317
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$403,177
Total loss/gain on sale of assets2018-12-31$74,553
Total of all expenses incurred2018-12-31$9,791,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,691,846
Value of total corrective distributions2018-12-31$38
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,749,139
Value of total assets at end of year2018-12-31$88,456,646
Value of total assets at beginning of year2018-12-31$97,844,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,638
Total interest from all sources2018-12-31$70,061
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,085,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,085,521
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,605,778
Participant contributions at end of year2018-12-31$467,092
Participant contributions at beginning of year2018-12-31$592,179
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$143,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$71,038
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,388,345
Value of net assets at end of year (total assets less liabilities)2018-12-31$88,456,646
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,844,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,518,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$87,464,230
Interest on participant loans2018-12-31$21,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,025,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,579,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,579,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$49,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,818,414
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
Assets. Invements in employer securities at end of year2018-12-31$3,445,257
Assets. Invements in employer securities at beginning of year2018-12-31$4,209,214
Contributions received in cash from employer2018-12-31$1,000,000
Employer contributions (assets) at end of year2018-12-31$1,000,000
Employer contributions (assets) at beginning of year2018-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,691,846
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
Aggregate proceeds on sale of assets2018-12-31$1,006,274
Aggregate carrying amount (costs) on sale of assets2018-12-31$931,721
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 name2018-12-31HOOD & STRONG LLP
Accountancy firm EIN2018-12-31941254756
2017 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$227,361
Total unrealized appreciation/depreciation of assets2017-12-31$227,361
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$19,256,485
Total loss/gain on sale of assets2017-12-31$55,509
Total of all expenses incurred2017-12-31$5,869,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,751,882
Expenses. Certain deemed distributions of participant loans2017-12-31$12,251
Value of total corrective distributions2017-12-31$15
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,501,164
Value of total assets at end of year2017-12-31$97,844,991
Value of total assets at beginning of year2017-12-31$84,457,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,953
Total interest from all sources2017-12-31$53,593
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,385,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,385,967
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,967,668
Participant contributions at end of year2017-12-31$592,179
Participant contributions at beginning of year2017-12-31$645,814
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$533,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$77,353
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,387,384
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,844,991
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,457,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$87,464,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,947,285
Interest on participant loans2017-12-31$25,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,579,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,405,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,405,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,032,891
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
Assets. Invements in employer securities at end of year2017-12-31$4,209,214
Assets. Invements in employer securities at beginning of year2017-12-31$4,458,816
Contributions received in cash from employer2017-12-31$1,000,000
Employer contributions (assets) at end of year2017-12-31$1,000,000
Employer contributions (assets) at beginning of year2017-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,751,882
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
Aggregate proceeds on sale of assets2017-12-31$532,473
Aggregate carrying amount (costs) on sale of assets2017-12-31$476,964
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 name2017-12-31HOOD & STRONG LLP
Accountancy firm EIN2017-12-31941254756
2016 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$443,265
Total unrealized appreciation/depreciation of assets2016-12-31$443,265
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$11,048,045
Total loss/gain on sale of assets2016-12-31$153
Total of all expenses incurred2016-12-31$5,684,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,599,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,269,038
Value of total assets at end of year2016-12-31$84,457,607
Value of total assets at beginning of year2016-12-31$79,094,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$85,096
Total interest from all sources2016-12-31$38,314
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,284,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,284,837
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,673,374
Participant contributions at end of year2016-12-31$645,814
Participant contributions at beginning of year2016-12-31$625,448
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$595,664
Administrative expenses (other) incurred2016-12-31$54,346
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$5,363,193
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,457,607
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,094,414
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
Investment advisory and management fees2016-12-31$30,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,947,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$68,931,090
Interest on participant loans2016-12-31$26,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,405,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,727,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,727,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,012,438
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
Assets. Invements in employer securities at end of year2016-12-31$4,458,816
Assets. Invements in employer securities at beginning of year2016-12-31$4,610,628
Contributions received in cash from employer2016-12-31$1,000,000
Employer contributions (assets) at end of year2016-12-31$1,000,000
Employer contributions (assets) at beginning of year2016-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,599,756
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
Aggregate proceeds on sale of assets2016-12-31$595,230
Aggregate carrying amount (costs) on sale of assets2016-12-31$595,077
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOOD & STRONG LLP
Accountancy firm EIN2016-12-31941254756
2015 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-303,076
Total unrealized appreciation/depreciation of assets2015-12-31$-303,076
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$4,265,515
Total loss/gain on sale of assets2015-12-31$304,204
Total of all expenses incurred2015-12-31$10,060,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,992,454
Value of total corrective distributions2015-12-31$5,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,190,889
Value of total assets at end of year2015-12-31$79,094,414
Value of total assets at beginning of year2015-12-31$84,889,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,370
Total interest from all sources2015-12-31$24,023
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,055,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,055,581
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,589,603
Participant contributions at end of year2015-12-31$625,448
Participant contributions at beginning of year2015-12-31$532,815
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$401,286
Administrative expenses (other) incurred2015-12-31$44,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,795,322
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,094,414
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$84,889,736
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
Investment advisory and management fees2015-12-31$18,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$68,931,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$73,993,411
Interest on participant loans2015-12-31$23,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,727,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,987,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,987,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,006,106
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
Assets. Invements in employer securities at end of year2015-12-31$4,610,628
Assets. Invements in employer securities at beginning of year2015-12-31$5,376,379
Contributions received in cash from employer2015-12-31$200,000
Employer contributions (assets) at end of year2015-12-31$200,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,992,454
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$6,450,340
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,146,136
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 name2015-12-31HOOD & STRONG LLP
Accountancy firm EIN2015-12-31941254756
2014 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$459,636
Total unrealized appreciation/depreciation of assets2014-12-31$459,636
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$9,762,462
Total loss/gain on sale of assets2014-12-31$84,842
Total of all expenses incurred2014-12-31$11,444,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,366,074
Value of total corrective distributions2014-12-31$1,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,750,022
Value of total assets at end of year2014-12-31$84,889,736
Value of total assets at beginning of year2014-12-31$86,572,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,852
Total interest from all sources2014-12-31$18,263
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,925,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,925,857
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,526,214
Participant contributions at end of year2014-12-31$532,815
Participant contributions at beginning of year2014-12-31$394,531
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$916,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$533
Administrative expenses (other) incurred2014-12-31$52,252
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,682,415
Value of net assets at end of year (total assets less liabilities)2014-12-31$84,889,736
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$86,572,151
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
Investment advisory and management fees2014-12-31$24,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$73,993,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,710,420
Interest on participant loans2014-12-31$17,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,987,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,756,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,756,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,523,842
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
Assets. Invements in employer securities at end of year2014-12-31$5,376,379
Assets. Invements in employer securities at beginning of year2014-12-31$5,709,450
Contributions received in cash from employer2014-12-31$307,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,366,074
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,407,315
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,322,473
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 name2014-12-31HOOD & STRONG LLP
Accountancy firm EIN2014-12-31941254756
2013 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$333,832
Total unrealized appreciation/depreciation of assets2013-12-31$333,832
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$19,745,628
Total loss/gain on sale of assets2013-12-31$7,131
Total of all expenses incurred2013-12-31$9,867,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,785,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,562,114
Value of total assets at end of year2013-12-31$86,572,151
Value of total assets at beginning of year2013-12-31$76,693,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$81,804
Total interest from all sources2013-12-31$19,650
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,627,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,627,883
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,490,381
Participant contributions at end of year2013-12-31$394,531
Participant contributions at beginning of year2013-12-31$482,682
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$771,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$938
Administrative expenses (other) incurred2013-12-31$57,204
Total non interest bearing cash at end of year2013-12-31$507
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,878,357
Value of net assets at end of year (total assets less liabilities)2013-12-31$86,572,151
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$76,693,794
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$24,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,710,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$63,670,485
Interest on participant loans2013-12-31$17,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,756,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,641,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,641,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,195,018
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
Assets. Invements in employer securities at end of year2013-12-31$5,709,450
Assets. Invements in employer securities at beginning of year2013-12-31$5,897,995
Contributions received in cash from employer2013-12-31$299,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,785,467
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,214,504
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,207,373
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 name2013-12-31HOOD & STRONG LLP
Accountancy firm EIN2013-12-31941254756
2012 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$121,380
Total unrealized appreciation/depreciation of assets2012-12-31$121,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$148,057
Total income from all sources (including contributions)2012-12-31$11,752,797
Total loss/gain on sale of assets2012-12-31$-76,880
Total of all expenses incurred2012-12-31$5,306,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,214,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,034,119
Value of total assets at end of year2012-12-31$76,693,794
Value of total assets at beginning of year2012-12-31$70,395,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,980
Total interest from all sources2012-12-31$24,719
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,860,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,860,768
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,511,698
Participant contributions at end of year2012-12-31$482,682
Participant contributions at beginning of year2012-12-31$594,834
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$226,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,701
Administrative expenses (other) incurred2012-12-31$72,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,446,465
Value of net assets at end of year (total assets less liabilities)2012-12-31$76,693,794
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$70,247,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$63,670,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$56,417,194
Interest on participant loans2012-12-31$23,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,641,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,776,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,776,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,788,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$5,897,995
Assets. Invements in employer securities at beginning of year2012-12-31$6,573,240
Contributions received in cash from employer2012-12-31$295,551
Employer contributions (assets) at beginning of year2012-12-31$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,214,352
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$148,057
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,949,102
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,025,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOOD & STRONG LLP
Accountancy firm EIN2012-12-31941254756
2011 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-372,821
Total unrealized appreciation/depreciation of assets2011-12-31$-372,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$148,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,515,472
Total loss/gain on sale of assets2011-12-31$-104,044
Total of all expenses incurred2011-12-31$5,451,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,365,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,750,831
Value of total assets at end of year2011-12-31$70,395,386
Value of total assets at beginning of year2011-12-31$73,182,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$85,820
Total interest from all sources2011-12-31$35,076
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,913,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,913,504
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,853,706
Participant contributions at end of year2011-12-31$594,834
Participant contributions at beginning of year2011-12-31$824,152
Participant contributions at beginning of year2011-12-31$117,916
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,701
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,039
Administrative expenses (other) incurred2011-12-31$55,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,935,540
Value of net assets at end of year (total assets less liabilities)2011-12-31$70,247,329
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,182,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$56,417,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,882,392
Interest on participant loans2011-12-31$33,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,776,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,303,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,303,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,707,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$6,573,240
Assets. Invements in employer securities at beginning of year2011-12-31$7,051,818
Contributions received in cash from employer2011-12-31$881,231
Employer contributions (assets) at end of year2011-12-31$25,000
Income. Dividends from common stock2011-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,365,192
Liabilities. Value of benefit claims payable at end of year2011-12-31$148,057
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,357,374
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,461,418
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOOD & STRONG LLP
Accountancy firm EIN2011-12-31941254756
2010 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-735,161
Total unrealized appreciation/depreciation of assets2010-12-31$-735,161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$11,733,270
Total loss/gain on sale of assets2010-12-31$-22,107
Total of all expenses incurred2010-12-31$4,501,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,418,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,334,161
Value of total assets at end of year2010-12-31$73,182,869
Value of total assets at beginning of year2010-12-31$65,951,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82,747
Total interest from all sources2010-12-31$46,912
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$981,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$981,891
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,057,937
Participant contributions at end of year2010-12-31$824,152
Participant contributions at beginning of year2010-12-31$888,274
Participant contributions at end of year2010-12-31$117,916
Participant contributions at beginning of year2010-12-31$121,364
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$823,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,720
Administrative expenses (other) incurred2010-12-31$57,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,231,672
Value of net assets at end of year (total assets less liabilities)2010-12-31$73,182,869
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,951,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$25,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$57,882,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,049,049
Interest on participant loans2010-12-31$46,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,303,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,231,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,231,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,127,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$7,051,818
Assets. Invements in employer securities at beginning of year2010-12-31$7,809,086
Contributions received in cash from employer2010-12-31$452,646
Employer contributions (assets) at beginning of year2010-12-31$850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,418,851
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$943,437
Aggregate carrying amount (costs) on sale of assets2010-12-31$965,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOOD & STRONG LLP
Accountancy firm EIN2010-12-31941254756
2009 : KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN

2023: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT 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
2012: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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