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KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameKUPPERBERG & ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KUPPERBERG AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:KUPPERBERG AND ASSOCIATES
Employer identification number (EIN):943245644
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CLIFFORD KUPPERBERG
0012013-01-01CLIFFORD KUPPERBERG
0012012-01-01CLIFFORD KUPPERBERG
0012011-01-01CLIFFORD KUPPERBERG
0012010-01-01CLIFFORD KUPPERBERG
0012009-01-01CLIFFORD KUPPERBERG

Plan Statistics for KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2017: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2017 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$254,091
Expenses. Total of all expenses incurred2017-12-31$642,412
Benefits paid (including direct rollovers)2017-12-31$634,814
Total plan assets at end of year2017-12-31$1,273,005
Total plan assets at beginning of year2017-12-31$1,661,326
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$125,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$213,447
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-388,321
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,273,005
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,661,326
Assets. Value of assets in partnership/joint-venture interests2017-12-31$566
Total contributions received or receivable from employer(s)2017-12-31$40,644
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,598
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$103,125
Expenses. Total of all expenses incurred2016-12-31$68,621
Benefits paid (including direct rollovers)2016-12-31$50,105
Total plan assets at end of year2016-12-31$1,661,326
Total plan assets at beginning of year2016-12-31$1,626,822
Value of fidelity bond covering the plan2016-12-31$1,400,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$146,001
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$103,125
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$34,504
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,661,326
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,626,822
Assets. Value of assets in partnership/joint-venture interests2016-12-31$566
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$18,516
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$15,089
Expenses. Total of all expenses incurred2015-12-31$69,636
Benefits paid (including direct rollovers)2015-12-31$51,329
Total plan assets at end of year2015-12-31$1,626,822
Total plan assets at beginning of year2015-12-31$1,681,369
Value of fidelity bond covering the plan2015-12-31$1,400,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$125,989
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-35,911
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-54,547
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,626,822
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,681,369
Assets. Value of assets in partnership/joint-venture interests2015-12-31$566
Total contributions received or receivable from employer(s)2015-12-31$51,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$18,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$163,827
Expenses. Total of all expenses incurred2014-12-31$61,106
Benefits paid (including direct rollovers)2014-12-31$47,738
Total plan assets at end of year2014-12-31$1,681,369
Total plan assets at beginning of year2014-12-31$1,578,648
Value of fidelity bond covering the plan2014-12-31$1,400,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$290,517
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$98,827
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$102,721
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,681,369
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,578,648
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,206
Total contributions received or receivable from employer(s)2014-12-31$65,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,368
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$258,431
Expenses. Total of all expenses incurred2013-12-31$83,223
Benefits paid (including direct rollovers)2013-12-31$76,337
Total plan assets at end of year2013-12-31$1,578,648
Total plan assets at beginning of year2013-12-31$1,403,440
Value of fidelity bond covering the plan2013-12-31$1,400,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$614,084
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$208,431
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$175,208
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,578,648
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,403,440
Assets. Value of assets in partnership/joint-venture interests2013-12-31$38,476
Total contributions received or receivable from employer(s)2013-12-31$50,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,886
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$142,087
Expenses. Total of all expenses incurred2012-12-31$5,886
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,403,440
Total plan assets at beginning of year2012-12-31$1,267,239
Value of fidelity bond covering the plan2012-12-31$1,400,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$602,012
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$92,087
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$136,201
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,403,440
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,267,239
Assets. Value of assets in partnership/joint-venture interests2012-12-31$59,377
Total contributions received or receivable from employer(s)2012-12-31$50,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,886
2011 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-286,997
Expenses. Total of all expenses incurred2011-12-31$7,405
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,267,239
Total plan assets at beginning of year2011-12-31$1,561,641
Value of fidelity bond covering the plan2011-12-31$1,400,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$403,930
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-336,997
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-294,402
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,267,239
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,561,641
Assets. Value of assets in partnership/joint-venture interests2011-12-31$59,377
Total contributions received or receivable from employer(s)2011-12-31$50,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,405
2010 : KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$98,251
Expenses. Total of all expenses incurred2010-12-31$8,588
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,561,641
Total plan assets at beginning of year2010-12-31$1,471,978
Value of fidelity bond covering the plan2010-12-31$1,400,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$788,854
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$48,251
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$89,663
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,561,641
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,471,978
Assets. Value of assets in partnership/joint-venture interests2010-12-31$152,886
Total contributions received or receivable from employer(s)2010-12-31$50,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,588

Form 5500 Responses for KUPPERBERG & ASSOCIATES PROFIT SHARING PLAN

2017: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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: KUPPERBERG & ASSOCIATES PROFIT SHARING 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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