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KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameKIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KIRKWOOD & KIRKWOOD has sponsored the creation of one or more 401k plans.

Company Name:KIRKWOOD & KIRKWOOD
Employer identification number (EIN):201282007
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KELLEY GAYLOR2023-10-05
0012021-01-01REBEKAH ALLEN2022-10-13
0012020-01-01REBEKAH ALLEN2021-10-15
0012019-01-01REBEKAH ALLEN2020-10-15
0012018-01-01REBEKAH ALLEN2019-10-14
0012017-01-01KELLEY GAYLOR
0012016-01-01KELLEY GAYLOR
0012015-01-01KELLEY GAYLOR
0012014-01-01KELLEY GAYLOR
0012013-01-01JEANINE WISBECK
0012012-01-01KIRKWOOD KIRKWOOD

Plan Statistics for KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01122
Total number of active participants reported on line 7a of the Form 55002022-01-01123
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01176
Number of participants with account balances2022-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01123
Total number of active participants reported on line 7a of the Form 55002021-01-01112
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01122
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01123
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01276
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01239
Number of participants with account balances2019-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01207
Total number of active participants reported on line 7a of the Form 55002018-01-01207
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01220
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01152
Total number of active participants reported on line 7a of the Form 55002017-01-01144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01162
Number of participants with account balances2017-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01152
Number of participants with account balances2016-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01160
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01165
Number of participants with account balances2015-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-01148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01170
Number of participants with account balances2014-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01167
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01141
Number of participants with account balances2013-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0180
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01126
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014

Financial Data on KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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$364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$124
Total income from all sources (including contributions)2022-12-31$-149,253
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$76,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$39,619
Value of total corrective distributions2022-12-31$5,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$195,745
Value of total assets at end of year2022-12-31$1,887,265
Value of total assets at beginning of year2022-12-31$2,112,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,117
Total interest from all sources2022-12-31$430
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$51,870
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$51,870
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$212,000
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$115,063
Participant contributions at end of year2022-12-31$15,945
Participant contributions at beginning of year2022-12-31$10,536
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-225,774
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,886,901
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,112,675
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$12,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,800,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,042,297
Interest on participant loans2022-12-31$430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-397,298
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$71,154
Employer contributions (assets) at end of year2022-12-31$71,154
Employer contributions (assets) at beginning of year2022-12-31$57,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$39,619
Contract administrator fees2022-12-31$18,597
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 name2022-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2022-12-31930743240
2021 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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$124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$140
Total income from all sources (including contributions)2021-12-31$446,641
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$362,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$323,078
Value of total corrective distributions2021-12-31$14,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$147,135
Value of total assets at end of year2021-12-31$2,112,799
Value of total assets at beginning of year2021-12-31$2,028,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,084
Total interest from all sources2021-12-31$994
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$165,592
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$165,592
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$212,000
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$89,624
Participant contributions at end of year2021-12-31$10,536
Participant contributions at beginning of year2021-12-31$26,586
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$93
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$140
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$83,854
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,112,675
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,028,821
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$6,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,042,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,951,148
Interest on participant loans2021-12-31$994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$132,920
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$57,511
Employer contributions (assets) at end of year2021-12-31$57,511
Employer contributions (assets) at beginning of year2021-12-31$49,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$323,078
Contract administrator fees2021-12-31$18,118
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 name2021-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2021-12-31930743240
2020 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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$140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$83
Total income from all sources (including contributions)2020-12-31$409,527
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$219,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$193,569
Value of total corrective distributions2020-12-31$11,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$168,854
Value of total assets at end of year2020-12-31$2,028,961
Value of total assets at beginning of year2020-12-31$1,838,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,598
Total interest from all sources2020-12-31$1,941
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,963
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$43,963
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$203,000
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$119,645
Participant contributions at end of year2020-12-31$26,586
Participant contributions at beginning of year2020-12-31$41,634
Participant contributions at end of year2020-12-31$93
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$83
Other income not declared elsewhere2020-12-31$194,769
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$190,498
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,028,821
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,838,323
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$5,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,951,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,690,496
Interest on participant loans2020-12-31$1,941
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$85
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$85
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$49,209
Employer contributions (assets) at end of year2020-12-31$49,210
Employer contributions (assets) at beginning of year2020-12-31$106,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$193,569
Contract administrator fees2020-12-31$8,062
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2020-12-31930743240
2019 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$83
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$83
Total liabilities at beginning 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$599,420
Total income from all sources (including contributions)2019-12-31$599,420
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$47,428
Total of all expenses incurred2019-12-31$47,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,418
Value of total corrective distributions2019-12-31$5,397
Value of total corrective distributions2019-12-31$5,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$299,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$299,991
Value of total assets at end of year2019-12-31$1,838,406
Value of total assets at end of year2019-12-31$1,838,406
Value of total assets at beginning of year2019-12-31$1,286,331
Value of total assets at beginning of year2019-12-31$1,286,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,613
Total interest from all sources2019-12-31$3,785
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,179
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$39,179
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,179
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$184,000
Value of fidelity bond cover2019-12-31$184,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$184,198
Contributions received from participants2019-12-31$184,198
Participant contributions at end of year2019-12-31$41,634
Participant contributions at end of year2019-12-31$41,634
Participant contributions at beginning of year2019-12-31$48,202
Participant contributions at beginning of year2019-12-31$48,202
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$590
Participant contributions at beginning of year2019-12-31$590
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,602
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,602
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$83
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$83
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$551,992
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,838,323
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,838,323
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,286,331
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,286,331
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,690,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,690,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,159,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,159,314
Interest on participant loans2019-12-31$3,783
Interest on participant loans2019-12-31$3,783
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$85
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$256,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$256,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$106,191
Contributions received in cash from employer2019-12-31$106,191
Employer contributions (assets) at end of year2019-12-31$106,191
Employer contributions (assets) at end of year2019-12-31$106,191
Employer contributions (assets) at beginning of year2019-12-31$77,841
Employer contributions (assets) at beginning of year2019-12-31$77,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,418
Contract administrator fees2019-12-31$18,613
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm name2019-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2019-12-31930743240
Accountancy firm EIN2019-12-31930743240
2018 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$158,611
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$329,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$311,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$225,359
Value of total assets at end of year2018-12-31$1,286,331
Value of total assets at beginning of year2018-12-31$1,457,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,048
Total interest from all sources2018-12-31$2,292
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
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$147,519
Participant contributions at end of year2018-12-31$48,202
Participant contributions at beginning of year2018-12-31$63,868
Participant contributions at end of year2018-12-31$590
Participant contributions at beginning of year2018-12-31$3,914
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-170,951
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,286,331
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,457,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,159,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,317,693
Income. Interest from loans (other than to participants)2018-12-31$2,292
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,288
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-69,040
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$77,840
Employer contributions (assets) at end of year2018-12-31$77,841
Employer contributions (assets) at beginning of year2018-12-31$70,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$310,147
Contract administrator fees2018-12-31$18,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2018-12-31930743240
2017 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$409,254
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$63,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,755
Value of total corrective distributions2017-12-31$16,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$215,935
Value of total assets at end of year2017-12-31$1,457,282
Value of total assets at beginning of year2017-12-31$1,111,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,977
Total interest from all sources2017-12-31$2,293
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$145,417
Participant contributions at end of year2017-12-31$63,868
Participant contributions at beginning of year2017-12-31$38,487
Participant contributions at end of year2017-12-31$3,914
Participant contributions at beginning of year2017-12-31$22,949
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) 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$345,617
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,457,282
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,111,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,317,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$999,225
Income. Interest from loans (other than to participants)2017-12-31$2,293
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$507
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$191,026
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$70,518
Employer contributions (assets) at end of year2017-12-31$70,519
Employer contributions (assets) at beginning of year2017-12-31$50,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,755
Contract administrator fees2017-12-31$14,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2017-12-31930743240
2016 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$74,619
Total unrealized appreciation/depreciation of assets2016-12-31$74,619
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$268,641
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$72,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$61,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$185,105
Value of total assets at end of year2016-12-31$1,111,665
Value of total assets at beginning of year2016-12-31$915,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,627
Total interest from all sources2016-12-31$776
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,141
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$8,141
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000
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$134,608
Participant contributions at end of year2016-12-31$38,487
Participant contributions at beginning of year2016-12-31$33,757
Participant contributions at end of year2016-12-31$22,949
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$196,537
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,111,665
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$915,128
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$5,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$999,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$809,493
Interest on participant loans2016-12-31$776
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,567
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$50,497
Employer contributions (assets) at end of year2016-12-31$50,497
Employer contributions (assets) at beginning of year2016-12-31$66,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$61,477
Contract administrator fees2016-12-31$5,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WALL & WALL, P.C., CPA'S
Accountancy firm EIN2016-12-31931123447
2015 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$194,783
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$53,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,857
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$2,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$205,871
Value of total assets at end of year2015-12-31$848,817
Value of total assets at beginning of year2015-12-31$707,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,920
Total interest from all sources2015-12-31$932
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,276
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$21,276
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$142,530
Participant contributions at end of year2015-12-31$33,757
Participant contributions at beginning of year2015-12-31$13,965
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$4,920
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$141,004
Value of net assets at end of year (total assets less liabilities)2015-12-31$848,817
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$707,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$809,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$690,360
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$929
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-33,296
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$63,341
Employer contributions (assets) at end of year2015-12-31$0
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$46,857
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31THOMPSON & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31911039476
2014 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$274,133
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$49,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,172
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$224,023
Value of total assets at end of year2014-12-31$707,813
Value of total assets at beginning of year2014-12-31$483,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,767
Total interest from all sources2014-12-31$598
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,645
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$13,645
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$127,478
Participant contributions at end of year2014-12-31$13,965
Participant contributions at beginning of year2014-12-31$14,099
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,406
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$0
Administrative expenses (other) incurred2014-12-31$3,767
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$224,194
Value of net assets at end of year (total assets less liabilities)2014-12-31$707,813
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$483,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$690,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$467,587
Interest on participant loans2014-12-31$598
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$35,867
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$65,139
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,172
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THOMPSON & ASSOCIATES CPA'S
Accountancy firm EIN2014-12-31911039476
2013 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$244,439
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$46,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$43,684
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$169,596
Value of total assets at end of year2013-12-31$483,619
Value of total assets at beginning of year2013-12-31$285,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,566
Total interest from all sources2013-12-31$505
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,434
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$8,434
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$103,213
Participant contributions at end of year2013-12-31$14,099
Participant contributions at beginning of year2013-12-31$10,113
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,566
Liabilities. Value of operating payables at beginning of year2013-12-31$0
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$198,189
Value of net assets at end of year (total assets less liabilities)2013-12-31$483,619
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$285,430
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
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$467,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$272,284
Interest on participant loans2013-12-31$505
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$65,904
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 beginning of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$66,383
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,684
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 plan2013-12-31Unqualified
Accountancy firm name2013-12-31THOMPSON AND ASSOCIATES CPA
Accountancy firm EIN2013-12-31911039476
2012 : KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$127,099
Expenses. Total of all expenses incurred2012-12-31$38,625
Benefits paid (including direct rollovers)2012-12-31$38,625
Total plan assets at end of year2012-12-31$285,430
Total plan assets at beginning of year2012-12-31$196,956
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$104,281
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-22,387
Net income (gross income less expenses)2012-12-31$88,474
Net plan assets at end of year (total assets less liabilities)2012-12-31$285,430
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$196,956
Assets. Value of participant loans2012-12-31$10,113
Total contributions received or receivable from employer(s)2012-12-31$45,205
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0

Form 5500 Responses for KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST

2022: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: KIRKWOOD & KIRKWOOD 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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