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THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

THE KENDRA GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE KENDRA GROUP, INC.
Employer identification number (EIN):205063244
NAIC Classification:488990

Additional information about THE KENDRA GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2006-03-24
Company Identification Number: C2870391
Legal Registered Office Address: 8770 Via El Dorado

Alta Loma
United States of America (USA)
91701

More information about THE KENDRA GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD CAMPANA2024-09-23
0012022-01-01EDWARD CAMPANA2023-09-25
0012021-01-01EDWARD CAMPANA2022-09-13
0012020-01-01EDWARD CAMPANA2021-09-27
0012019-01-01EDWARD CAMPANA2020-10-07
0012018-01-01EDWARD CAMPANA2019-09-27
0012017-01-01EDWARD CAMPANA
0012016-01-01EDWARD CAMPANA
0012015-01-01EDWARD CAMPANA
0012015-01-01EDWARD CAMPANA
0012014-01-01EDWARD CAMPANA
0012013-01-01EDWARD CAMPANA
0012012-01-01EDWARD CAMPANA
0012011-01-01EDWARD CAMPANA
0012010-01-01EDWARD CAMPANA
0012009-01-01EDWARD CAMPANA

Financial Data on THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-220
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-2213074
Net assets as of the end of the plan year2025-09-226325833
Total assets as of the beginning of the plan year2025-09-225375308
Value of plan covered by a fidelity bond2025-09-22100000
Participant contributions to plan in this plan year2025-09-22173292
Value of participant loans at end of plan year2025-09-2237985
Other expenses paid from plan in this plan year2025-09-220
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-22596940
Plan net income in this plan year2025-09-22950525
Net assets as of the end of the plan year2025-09-226325833
Net assets as of the beginning of the plan year2025-09-225375308
Employer contributions to plan in this plan year2025-09-22193367
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-220
2024 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-23141110
Net assets as of the end of the plan year2024-09-235375308
Total assets as of the beginning of the plan year2024-09-234587740
Value of plan covered by a fidelity bond2024-09-23100000
Participant contributions to plan in this plan year2024-09-23168067
Value of participant loans at end of plan year2024-09-2353508
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-23573679
Plan net income in this plan year2024-09-23787568
Net assets as of the end of the plan year2024-09-235375308
Net assets as of the beginning of the plan year2024-09-234587740
Employer contributions to plan in this plan year2024-09-23186932
Fees paid to broker by Benefit Provider2024-09-2325013
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-230
2022 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-130
Total liabilities as of the end of the plan year2022-09-130
Total liabilities as of the beginning of the plan year2022-09-130
Total expenses incurred by plan in this plan year2022-09-1352179
Net assets as of the end of the plan year2022-09-135040004
Total assets as of the beginning of the plan year2022-09-134362824
Value of plan covered by a fidelity bond2022-09-13100000
Participant contributions to plan in this plan year2022-09-13130265
Value of participant loans at end of plan year2022-09-1312413
Other expenses paid from plan in this plan year2022-09-130
Other contributions to plan in this plan year2022-09-13337
Other income to plan in this plan year2022-09-13472383
Plan net income in this plan year2022-09-13677180
Net assets as of the end of the plan year2022-09-135040004
Net assets as of the beginning of the plan year2022-09-134362824
Employer contributions to plan in this plan year2022-09-13126374
Fees paid to broker by Benefit Provider2022-09-1322863
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-130
2017 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$481,603
Expenses. Total of all expenses incurred2017-12-31$755
Benefits paid (including direct rollovers)2017-12-31$755
Total plan assets at end of year2017-12-31$2,741,769
Total plan assets at beginning of year2017-12-31$2,260,921
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$109,175
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$244,645
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$480,848
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,741,769
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,260,921
Assets. Value of participant loans2017-12-31$7,895
Total contributions received or receivable from employer(s)2017-12-31$127,783
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$0
2016 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$329,739
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,260,921
Total plan assets at beginning of year2016-12-31$1,931,182
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$90,603
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$105,685
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$329,739
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,260,921
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,931,182
Assets. Value of participant loans2016-12-31$10,615
Total contributions received or receivable from employer(s)2016-12-31$133,451
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$0
2015 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$130,826
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,888,050
Total plan assets at beginning of year2015-12-31$1,757,224
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$82,113
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-42,317
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$130,826
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,888,050
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,757,224
Assets. Value of participant loans2015-12-31$5,533
Total contributions received or receivable from employer(s)2015-12-31$91,030
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$0
2014 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$210,611
Expenses. Total of all expenses incurred2014-12-31$13,667
Benefits paid (including direct rollovers)2014-12-31$13,667
Total plan assets at end of year2014-12-31$1,757,224
Total plan assets at beginning of year2014-12-31$1,560,280
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$75,189
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$49,913
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$196,944
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,757,224
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,560,280
Assets. Value of participant loans2014-12-31$6,771
Total contributions received or receivable from employer(s)2014-12-31$85,509
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$0
2013 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$232,155
Expenses. Total of all expenses incurred2013-12-31$154,173
Benefits paid (including direct rollovers)2013-12-31$154,173
Total plan assets at end of year2013-12-31$1,560,280
Total plan assets at beginning of year2013-12-31$1,482,298
Total contributions received or receivable from participants2013-12-31$66,928
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$91,557
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$77,982
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,560,280
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,482,298
Total contributions received or receivable from employer(s)2013-12-31$73,670
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$0
2012 : THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 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$285,891
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,482,298
Total plan assets at beginning of year2012-12-31$1,196,407
Total contributions received or receivable from participants2012-12-31$74,561
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$109,469
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$285,891
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,482,298
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,196,407
Total contributions received or receivable from employer(s)2012-12-31$101,861
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$0
2011 : THE KENDRA GROUP, INC. 401(K) 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$151,411
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,196,407
Total plan assets at beginning of year2011-12-31$1,044,996
Total contributions received or receivable from participants2011-12-31$69,968
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,184
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$151,411
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,196,407
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,044,996
Total contributions received or receivable from employer(s)2011-12-31$77,259
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$0
2010 : THE KENDRA GROUP, INC. 401(K) 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$224,713
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,044,996
Total plan assets at beginning of year2010-12-31$820,283
Total contributions received or receivable from participants2010-12-31$54,550
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$106,187
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$224,713
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,044,996
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$820,283
Total contributions received or receivable from employer(s)2010-12-31$63,976
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$0

Form 5500 Responses for THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN

2017: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE KENDRA GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98473
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98473
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98473
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98473
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98473
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98473
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98473
Policy instance 1

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