CALDWELL & KEARNS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN
401k plan membership statisitcs for CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-05 | 23 |
| Total number of particpants at end of year | 2025-06-05 | 20 |
| Number of Participants With Account Balances | 2025-06-05 | 20 |
| 2024: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-19 | 23 |
| Total number of particpants at end of year | 2024-07-19 | 23 |
| Number of Participants With Account Balances | 2024-07-19 | 23 |
| 2022: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-14 | 20 |
| Total number of particpants at end of year | 2022-06-14 | 18 |
| Number of Participants With Account Balances | 2022-06-14 | 18 |
| 2017: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
| Total of all active and inactive participants | 2017-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 30 |
| Number of participants with account balances | 2017-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 32 |
| Number of participants with account balances | 2016-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
| 2015: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 34 |
| Number of participants with account balances | 2015-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 31 |
| Number of participants with account balances | 2014-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 30 |
| Number of participants with account balances | 2013-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2025 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-05 | 33535 |
| Net assets as of the end of the plan year | 2025-06-05 | 3258846 |
| Total assets as of the beginning of the plan year | 2025-06-05 | 2692923 |
| Value of plan covered by a fidelity bond | 2025-06-05 | 400000 |
| Participant contributions to plan in this plan year | 2025-06-05 | 149623 |
| Other income to plan in this plan year | 2025-06-05 | 380850 |
| Plan net income in this plan year | 2025-06-05 | 565923 |
| Net assets as of the end of the plan year | 2025-06-05 | 3258846 |
| Net assets as of the beginning of the plan year | 2025-06-05 | 2692923 |
| Employer contributions to plan in this plan year | 2025-06-05 | 68985 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-05 | 11882 |
| 2024 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-19 | 19305 |
| Net assets as of the end of the plan year | 2024-07-19 | 2692923 |
| Total assets as of the beginning of the plan year | 2024-07-19 | 2102541 |
| Value of plan covered by a fidelity bond | 2024-07-19 | 400000 |
| Participant contributions to plan in this plan year | 2024-07-19 | 159984 |
| Value of participant loans at end of plan year | 2024-07-19 | 0 |
| Other income to plan in this plan year | 2024-07-19 | 375642 |
| Plan net income in this plan year | 2024-07-19 | 590382 |
| Net assets as of the end of the plan year | 2024-07-19 | 2692923 |
| Net assets as of the beginning of the plan year | 2024-07-19 | 2102541 |
| Employer contributions to plan in this plan year | 2024-07-19 | 74061 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-19 | 10079 |
| 2022 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-14 | 16934 |
| Net assets as of the end of the plan year | 2022-06-14 | 2445622 |
| Total assets as of the beginning of the plan year | 2022-06-14 | 2000940 |
| Value of plan covered by a fidelity bond | 2022-06-14 | 400000 |
| Participant contributions to plan in this plan year | 2022-06-14 | 107033 |
| Value of participant loans at end of plan year | 2022-06-14 | 8237 |
| Other income to plan in this plan year | 2022-06-14 | 297875 |
| Plan net income in this plan year | 2022-06-14 | 444682 |
| Net assets as of the end of the plan year | 2022-06-14 | 2445622 |
| Net assets as of the beginning of the plan year | 2022-06-14 | 2000940 |
| Employer contributions to plan in this plan year | 2022-06-14 | 56708 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-14 | 8554 |
| 2018 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $39,748 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $575,320 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $570,676 |
| Total plan assets at end of year | 2018-12-31 | $1,330,654 |
| Total plan assets at beginning of year | 2018-12-31 | $1,866,226 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $62,688 |
| Other income received | 2018-12-31 | $-59,442 |
| Net income (gross income less expenses) | 2018-12-31 | $-535,572 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,330,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,866,226 |
| Assets. Value of participant loans | 2018-12-31 | $29,923 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $36,502 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,644 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $501,218 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,673,316 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,665,367 |
| Total plan assets at end of year | 2017-12-31 | $1,866,226 |
| Total plan assets at beginning of year | 2017-12-31 | $3,038,324 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $92,048 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $27,908 |
| Other income received | 2017-12-31 | $328,645 |
| Net income (gross income less expenses) | 2017-12-31 | $-1,172,098 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,866,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,038,324 |
| Assets. Value of participant loans | 2017-12-31 | $2,607 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $52,617 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,949 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $414,718 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $13,445 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $13,445 |
| Total plan assets at end of year | 2016-12-31 | $3,038,324 |
| Total plan assets at beginning of year | 2016-12-31 | $2,637,051 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $128,002 |
| Other income received | 2016-12-31 | $218,624 |
| Net income (gross income less expenses) | 2016-12-31 | $401,273 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,038,324 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,637,051 |
| Assets. Value of participant loans | 2016-12-31 | $5,158 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $68,092 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $175,533 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $457,898 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $443,395 |
| Total plan assets at end of year | 2015-12-31 | $2,637,051 |
| Total plan assets at beginning of year | 2015-12-31 | $2,919,416 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $126,901 |
| Other income received | 2015-12-31 | $-30,565 |
| Net income (gross income less expenses) | 2015-12-31 | $-282,365 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,637,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,919,416 |
| Assets. Value of participant loans | 2015-12-31 | $9,704 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $79,197 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,503 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $403,709 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $25,522 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,866 |
| Total plan assets at end of year | 2014-12-31 | $2,919,416 |
| Total plan assets at beginning of year | 2014-12-31 | $2,541,229 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $99,596 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $65,860 |
| Other income received | 2014-12-31 | $166,914 |
| Net income (gross income less expenses) | 2014-12-31 | $378,187 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,919,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,541,229 |
| Assets. Value of participant loans | 2014-12-31 | $26,145 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $17 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $71,339 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $23,656 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $406,205 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $41,511 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $28,220 |
| Total plan assets at end of year | 2013-12-31 | $2,541,229 |
| Total plan assets at beginning of year | 2013-12-31 | $2,176,535 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $83,356 |
| Other income received | 2013-12-31 | $261,187 |
| Net income (gross income less expenses) | 2013-12-31 | $364,694 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,541,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,176,535 |
| Assets. Value of participant loans | 2013-12-31 | $38,799 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $17 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $61,662 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $13,291 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2017: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CALDWELL & KEARNS, P.C. DEFERRED SAVINGS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |