401k Plan data: K & I SHEET METAL, INC. PROFIT SHARING PLAN plan

K & I SHEET METAL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	K & I SHEET METAL, INC. PROFIT SHARING PLAN
Plan identification number	001

K & I SHEET METAL, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.

401k Sponsoring company profile

K & I SHEET METAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: K & I SHEET METAL, INC.

Employer identification number (EIN): 251258671

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K & I SHEET METAL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 IRENE KOTCHEY 2023-08-14 IRENE KOTCHEY 2023-08-14
001 2021-01-01 IRENE KOTCHEY 2022-07-20 IRENE KOTCHEY 2022-07-20
001 2020-01-01 IRENE KOTCHEY 2021-07-13 IRENE KOTCHEY 2021-07-13
001 2018-01-01 IRENE KOTCHEY 2019-06-18 IRENE KOTCHEY 2019-06-18
001 2017-01-01 IRENE KOTCHEY 2018-08-29 IRENE KOTCHEY 2018-08-29
001 2016-01-01 IRENE KOTCHEY 2017-07-18 IRENE KOTCHEY 2017-07-18
001 2015-01-01 IRENE KOTCHEY 2016-06-07 IRENE KOTCHEY 2016-06-07
001 2014-01-01 IRENE KOTCHEY IRENE KOTCHEY 2015-07-16
001 2013-01-01 IRENE KOTCHEY IRENE KOTCHEY 2014-07-15
001 2012-01-01 IRENE KOTCHEY IRENE KOTCHEY 2013-06-12
001 2011-01-01 IRENE KOTCHEY IRENE KOTCHEY 2012-07-02
001 2010-01-01 IRENE KOTCHEY IRENE KOTCHEY 2011-06-17
001 2009-01-01 IRENE KOTCHEY IRENE KOTCHEY 2010-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	IRENE KOTCHEY	2023-08-14	IRENE KOTCHEY	2023-08-14
001	2021-01-01	IRENE KOTCHEY	2022-07-20	IRENE KOTCHEY	2022-07-20
001	2020-01-01	IRENE KOTCHEY	2021-07-13	IRENE KOTCHEY	2021-07-13
001	2018-01-01	IRENE KOTCHEY	2019-06-18	IRENE KOTCHEY	2019-06-18
001	2017-01-01	IRENE KOTCHEY	2018-08-29	IRENE KOTCHEY	2018-08-29
001	2016-01-01	IRENE KOTCHEY	2017-07-18	IRENE KOTCHEY	2017-07-18
001	2015-01-01	IRENE KOTCHEY	2016-06-07	IRENE KOTCHEY	2016-06-07
001	2014-01-01	IRENE KOTCHEY		IRENE KOTCHEY	2015-07-16
001	2013-01-01	IRENE KOTCHEY		IRENE KOTCHEY	2014-07-15
001	2012-01-01	IRENE KOTCHEY		IRENE KOTCHEY	2013-06-12
001	2011-01-01	IRENE KOTCHEY		IRENE KOTCHEY	2012-07-02
001	2010-01-01	IRENE KOTCHEY		IRENE KOTCHEY	2011-06-17
001	2009-01-01	IRENE KOTCHEY		IRENE KOTCHEY	2010-06-30

Plan Statistics for K & I SHEET METAL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for K & I SHEET METAL, INC. PROFIT SHARING PLAN

Measure Date Value
2014: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
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 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 33
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 30
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
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	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	33
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	30
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on K & I SHEET METAL, INC. PROFIT SHARING PLAN

Measure	Date	Value
2014 : K & I SHEET METAL, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$560,571
Expenses. Total of all expenses incurred	2014-12-31	$116,516
Benefits paid (including direct rollovers)	2014-12-31	$83,795
Total plan assets at end of year	2014-12-31	$6,788,473
Total plan assets at beginning of year	2014-12-31	$6,344,418
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$43,514
Other income received	2014-12-31	$212,882
Net income (gross income less expenses)	2014-12-31	$444,055
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,788,473
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,344,418
Total contributions received or receivable from employer(s)	2014-12-31	$304,175
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$32,721
2013 : K & I SHEET METAL, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,137,487
Expenses. Total of all expenses incurred	2013-12-31	$94,335
Benefits paid (including direct rollovers)	2013-12-31	$65,935
Total plan assets at end of year	2013-12-31	$6,344,418
Total plan assets at beginning of year	2013-12-31	$5,301,266
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$38,906
Other income received	2013-12-31	$803,322
Net income (gross income less expenses)	2013-12-31	$1,043,152
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,344,418
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,301,266
Total contributions received or receivable from employer(s)	2013-12-31	$295,259
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$28,400
2012 : K & I SHEET METAL, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$809,043
Expenses. Total of all expenses incurred	2012-12-31	$81,129
Benefits paid (including direct rollovers)	2012-12-31	$56,571
Total plan assets at end of year	2012-12-31	$5,301,266
Total plan assets at beginning of year	2012-12-31	$4,573,352
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$35,436
Other income received	2012-12-31	$506,567
Net income (gross income less expenses)	2012-12-31	$727,914
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,301,266
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,573,352
Total contributions received or receivable from employer(s)	2012-12-31	$267,040
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$24,558
2011 : K & I SHEET METAL, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$288,873
Expenses. Total of all expenses incurred	2011-12-31	$489,792
Benefits paid (including direct rollovers)	2011-12-31	$465,606
Total plan assets at end of year	2011-12-31	$4,573,352
Total plan assets at beginning of year	2011-12-31	$4,774,271
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$29,063
Contributions received from other sources (not participants or employers)	2011-12-31	$11,124
Other income received	2011-12-31	$-7,691
Net income (gross income less expenses)	2011-12-31	$-200,919
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,573,352
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,774,271
Total contributions received or receivable from employer(s)	2011-12-31	$256,377
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$24,186
2010 : K & I SHEET METAL, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$832,692
Expenses. Total of all expenses incurred	2010-12-31	$38,684
Benefits paid (including direct rollovers)	2010-12-31	$18,158
Total plan assets at end of year	2010-12-31	$4,774,271
Total plan assets at beginning of year	2010-12-31	$3,980,263
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$10,262
Other income received	2010-12-31	$548,157
Net income (gross income less expenses)	2010-12-31	$794,008
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,774,271
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,980,263
Total contributions received or receivable from employer(s)	2010-12-31	$274,273
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$20,526

Form 5500 Responses for K & I SHEET METAL, INC. PROFIT SHARING PLAN

2014: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: K & I SHEET METAL, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	K & I SHEET METAL, INC.
Employer identification number (EIN):	251258671
NAIC Classification:	332900