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K & U INVESTMENTS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameK & U INVESTMENTS, INC. PROFIT SHARING PLAN
Plan identification number 001

K & U INVESTMENTS, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 & U INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:K & U INVESTMENTS, INC.
Employer identification number (EIN):273165204
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K & U INVESTMENTS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-07-01DONALD KENNETH JOHNSON
0012013-01-01
0012012-07-01DONALD KENNETH JOHNSON
0012012-01-01DONALD K JOHNSON
0012011-07-01DONALD KENNETH JOHNSON
0012011-01-01DONALD K. JOHNSON

Financial Data on K & U INVESTMENTS, INC. PROFIT SHARING PLAN

Measure Date Value
2013 : K & U INVESTMENTS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$500
Expenses. Total of all expenses incurred2013-12-31$1,000
Total plan assets at end of year2013-12-31$708
Total plan assets at beginning of year2013-12-31$1,208
Expenses. Other expenses not covered elsewhere2013-12-31$250
Contributions received from other sources (not participants or employers)2013-12-31$500
Net income (gross income less expenses)2013-12-31$-500
Net plan assets at end of year (total assets less liabilities)2013-12-31$708
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,208
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$750
Total income from all sources2013-10-31$-180
Expenses. Total of all expenses incurred2013-10-31$11,793
Benefits paid (including direct rollovers)2013-10-31$11,793
Total plan assets at end of year2013-10-31$0
Total plan assets at beginning of year2013-10-31$11,973
Value of fidelity bond covering the plan2013-10-31$10,000
Total contributions received or receivable from participants2013-10-31$0
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$-180
Net income (gross income less expenses)2013-10-31$-11,973
Net plan assets at end of year (total assets less liabilities)2013-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$11,973
Assets. Value of employer securities2013-10-31$0
Total contributions received or receivable from employer(s)2013-10-31$0
Value of certain deemed distributions of participant loans2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$1,500
Expenses. Total of all expenses incurred2013-06-30$36,116
Benefits paid (including direct rollovers)2013-06-30$0
Total plan assets at end of year2013-06-30$1,208
Total plan assets at beginning of year2013-06-30$35,824
Value of fidelity bond covering the plan2013-06-30$10,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$36,116
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$1,500
Net income (gross income less expenses)2013-06-30$-34,616
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,208
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$35,824
Assets. Value of employer securities2013-06-30$1,208
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
2012 : K & U INVESTMENTS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,500
Expenses. Total of all expenses incurred2012-12-31$36,116
Total plan assets at end of year2012-12-31$1,208
Total plan assets at beginning of year2012-12-31$35,824
Expenses. Other expenses not covered elsewhere2012-12-31$36,116
Other income received2012-12-31$1,500
Net income (gross income less expenses)2012-12-31$-34,616
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,208
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$35,824
Assets. Value of employer securities2012-12-31$1,208
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$-45,897
Expenses. Total of all expenses incurred2012-06-30$21,323
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$35,824
Total plan assets at beginning of year2012-06-30$57,147
Value of fidelity bond covering the plan2012-06-30$10,000
Total contributions received or receivable from participants2012-06-30$0
Expenses. Other expenses not covered elsewhere2012-06-30$5,728
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-45,897
Net income (gross income less expenses)2012-06-30$-21,323
Net plan assets at end of year (total assets less liabilities)2012-06-30$35,824
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$57,147
Assets. Value of employer securities2012-06-30$35,824
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$15,595
2011 : K & U INVESTMENTS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$21,323
Total plan assets at end of year2011-12-31$35,824
Total plan assets at beginning of year2011-12-31$57,147
Value of fidelity bond covering the plan2011-12-31$10,000
Expenses. Other expenses not covered elsewhere2011-12-31$5,728
Net income (gross income less expenses)2011-12-31$-21,323
Net plan assets at end of year (total assets less liabilities)2011-12-31$35,824
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$57,147
Assets. Value of employer securities2011-12-31$35,824
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$15,595
Total income from all sources2011-06-30$57,147
Expenses. Total of all expenses incurred2011-06-30$0
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$57,147
Value of fidelity bond covering the plan2011-06-30$10,000
Total contributions received or receivable from participants2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$57,147
Other income received2011-06-30$0
Net income (gross income less expenses)2011-06-30$57,147
Net plan assets at end of year (total assets less liabilities)2011-06-30$57,147
Assets. Value of employer securities2011-06-30$57,147
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0

Form 5500 Responses for K & U INVESTMENTS, INC. PROFIT SHARING PLAN

2013: K & U INVESTMENTS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingYes
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: K & U INVESTMENTS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: K & U INVESTMENTS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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