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KENNETH S. KABB CO., LPA 401(K) P/S PLAN 401k Plan overview

Plan NameKENNETH S. KABB CO., LPA 401(K) P/S PLAN
Plan identification number 001

KENNETH S. KABB CO., LPA 401(K) P/S PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

KENNETH S. KABB CO., LPA has sponsored the creation of one or more 401k plans.

Company Name:KENNETH S. KABB CO., LPA
Employer identification number (EIN):341415378
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH S. KABB CO., LPA 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01RACHEL KABB-EFFRON2021-06-21 RACHEL KABB-EFFRON2021-06-21
0012018-01-01RACHEL A KABB-EFFRON2019-07-24 RACHEL A KABB-EFFRON2019-07-24
0012017-01-01RACHEL KABB-EFFRON2018-07-24 RACHEL KABB-EFFRON2018-07-24
0012016-01-01RACHEL KABB-EFFRON2017-07-19 RACHEL KABB-EFFRON2017-07-19
0012015-01-012016-06-23
0012015-01-01RACHEL KABB-EFFRON
0012015-01-01
0012015-01-01
0012014-01-01RACHEL KABB-EFFRON
0012014-01-01RACHEL KABB-EFFRON RACHEL KABB-EFFRON2016-06-23
0012014-01-01RACHEL KABB-EFFRON2016-06-23 RACHEL KABB-EFFRON2016-06-23
0012014-01-01RACHEL KABB-EFFRON2016-06-23
0012014-01-012016-06-23
0012014-01-012016-06-23
0012014-01-012016-06-23
0012013-01-01RACHEL A. KABB-EFFRON
0012012-01-01RACHEL KABB-EFFRON RACHEL KABB-EFFRON2013-07-19
0012011-01-01RACHEL KABB-EFFRON RACHEL KABB-EFFRON2012-07-03

Plan Statistics for KENNETH S. KABB CO., LPA 401(K) P/S PLAN

401k plan membership statisitcs for KENNETH S. KABB CO., LPA 401(K) P/S PLAN

Measure Date Value
2022: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-016
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2015: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on KENNETH S. KABB CO., LPA 401(K) P/S PLAN

Measure Date Value
2022 : KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2022 401k financial data
Total income from all sources2022-12-31$-62,675
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$424,675
Total plan assets at beginning of year2022-12-31$487,350
Value of fidelity bond covering the plan2022-12-31$300,000
Total contributions received or receivable from participants2022-12-31$22,490
Contributions received from other sources (not participants or employers)2022-12-31$2,254
Other income received2022-12-31$-93,497
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-62,675
Net plan assets at end of year (total assets less liabilities)2022-12-31$424,675
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$487,350
Total contributions received or receivable from employer(s)2022-12-31$6,078
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2015 : KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2015 401k financial data
Total income from all sources2015-12-31$37,421
Expenses. Total of all expenses incurred2015-12-31$3,257
Benefits paid (including direct rollovers)2015-12-31$3,257
Total plan assets at end of year2015-12-31$172,725
Total plan assets at beginning of year2015-12-31$138,561
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$28,768
Other income received2015-12-31$-3,804
Net income (gross income less expenses)2015-12-31$34,164
Net plan assets at end of year (total assets less liabilities)2015-12-31$172,725
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$138,561
Assets. Value of participant loans2015-12-31$10,254
Total contributions received or receivable from employer(s)2015-12-31$12,457
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2014 401k financial data
Total income from all sources2014-12-31$43,109
Expenses. Total of all expenses incurred2014-12-31$14,166
Benefits paid (including direct rollovers)2014-12-31$8,242
Total plan assets at end of year2014-12-31$138,561
Total plan assets at beginning of year2014-12-31$109,458
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$25,468
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$6,992
Net income (gross income less expenses)2014-12-31$28,943
Net plan assets at end of year (total assets less liabilities)2014-12-31$138,561
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$109,458
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$10,649
Value of certain deemed distributions of participant loans2014-12-31$5,924
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2013 401k financial data
Total income from all sources2013-12-31$47,927
Expenses. Total of all expenses incurred2013-12-31$4,401
Benefits paid (including direct rollovers)2013-12-31$4,401
Total plan assets at end of year2013-12-31$109,458
Total plan assets at beginning of year2013-12-31$65,932
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$24,021
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$15,154
Net income (gross income less expenses)2013-12-31$43,526
Net plan assets at end of year (total assets less liabilities)2013-12-31$109,458
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$65,932
Assets. Value of participant loans2013-12-31$5,762
Total contributions received or receivable from employer(s)2013-12-31$8,752
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2012 401k financial data
Total income from all sources2012-12-31$38,402
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$65,932
Total plan assets at beginning of year2012-12-31$27,529
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$23,895
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$5,792
Net income (gross income less expenses)2012-12-31$38,402
Net plan assets at end of year (total assets less liabilities)2012-12-31$65,932
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$27,529
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$8,715
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2011 401k financial data
Total income from all sources2011-12-31$27,528
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$27,529
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$21,205
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$62
Net income (gross income less expenses)2011-12-31$27,528
Net plan assets at end of year (total assets less liabilities)2011-12-31$27,529
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$6,261
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0

Form 5500 Responses for KENNETH S. KABB CO., LPA 401(K) P/S PLAN

2022: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
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: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNETH S. KABB CO., LPA 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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