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THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN
Plan identification number 002

THE KENAN ADVANTAGE GROUP, INC. 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KENAN ADVANTAGE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:KENAN ADVANTAGE GROUP, INC.
Employer identification number (EIN):341950439
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RALPH LEE
0022016-01-01WILLIAM DOWNEY WILLIAM DOWNEY2017-10-13
0022015-01-01WILLIAM DOWNEY WILLIAM DOWNEY2016-10-14
0022014-01-01WILLIAM DOWNEY
0022013-01-01WILLIAM DOWNEY
0022012-01-01WILLIAM DOWNEY WILLIAM DOWNEY2013-10-14
0022011-01-01WILLIAM DOWNEY
0022010-01-01WILLIAM DOWNEY WILLIAM DOWNEY2011-10-07

Plan Statistics for THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN

Measure Date Value
2022: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,413
Total number of active participants reported on line 7a of the Form 55002022-01-016,658
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01750
Total of all active and inactive participants2022-01-017,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-017,436
Number of participants with account balances2022-01-013,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01210
2021: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,828
Total number of active participants reported on line 7a of the Form 55002021-01-016,956
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01743
Total of all active and inactive participants2021-01-017,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-017,734
Number of participants with account balances2021-01-013,787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01228
2020: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,826
Total number of active participants reported on line 7a of the Form 55002020-01-016,263
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01914
Total of all active and inactive participants2020-01-017,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0147
Total participants2020-01-017,224
Number of participants with account balances2020-01-013,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01147
2019: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,530
Total number of active participants reported on line 7a of the Form 55002019-01-016,973
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01726
Total of all active and inactive participants2019-01-017,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0128
Total participants2019-01-017,727
Number of participants with account balances2019-01-014,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01154
2018: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,530
Total number of active participants reported on line 7a of the Form 55002018-01-016,973
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01726
Total of all active and inactive participants2018-01-017,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0128
Total participants2018-01-017,727
Number of participants with account balances2018-01-014,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01154
2017: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,675
Total number of active participants reported on line 7a of the Form 55002017-01-016,700
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01661
Total of all active and inactive participants2017-01-017,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0126
Total participants2017-01-017,387
Number of participants with account balances2017-01-013,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01165
2016: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,461
Total number of active participants reported on line 7a of the Form 55002016-01-016,537
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01622
Total of all active and inactive participants2016-01-017,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0123
Total participants2016-01-017,182
Number of participants with account balances2016-01-013,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01131
2015: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,610
Total number of active participants reported on line 7a of the Form 55002015-01-016,549
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01724
Total of all active and inactive participants2015-01-017,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0135
Total participants2015-01-017,308
Number of participants with account balances2015-01-013,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01183
2014: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,881
Total number of active participants reported on line 7a of the Form 55002014-01-016,763
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01681
Total of all active and inactive participants2014-01-017,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0137
Total participants2014-01-017,481
Number of participants with account balances2014-01-013,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01192
2013: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,074
Total number of active participants reported on line 7a of the Form 55002013-01-017,053
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01653
Total of all active and inactive participants2013-01-017,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0129
Total participants2013-01-017,735
Number of participants with account balances2013-01-013,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01157
2012: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,779
Total number of active participants reported on line 7a of the Form 55002012-01-016,072
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01646
Total of all active and inactive participants2012-01-016,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0129
Total participants2012-01-016,747
Number of participants with account balances2012-01-013,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0198
2011: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,737
Total number of active participants reported on line 7a of the Form 55002011-01-015,221
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01483
Total of all active and inactive participants2011-01-015,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-015,712
Number of participants with account balances2011-01-012,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0155
2010: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,541
Total number of active participants reported on line 7a of the Form 55002010-01-013,875
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01779
Total of all active and inactive participants2010-01-014,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014,654
Number of participants with account balances2010-01-012,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0154

Financial Data on THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN

Measure Date Value
2022 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,111,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-16,427,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,275,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,083,389
Expenses. Certain deemed distributions of participant loans2022-12-31$-140,341
Value of total corrective distributions2022-12-31$612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,399,642
Value of total assets at end of year2022-12-31$210,205,730
Value of total assets at beginning of year2022-12-31$252,796,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$331,863
Total interest from all sources2022-12-31$267,472
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,788,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,788,069
Administrative expenses professional fees incurred2022-12-31$13,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$18,282,423
Participant contributions at end of year2022-12-31$5,949,791
Participant contributions at beginning of year2022-12-31$5,705,625
Participant contributions at end of year2022-12-31$527,402
Participant contributions at beginning of year2022-12-31$498,277
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,435,105
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$11,579
Other income not declared elsewhere2022-12-31$61,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,703,134
Value of net assets at end of year (total assets less liabilities)2022-12-31$210,205,730
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$252,796,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$89,583,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$217,876,594
Interest on participant loans2022-12-31$267,472
Value of interest in common/collective trusts at end of year2022-12-31$113,954,364
Value of interest in common/collective trusts at beginning of year2022-12-31$28,545,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-48,951,394
Net investment gain or loss from common/collective trusts2022-12-31$3,007,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,682,114
Employer contributions (assets) at end of year2022-12-31$191,037
Employer contributions (assets) at beginning of year2022-12-31$170,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,071,810
Contract administrator fees2022-12-31$318,863
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31415 GROUP, INC.
Accountancy firm EIN2022-12-31341341400
2021 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,085,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$52,665,507
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$32,816,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,335,851
Expenses. Certain deemed distributions of participant loans2021-12-31$104,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,875,994
Value of total assets at end of year2021-12-31$252,796,938
Value of total assets at beginning of year2021-12-31$231,862,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$376,201
Total interest from all sources2021-12-31$302,113
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,802,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,802,905
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,796,857
Participant contributions at end of year2021-12-31$5,705,625
Participant contributions at beginning of year2021-12-31$5,440,941
Participant contributions at end of year2021-12-31$498,277
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,456,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,737
Other income not declared elsewhere2021-12-31$150,994
Administrative expenses (other) incurred2021-12-31$190,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,849,176
Value of net assets at end of year (total assets less liabilities)2021-12-31$252,796,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$231,862,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$217,876,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$196,179,314
Interest on participant loans2021-12-31$302,113
Value of interest in common/collective trusts at end of year2021-12-31$28,545,565
Value of interest in common/collective trusts at beginning of year2021-12-31$30,241,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,097,532
Net investment gain or loss from common/collective trusts2021-12-31$435,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,622,638
Employer contributions (assets) at end of year2021-12-31$170,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,333,114
Contract administrator fees2021-12-31$185,520
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31415 GROUP, INC.
Accountancy firm EIN2021-12-31341341400
2020 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$56,728,814
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$37,783,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,232,748
Expenses. Certain deemed distributions of participant loans2020-12-31$198,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,424,778
Value of total assets at end of year2020-12-31$231,862,062
Value of total assets at beginning of year2020-12-31$212,916,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$351,368
Total interest from all sources2020-12-31$300,633
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,367,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,367,074
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,429,470
Participant contributions at end of year2020-12-31$5,440,941
Participant contributions at beginning of year2020-12-31$6,000,802
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,346,845
Other income not declared elsewhere2020-12-31$1,988
Administrative expenses (other) incurred2020-12-31$351,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,945,760
Value of net assets at end of year (total assets less liabilities)2020-12-31$231,862,062
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$212,916,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$196,179,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$179,253,203
Interest on participant loans2020-12-31$300,633
Value of interest in common/collective trusts at end of year2020-12-31$30,241,807
Value of interest in common/collective trusts at beginning of year2020-12-31$27,662,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$33,014,349
Net investment gain or loss from common/collective trusts2020-12-31$619,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,648,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,232,748
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31415 GROUP
Accountancy firm EIN2020-12-31341341400
2019 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$59,589,170
Total income from all sources (including contributions)2019-12-31$59,589,170
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$24,714,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,357,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,357,255
Expenses. Certain deemed distributions of participant loans2019-12-31$-10,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,731,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,731,328
Value of total assets at end of year2019-12-31$212,916,302
Value of total assets at end of year2019-12-31$212,916,302
Value of total assets at beginning of year2019-12-31$178,042,004
Value of total assets at beginning of year2019-12-31$178,042,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$368,474
Total interest from all sources2019-12-31$319,007
Total interest from all sources2019-12-31$319,007
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,077,558
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,077,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,077,558
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,077,558
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,692,150
Contributions received from participants2019-12-31$15,692,150
Participant contributions at end of year2019-12-31$6,000,802
Participant contributions at end of year2019-12-31$6,000,802
Participant contributions at beginning of year2019-12-31$5,720,977
Participant contributions at beginning of year2019-12-31$5,720,977
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,818,387
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,818,387
Other income not declared elsewhere2019-12-31$11,236
Other income not declared elsewhere2019-12-31$11,236
Administrative expenses (other) incurred2019-12-31$368,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$34,874,298
Value of net income/loss2019-12-31$34,874,298
Value of net assets at end of year (total assets less liabilities)2019-12-31$212,916,302
Value of net assets at end of year (total assets less liabilities)2019-12-31$212,916,302
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,042,004
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$178,042,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$179,253,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$179,253,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$145,766,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$145,766,466
Interest on participant loans2019-12-31$319,007
Interest on participant loans2019-12-31$319,007
Value of interest in common/collective trusts at end of year2019-12-31$27,662,297
Value of interest in common/collective trusts at end of year2019-12-31$27,662,297
Value of interest in common/collective trusts at beginning of year2019-12-31$26,554,561
Value of interest in common/collective trusts at beginning of year2019-12-31$26,554,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$32,819,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$32,819,050
Net investment gain or loss from common/collective trusts2019-12-31$630,991
Net investment gain or loss from common/collective trusts2019-12-31$630,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,220,791
Contributions received in cash from employer2019-12-31$5,220,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,357,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,357,255
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31415 GROUP
Accountancy firm name2019-12-31415 GROUP
Accountancy firm EIN2019-12-31341341400
Accountancy firm EIN2019-12-31341341400
2018 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$12,457,232
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$25,170,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$24,811,567
Expenses. Certain deemed distributions of participant loans2018-12-31$945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,819,070
Value of total assets at end of year2018-12-31$178,042,004
Value of total assets at beginning of year2018-12-31$190,755,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$358,251
Total interest from all sources2018-12-31$285,366
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,540,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,540,235
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,890,307
Participant contributions at end of year2018-12-31$5,720,977
Participant contributions at beginning of year2018-12-31$6,075,811
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,649,787
Other income not declared elsewhere2018-12-31$-127
Administrative expenses (other) incurred2018-12-31$358,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,713,531
Value of net assets at end of year (total assets less liabilities)2018-12-31$178,042,004
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$190,755,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$145,766,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$157,840,238
Interest on participant loans2018-12-31$285,366
Value of interest in common/collective trusts at end of year2018-12-31$26,554,561
Value of interest in common/collective trusts at beginning of year2018-12-31$25,775,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,064,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,742,752
Net investment gain or loss from common/collective trusts2018-12-31$555,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,278,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,811,567
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31415 GROUP
Accountancy firm EIN2018-12-31341341400
2017 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$6,680,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$46,270,522
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,480,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,164,901
Expenses. Certain deemed distributions of participant loans2017-12-31$-19,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,995,321
Value of total assets at end of year2017-12-31$190,755,535
Value of total assets at beginning of year2017-12-31$157,284,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$334,600
Total interest from all sources2017-12-31$258,436
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,911,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,911,634
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,071,742
Participant contributions at end of year2017-12-31$6,075,811
Participant contributions at beginning of year2017-12-31$5,807,135
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,539,007
Administrative expenses (other) incurred2017-12-31$334,600
Total non interest bearing cash at beginning of year2017-12-31$5,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$26,790,308
Value of net assets at end of year (total assets less liabilities)2017-12-31$190,755,535
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$157,284,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$157,840,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$108,437,994
Interest on participant loans2017-12-31$258,436
Value of interest in common/collective trusts at end of year2017-12-31$25,775,327
Value of interest in common/collective trusts at beginning of year2017-12-31$43,033,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,064,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,778,022
Net investment gain or loss from common/collective trusts2017-12-31$2,327,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,384,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,164,901
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31415 GROUP
Accountancy firm EIN2017-12-31341341400
2016 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$24,084,001
Total loss/gain on sale of assets2016-12-31$67
Total of all expenses incurred2016-12-31$19,453,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,125,597
Expenses. Certain deemed distributions of participant loans2016-12-31$-12,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,117,703
Value of total assets at end of year2016-12-31$157,284,552
Value of total assets at beginning of year2016-12-31$152,653,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$340,212
Total interest from all sources2016-12-31$237,264
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,470,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,470,927
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,038,401
Participant contributions at end of year2016-12-31$5,807,135
Participant contributions at beginning of year2016-12-31$5,554,972
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$892,619
Other income not declared elsewhere2016-12-31$-2,223
Administrative expenses (other) incurred2016-12-31$340,212
Total non interest bearing cash at end of year2016-12-31$5,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,630,731
Value of net assets at end of year (total assets less liabilities)2016-12-31$157,284,552
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$152,653,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$108,437,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$103,478,767
Interest on participant loans2016-12-31$237,264
Value of interest in common/collective trusts at end of year2016-12-31$43,033,564
Value of interest in common/collective trusts at beginning of year2016-12-31$43,620,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,812,108
Net investment gain or loss from common/collective trusts2016-12-31$2,448,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,186,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,125,597
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$67
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31415 GROUP
Accountancy firm EIN2016-12-31341341400
2015 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$18,875,437
Total loss/gain on sale of assets2015-12-31$37
Total of all expenses incurred2015-12-31$18,104,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,776,695
Expenses. Certain deemed distributions of participant loans2015-12-31$-24,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,470,764
Value of total assets at end of year2015-12-31$152,653,821
Value of total assets at beginning of year2015-12-31$151,882,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$351,985
Total interest from all sources2015-12-31$228,755
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,513,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,513,068
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,978,622
Participant contributions at end of year2015-12-31$5,554,972
Participant contributions at beginning of year2015-12-31$5,579,762
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,190,515
Other income not declared elsewhere2015-12-31$778
Administrative expenses (other) incurred2015-12-31$351,985
Total non interest bearing cash at beginning of year2015-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$771,111
Value of net assets at end of year (total assets less liabilities)2015-12-31$152,653,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$151,882,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$103,478,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$106,574,139
Interest on participant loans2015-12-31$228,755
Value of interest in common/collective trusts at end of year2015-12-31$43,620,082
Value of interest in common/collective trusts at beginning of year2015-12-31$39,728,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,985,003
Net investment gain or loss from common/collective trusts2015-12-31$647,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,301,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,776,695
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$37
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31415 GROUP
Accountancy firm EIN2015-12-31341341400
2014 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$23,821,477
Total loss/gain on sale of assets2014-12-31$1,159
Total of all expenses incurred2014-12-31$19,275,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,867,064
Expenses. Certain deemed distributions of participant loans2014-12-31$-6,801
Value of total corrective distributions2014-12-31$6,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,413,906
Value of total assets at end of year2014-12-31$151,882,710
Value of total assets at beginning of year2014-12-31$147,337,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$408,722
Total interest from all sources2014-12-31$230,656
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,607,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,607,391
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,919,592
Participant contributions at end of year2014-12-31$5,579,762
Participant contributions at beginning of year2014-12-31$5,628,951
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$616,061
Other income not declared elsewhere2014-12-31$13,587
Administrative expenses (other) incurred2014-12-31$408,722
Total non interest bearing cash at end of year2014-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,545,521
Value of net assets at end of year (total assets less liabilities)2014-12-31$151,882,710
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$147,337,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$106,574,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$106,981,270
Interest on participant loans2014-12-31$230,656
Value of interest in common/collective trusts at end of year2014-12-31$39,728,792
Value of interest in common/collective trusts at beginning of year2014-12-31$34,726,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$146,076
Net investment gain or loss from common/collective trusts2014-12-31$2,408,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,878,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,867,064
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31415 GROUP
Accountancy firm EIN2014-12-31341341400
2013 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$52,970,263
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$17,287,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,854,514
Expenses. Certain deemed distributions of participant loans2013-12-31$40,721
Value of total corrective distributions2013-12-31$18,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,899,444
Value of total assets at end of year2013-12-31$147,337,189
Value of total assets at beginning of year2013-12-31$111,654,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$374,003
Total interest from all sources2013-12-31$209,098
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,756,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,756,380
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,100,894
Participant contributions at end of year2013-12-31$5,628,951
Participant contributions at beginning of year2013-12-31$3,979,529
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,438,605
Other income not declared elsewhere2013-12-31$148,529
Administrative expenses (other) incurred2013-12-31$374,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$35,682,410
Value of net assets at end of year (total assets less liabilities)2013-12-31$147,337,189
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$111,654,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$106,981,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$80,175,485
Income. Interest from loans (other than to participants)2013-12-31$209,098
Value of interest in common/collective trusts at end of year2013-12-31$34,726,968
Value of interest in common/collective trusts at beginning of year2013-12-31$27,499,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,560,156
Net investment gain or loss from common/collective trusts2013-12-31$3,396,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,359,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,854,514
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31415 GROUP
Accountancy firm EIN2013-12-31341341400
2012 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$23,349,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$21,235,714
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,464,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,117,911
Expenses. Certain deemed distributions of participant loans2012-12-31$37,354
Value of total corrective distributions2012-12-31$1,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,460,309
Value of total assets at end of year2012-12-31$111,654,779
Value of total assets at beginning of year2012-12-31$78,534,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$307,975
Total interest from all sources2012-12-31$157,043
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,889,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,889,911
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,620,297
Participant contributions at end of year2012-12-31$3,979,529
Participant contributions at beginning of year2012-12-31$3,598,872
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,040,020
Other income not declared elsewhere2012-12-31$1,159
Administrative expenses (other) incurred2012-12-31$307,975
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,770,849
Value of net assets at end of year (total assets less liabilities)2012-12-31$111,654,779
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$78,534,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$80,175,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$52,197,250
Interest on participant loans2012-12-31$157,043
Value of interest in common/collective trusts at end of year2012-12-31$27,499,765
Value of interest in common/collective trusts at beginning of year2012-12-31$22,738,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,390,289
Net investment gain or loss from common/collective trusts2012-12-31$1,337,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,799,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,117,911
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31415 GROUP
Accountancy firm EIN2012-12-31341341400
2011 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,615,507
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,921,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,572,039
Expenses. Certain deemed distributions of participant loans2011-12-31$19,374
Value of total corrective distributions2011-12-31$529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,217,678
Value of total assets at end of year2011-12-31$78,534,321
Value of total assets at beginning of year2011-12-31$77,840,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$330,027
Total interest from all sources2011-12-31$155,537
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$594,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$594,479
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,459,774
Participant contributions at end of year2011-12-31$3,598,872
Participant contributions at beginning of year2011-12-31$3,473,415
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$404,512
Other income not declared elsewhere2011-12-31$214,325
Administrative expenses (other) incurred2011-12-31$330,027
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$7,838,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$693,538
Value of net assets at end of year (total assets less liabilities)2011-12-31$78,534,321
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$77,840,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$52,197,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,109,788
Interest on participant loans2011-12-31$155,537
Value of interest in common/collective trusts at end of year2011-12-31$22,738,199
Value of interest in common/collective trusts at beginning of year2011-12-31$17,419,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,067,933
Net investment gain or loss from common/collective trusts2011-12-31$501,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,353,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,572,039
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31415 GROUP
Accountancy firm EIN2011-12-31341341400
2010 : THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$9,499,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,554,488
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,641,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,301,972
Expenses. Certain deemed distributions of participant loans2010-12-31$72,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,478,101
Value of total assets at end of year2010-12-31$77,840,783
Value of total assets at beginning of year2010-12-31$62,427,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$266,475
Total interest from all sources2010-12-31$168,961
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$541,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$541,923
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,535,109
Participant contributions at end of year2010-12-31$3,473,415
Participant contributions at beginning of year2010-12-31$3,367,830
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$290,691
Other income not declared elsewhere2010-12-31$88,511
Administrative expenses (other) incurred2010-12-31$266,475
Total non interest bearing cash at end of year2010-12-31$7,838,361
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,913,326
Value of net assets at end of year (total assets less liabilities)2010-12-31$77,840,783
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,427,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$49,109,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,350,410
Interest on participant loans2010-12-31$168,961
Value of interest in common/collective trusts at end of year2010-12-31$17,419,219
Value of interest in common/collective trusts at beginning of year2010-12-31$18,709,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,433,407
Net investment gain or loss from common/collective trusts2010-12-31$843,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,652,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,301,972
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31415 GROUP
Accountancy firm EIN2010-12-31341341400

Form 5500 Responses for THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN

2022: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: THE KENAN ADVANTAGE GROUP, INC. 401(K) 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: THE KENAN ADVANTAGE GROUP, INC. 401(K) 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: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2010: THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375676-01
Policy instance 1
Insurance contract or identification number375676-01
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375676-01
Policy instance 1
Insurance contract or identification number375676-01
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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