K & L SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan K & L SERVICES, INC. 401(K) PLAN
401k plan membership statisitcs for K & L SERVICES, INC. 401(K) PLAN
Measure | Date | Value |
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2019: K & L SERVICES, INC. 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 26 |
Number of participants with account balances | 2019-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: K & L SERVICES, INC. 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 24 |
Number of participants with account balances | 2018-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: K & L SERVICES, INC. 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 24 |
Number of participants with account balances | 2017-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: K & L SERVICES, INC. 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 22 |
Number of participants with account balances | 2016-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: K & L SERVICES, INC. 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 25 |
Number of participants with account balances | 2015-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
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2019 : K & L SERVICES, INC. 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $186,620 |
Expenses. Total of all expenses incurred | 2019-12-31 | $98,807 |
Benefits paid (including direct rollovers) | 2019-12-31 | $88,157 |
Total plan assets at end of year | 2019-12-31 | $677,678 |
Total plan assets at beginning of year | 2019-12-31 | $589,865 |
Value of fidelity bond covering the plan | 2019-12-31 | $90,000 |
Total contributions received or receivable from participants | 2019-12-31 | $43,609 |
Other income received | 2019-12-31 | $130,863 |
Net income (gross income less expenses) | 2019-12-31 | $87,813 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $677,678 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $589,865 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $12,148 |
Value of corrective distributions | 2019-12-31 | $48 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,602 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : K & L SERVICES, INC. 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $27,667 |
Expenses. Total of all expenses incurred | 2018-12-31 | $218,500 |
Benefits paid (including direct rollovers) | 2018-12-31 | $206,898 |
Total plan assets at end of year | 2018-12-31 | $589,865 |
Total plan assets at beginning of year | 2018-12-31 | $780,698 |
Value of fidelity bond covering the plan | 2018-12-31 | $90,000 |
Total contributions received or receivable from participants | 2018-12-31 | $45,440 |
Other income received | 2018-12-31 | $-31,990 |
Net income (gross income less expenses) | 2018-12-31 | $-190,833 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $589,865 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $780,698 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $14,217 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $1,581 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,021 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : K & L SERVICES, INC. 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $188,577 |
Expenses. Total of all expenses incurred | 2017-12-31 | $13,660 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,723 |
Total plan assets at end of year | 2017-12-31 | $780,698 |
Total plan assets at beginning of year | 2017-12-31 | $605,781 |
Value of fidelity bond covering the plan | 2017-12-31 | $70,000 |
Total contributions received or receivable from participants | 2017-12-31 | $49,320 |
Other income received | 2017-12-31 | $120,966 |
Net income (gross income less expenses) | 2017-12-31 | $174,917 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $780,698 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $605,781 |
Assets. Value of participant loans | 2017-12-31 | $1,561 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $18,291 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $4,111 |
Value of corrective distributions | 2017-12-31 | $56 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,770 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : K & L SERVICES, INC. 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $117,137 |
Expenses. Total of all expenses incurred | 2016-12-31 | $157,431 |
Benefits paid (including direct rollovers) | 2016-12-31 | $150,514 |
Total plan assets at end of year | 2016-12-31 | $605,781 |
Total plan assets at beginning of year | 2016-12-31 | $646,075 |
Value of fidelity bond covering the plan | 2016-12-31 | $70,000 |
Total contributions received or receivable from participants | 2016-12-31 | $49,548 |
Other income received | 2016-12-31 | $49,880 |
Net income (gross income less expenses) | 2016-12-31 | $-40,294 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $605,781 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $646,075 |
Assets. Value of participant loans | 2016-12-31 | $4,579 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $17,709 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,917 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : K & L SERVICES, INC. 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $45,793 |
Expenses. Total of all expenses incurred | 2015-12-31 | $6,751 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $646,075 |
Total plan assets at beginning of year | 2015-12-31 | $607,033 |
Value of fidelity bond covering the plan | 2015-12-31 | $70,000 |
Total contributions received or receivable from participants | 2015-12-31 | $37,685 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-5,290 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $39,042 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $646,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $607,033 |
Assets. Value of participant loans | 2015-12-31 | $2,535 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $13,398 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,751 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2019: K & L SERVICES, INC. 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: K & L SERVICES, INC. 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: K & L SERVICES, INC. 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: K & L SERVICES, INC. 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: K & L SERVICES, INC. 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 69796 |
Policy instance | 1 |
Insurance contract or identification number | 69796 | Number of Individuals Covered | 24 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $385 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 385 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 69796 |
Policy instance | 1 |
Insurance contract or identification number | 69796 | Number of Individuals Covered | 19 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,646 | Total amount of fees paid to insurance company | USD $807 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,646 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 69796 |
Policy instance | 1 |
Insurance contract or identification number | 69796 | Number of Individuals Covered | 21 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,450 | Total amount of fees paid to insurance company | USD $616 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,450 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 69796 |
Policy instance | 1 |
Insurance contract or identification number | 69796 | Number of Individuals Covered | 20 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $3,171 | Total amount of fees paid to insurance company | USD $527 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,171 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 527 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 69796 |
Policy instance | 1 |
Insurance contract or identification number | 69796 | Number of Individuals Covered | 17 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,162 | Total amount of fees paid to insurance company | USD $318 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,162 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 318 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
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