PAUL W. KAISER & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
401k plan membership statisitcs for PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-16 | 11 |
| Total number of particpants at end of year | 2025-07-16 | 12 |
| Number of Participants With Account Balances | 2025-07-16 | 12 |
| 2024: PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-13 | 10 |
| Total number of particpants at end of year | 2024-09-13 | 10 |
| Number of Participants With Account Balances | 2024-09-13 | 9 |
| 2014: PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-16 | 45828 |
| Net assets as of the end of the plan year | 2025-07-16 | 1954102 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 1762054 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 175000 |
| Participant contributions to plan in this plan year | 2025-07-16 | 41417 |
| Value of participant loans at end of plan year | 2025-07-16 | 6191 |
| Other expenses paid from plan in this plan year | 2025-07-16 | 0 |
| Other contributions to plan in this plan year | 2025-07-16 | 0 |
| Other income to plan in this plan year | 2025-07-16 | 187795 |
| Plan net income in this plan year | 2025-07-16 | 192048 |
| Net assets as of the end of the plan year | 2025-07-16 | 1954102 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 1762054 |
| Employer contributions to plan in this plan year | 2025-07-16 | 8664 |
| Fees paid to broker by Benefit Provider | 2025-07-16 | 2453 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-16 | 121 |
| 2024 : PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-13 | 39541 |
| Net assets as of the end of the plan year | 2024-09-13 | 1762054 |
| Total assets as of the beginning of the plan year | 2024-09-13 | 1507086 |
| Value of plan covered by a fidelity bond | 2024-09-13 | 175000 |
| Participant contributions to plan in this plan year | 2024-09-13 | 70991 |
| Value of participant loans at end of plan year | 2024-09-13 | 14627 |
| Other expenses paid from plan in this plan year | 2024-09-13 | 0 |
| Other contributions to plan in this plan year | 2024-09-13 | 0 |
| Other income to plan in this plan year | 2024-09-13 | 202917 |
| Plan net income in this plan year | 2024-09-13 | 254968 |
| Net assets as of the end of the plan year | 2024-09-13 | 1762054 |
| Net assets as of the beginning of the plan year | 2024-09-13 | 1507086 |
| Employer contributions to plan in this plan year | 2024-09-13 | 20601 |
| Fees paid to broker by Benefit Provider | 2024-09-13 | 2134 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-13 | 78 |
| 2014 : PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $113,967 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $22,245 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $22,221 |
| Total plan assets at end of year | 2014-12-31 | $1,078,561 |
| Total plan assets at beginning of year | 2014-12-31 | $986,839 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $47,131 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $24 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $53,607 |
| Net income (gross income less expenses) | 2014-12-31 | $91,722 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,078,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $986,839 |
| Assets. Value of participant loans | 2014-12-31 | $3,784 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,229 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $96,869 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $20,994 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $20,970 |
| Total plan assets at end of year | 2013-12-31 | $986,839 |
| Total plan assets at beginning of year | 2013-12-31 | $910,964 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $39,619 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $24 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $53,561 |
| Net income (gross income less expenses) | 2013-12-31 | $75,875 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $986,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $910,964 |
| Assets. Value of participant loans | 2013-12-31 | $8,457 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,689 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $111,333 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $19,067 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $19,043 |
| Total plan assets at end of year | 2012-12-31 | $910,964 |
| Total plan assets at beginning of year | 2012-12-31 | $818,698 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $39,619 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $24 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $67,329 |
| Net income (gross income less expenses) | 2012-12-31 | $92,266 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $910,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $818,698 |
| Assets. Value of participant loans | 2012-12-31 | $13,015 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,385 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $80,013 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,901 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $7,808 |
| Total plan assets at end of year | 2011-12-31 | $818,698 |
| Total plan assets at beginning of year | 2011-12-31 | $746,586 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $106,620 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $93 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-26,607 |
| Net income (gross income less expenses) | 2011-12-31 | $72,112 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $818,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $746,586 |
| Assets. Value of participant loans | 2011-12-31 | $17,459 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : PAUL W. KAISER & ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-1,228 |
| Total income from all sources | 2010-12-31 | $86,647 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $720 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $695 |
| Total plan assets at end of year | 2010-12-31 | $746,586 |
| Total plan assets at beginning of year | 2010-12-31 | $661,887 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $8,200 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $33,287 |
| Net income (gross income less expenses) | 2010-12-31 | $85,927 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $746,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $661,887 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $45,160 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |