401k Plan data: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN plan

HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number	001

HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HENRY E KLOCH & CO INC has sponsored the creation of one or more 401k plans.

Company Name: HENRY E KLOCH & CO INC

Employer identification number (EIN): 362764206

NAIC Classification: 488510
NAIC Description: Freight Transportation Arrangement

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-08-01 CETERA RETIREMENT PLAN SPECIALISTS
001 2023-08-01 CETERA RETIREMENT PLAN SPECIALISTS
001 2022-08-01 HENRY KLOCH JR 2024-01-08
001 2021-08-01 HENRY E. KLOCH JR 2023-05-12
001 2020-08-01
001 2019-08-01
001 2018-08-01
001 2017-08-01 HENRY E KLOCH JR
001 2016-08-01 HENRY E KLOCH JR
001 2015-08-01 HENRY E KLOCH JR
001 2014-08-01 HENRY E KLOCH JR
001 2013-08-01 HENRY E KLOCH JR
001 2012-08-01 HENRY E KLOCH JR
001 2011-08-01 HENRY E KLOCH JR
001 2010-08-01 HENRY E KLOCH JR
001 2009-08-01 HENRY E KLOCH
001 2009-08-01 HENRY E KLOCH
001 2009-08-01 HENRY E KLOCH
001 2009-08-01 HENRY E KLOCH

Plan Statistics for HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 4
Number of retired or separated participants receiving benefits 2022-08-01 0
Number of other retired or separated participants entitled to future benefits 2022-08-01 0
Total of all active and inactive participants 2022-08-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-08-01 0
Total participants 2022-08-01 4
Number of participants with account balances 2022-08-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-08-01 0
2021: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 4
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 0
Total of all active and inactive participants 2021-08-01 4
Total participants 2021-08-01 4
Number of participants with account balances 2021-08-01 0
2020: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 5
Total of all active and inactive participants 2020-08-01 5
Total participants 2020-08-01 5
Number of participants with account balances 2020-08-01 5
2019: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 5
Total of all active and inactive participants 2019-08-01 5
Total participants 2019-08-01 5
Number of participants with account balances 2019-08-01 5
2018: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 7
Total of all active and inactive participants 2018-08-01 7
Total participants 2018-08-01 7
Number of participants with account balances 2018-08-01 7
2017: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 7
Total of all active and inactive participants 2017-08-01 7
Total participants 2017-08-01 7
Number of participants with account balances 2017-08-01 7
2016: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 7
Total of all active and inactive participants 2016-08-01 7
Total participants 2016-08-01 7
Number of participants with account balances 2016-08-01 7
2015: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 7
Total of all active and inactive participants 2015-08-01 7
Total participants 2015-08-01 7
Number of participants with account balances 2015-08-01 7
2014: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 8
Total of all active and inactive participants 2014-08-01 8
Total participants 2014-08-01 8
Number of participants with account balances 2014-08-01 8
2013: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 8
Total of all active and inactive participants 2013-08-01 8
Total participants 2013-08-01 8
Number of participants with account balances 2013-08-01 8
2012: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 8
Total of all active and inactive participants 2012-08-01 8
Total participants 2012-08-01 8
Number of participants with account balances 2012-08-01 8
2011: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 7
Total of all active and inactive participants 2011-08-01 7
Total participants 2011-08-01 7
Number of participants with account balances 2011-08-01 7
2010: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 10
Total of all active and inactive participants 2010-08-01 10
Total participants 2010-08-01 10
Number of participants with account balances 2010-08-01 10
2009: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 10
Total of all active and inactive participants 2009-08-01 10
Total participants 2009-08-01 10
Number of participants with account balances 2009-08-01 10

Measure	Date	Value
2022: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	4
Number of retired or separated participants receiving benefits	2022-08-01	0
Number of other retired or separated participants entitled to future benefits	2022-08-01	0
Total of all active and inactive participants	2022-08-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-08-01	0
Total participants	2022-08-01	4
Number of participants with account balances	2022-08-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-08-01	0
2021: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	4
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	0
Total of all active and inactive participants	2021-08-01	4
Total participants	2021-08-01	4
Number of participants with account balances	2021-08-01	0
2020: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	5
Total of all active and inactive participants	2020-08-01	5
Total participants	2020-08-01	5
Number of participants with account balances	2020-08-01	5
2019: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	5
Total of all active and inactive participants	2019-08-01	5
Total participants	2019-08-01	5
Number of participants with account balances	2019-08-01	5
2018: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	7
Total of all active and inactive participants	2018-08-01	7
Total participants	2018-08-01	7
Number of participants with account balances	2018-08-01	7
2017: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	7
Total of all active and inactive participants	2017-08-01	7
Total participants	2017-08-01	7
Number of participants with account balances	2017-08-01	7
2016: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	7
Total of all active and inactive participants	2016-08-01	7
Total participants	2016-08-01	7
Number of participants with account balances	2016-08-01	7
2015: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	7
Total of all active and inactive participants	2015-08-01	7
Total participants	2015-08-01	7
Number of participants with account balances	2015-08-01	7
2014: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	8
Total of all active and inactive participants	2014-08-01	8
Total participants	2014-08-01	8
Number of participants with account balances	2014-08-01	8
2013: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	8
Total of all active and inactive participants	2013-08-01	8
Total participants	2013-08-01	8
Number of participants with account balances	2013-08-01	8
2012: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	8
Total of all active and inactive participants	2012-08-01	8
Total participants	2012-08-01	8
Number of participants with account balances	2012-08-01	8
2011: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	7
Total of all active and inactive participants	2011-08-01	7
Total participants	2011-08-01	7
Number of participants with account balances	2011-08-01	7
2010: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	10
Total of all active and inactive participants	2010-08-01	10
Total participants	2010-08-01	10
Number of participants with account balances	2010-08-01	10
2009: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	10
Total of all active and inactive participants	2009-08-01	10
Total participants	2009-08-01	10
Number of participants with account balances	2009-08-01	10

Financial Data on HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-07-31	$0
Total plan liabilities at end of year	2023-07-31	$0
Total plan liabilities at beginning of year	2023-07-31	$0
Total income from all sources	2023-07-31	$459,798
Expenses. Total of all expenses incurred	2023-07-31	$272,792
Benefits paid (including direct rollovers)	2023-07-31	$267,156
Total plan assets at end of year	2023-07-31	$3,471,348
Total plan assets at beginning of year	2023-07-31	$3,284,342
Total contributions received or receivable from participants	2023-07-31	$3,050
Expenses. Other expenses not covered elsewhere	2023-07-31	$0
Contributions received from other sources (not participants or employers)	2023-07-31	$0
Other income received	2023-07-31	$456,748
Noncash contributions received	2023-07-31	$0
Net income (gross income less expenses)	2023-07-31	$187,006
Net plan assets at end of year (total assets less liabilities)	2023-07-31	$3,471,348
Net plan assets at beginning of year (total assets less liabilities)	2023-07-31	$3,284,342
Total contributions received or receivable from employer(s)	2023-07-31	$0
Value of certain deemed distributions of participant loans	2023-07-31	$0
Value of corrective distributions	2023-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-07-31	$5,636
2022 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-07-31	$0
Total plan liabilities at end of year	2022-07-31	$0
Total plan liabilities at beginning of year	2022-07-31	$0
Total income from all sources	2022-07-31	$-580,594
Expenses. Total of all expenses incurred	2022-07-31	$218,648
Benefits paid (including direct rollovers)	2022-07-31	$213,735
Total plan assets at end of year	2022-07-31	$3,284,342
Total plan assets at beginning of year	2022-07-31	$4,083,584
Total contributions received or receivable from participants	2022-07-31	$0
Expenses. Other expenses not covered elsewhere	2022-07-31	$0
Contributions received from other sources (not participants or employers)	2022-07-31	$0
Other income received	2022-07-31	$-582,829
Noncash contributions received	2022-07-31	$0
Net income (gross income less expenses)	2022-07-31	$-799,242
Net plan assets at end of year (total assets less liabilities)	2022-07-31	$3,284,342
Net plan assets at beginning of year (total assets less liabilities)	2022-07-31	$4,083,584
Total contributions received or receivable from employer(s)	2022-07-31	$2,235
Value of certain deemed distributions of participant loans	2022-07-31	$0
Value of corrective distributions	2022-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-07-31	$4,913
2021 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-07-31	$1,013,872
Expenses. Total of all expenses incurred	2021-07-31	$59,987
Benefits paid (including direct rollovers)	2021-07-31	$50,000
Total plan assets at end of year	2021-07-31	$4,083,584
Total plan assets at beginning of year	2021-07-31	$3,129,699
Value of fidelity bond covering the plan	2021-07-31	$4,200,000
Total contributions received or receivable from participants	2021-07-31	$3,256
Expenses. Other expenses not covered elsewhere	2021-07-31	$5,358
Other income received	2021-07-31	$1,000,254
Net income (gross income less expenses)	2021-07-31	$953,885
Net plan assets at end of year (total assets less liabilities)	2021-07-31	$4,083,584
Net plan assets at beginning of year (total assets less liabilities)	2021-07-31	$3,129,699
Total contributions received or receivable from employer(s)	2021-07-31	$10,362
Expenses. Administrative service providers (salaries,fees and commissions)	2021-07-31	$4,629
2020 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-07-31	$593,968
Expenses. Total of all expenses incurred	2020-07-31	$272,336
Benefits paid (including direct rollovers)	2020-07-31	$262,744
Total plan assets at end of year	2020-07-31	$3,129,699
Total plan assets at beginning of year	2020-07-31	$2,808,067
Value of fidelity bond covering the plan	2020-07-31	$3,500,000
Total contributions received or receivable from participants	2020-07-31	$3,116
Expenses. Other expenses not covered elsewhere	2020-07-31	$5,538
Other income received	2020-07-31	$579,344
Net income (gross income less expenses)	2020-07-31	$321,632
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$3,129,699
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$2,808,067
Total contributions received or receivable from employer(s)	2020-07-31	$11,508
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-31	$4,054
2018 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-07-31	$317,861
Expenses. Total of all expenses incurred	2018-07-31	$388,965
Benefits paid (including direct rollovers)	2018-07-31	$380,000
Total plan assets at end of year	2018-07-31	$3,102,783
Total plan assets at beginning of year	2018-07-31	$3,173,887
Value of fidelity bond covering the plan	2018-07-31	$3,500,000
Total contributions received or receivable from participants	2018-07-31	$3,442
Expenses. Other expenses not covered elsewhere	2018-07-31	$4,823
Other income received	2018-07-31	$301,427
Net income (gross income less expenses)	2018-07-31	$-71,104
Net plan assets at end of year (total assets less liabilities)	2018-07-31	$3,102,783
Net plan assets at beginning of year (total assets less liabilities)	2018-07-31	$3,173,887
Total contributions received or receivable from employer(s)	2018-07-31	$12,992
Expenses. Administrative service providers (salaries,fees and commissions)	2018-07-31	$4,142
2017 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-07-31	$776,966
Expenses. Total of all expenses incurred	2017-07-31	$427,658
Benefits paid (including direct rollovers)	2017-07-31	$419,000
Total plan assets at end of year	2017-07-31	$3,173,887
Total plan assets at beginning of year	2017-07-31	$2,824,579
Value of fidelity bond covering the plan	2017-07-31	$3,500,000
Total contributions received or receivable from participants	2017-07-31	$4,121
Expenses. Other expenses not covered elsewhere	2017-07-31	$4,667
Other income received	2017-07-31	$758,685
Net income (gross income less expenses)	2017-07-31	$349,308
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$3,173,887
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$2,824,579
Total contributions received or receivable from employer(s)	2017-07-31	$14,160
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-31	$3,991
2016 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-07-31	$-123,169
Expenses. Total of all expenses incurred	2016-07-31	$480,984
Benefits paid (including direct rollovers)	2016-07-31	$470,924
Total plan assets at end of year	2016-07-31	$2,824,579
Total plan assets at beginning of year	2016-07-31	$3,428,732
Value of fidelity bond covering the plan	2016-07-31	$350,000
Total contributions received or receivable from participants	2016-07-31	$4,508
Expenses. Other expenses not covered elsewhere	2016-07-31	$6,384
Other income received	2016-07-31	$-143,491
Net income (gross income less expenses)	2016-07-31	$-604,153
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$2,824,579
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$3,428,732
Assets. Value of participant loans	2016-07-31	$0
Total contributions received or receivable from employer(s)	2016-07-31	$15,814
Expenses. Administrative service providers (salaries,fees and commissions)	2016-07-31	$3,676
2015 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$381,092
Expenses. Total of all expenses incurred	2015-07-31	$390,054
Benefits paid (including direct rollovers)	2015-07-31	$381,800
Total plan assets at end of year	2015-07-31	$3,428,732
Total plan assets at beginning of year	2015-07-31	$3,437,694
Value of fidelity bond covering the plan	2015-07-31	$350,000
Total contributions received or receivable from participants	2015-07-31	$4,551
Expenses. Other expenses not covered elsewhere	2015-07-31	$4,475
Other income received	2015-07-31	$360,591
Net income (gross income less expenses)	2015-07-31	$-8,962
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$3,428,732
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$3,437,694
Assets. Value of participant loans	2015-07-31	$1,353
Total contributions received or receivable from employer(s)	2015-07-31	$15,950
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$3,779
2014 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-07-31	$580,179
Expenses. Total of all expenses incurred	2014-07-31	$157,731
Benefits paid (including direct rollovers)	2014-07-31	$149,000
Total plan assets at end of year	2014-07-31	$3,437,694
Total plan assets at beginning of year	2014-07-31	$3,015,246
Value of fidelity bond covering the plan	2014-07-31	$350,000
Total contributions received or receivable from participants	2014-07-31	$4,135
Expenses. Other expenses not covered elsewhere	2014-07-31	$5,020
Other income received	2014-07-31	$560,094
Net income (gross income less expenses)	2014-07-31	$422,448
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$3,437,694
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$3,015,246
Assets. Value of participant loans	2014-07-31	$2,355
Total contributions received or receivable from employer(s)	2014-07-31	$15,950
Expenses. Administrative service providers (salaries,fees and commissions)	2014-07-31	$3,711
2013 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-07-31	$512,136
Expenses. Total of all expenses incurred	2013-07-31	$100,186
Benefits paid (including direct rollovers)	2013-07-31	$95,000
Total plan assets at end of year	2013-07-31	$3,015,246
Total plan assets at beginning of year	2013-07-31	$2,603,296
Value of fidelity bond covering the plan	2013-07-31	$350,000
Total contributions received or receivable from participants	2013-07-31	$3,580
Expenses. Other expenses not covered elsewhere	2013-07-31	$5,186
Other income received	2013-07-31	$491,280
Net income (gross income less expenses)	2013-07-31	$411,950
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$3,015,246
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$2,603,296
Assets. Value of participant loans	2013-07-31	$3,345
Total contributions received or receivable from employer(s)	2013-07-31	$17,276
2012 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$52,304
Expenses. Total of all expenses incurred	2012-07-31	$113,485
Benefits paid (including direct rollovers)	2012-07-31	$109,083
Total plan assets at end of year	2012-07-31	$2,603,296
Total plan assets at beginning of year	2012-07-31	$2,664,477
Value of fidelity bond covering the plan	2012-07-31	$350,000
Total contributions received or receivable from participants	2012-07-31	$3,819
Expenses. Other expenses not covered elsewhere	2012-07-31	$4,402
Other income received	2012-07-31	$25,137
Net income (gross income less expenses)	2012-07-31	$-61,181
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$2,603,296
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$2,664,477
Total contributions received or receivable from employer(s)	2012-07-31	$23,348
Funding deficiency by the employer to the plan for this plan year	2012-07-31	$0
Minimum employer required contribution for this plan year	2012-07-31	$0
Amount contributed by the employer to the plan for this plan year	2012-07-31	$0
2011 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$267,754
Expenses. Total of all expenses incurred	2011-07-31	$78,854
Benefits paid (including direct rollovers)	2011-07-31	$74,500
Total plan assets at end of year	2011-07-31	$2,664,477
Total plan assets at beginning of year	2011-07-31	$2,475,577
Value of fidelity bond covering the plan	2011-07-31	$350,000
Total contributions received or receivable from participants	2011-07-31	$3,778
Expenses. Other expenses not covered elsewhere	2011-07-31	$4,354
Other income received	2011-07-31	$241,038
Net income (gross income less expenses)	2011-07-31	$188,900
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$2,664,477
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$2,475,577
Total contributions received or receivable from employer(s)	2011-07-31	$22,938
Funding deficiency by the employer to the plan for this plan year	2011-07-31	$0
Minimum employer required contribution for this plan year	2011-07-31	$0
Amount contributed by the employer to the plan for this plan year	2011-07-31	$0
2010 : HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-07-31	$0
Minimum employer required contribution for this plan year	2010-07-31	$0
Amount contributed by the employer to the plan for this plan year	2010-07-31	$0

Form 5500 Responses for HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

2022: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes
2017: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Plan funding arrangement – Trust	Yes
2017-08-01	Plan benefit arrangement - Trust	Yes
2016: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: HENRY E. KLOCH & CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HENRY E KLOCH & CO INC
Employer identification number (EIN):	362764206
NAIC Classification:	488510
NAIC Description:	Freight Transportation Arrangement

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-08-01	CETERA RETIREMENT PLAN SPECIALISTS
001	2023-08-01	CETERA RETIREMENT PLAN SPECIALISTS
001	2022-08-01	HENRY KLOCH JR	2024-01-08
001	2021-08-01	HENRY E. KLOCH JR	2023-05-12
001	2020-08-01
001	2019-08-01
001	2018-08-01
001	2017-08-01	HENRY E KLOCH JR
001	2016-08-01	HENRY E KLOCH JR
001	2015-08-01	HENRY E KLOCH JR
001	2014-08-01	HENRY E KLOCH JR
001	2013-08-01	HENRY E KLOCH JR
001	2012-08-01	HENRY E KLOCH JR
001	2011-08-01	HENRY E KLOCH JR
001	2010-08-01	HENRY E KLOCH JR
001	2009-08-01	HENRY E KLOCH
001	2009-08-01	HENRY E KLOCH
001	2009-08-01	HENRY E KLOCH
001	2009-08-01	HENRY E KLOCH