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KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 401k Plan overview

Plan NameKEARNEY & PHELAN, LTD. PROFIT SHARING PLAN
Plan identification number 001

KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

KEARNEY & PHELAN, LTD. has sponsored the creation of one or more 401k plans.

Company Name:KEARNEY & PHELAN, LTD.
Employer identification number (EIN):362945084
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-12-01THOMAS J. BOYLE
0012014-12-01THOMAS J. BOYLE
0012013-12-01MICHAEL J PHELAN
0012012-12-01MICHAEL J PHELAN
0012011-12-01MICHAEL J PHELAN
0012009-12-01MICHAEL J PHELAN
0012008-12-01

Financial Data on KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN

Measure Date Value
2016 : KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-11-30$29,703
Expenses. Total of all expenses incurred2016-11-30$1,074,543
Benefits paid (including direct rollovers)2016-11-30$1,074,543
Total plan assets at end of year2016-11-30$0
Total plan assets at beginning of year2016-11-30$1,044,840
Value of fidelity bond covering the plan2016-11-30$250,000
Total contributions received or receivable from participants2016-11-30$22,613
Other income received2016-11-30$7,090
Net income (gross income less expenses)2016-11-30$-1,044,840
Net plan assets at end of year (total assets less liabilities)2016-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$1,044,840
2015 : KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-11-30$21,247
Expenses. Total of all expenses incurred2015-11-30$2,117
Total plan assets at end of year2015-11-30$1,044,840
Total plan assets at beginning of year2015-11-30$1,025,710
Value of fidelity bond covering the plan2015-11-30$250,000
Total contributions received or receivable from participants2015-11-30$48,063
Other income received2015-11-30$-26,816
Net income (gross income less expenses)2015-11-30$19,130
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,044,840
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,025,710
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$2,117
2014 : KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-11-30$163,373
Expenses. Total of all expenses incurred2014-11-30$1,911
Total plan assets at end of year2014-11-30$1,025,710
Total plan assets at beginning of year2014-11-30$864,248
Value of fidelity bond covering the plan2014-11-30$250,000
Total contributions received or receivable from participants2014-11-30$57,400
Other income received2014-11-30$105,973
Net income (gross income less expenses)2014-11-30$161,462
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,025,710
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$864,248
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$1,911
2013 : KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-11-30$216,629
Expenses. Total of all expenses incurred2013-11-30$1,232
Total plan assets at end of year2013-11-30$864,248
Total plan assets at beginning of year2013-11-30$648,841
Value of fidelity bond covering the plan2013-11-30$250,000
Total contributions received or receivable from participants2013-11-30$52,200
Other income received2013-11-30$164,429
Net income (gross income less expenses)2013-11-30$215,397
Net plan assets at end of year (total assets less liabilities)2013-11-30$864,248
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$648,841
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$1,232
2012 : KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-11-30$176,004
Expenses. Total of all expenses incurred2012-11-30$1,413,169
Benefits paid (including direct rollovers)2012-11-30$1,412,565
Total plan assets at end of year2012-11-30$648,841
Total plan assets at beginning of year2012-11-30$1,886,006
Value of fidelity bond covering the plan2012-11-30$250,000
Total contributions received or receivable from participants2012-11-30$31,500
Other income received2012-11-30$144,504
Net income (gross income less expenses)2012-11-30$-1,237,165
Net plan assets at end of year (total assets less liabilities)2012-11-30$648,841
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,886,006
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$604
2011 : KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-11-30$120,838
Expenses. Total of all expenses incurred2011-11-30$59,604
Benefits paid (including direct rollovers)2011-11-30$45,985
Total plan assets at end of year2011-11-30$1,886,006
Total plan assets at beginning of year2011-11-30$1,824,772
Value of fidelity bond covering the plan2011-11-30$250,000
Total contributions received or receivable from participants2011-11-30$29,575
Other income received2011-11-30$91,263
Net income (gross income less expenses)2011-11-30$61,234
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,886,006
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$1,824,772
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$13,619

Form 5500 Responses for KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN

2015: KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01This submission is the final filingYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: KEARNEY & PHELAN, LTD. PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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