ALLEN & KORKOWSKI & ASSOC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2015: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| 2014: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| 2013: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
| 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 | 5 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $39,833 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $3,624 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,923,111 |
| Total plan assets at beginning of year | 2015-12-31 | $1,886,902 |
| Value of fidelity bond covering the plan | 2015-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $167,722 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $39,833 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $36,209 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,923,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,886,902 |
| Assets. Value of participant loans | 2015-12-31 | $12,148 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2015-12-31 | $32,500 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| 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 | $3,624 |
| 2014 : ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $84,565 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,560 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,886,902 |
| Total plan assets at beginning of year | 2014-12-31 | $1,805,897 |
| Value of fidelity bond covering the plan | 2014-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $208,683 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $69,565 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $81,005 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,886,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,805,897 |
| Assets. Value of participant loans | 2014-12-31 | $12,659 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $39,524 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,000 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,560 |
| 2013 : ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $201,141 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $18,357 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,000 |
| Total plan assets at end of year | 2013-12-31 | $1,805,897 |
| Total plan assets at beginning of year | 2013-12-31 | $1,623,113 |
| Value of fidelity bond covering the plan | 2013-12-31 | $175,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $189,505 |
| Other income received | 2013-12-31 | $178,049 |
| Net income (gross income less expenses) | 2013-12-31 | $182,784 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,805,897 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,623,113 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $39,524 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $23,092 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,357 |
| 2012 : ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $47,983 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,052 |
| Total plan assets at end of year | 2012-12-31 | $1,623,113 |
| Total plan assets at beginning of year | 2012-12-31 | $1,554,985 |
| Value of fidelity bond covering the plan | 2012-12-31 | $120,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $145,902 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,052 |
| Other income received | 2012-12-31 | $29,223 |
| Net income (gross income less expenses) | 2012-12-31 | $45,931 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,623,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,554,985 |
| Assets. Value of participant loans | 2012-12-31 | $11,575 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $18,760 |
| 2011 : ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $28,693 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,761 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,761 |
| Total plan assets at end of year | 2011-12-31 | $1,554,985 |
| Total plan assets at beginning of year | 2011-12-31 | $1,505,720 |
| Value of fidelity bond covering the plan | 2011-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $73,852 |
| Other income received | 2011-12-31 | $28,693 |
| Net income (gross income less expenses) | 2011-12-31 | $26,932 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,554,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,505,720 |
| Assets. Value of participant loans | 2011-12-31 | $11,575 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| 2015: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALLEN & KORKOWSKI & ASSOC RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
