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403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC.
Plan identification number 001

403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

KALAMAZOO LOAVES & FISHES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KALAMAZOO LOAVES & FISHES, INC.
Employer identification number (EIN):382420575
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER JOHNSON2024-07-09
0012022-01-01JENNIFER JOHNSON2023-07-18
0012022-01-01JENNIFER JOHNSON2023-10-23
0012021-01-01JENNIFER JOHNSON2022-10-11
0012020-01-01JENNIFER JOHNSON2021-10-06
0012019-01-01JENNIFER JOHNSON2020-07-28
0012018-01-01JENNIFER JOHNSON2019-07-10
0012017-01-01JENNIFER JOHNSON2018-06-06
0012016-01-01JENNIFER JOHNSON2017-07-25
0012015-01-01KATHY GERNAAT2016-07-20
0012014-01-01KATHY GERNAAT2015-04-22
0012013-01-01KATHY GERNAAT2014-07-09
0012012-01-01KATHY GERNAAT2013-05-28
0012011-01-01ANNE LIPSEY2012-07-10 ANNE LIPSEY2012-07-10
0012010-01-01ANNE LIPSEY2011-07-14 ANNE LIPSEY2011-07-14
0012008-01-01ANNE LIPSEY ANNE LIPSEY2010-10-12
0012007-01-01ANNE LIPSEY ANNE LIPSEY2010-10-12
0012006-01-01ANNE LIPSEY ANNE LIPSEY2010-10-12
0012005-01-01ANNE LIPSEY ANNE LIPSEY2010-10-12
0012004-01-01ANNE LIPSEY ANNE LIPSEY2010-10-12

Financial Data on 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-0741521
Net assets as of the end of the plan year2025-07-07864138
Total assets as of the beginning of the plan year2025-07-07705768
Value of plan covered by a fidelity bond2025-07-07100000
Participant contributions to plan in this plan year2025-07-0741643
Value of participant loans at end of plan year2025-07-079961
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-07576
Other income to plan in this plan year2025-07-0790757
Plan net income in this plan year2025-07-07158370
Net assets as of the end of the plan year2025-07-07864138
Net assets as of the beginning of the plan year2025-07-07705768
Employer contributions to plan in this plan year2025-07-0766915
Fees paid to broker by Benefit Provider2025-07-0743
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-07245
2024 : 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-0913533
Net assets as of the end of the plan year2024-07-09705768
Total assets as of the beginning of the plan year2024-07-09548925
Value of plan covered by a fidelity bond2024-07-09100000
Participant contributions to plan in this plan year2024-07-0929678
Value of participant loans at end of plan year2024-07-0919171
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-093747
Other income to plan in this plan year2024-07-0982492
Plan net income in this plan year2024-07-09156843
Net assets as of the end of the plan year2024-07-09705768
Net assets as of the beginning of the plan year2024-07-09548925
Employer contributions to plan in this plan year2024-07-0954459
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0966
2022 : 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-11100825
Net assets as of the end of the plan year2022-10-11764652
Total assets as of the beginning of the plan year2022-10-11702626
Value of plan covered by a fidelity bond2022-10-11100000
Participant contributions to plan in this plan year2022-10-1129749
Value of participant loans at end of plan year2022-10-119903
Other expenses paid from plan in this plan year2022-10-11642
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1199725
Plan net income in this plan year2022-10-1162026
Net assets as of the end of the plan year2022-10-11764652
Net assets as of the beginning of the plan year2022-10-11702626
Employer contributions to plan in this plan year2022-10-1133377
Fees paid to broker by Benefit Provider2022-10-11235

Form 5500 Responses for 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC.

2008: 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01This submission is the final filingNo
2008-01-01Plan funding arrangement – TrustYes
2007: 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01This submission is the final filingNo
2007-01-01Plan funding arrangement – TrustYes
2006: 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01This submission is the final filingNo
2006-01-01Plan funding arrangement – TrustYes
2005: 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01This submission is the final filingNo
2005-01-01Plan funding arrangement – TrustYes
2004: 403(B) THRIFT PLAN OF KALAMAZOO LOAVES & FISHES, INC. 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01This submission is the final filingNo
2004-01-01Plan funding arrangement – General assets of the sponsorYes

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