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HEAD START FOR KENT 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameHEAD START FOR KENT 401(K) RETIREMENT PLAN
Plan identification number 002

HEAD START FOR KENT 401(K) RETIREMENT PLAN 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 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.
  • 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

MICHIGAN FAMILY RESOURCES has sponsored the creation of one or more 401k plans.

Company Name:MICHIGAN FAMILY RESOURCES
Employer identification number (EIN):382942671
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about MICHIGAN FAMILY RESOURCES

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 715784
Legal Registered Office Address: 2626 WALKER AVE NW WALKER


United States of America (USA)
49544

More information about MICHIGAN FAMILY RESOURCES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAD START FOR KENT 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01NANCY PRIEBE NANCY PRIEBE2018-09-20
0022016-01-01NANCY PRIEBE
0022015-01-01NANCY PRIEBE
0022014-01-01NANCY PRIEBE
0022013-01-01NANCY PRIEBE
0022012-01-01NANCY PRIEBE
0022011-01-01MARY L. HOCKWALT
0022010-01-01MARY L. HOCKWALT
0022009-01-01MARY L. HOCKWALT

Plan Statistics for HEAD START FOR KENT 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HEAD START FOR KENT 401(K) RETIREMENT PLAN

Measure Date Value
2022: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01523
Total number of active participants reported on line 7a of the Form 55002022-01-01269
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01224
Total of all active and inactive participants2022-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01493
Number of participants with account balances2022-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01455
Total number of active participants reported on line 7a of the Form 55002021-01-01303
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01220
Total of all active and inactive participants2021-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01523
Number of participants with account balances2021-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01470
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01171
Total of all active and inactive participants2020-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01455
Number of participants with account balances2020-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01493
Total number of active participants reported on line 7a of the Form 55002019-01-01334
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01136
Total of all active and inactive participants2019-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01470
Number of participants with account balances2019-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01479
Total number of active participants reported on line 7a of the Form 55002018-01-01379
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01493
Number of participants with account balances2018-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01337
Total number of active participants reported on line 7a of the Form 55002017-01-01343
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01136
Total of all active and inactive participants2017-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01479
Number of participants with account balances2017-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01412
Total number of active participants reported on line 7a of the Form 55002016-01-01247
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01337
Number of participants with account balances2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-01303
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01412
Number of participants with account balances2015-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01277
Total number of active participants reported on line 7a of the Form 55002014-01-01267
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01347
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01300
Total number of active participants reported on line 7a of the Form 55002013-01-01217
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01292
Number of participants with account balances2013-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01315
Total number of active participants reported on line 7a of the Form 55002012-01-01220
Number of retired or separated participants receiving benefits2012-01-0180
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01300
Number of participants with account balances2012-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01269
Total number of active participants reported on line 7a of the Form 55002011-01-01250
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0165
Total of all active and inactive participants2011-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01315
Number of participants with account balances2011-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01260
Total number of active participants reported on line 7a of the Form 55002010-01-01204
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01269
Number of participants with account balances2010-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01320
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01260
Number of participants with account balances2009-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on HEAD START FOR KENT 401(K) RETIREMENT PLAN

Measure Date Value
2022 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$80,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95,942
Total income from all sources (including contributions)2022-12-31$126,042
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,645,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,561,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,223,704
Value of total assets at end of year2022-12-31$14,133,327
Value of total assets at beginning of year2022-12-31$15,668,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$84,326
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$531,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$531,690
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$465,456
Participant contributions at end of year2022-12-31$14,441
Participant contributions at beginning of year2022-12-31$14,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$55,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$69,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$80,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$95,942
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$39,271
Total non interest bearing cash at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,519,661
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,052,772
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,572,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,826,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,088,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,629,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,758,248
Employer contributions (assets) at end of year2022-12-31$1,237,018
Employer contributions (assets) at beginning of year2022-12-31$495,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,561,377
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-12-31318000053
2021 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$95,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,411
Total income from all sources (including contributions)2021-12-31$4,197,940
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,128,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,049,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,839,729
Value of total assets at end of year2021-12-31$15,668,375
Value of total assets at beginning of year2021-12-31$12,528,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$79,116
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$569,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$407,371
Participant contributions at end of year2021-12-31$14,895
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$69,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$15,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$95,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$25,411
Administrative expenses (other) incurred2021-12-31$32,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,069,009
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,572,433
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,503,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$46,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,088,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,437,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,788,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,432,358
Employer contributions (assets) at end of year2021-12-31$495,229
Employer contributions (assets) at beginning of year2021-12-31$75,871
Income. Dividends from common stock2021-12-31$569,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,049,815
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-12-31318000053
2020 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,974
Total income from all sources (including contributions)2020-12-31$2,567,631
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,046,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$979,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,167,552
Value of total assets at end of year2020-12-31$12,528,835
Value of total assets at beginning of year2020-12-31$11,014,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,826
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$295,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$295,871
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$329,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$15,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$25,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$25,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$31,974
Total non interest bearing cash at end of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,521,033
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,503,424
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,982,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,437,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,468,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,104,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$837,758
Employer contributions (assets) at end of year2020-12-31$75,871
Employer contributions (assets) at beginning of year2020-12-31$520,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$979,772
Contract administrator fees2020-12-31$29,814
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-12-31318000053
2019 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,490
Total income from all sources (including contributions)2019-12-31$3,291,538
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,534,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,472,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,462,089
Value of total assets at end of year2019-12-31$11,014,365
Value of total assets at beginning of year2019-12-31$9,235,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,735
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$315,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$315,468
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$267,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$31,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,756,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,982,391
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,225,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$33,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,468,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,727,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,513,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,194,804
Employer contributions (assets) at end of year2019-12-31$520,388
Employer contributions (assets) at beginning of year2019-12-31$504,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,472,040
Contract administrator fees2019-12-31$28,807
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-12-31310800053
2018 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,572
Total income from all sources (including contributions)2018-12-31$862,118
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,464,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,406,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,494,610
Value of total assets at end of year2018-12-31$9,235,118
Value of total assets at beginning of year2018-12-31$9,836,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,839
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$286,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$286,793
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$333,007
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-602,727
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,225,628
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,828,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,727,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,513,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-919,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,157,152
Employer contributions (assets) at end of year2018-12-31$504,946
Employer contributions (assets) at beginning of year2018-12-31$322,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,406,006
Contract administrator fees2018-12-31$58,839
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,486
Total income from all sources (including contributions)2017-12-31$2,625,653
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$605,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$550,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,338,247
Value of total assets at end of year2017-12-31$9,836,927
Value of total assets at beginning of year2017-12-31$7,815,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,095
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$243,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$243,493
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$359,063
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$554,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,486
Total non interest bearing cash at beginning of year2017-12-31$1,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,019,971
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,828,355
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,808,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,513,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,049,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,043,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$974,011
Employer contributions (assets) at end of year2017-12-31$322,000
Employer contributions (assets) at beginning of year2017-12-31$210,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$550,587
Contract administrator fees2017-12-31$55,095
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARMELS & COMSTOCK, PLLC
Accountancy firm EIN2017-12-31383204593
2016 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$642,861
Total income from all sources (including contributions)2016-12-31$1,724,817
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$319,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$271,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,142,779
Value of total assets at end of year2016-12-31$7,815,870
Value of total assets at beginning of year2016-12-31$7,045,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,696
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$183,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$183,904
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$308,698
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$554,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$148,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$642,861
Total non interest bearing cash at end of year2016-12-31$1,301
Total non interest bearing cash at beginning of year2016-12-31$489,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,405,329
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,808,384
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,403,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,049,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,203,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$398,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$823,096
Employer contributions (assets) at end of year2016-12-31$210,758
Employer contributions (assets) at beginning of year2016-12-31$204,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$271,792
Contract administrator fees2016-12-31$47,696
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARMELS & COMSTOCK, PLLC
Accountancy firm EIN2016-12-31383204593
2015 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$642,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$376,003
Total income from all sources (including contributions)2015-12-31$925,564
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$383,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$340,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$959,365
Value of total assets at end of year2015-12-31$7,045,916
Value of total assets at beginning of year2015-12-31$6,237,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,997
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$206,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$206,326
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$241,558
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$148,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$642,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$376,003
Total non interest bearing cash at end of year2015-12-31$489,631
Total non interest bearing cash at beginning of year2015-12-31$366,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$541,604
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,403,055
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,861,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,203,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,866,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-240,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$714,848
Employer contributions (assets) at end of year2015-12-31$204,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$340,963
Contract administrator fees2015-12-31$42,997
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ECHELBARGER, HIMEBAUGH, TAMM & CO.
Accountancy firm EIN2015-12-31382498459
2014 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$376,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,058,470
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$693,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$640,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$645,730
Value of total assets at end of year2014-12-31$6,237,454
Value of total assets at beginning of year2014-12-31$5,496,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,751
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$162,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$162,982
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$214,426
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$376,003
Total non interest bearing cash at end of year2014-12-31$366,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$364,559
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,861,451
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,496,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,866,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,496,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$249,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$377,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$640,160
Contract administrator fees2014-12-31$53,751
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ECHELBARGER, HIMEBAUGH, TAMM & CO.
Accountancy firm EIN2014-12-31382498459
2013 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,481,125
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$870,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$830,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$625,158
Value of total assets at end of year2013-12-31$5,496,892
Value of total assets at beginning of year2013-12-31$4,885,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,043
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$134,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$134,601
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$234,421
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$610,969
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,496,892
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,885,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,496,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,828,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$721,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$370,065
Employer contributions (assets) at beginning of year2013-12-31$57,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$830,113
Contract administrator fees2013-12-31$40,043
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ECHELBARGER, HIMEBAUGH, TAMM & CO.
Accountancy firm EIN2013-12-31382498459
2012 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,278,479
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,278,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,237,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$737,164
Value of total assets at end of year2012-12-31$4,885,923
Value of total assets at beginning of year2012-12-31$4,886,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,224
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$112,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$112,706
Administrative expenses professional fees incurred2012-12-31$41,224
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$263,352
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$38,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-336
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,885,923
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,886,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,828,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,885,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$428,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$435,757
Employer contributions (assets) at end of year2012-12-31$57,365
Employer contributions (assets) at beginning of year2012-12-31$995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,237,591
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ECHELBARGER, HIMEBAUGH, TAMM & CO.
Accountancy firm EIN2012-12-31382498459
2011 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$687,749
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$395,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$359,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$735,773
Value of total assets at end of year2011-12-31$4,886,259
Value of total assets at beginning of year2011-12-31$4,594,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,413
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$82,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$82,157
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$247,418
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$66,565
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$292,214
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,886,259
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,594,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,885,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,518,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-130,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$421,790
Employer contributions (assets) at end of year2011-12-31$995
Employer contributions (assets) at beginning of year2011-12-31$75,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$359,122
Contract administrator fees2011-12-31$36,413
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ECHELBARGER, HIMEBAUGH, TAMM & CO.
Accountancy firm EIN2011-12-31382498459
2010 : HEAD START FOR KENT 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,046,983
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$237,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$222,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$619,434
Value of total assets at end of year2010-12-31$4,594,045
Value of total assets at beginning of year2010-12-31$3,784,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,699
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$83,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$83,702
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$213,528
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$15,699
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$809,277
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,594,045
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,784,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,518,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,396,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$343,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$404,963
Employer contributions (assets) at end of year2010-12-31$75,784
Employer contributions (assets) at beginning of year2010-12-31$388,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$222,007
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ECHELBARGER, HIMEBAUGH, TAMM AND CO
Accountancy firm EIN2010-12-31382498459

Form 5500 Responses for HEAD START FOR KENT 401(K) RETIREMENT PLAN

2022: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEAD START FOR KENT 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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