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B & K CORP RETIREMENT PLAN 401k Plan overview

Plan NameB & K CORP RETIREMENT PLAN
Plan identification number 001

B & K CORP RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KUKA ASSEMBLY AND TEST CORP. has sponsored the creation of one or more 401k plans.

Company Name:KUKA ASSEMBLY AND TEST CORP.
Employer identification number (EIN):383474922
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & K CORP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01JENNIFER HUSBY2023-08-25 JENNIFER HUSBY2023-08-25
0012020-10-01JENNIFER HUSBY2022-07-14 JENNIFER HUSBY2022-07-14
0012020-10-01JENNIFER HUSBY2022-07-21 JENNIFER HUSBY2022-07-21
0012019-10-01MARK KLOHA2021-07-01
0012018-10-01MARK KLOHA2020-07-06
0012017-10-01MARK KLOHA2019-07-10
0012016-10-01MARK KLOHA2018-07-11
0012015-10-01KURT KUCK2017-06-30
0012014-10-01KURT KUCK2016-06-10
0012013-10-01KURT KUCK
0012012-10-01KURT KUCK KURT KUCK2014-07-11
0012011-10-01KURT KUCK KURT KUCK2013-07-09
0012010-10-01KURT KUCK KURT KUCK2012-07-11
0012009-10-01KURT KUCK KURT KUCK2011-07-12
0012008-10-01

Plan Statistics for B & K CORP RETIREMENT PLAN

401k plan membership statisitcs for B & K CORP RETIREMENT PLAN

Measure Date Value
2022: B & K CORP RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-09-308,732,634
Acturial value of plan assets2022-09-308,020,230
Funding target for retired participants and beneficiaries receiving payment2022-09-304,000,397
Number of terminated vested participants2022-09-3010
Fundng target for terminated vested participants2022-09-30737,844
Active participant vested funding target2022-09-302,410,932
Number of active participants2022-09-3016
Total funding liabilities for active participants2022-09-302,410,932
Total participant count2022-09-3075
Total funding target for all participants2022-09-307,149,173
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-301,007
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-301,007
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-301,187
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30109,024
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: B & K CORP RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-09-307,856,325
Acturial value of plan assets2021-09-307,639,515
Funding target for retired participants and beneficiaries receiving payment2021-09-304,138,201
Number of terminated vested participants2021-09-3010
Fundng target for terminated vested participants2021-09-30703,194
Active participant vested funding target2021-09-302,315,385
Number of active participants2021-09-3016
Total funding liabilities for active participants2021-09-302,315,385
Total participant count2021-09-3076
Total funding target for all participants2021-09-307,156,780
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-30911
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-30911
Present value of excess contributions2021-09-3042
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3044
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-301,007
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30119,760
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: B & K CORP RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-09-307,517,668
Acturial value of plan assets2020-09-307,459,424
Funding target for retired participants and beneficiaries receiving payment2020-09-304,081,856
Number of terminated vested participants2020-09-309
Fundng target for terminated vested participants2020-09-30560,349
Active participant vested funding target2020-09-302,810,391
Number of active participants2020-09-3020
Total funding liabilities for active participants2020-09-302,810,391
Total participant count2020-09-3078
Total funding target for all participants2020-09-307,452,596
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-30849
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-30849
Present value of excess contributions2020-09-308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-308
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-30911
Total employer contributions2020-09-3068,550
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-3065,843
Liquidity shortfalls end of Q12020-09-300
Liquidity shortfalls end of Q22020-09-300
Liquidity shortfalls end of Q32020-09-300
Liquidity shortfalls end of Q42020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3071,718
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-3065,801
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-3065,801
Contributions allocatedtoward minimum required contributions for current year2020-09-3065,843
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: B & K CORP RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-09-307,383,717
Acturial value of plan assets2019-09-307,104,676
Funding target for retired participants and beneficiaries receiving payment2019-09-303,273,269
Number of terminated vested participants2019-09-3010
Fundng target for terminated vested participants2019-09-30660,858
Active participant vested funding target2019-09-303,257,173
Number of active participants2019-09-3024
Total funding liabilities for active participants2019-09-303,257,173
Total participant count2019-09-3082
Total funding target for all participants2019-09-307,191,300
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-30871
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-30124
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-30747
Present value of excess contributions2019-09-3033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3036
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-3036
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-30849
Total employer contributions2019-09-3092,317
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-3089,318
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3060,251
Net shortfall amortization installment of oustanding balance2019-09-3087,473
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-3089,310
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-3089,310
Contributions allocatedtoward minimum required contributions for current year2019-09-3089,318
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: B & K CORP RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-09-307,033,650
Acturial value of plan assets2018-09-306,634,476
Funding target for retired participants and beneficiaries receiving payment2018-09-303,134,182
Number of terminated vested participants2018-09-309
Fundng target for terminated vested participants2018-09-30462,199
Active participant vested funding target2018-09-303,391,186
Number of active participants2018-09-3027
Total funding liabilities for active participants2018-09-303,391,186
Total participant count2018-09-3084
Total funding target for all participants2018-09-306,987,567
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-30730
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-30730
Present value of excess contributions2018-09-3030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3032
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-3032
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-30871
Total employer contributions2018-09-30130,914
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30124,842
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3060,178
Net shortfall amortization installment of oustanding balance2018-09-30353,962
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30124,933
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-30124
Additional cash requirement2018-09-30124,809
Contributions allocatedtoward minimum required contributions for current year2018-09-30124,842
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: B & K CORP RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-09-306,369,549
Acturial value of plan assets2017-09-306,460,480
Funding target for retired participants and beneficiaries receiving payment2017-09-302,817,140
Number of terminated vested participants2017-09-308
Fundng target for terminated vested participants2017-09-30499,730
Active participant vested funding target2017-09-303,407,723
Number of active participants2017-09-3029
Total funding liabilities for active participants2017-09-303,407,723
Total participant count2017-09-3086
Total funding target for all participants2017-09-306,724,593
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-30521
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-30521
Present value of excess contributions2017-09-30149
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-30158
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-30730
Total employer contributions2017-09-30110,437
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30105,149
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3060,103
Net shortfall amortization installment of oustanding balance2017-09-30264,843
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-30105,119
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-30105,119
Contributions allocatedtoward minimum required contributions for current year2017-09-30105,149
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2013: B & K CORP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01114
Total number of active participants reported on line 7a of the Form 55002013-10-0131
Number of retired or separated participants receiving benefits2013-10-0149
Number of other retired or separated participants entitled to future benefits2013-10-0111
Total of all active and inactive participants2013-10-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: B & K CORP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01114
Total number of active participants reported on line 7a of the Form 55002012-10-0134
Number of retired or separated participants receiving benefits2012-10-0136
Number of other retired or separated participants entitled to future benefits2012-10-0133
Total of all active and inactive participants2012-10-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0111
Total participants2012-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: B & K CORP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01114
Total number of active participants reported on line 7a of the Form 55002011-10-0134
Number of retired or separated participants receiving benefits2011-10-0135
Number of other retired or separated participants entitled to future benefits2011-10-0135
Total of all active and inactive participants2011-10-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0110
Total participants2011-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: B & K CORP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01117
Total number of active participants reported on line 7a of the Form 55002010-10-0139
Number of retired or separated participants receiving benefits2010-10-0130
Number of other retired or separated participants entitled to future benefits2010-10-0135
Total of all active and inactive participants2010-10-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-0110
Total participants2010-10-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: B & K CORP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01118
Total number of active participants reported on line 7a of the Form 55002009-10-0140
Number of retired or separated participants receiving benefits2009-10-0130
Number of other retired or separated participants entitled to future benefits2009-10-0136
Total of all active and inactive participants2009-10-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0111
Total participants2009-10-01117

Financial Data on B & K CORP RETIREMENT PLAN

Measure Date Value
2014 : B & K CORP RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$852,148
Total of all expenses incurred2014-09-30$912,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$875,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$235,750
Value of total assets at end of year2014-09-30$6,606,866
Value of total assets at beginning of year2014-09-30$6,667,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$37,362
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$161,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$161,183
Administrative expenses professional fees incurred2014-09-30$15,927
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$600,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Administrative expenses (other) incurred2014-09-30$19,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-60,842
Value of net assets at end of year (total assets less liabilities)2014-09-30$6,606,866
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$6,667,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$2,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$6,522,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$6,583,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$455,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$235,750
Employer contributions (assets) at end of year2014-09-30$84,136
Employer contributions (assets) at beginning of year2014-09-30$84,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$875,628
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30GARDNER, PROVENZANO, THOMAS & LUPLO
Accountancy firm EIN2014-09-30382613351
2013 : B & K CORP RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$1,069,815
Total of all expenses incurred2013-09-30$296,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$280,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$236,038
Value of total assets at end of year2013-09-30$6,667,708
Value of total assets at beginning of year2013-09-30$5,894,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$15,815
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$161,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$161,983
Administrative expenses professional fees incurred2013-09-30$2,500
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$600,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$773,468
Value of net assets at end of year (total assets less liabilities)2013-09-30$6,667,708
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,894,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$13,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$6,583,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$5,668,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$671,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$236,038
Employer contributions (assets) at end of year2013-09-30$84,496
Employer contributions (assets) at beginning of year2013-09-30$226,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$280,532
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30GARDNER, PROVENZANO, THOMAS & LUPLO
Accountancy firm EIN2013-09-30382613351
2012 : B & K CORP RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$1,303,173
Total of all expenses incurred2012-09-30$331,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$330,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$447,067
Value of total assets at end of year2012-09-30$5,894,240
Value of total assets at beginning of year2012-09-30$4,922,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$832
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$91,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$91,832
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$600,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Administrative expenses (other) incurred2012-09-30$832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$971,636
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,894,240
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,922,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$5,668,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$4,779,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$764,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$447,067
Employer contributions (assets) at end of year2012-09-30$226,092
Employer contributions (assets) at beginning of year2012-09-30$142,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$330,705
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GARDNER, PROVENZANO, SCHAUMAN & THO
Accountancy firm EIN2012-09-30382613351
2011 : B & K CORP RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$291,575
Total of all expenses incurred2011-09-30$219,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$219,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$312,628
Value of total assets at end of year2011-09-30$4,922,604
Value of total assets at beginning of year2011-09-30$4,850,615
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$18,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$18,616
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$600,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$71,989
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,922,604
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,850,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$4,779,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$4,731,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$44,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$44,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-39,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$312,628
Employer contributions (assets) at end of year2011-09-30$142,783
Employer contributions (assets) at beginning of year2011-09-30$74,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$219,586
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GARDNER, PROVENZANO, SCHAUMAN & THO
Accountancy firm EIN2011-09-30382613351

Form 5500 Responses for B & K CORP RETIREMENT PLAN

2013: B & K CORP RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: B & K CORP RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement - TrustYes
2011: B & K CORP RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement - TrustYes
2010: B & K CORP RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – General assets of the sponsorYes
2010-10-01Plan benefit arrangement - TrustYes
2009: B & K CORP RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-10-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2008: B & K CORP RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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