KUKA ASSEMBLY AND TEST CORP. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022: B & K CORP RETIREMENT PLAN 2022 401k membership |
---|
Market value of plan assets | 2022-09-30 | 8,732,634 |
Acturial value of plan assets | 2022-09-30 | 8,020,230 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-30 | 4,000,397 |
Number of terminated vested participants | 2022-09-30 | 10 |
Fundng target for terminated vested participants | 2022-09-30 | 737,844 |
Active participant vested funding target | 2022-09-30 | 2,410,932 |
Number of active participants | 2022-09-30 | 16 |
Total funding liabilities for active participants | 2022-09-30 | 2,410,932 |
Total participant count | 2022-09-30 | 75 |
Total funding target for all participants | 2022-09-30 | 7,149,173 |
Balance at beginning of prior year after applicable adjustments | 2022-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-30 | 1,007 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-30 | 0 |
Amount remaining of carryover balance | 2022-09-30 | 0 |
Amount remaining of prefunding balance | 2022-09-30 | 1,007 |
Present value of excess contributions | 2022-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-30 | 0 |
Balance of carryovers at beginning of current year | 2022-09-30 | 0 |
Balance of prefunding at beginning of current year | 2022-09-30 | 1,187 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-30 | 109,024 |
Net shortfall amortization installment of oustanding balance | 2022-09-30 | 0 |
Waiver amortization installment | 2022-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-30 | 0 |
Additional cash requirement | 2022-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for current year | 2022-09-30 | 0 |
Unpaid minimum required contributions for all years | 2022-09-30 | 0 |
2021: B & K CORP RETIREMENT PLAN 2021 401k membership |
---|
Market value of plan assets | 2021-09-30 | 7,856,325 |
Acturial value of plan assets | 2021-09-30 | 7,639,515 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 4,138,201 |
Number of terminated vested participants | 2021-09-30 | 10 |
Fundng target for terminated vested participants | 2021-09-30 | 703,194 |
Active participant vested funding target | 2021-09-30 | 2,315,385 |
Number of active participants | 2021-09-30 | 16 |
Total funding liabilities for active participants | 2021-09-30 | 2,315,385 |
Total participant count | 2021-09-30 | 76 |
Total funding target for all participants | 2021-09-30 | 7,156,780 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 911 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 0 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 911 |
Present value of excess contributions | 2021-09-30 | 42 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 44 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 1,007 |
Total employer contributions | 2021-09-30 | 0 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 119,760 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: B & K CORP RETIREMENT PLAN 2020 401k membership |
---|
Market value of plan assets | 2020-09-30 | 7,517,668 |
Acturial value of plan assets | 2020-09-30 | 7,459,424 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-30 | 4,081,856 |
Number of terminated vested participants | 2020-09-30 | 9 |
Fundng target for terminated vested participants | 2020-09-30 | 560,349 |
Active participant vested funding target | 2020-09-30 | 2,810,391 |
Number of active participants | 2020-09-30 | 20 |
Total funding liabilities for active participants | 2020-09-30 | 2,810,391 |
Total participant count | 2020-09-30 | 78 |
Total funding target for all participants | 2020-09-30 | 7,452,596 |
Balance at beginning of prior year after applicable adjustments | 2020-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-30 | 849 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-30 | 0 |
Amount remaining of carryover balance | 2020-09-30 | 0 |
Amount remaining of prefunding balance | 2020-09-30 | 849 |
Present value of excess contributions | 2020-09-30 | 8 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-30 | 8 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-30 | 8 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-30 | 0 |
Balance of carryovers at beginning of current year | 2020-09-30 | 0 |
Balance of prefunding at beginning of current year | 2020-09-30 | 911 |
Total employer contributions | 2020-09-30 | 68,550 |
Total employee contributions | 2020-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-30 | 65,843 |
Liquidity shortfalls end of Q1 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-30 | 71,718 |
Net shortfall amortization installment of oustanding balance | 2020-09-30 | 0 |
Waiver amortization installment | 2020-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-30 | 65,801 |
Carryover balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-30 | 0 |
Additional cash requirement | 2020-09-30 | 65,801 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-30 | 65,843 |
Unpaid minimum required contributions for current year | 2020-09-30 | 0 |
Unpaid minimum required contributions for all years | 2020-09-30 | 0 |
2019: B & K CORP RETIREMENT PLAN 2019 401k membership |
---|
Market value of plan assets | 2019-09-30 | 7,383,717 |
Acturial value of plan assets | 2019-09-30 | 7,104,676 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 3,273,269 |
Number of terminated vested participants | 2019-09-30 | 10 |
Fundng target for terminated vested participants | 2019-09-30 | 660,858 |
Active participant vested funding target | 2019-09-30 | 3,257,173 |
Number of active participants | 2019-09-30 | 24 |
Total funding liabilities for active participants | 2019-09-30 | 3,257,173 |
Total participant count | 2019-09-30 | 82 |
Total funding target for all participants | 2019-09-30 | 7,191,300 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 871 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 124 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 747 |
Present value of excess contributions | 2019-09-30 | 33 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 36 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 36 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 849 |
Total employer contributions | 2019-09-30 | 92,317 |
Total employee contributions | 2019-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 89,318 |
Liquidity shortfalls end of Q1 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 60,251 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 87,473 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 89,310 |
Carryover balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 0 |
Additional cash requirement | 2019-09-30 | 89,310 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 89,318 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: B & K CORP RETIREMENT PLAN 2018 401k membership |
---|
Market value of plan assets | 2018-09-30 | 7,033,650 |
Acturial value of plan assets | 2018-09-30 | 6,634,476 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-30 | 3,134,182 |
Number of terminated vested participants | 2018-09-30 | 9 |
Fundng target for terminated vested participants | 2018-09-30 | 462,199 |
Active participant vested funding target | 2018-09-30 | 3,391,186 |
Number of active participants | 2018-09-30 | 27 |
Total funding liabilities for active participants | 2018-09-30 | 3,391,186 |
Total participant count | 2018-09-30 | 84 |
Total funding target for all participants | 2018-09-30 | 6,987,567 |
Balance at beginning of prior year after applicable adjustments | 2018-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-30 | 730 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-30 | 0 |
Amount remaining of carryover balance | 2018-09-30 | 0 |
Amount remaining of prefunding balance | 2018-09-30 | 730 |
Present value of excess contributions | 2018-09-30 | 30 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-30 | 32 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-30 | 32 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-30 | 0 |
Balance of carryovers at beginning of current year | 2018-09-30 | 0 |
Balance of prefunding at beginning of current year | 2018-09-30 | 871 |
Total employer contributions | 2018-09-30 | 130,914 |
Total employee contributions | 2018-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-30 | 124,842 |
Liquidity shortfalls end of Q1 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-30 | 60,178 |
Net shortfall amortization installment of oustanding balance | 2018-09-30 | 353,962 |
Waiver amortization installment | 2018-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-30 | 124,933 |
Carryover balance elected to use to offset funding requirement | 2018-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-09-30 | 124 |
Additional cash requirement | 2018-09-30 | 124,809 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-30 | 124,842 |
Unpaid minimum required contributions for current year | 2018-09-30 | 0 |
Unpaid minimum required contributions for all years | 2018-09-30 | 0 |
2017: B & K CORP RETIREMENT PLAN 2017 401k membership |
---|
Market value of plan assets | 2017-09-30 | 6,369,549 |
Acturial value of plan assets | 2017-09-30 | 6,460,480 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-30 | 2,817,140 |
Number of terminated vested participants | 2017-09-30 | 8 |
Fundng target for terminated vested participants | 2017-09-30 | 499,730 |
Active participant vested funding target | 2017-09-30 | 3,407,723 |
Number of active participants | 2017-09-30 | 29 |
Total funding liabilities for active participants | 2017-09-30 | 3,407,723 |
Total participant count | 2017-09-30 | 86 |
Total funding target for all participants | 2017-09-30 | 6,724,593 |
Balance at beginning of prior year after applicable adjustments | 2017-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-30 | 521 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-30 | 0 |
Amount remaining of carryover balance | 2017-09-30 | 0 |
Amount remaining of prefunding balance | 2017-09-30 | 521 |
Present value of excess contributions | 2017-09-30 | 149 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-30 | 158 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-30 | 158 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-30 | 0 |
Balance of carryovers at beginning of current year | 2017-09-30 | 0 |
Balance of prefunding at beginning of current year | 2017-09-30 | 730 |
Total employer contributions | 2017-09-30 | 110,437 |
Total employee contributions | 2017-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-30 | 105,149 |
Liquidity shortfalls end of Q1 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-30 | 60,103 |
Net shortfall amortization installment of oustanding balance | 2017-09-30 | 264,843 |
Waiver amortization installment | 2017-09-30 | 0 |
Waived amount of outstanding balance | 2017-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-30 | 105,119 |
Carryover balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-09-30 | 0 |
Additional cash requirement | 2017-09-30 | 105,119 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-30 | 105,149 |
Unpaid minimum required contributions for current year | 2017-09-30 | 0 |
Unpaid minimum required contributions for all years | 2017-09-30 | 0 |
2013: B & K CORP RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-10-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 31 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 11 |
Total of all active and inactive participants | 2013-10-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: B & K CORP RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-10-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 34 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 33 |
Total of all active and inactive participants | 2012-10-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 11 |
Total participants | 2012-10-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
2011: B & K CORP RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-10-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 34 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 35 |
Total of all active and inactive participants | 2011-10-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 10 |
Total participants | 2011-10-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
2010: B & K CORP RETIREMENT PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-10-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 39 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 35 |
Total of all active and inactive participants | 2010-10-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 10 |
Total participants | 2010-10-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: B & K CORP RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-10-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 40 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 36 |
Total of all active and inactive participants | 2009-10-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 11 |
Total participants | 2009-10-01 | 117 |
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 incurred | 2014-09-30 | $912,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $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 year | 2014-09-30 | $6,606,866 |
Value of total assets at beginning of year | 2014-09-30 | $6,667,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $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 year | 2014-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $161,183 |
Administrative expenses professional fees incurred | 2014-09-30 | $15,927 |
Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
Value of fidelity bond cover | 2014-09-30 | $600,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
Administrative expenses (other) incurred | 2014-09-30 | $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 appraiser | 2014-09-30 | No |
Value of net income/loss | 2014-09-30 | $-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) | 2014-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
Investment advisory and management fees | 2014-09-30 | $2,270 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $6,522,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $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 assets | 2014-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
Contributions received in cash from employer | 2014-09-30 | $235,750 |
Employer contributions (assets) at end of year | 2014-09-30 | $84,136 |
Employer contributions (assets) at beginning of year | 2014-09-30 | $84,496 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $875,628 |
Did the plan have assets held for investment | 2014-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Disclaimer |
Accountancy firm name | 2014-09-30 | GARDNER, PROVENZANO, THOMAS & LUPLO |
Accountancy firm EIN | 2014-09-30 | 382613351 |
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 incurred | 2013-09-30 | $296,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $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 year | 2013-09-30 | $6,667,708 |
Value of total assets at beginning of year | 2013-09-30 | $5,894,240 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $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 year | 2013-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $161,983 |
Administrative expenses professional fees incurred | 2013-09-30 | $2,500 |
Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
Value of fidelity bond cover | 2013-09-30 | $600,000 |
If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Value of net income/loss | 2013-09-30 | $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) | 2013-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
Investment advisory and management fees | 2013-09-30 | $13,315 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $6,583,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $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 assets | 2013-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
Contributions received in cash from employer | 2013-09-30 | $236,038 |
Employer contributions (assets) at end of year | 2013-09-30 | $84,496 |
Employer contributions (assets) at beginning of year | 2013-09-30 | $226,092 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $280,532 |
Did the plan have assets held for investment | 2013-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Disclaimer |
Accountancy firm name | 2013-09-30 | GARDNER, PROVENZANO, THOMAS & LUPLO |
Accountancy firm EIN | 2013-09-30 | 382613351 |
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 incurred | 2012-09-30 | $331,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $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 year | 2012-09-30 | $5,894,240 |
Value of total assets at beginning of year | 2012-09-30 | $4,922,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $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 year | 2012-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $91,832 |
Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
Value of fidelity bond cover | 2012-09-30 | $600,000 |
If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
Administrative expenses (other) incurred | 2012-09-30 | $832 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Value of net income/loss | 2012-09-30 | $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) | 2012-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $5,668,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $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 assets | 2012-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
Contributions received in cash from employer | 2012-09-30 | $447,067 |
Employer contributions (assets) at end of year | 2012-09-30 | $226,092 |
Employer contributions (assets) at beginning of year | 2012-09-30 | $142,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $330,705 |
Did the plan have assets held for investment | 2012-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
Accountancy firm name | 2012-09-30 | GARDNER, PROVENZANO, SCHAUMAN & THO |
Accountancy firm EIN | 2012-09-30 | 382613351 |
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 incurred | 2011-09-30 | $219,586 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $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 year | 2011-09-30 | $4,922,604 |
Value of total assets at beginning of year | 2011-09-30 | $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 year | 2011-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $18,616 |
Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
Value of fidelity bond cover | 2011-09-30 | $600,000 |
If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Value of net income/loss | 2011-09-30 | $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) | 2011-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $4,779,821 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $4,731,832 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $44,339 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $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 assets | 2011-09-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
Contributions received in cash from employer | 2011-09-30 | $312,628 |
Employer contributions (assets) at end of year | 2011-09-30 | $142,783 |
Employer contributions (assets) at beginning of year | 2011-09-30 | $74,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $219,586 |
Did the plan have assets held for investment | 2011-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Disclaimer |
Accountancy firm name | 2011-09-30 | GARDNER, PROVENZANO, SCHAUMAN & THO |
Accountancy firm EIN | 2011-09-30 | 382613351 |