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K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameK & K MANAGEMENT SERVICES, INC. 401(K) PLAN
Plan identification number 001

K & K MANAGEMENT SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

K & K MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:K & K MANAGEMENT SERVICES, INC.
Employer identification number (EIN):450324291
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K & K MANAGEMENT SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01STAN MITZEL2022-10-13
0012020-01-01STAN MITZEL2021-10-11
0012019-01-01STAN MITZEL2020-10-12
0012018-01-01STAN MITZEL2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01RICK WEISSER
0012012-01-01RICK WEISSER
0012011-01-01RICK WEISSER
0012009-01-01RICK WEISSER

Plan Statistics for K & K MANAGEMENT SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for K & K MANAGEMENT SERVICES, INC. 401(K) PLAN

Measure Date Value
2022: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01158
Number of participants with account balances2022-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01195
Total number of active participants reported on line 7a of the Form 55002021-01-01155
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01173
Number of participants with account balances2021-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01166
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01183
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01174
Number of participants with account balances2019-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01219
Total number of active participants reported on line 7a of the Form 55002018-01-01156
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01167
Number of participants with account balances2018-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01204
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-01156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01172
Number of participants with account balances2016-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
Number of employers contributing to the scheme2016-01-010
2015: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01171
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
Number of employers contributing to the scheme2015-01-010
2014: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01179
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01188
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01167
Number of participants with account balances2013-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01160
Number of participants with account balances2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on K & K MANAGEMENT SERVICES, INC. 401(K) PLAN

Measure Date Value
2022 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,076,627
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,585,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,564,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$299,661
Value of total assets at end of year2022-12-31$5,056,402
Value of total assets at beginning of year2022-12-31$7,718,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,895
Total interest from all sources2022-12-31$2,699
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$163,180
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$163,180
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$222,442
Participant contributions at end of year2022-12-31$51,757
Participant contributions at beginning of year2022-12-31$53,057
Participant contributions at end of year2022-12-31$1,548
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,662,052
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,056,402
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,718,454
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,959,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,627,608
Interest on participant loans2022-12-31$2,699
Value of interest in common/collective trusts at end of year2022-12-31$39,472
Value of interest in common/collective trusts at beginning of year2022-12-31$37,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,543,546
Net investment gain or loss from common/collective trusts2022-12-31$1,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$77,219
Employer contributions (assets) at end of year2022-12-31$4,100
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,564,530
Contract administrator fees2022-12-31$20,895
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 name2022-12-31BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN2022-12-31450310328
2021 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,375,242
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$254,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$230,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$353,235
Value of total assets at end of year2021-12-31$7,718,454
Value of total assets at beginning of year2021-12-31$6,597,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,136
Total interest from all sources2021-12-31$3,078
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$701,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$701,307
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$270,091
Participant contributions at end of year2021-12-31$53,057
Participant contributions at beginning of year2021-12-31$28,790
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$1,120,951
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,718,454
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,597,503
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,627,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,532,644
Interest on participant loans2021-12-31$3,078
Value of interest in common/collective trusts at end of year2021-12-31$37,789
Value of interest in common/collective trusts at beginning of year2021-12-31$36,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$312,593
Net investment gain or loss from common/collective trusts2021-12-31$5,029
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$83,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$230,155
Contract administrator fees2021-12-31$24,136
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 name2021-12-31BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN2021-12-31450310328
2020 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,148,732
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$315,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$298,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$209,756
Value of total assets at end of year2020-12-31$6,597,503
Value of total assets at beginning of year2020-12-31$5,764,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,971
Total interest from all sources2020-12-31$2,123
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$202,987
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$202,987
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$159,253
Participant contributions at end of year2020-12-31$28,790
Participant contributions at beginning of year2020-12-31$50,979
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$833,205
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,597,503
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,764,298
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,532,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,678,782
Interest on participant loans2020-12-31$2,123
Value of interest in common/collective trusts at end of year2020-12-31$36,069
Value of interest in common/collective trusts at beginning of year2020-12-31$34,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$727,583
Net investment gain or loss from common/collective trusts2020-12-31$6,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$50,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$298,556
Contract administrator fees2020-12-31$16,971
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 name2020-12-31BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN2020-12-31450310328
2019 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,418,754
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$549,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$532,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$280,707
Value of total assets at end of year2019-12-31$5,764,298
Value of total assets at beginning of year2019-12-31$4,894,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,503
Total interest from all sources2019-12-31$2,894
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$152,517
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$152,517
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$491,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$171,389
Participant contributions at end of year2019-12-31$50,979
Participant contributions at beginning of year2019-12-31$75,134
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$46,754
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$869,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,764,298
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,894,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,678,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,804,251
Interest on participant loans2019-12-31$2,894
Value of interest in common/collective trusts at end of year2019-12-31$34,537
Value of interest in common/collective trusts at beginning of year2019-12-31$15,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$982,213
Net investment gain or loss from common/collective trusts2019-12-31$423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$62,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$532,594
Contract administrator fees2019-12-31$16,503
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 name2019-12-31BRADY, MARTZ & ASSOCIATES P.C.
Accountancy firm EIN2019-12-31450310328
2018 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-113,411
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$171,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$151,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$218,029
Value of total assets at end of year2018-12-31$4,894,641
Value of total assets at beginning of year2018-12-31$5,179,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,035
Total interest from all sources2018-12-31$3,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$251,783
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$251,783
Administrative expenses professional fees incurred2018-12-31$20,035
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$518,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$163,118
Participant contributions at end of year2018-12-31$75,134
Participant contributions at beginning of year2018-12-31$62,942
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$15,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-284,637
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,894,641
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,179,278
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$4,804,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,086,728
Interest on participant loans2018-12-31$3,421
Value of interest in common/collective trusts at end of year2018-12-31$15,256
Value of interest in common/collective trusts at beginning of year2018-12-31$12,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-586,889
Net investment gain or loss from common/collective trusts2018-12-31$245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$54,911
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$151,191
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 name2018-12-31FIEBIGER SWANSON WEST & CO., PLLP
Accountancy firm EIN2018-12-31416134264
2017 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,109,277
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$396,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$372,981
Value of total corrective distributions2017-12-31$1,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$258,267
Value of total assets at end of year2017-12-31$5,179,278
Value of total assets at beginning of year2017-12-31$4,466,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,433
Total interest from all sources2017-12-31$2,802
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$165,972
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$165,972
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$516,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$190,800
Participant contributions at end of year2017-12-31$62,942
Participant contributions at beginning of year2017-12-31$35,283
Participant contributions at end of year2017-12-31$15,604
Participant contributions at beginning of year2017-12-31$483
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$253
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$712,413
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,179,278
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,466,865
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$5,086,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,324,909
Interest on participant loans2017-12-31$2,802
Value of interest in common/collective trusts at end of year2017-12-31$12,202
Value of interest in common/collective trusts at beginning of year2017-12-31$105,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$677,734
Net investment gain or loss from common/collective trusts2017-12-31$4,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$67,214
Employer contributions (assets) at end of year2017-12-31$1,802
Employer contributions (assets) at beginning of year2017-12-31$209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$372,981
Contract administrator fees2017-12-31$22,433
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 name2017-12-31FIEBIGER SWANSON WEST & CO., PLLP
Accountancy firm EIN2017-12-31416134264
2016 : K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$546,723
Total of all expenses incurred2016-12-31$93,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$64,480
Expenses. Certain deemed distributions of participant loans2016-12-31$10,226
Value of total corrective distributions2016-12-31$74
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$271,080
Value of total assets at end of year2016-12-31$4,466,865
Value of total assets at beginning of year2016-12-31$4,013,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,876
Total interest from all sources2016-12-31$1,459
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$130,228
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$130,228
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$447,640
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$199,687
Participant contributions at end of year2016-12-31$35,283
Participant contributions at beginning of year2016-12-31$59,894
Participant contributions at end of year2016-12-31$483
Participant contributions at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$453,067
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,466,865
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,013,798
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$4,324,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,943,769
Interest on participant loans2016-12-31$1,459
Value of interest in common/collective trusts at end of year2016-12-31$105,981
Value of interest in common/collective trusts at beginning of year2016-12-31$10,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141,298
Net investment gain or loss from common/collective trusts2016-12-31$2,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$71,393
Employer contributions (assets) at end of year2016-12-31$209
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$64,480
Contract administrator fees2016-12-31$18,876
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 name2016-12-31FIEBIGER SWANSON WEST & CO
Accountancy firm EIN2016-12-31416134264
2015 : K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$116,881
Total income from all sources (including contributions)2015-12-31$269,449
Total of all expenses incurred2015-12-31$158,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$140,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$288,668
Value of total assets at end of year2015-12-31$4,013,797
Value of total assets at beginning of year2015-12-31$3,785,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,131
Total interest from all sources2015-12-31$1,926
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$213,113
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$213,113
Administrative expenses professional fees incurred2015-12-31$18,131
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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$210,329
Participant contributions at end of year2015-12-31$59,894
Participant contributions at beginning of year2015-12-31$54,987
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$111,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,013,797
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,785,754
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$3,943,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,702,603
Interest on participant loans2015-12-31$1,926
Value of interest in common/collective trusts at end of year2015-12-31$10,134
Value of interest in common/collective trusts at beginning of year2015-12-31$28,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-236,065
Net investment gain or loss from common/collective trusts2015-12-31$1,807
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$78,339
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$140,156
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 name2015-12-31FIEBIGER SWANSON WEST & CO
Accountancy firm EIN2015-12-31416134264
2014 : K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2014 401k financial data
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$536,765
Total of all expenses incurred2014-12-31$205,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$190,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$290,623
Value of total assets at end of year2014-12-31$3,785,754
Value of total assets at beginning of year2014-12-31$3,454,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,062
Total interest from all sources2014-12-31$2,098
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$109,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$109,613
Administrative expenses professional fees incurred2014-12-31$15,062
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$212,939
Participant contributions at end of year2014-12-31$54,987
Participant contributions at beginning of year2014-12-31$58,775
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$1,149
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$330,916
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,785,754
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,454,838
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$3,702,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,363,558
Interest on participant loans2014-12-31$2,098
Value of interest in common/collective trusts at end of year2014-12-31$28,164
Value of interest in common/collective trusts at beginning of year2014-12-31$30,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$133,919
Net investment gain or loss from common/collective trusts2014-12-31$512
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$77,684
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$190,787
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 name2014-12-31FIEBIGER SWANSON WEST & CO
Accountancy firm EIN2014-12-31416134264
2013 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$899,942
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$138,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$125,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$267,049
Value of total assets at end of year2013-12-31$3,454,838
Value of total assets at beginning of year2013-12-31$2,692,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,967
Total interest from all sources2013-12-31$2,677
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$120,802
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$120,802
Administrative expenses professional fees incurred2013-12-31$12,967
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$190,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$195,747
Participant contributions at end of year2013-12-31$58,775
Participant contributions at beginning of year2013-12-31$74,012
Participant contributions at end of year2013-12-31$1,149
Participant contributions at beginning of year2013-12-31$8,079
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$761,877
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,454,838
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,692,961
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$3,363,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,540,137
Interest on participant loans2013-12-31$2,677
Value of interest in common/collective trusts at end of year2013-12-31$30,782
Value of interest in common/collective trusts at beginning of year2013-12-31$70,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$509,414
Net investment gain or loss from common/collective trusts2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$71,302
Employer contributions (assets) at end of year2013-12-31$574
Employer contributions (assets) at beginning of year2013-12-31$540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$125,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31FIEBIGER SWANSON WEST & CO
Accountancy firm EIN2013-12-31416134264
2012 : K & K MANAGEMENT SERVICES, INC. 401(K) 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$1,192
Total income from all sources (including contributions)2012-12-31$511,725
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$338,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$328,524
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$255,463
Value of total assets at end of year2012-12-31$2,692,961
Value of total assets at beginning of year2012-12-31$2,520,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,691
Total interest from all sources2012-12-31$2,813
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,326
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$14,326
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$190,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$183,923
Participant contributions at end of year2012-12-31$74,012
Participant contributions at beginning of year2012-12-31$70,352
Participant contributions at end of year2012-12-31$8,079
Participant contributions at beginning of year2012-12-31$6,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,192
Other income not declared elsewhere2012-12-31$1,652
Administrative expenses (other) incurred2012-12-31$9,691
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$173,510
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,692,961
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,519,451
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$2,540,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$916,263
Interest on participant loans2012-12-31$2,813
Value of interest in common/collective trusts at end of year2012-12-31$70,193
Value of interest in common/collective trusts at beginning of year2012-12-31$1,527,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$172,553
Net investment gain or loss from common/collective trusts2012-12-31$64,918
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$71,540
Employer contributions (assets) at end of year2012-12-31$540
Employer contributions (assets) at beginning of year2012-12-31$450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$328,524
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 name2012-12-31FIEBIGER SWANSON WEST & CO
Accountancy firm EIN2012-12-31416134264
2011 : K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$767
Total income from all sources (including contributions)2011-12-31$155,795
Total of all expenses incurred2011-12-31$107,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$97,524
Value of total corrective distributions2011-12-31$1,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$255,016
Value of total assets at end of year2011-12-31$2,520,643
Value of total assets at beginning of year2011-12-31$2,472,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,246
Total interest from all sources2011-12-31$2,787
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$10,526
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$10,526
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$252,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$183,486
Participant contributions at end of year2011-12-31$70,352
Participant contributions at beginning of year2011-12-31$55,772
Participant contributions at end of year2011-12-31$6,400
Participant contributions at beginning of year2011-12-31$1,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$767
Administrative expenses (other) incurred2011-12-31$9,246
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$47,833
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,519,451
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,471,618
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$916,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$899,297
Interest on participant loans2011-12-31$2,787
Value of interest in common/collective trusts at end of year2011-12-31$1,527,178
Value of interest in common/collective trusts at beginning of year2011-12-31$1,515,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-55,879
Net investment gain or loss from common/collective trusts2011-12-31$-56,655
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$71,530
Employer contributions (assets) at end of year2011-12-31$450
Employer contributions (assets) at beginning of year2011-12-31$558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$97,524
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 name2011-12-31FIEBIGER SWANSON WEST & CO
Accountancy firm EIN2011-12-31416134264
2010 : K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,527
Total income from all sources (including contributions)2010-12-31$521,887
Total of all expenses incurred2010-12-31$72,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$62,478
Value of total corrective distributions2010-12-31$767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$240,874
Value of total assets at end of year2010-12-31$2,472,385
Value of total assets at beginning of year2010-12-31$2,025,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,319
Total interest from all sources2010-12-31$2,215
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,904
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$9,904
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$248,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$174,437
Participant contributions at end of year2010-12-31$55,772
Participant contributions at beginning of year2010-12-31$39,129
Participant contributions at end of year2010-12-31$1,115
Participant contributions at beginning of year2010-12-31$17,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,527
Administrative expenses (other) incurred2010-12-31$9,319
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$449,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,471,618
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,022,295
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$899,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$723,404
Interest on participant loans2010-12-31$2,215
Value of interest in common/collective trusts at end of year2010-12-31$1,515,643
Value of interest in common/collective trusts at beginning of year2010-12-31$1,245,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$114,415
Net investment gain or loss from common/collective trusts2010-12-31$154,479
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$66,437
Employer contributions (assets) at end of year2010-12-31$558
Employer contributions (assets) at beginning of year2010-12-31$510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$62,478
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 name2010-12-31FIEBIGER SWANSON WEST & CO
Accountancy firm EIN2010-12-31416134264
2009 : K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for K & K MANAGEMENT SERVICES, INC. 401(K) PLAN

2022: K & K MANAGEMENT SERVICES, INC. 401(K) 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: K & K MANAGEMENT SERVICES, INC. 401(K) 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: K & K MANAGEMENT SERVICES, INC. 401(K) 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: K & K MANAGEMENT SERVICES, INC. 401(K) 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: K & K MANAGEMENT SERVICES, INC. 401(K) 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: K & K MANAGEMENT SERVICES, INC. 401(K) 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: K & K MANAGEMENT SERVICES, INC. 401(K) 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: K & K MANAGEMENT SERVICES, INC. 401(K) 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: K & K MANAGEMENT SERVICES, INC. 401(K) 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: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: K & K MANAGEMENT SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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