K & R TAX ACCOUNTING SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN
401k plan membership statisitcs for K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN
| Measure | Date | Value |
|---|
| 2021: K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
| Total of all active and inactive participants | 2021-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 25 |
| Number of participants with account balances | 2021-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
| Total of all active and inactive participants | 2020-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 14 |
| Number of participants with account balances | 2020-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-21,098 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,862 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,862 |
| Total plan assets at end of year | 2021-12-31 | $401,559 |
| Total plan assets at beginning of year | 2021-12-31 | $424,519 |
| Total contributions received or receivable from participants | 2021-12-31 | $95,214 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $3,302 |
| Other income received | 2021-12-31 | $-153,397 |
| Net income (gross income less expenses) | 2021-12-31 | $-22,960 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $401,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $424,519 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $81,200 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $33,783 |
| 2020 : K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $121,367 |
| Total plan assets at end of year | 2020-12-31 | $424,519 |
| Total plan assets at beginning of year | 2020-12-31 | $303,152 |
| Total contributions received or receivable from participants | 2020-12-31 | $62,458 |
| Other income received | 2020-12-31 | $45,512 |
| Net income (gross income less expenses) | 2020-12-31 | $121,367 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $424,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $303,152 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $290,400 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $13,397 |
| 2019 : K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $93,331 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $10,127 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $10,127 |
| Total plan assets at end of year | 2019-12-31 | $303,152 |
| Total plan assets at beginning of year | 2019-12-31 | $219,948 |
| Total contributions received or receivable from participants | 2019-12-31 | $55,529 |
| Other income received | 2019-12-31 | $29,964 |
| Net income (gross income less expenses) | 2019-12-31 | $83,204 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $303,152 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $219,948 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $200,400 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $12,645 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $7,838 |
| 2018 : K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $91,182 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,407 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,407 |
| Total plan assets at end of year | 2018-12-31 | $219,948 |
| Total plan assets at beginning of year | 2018-12-31 | $130,173 |
| Total contributions received or receivable from participants | 2018-12-31 | $49,883 |
| Other income received | 2018-12-31 | $26,779 |
| Net income (gross income less expenses) | 2018-12-31 | $89,775 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $219,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $130,173 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $131,400 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $14,520 |
| 2017 : K & R TAX ACCOUNTING SERVICES, LLC SAFE HARBOR 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $50,260 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $35 |
| Total plan assets at end of year | 2017-12-31 | $119,239 |
| Total plan assets at beginning of year | 2017-12-31 | $69,014 |
| Total contributions received or receivable from participants | 2017-12-31 | $28,226 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $35 |
| Other income received | 2017-12-31 | $17,799 |
| Net income (gross income less expenses) | 2017-12-31 | $50,225 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $119,239 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $69,014 |
| Assets. Value of participant loans | 2017-12-31 | $7,129 |
| Assets. Value of employer real property | 2017-12-31 | $61,957 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,235 |
