401k Plan data: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST plan

JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 401k Plan overview

Plan Name	JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST
Plan identification number	001

JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN C. KULIS CHARITABLE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: JOHN C. KULIS CHARITABLE FOUNDATION

Employer identification number (EIN): 463167114

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 JOHN KIRK 2022-10-09
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEVEN LADUZINSKY STEVEN LADUZINSKY 2018-07-20
001 2016-01-01 STEVEN LADUZINSKY
001 2015-01-01 STEVEN LADUZINSKY 2016-08-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	JOHN KIRK	2022-10-09
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEVEN LADUZINSKY		STEVEN LADUZINSKY	2018-07-20
001	2016-01-01	STEVEN LADUZINSKY
001	2015-01-01	STEVEN LADUZINSKY	2016-08-11

Plan Statistics for JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST

401k plan membership statisitcs for JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST

Measure Date Value
2021: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 1
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
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 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2021: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	1
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
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	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST

Measure	Date	Value
2021 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$168,622
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$491,517
Total plan assets at beginning of year	2021-12-31	$322,895
Value of fidelity bond covering the plan	2021-12-31	$170,000
Total contributions received or receivable from participants	2021-12-31	$48,100
Other income received	2021-12-31	$74,072
Net income (gross income less expenses)	2021-12-31	$168,622
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$491,517
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$322,895
Total contributions received or receivable from employer(s)	2021-12-31	$46,450
2020 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$84,785
Expenses. Total of all expenses incurred	2020-12-31	$4,663
Benefits paid (including direct rollovers)	2020-12-31	$4,413
Total plan assets at end of year	2020-12-31	$322,895
Total plan assets at beginning of year	2020-12-31	$242,773
Value of fidelity bond covering the plan	2020-12-31	$170,000
Total contributions received or receivable from participants	2020-12-31	$26,000
Other income received	2020-12-31	$21,285
Net income (gross income less expenses)	2020-12-31	$80,122
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$322,895
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$242,773
Total contributions received or receivable from employer(s)	2020-12-31	$37,500
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$161,809
Expenses. Total of all expenses incurred	2019-12-31	$183,726
Benefits paid (including direct rollovers)	2019-12-31	$183,226
Total plan assets at end of year	2019-12-31	$242,773
Total plan assets at beginning of year	2019-12-31	$264,690
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$40,846
Other income received	2019-12-31	$79,549
Net income (gross income less expenses)	2019-12-31	$-21,917
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$242,773
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$264,690
Total contributions received or receivable from employer(s)	2019-12-31	$41,414
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$4,634
Expenses. Total of all expenses incurred	2018-12-31	$500
Total plan assets at end of year	2018-12-31	$264,690
Total plan assets at beginning of year	2018-12-31	$260,556
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$49,000
Other income received	2018-12-31	$-59,587
Net income (gross income less expenses)	2018-12-31	$4,134
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$264,690
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$260,556
Total contributions received or receivable from employer(s)	2018-12-31	$15,221
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$500
2017 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$129,140
Expenses. Total of all expenses incurred	2017-12-31	$500
Total plan assets at end of year	2017-12-31	$260,556
Total plan assets at beginning of year	2017-12-31	$131,916
Value of fidelity bond covering the plan	2017-12-31	$90,000
Total contributions received or receivable from participants	2017-12-31	$48,000
Other income received	2017-12-31	$9,140
Net income (gross income less expenses)	2017-12-31	$128,640
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$260,556
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$131,916
Total contributions received or receivable from employer(s)	2017-12-31	$72,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$500
2016 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$85,490
Expenses. Total of all expenses incurred	2016-12-31	$998
Benefits paid (including direct rollovers)	2016-12-31	$413
Total plan assets at end of year	2016-12-31	$131,916
Total plan assets at beginning of year	2016-12-31	$47,424
Value of fidelity bond covering the plan	2016-12-31	$40,000
Total contributions received or receivable from participants	2016-12-31	$48,000
Other income received	2016-12-31	$6,908
Net income (gross income less expenses)	2016-12-31	$84,492
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$131,916
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$47,424
Total contributions received or receivable from employer(s)	2016-12-31	$30,582
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST

2021: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN C. KULIS CHARITABLE FOUNDATION
Employer identification number (EIN):	463167114
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations