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

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

JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 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
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01JOHN KIRK2022-10-09
0012020-01-01
0012019-01-01
0012017-01-01STEVEN LADUZINSKY STEVEN LADUZINSKY2018-07-20
0012016-01-01STEVEN LADUZINSKY

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
2025: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-222
Total number of particpants at end of year2025-09-222
Number of Participants With Account Balances2025-09-222
2024: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-163
Total number of particpants at end of year2024-04-162
Number of Participants With Account Balances2024-04-162
2021: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

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

Measure Date Value
2025 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-22138926
Net assets as of the end of the plan year2025-09-22814161
Total assets as of the beginning of the plan year2025-09-22669641
Value of plan covered by a fidelity bond2025-09-22170000
Participant contributions to plan in this plan year2025-09-2239250
Other contributions to plan in this plan year2025-09-22162446
Plan net income in this plan year2025-09-22144520
Net assets as of the end of the plan year2025-09-22814161
Net assets as of the beginning of the plan year2025-09-22669641
Employer contributions to plan in this plan year2025-09-2281750
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-22690
2024 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-160
Total liabilities as of the end of the plan year2024-04-160
Total liabilities as of the beginning of the plan year2024-04-160
Total expenses incurred by plan in this plan year2024-04-165659
Net assets as of the end of the plan year2024-04-16669641
Total assets as of the beginning of the plan year2024-04-16443274
Value of plan covered by a fidelity bond2024-04-16190000
Participant contributions to plan in this plan year2024-04-1649100
Other expenses paid from plan in this plan year2024-04-160
Other contributions to plan in this plan year2024-04-160
Other income to plan in this plan year2024-04-16131820
Plan net income in this plan year2024-04-16226367
Net assets as of the end of the plan year2024-04-16669641
Net assets as of the beginning of the plan year2024-04-16443274
Employer contributions to plan in this plan year2024-04-1651106
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-160
2021 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$168,622
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$491,517
Total plan assets at beginning of year2021-12-31$322,895
Value of fidelity bond covering the plan2021-12-31$170,000
Total contributions received or receivable from participants2021-12-31$48,100
Other income received2021-12-31$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 sources2020-12-31$84,785
Expenses. Total of all expenses incurred2020-12-31$4,663
Benefits paid (including direct rollovers)2020-12-31$4,413
Total plan assets at end of year2020-12-31$322,895
Total plan assets at beginning of year2020-12-31$242,773
Value of fidelity bond covering the plan2020-12-31$170,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$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 securities2020-12-31$0
2019 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$161,809
Expenses. Total of all expenses incurred2019-12-31$183,726
Benefits paid (including direct rollovers)2019-12-31$183,226
Total plan assets at end of year2019-12-31$242,773
Total plan assets at beginning of year2019-12-31$264,690
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$40,846
Other income received2019-12-31$79,549
Net income (gross income less expenses)2019-12-31$-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 securities2019-12-31$0
2018 : JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$4,634
Expenses. Total of all expenses incurred2018-12-31$500
Total plan assets at end of year2018-12-31$264,690
Total plan assets at beginning of year2018-12-31$260,556
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$49,000
Other income received2018-12-31$-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 sources2017-12-31$129,140
Expenses. Total of all expenses incurred2017-12-31$500
Total plan assets at end of year2017-12-31$260,556
Total plan assets at beginning of year2017-12-31$131,916
Value of fidelity bond covering the plan2017-12-31$90,000
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$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 sources2016-12-31$85,490
Expenses. Total of all expenses incurred2016-12-31$998
Benefits paid (including direct rollovers)2016-12-31$413
Total plan assets at end of year2016-12-31$131,916
Total plan assets at beginning of year2016-12-31$47,424
Value of fidelity bond covering the plan2016-12-31$40,000
Total contributions received or receivable from participants2016-12-31$48,000
Other income received2016-12-31$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 securities2016-12-31$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
2021-01-01Type 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN C. KULIS CHARITABLE FOUNDATION 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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