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K & S GILLIS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameK & S GILLIS, INC. RETIREMENT PLAN
Plan identification number 001

K & S GILLIS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:K & S GILLIS, INC.
Employer identification number (EIN):471277939
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K & S GILLIS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01KURT COOLIDGE GILLIS
0012016-01-01KURT COOLIDGE GILLIS
0012015-01-01KURT COOLIDGE GILLIS
0012014-07-01KURT COOLIDGE GILLIS

Plan Statistics for K & S GILLIS, INC. RETIREMENT PLAN

401k plan membership statisitcs for K & S GILLIS, INC. RETIREMENT PLAN

Measure Date Value
2019: K & S GILLIS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
2018: K & S GILLIS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-011
2017: K & S GILLIS, INC. RETIREMENT PLAN 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 balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: K & S GILLIS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
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 balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: K & S GILLIS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: K & S GILLIS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011
Total number of active participants reported on line 7a of the Form 55002014-07-011
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011
Number of participants with account balances2014-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on K & S GILLIS, INC. RETIREMENT PLAN

Measure Date Value
2019 : K & S GILLIS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-11-30$1,737
Expenses. Total of all expenses incurred2019-11-30$26,333
Benefits paid (including direct rollovers)2019-11-30$26,271
Total plan assets at end of year2019-11-30$0
Total plan assets at beginning of year2019-11-30$24,596
Value of fidelity bond covering the plan2019-11-30$50,000
Other income received2019-11-30$1,737
Net income (gross income less expenses)2019-11-30$-24,596
Net plan assets at end of year (total assets less liabilities)2019-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$24,596
Assets. Value of participant loans2019-11-30$0
Assets. Value of employer securities2019-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$62
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : K & S GILLIS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-539,299
Expenses. Total of all expenses incurred2018-12-31$39
Total plan assets at end of year2018-12-31$24,596
Total plan assets at beginning of year2018-12-31$563,934
Other income received2018-12-31$-539,299
Net income (gross income less expenses)2018-12-31$-539,338
Net plan assets at end of year (total assets less liabilities)2018-12-31$24,596
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$563,934
Assets. Value of participant loans2018-12-31$18,052
Assets. Value of employer securities2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$39
2017 : K & S GILLIS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$72,949
Expenses. Total of all expenses incurred2017-12-31$555
Total plan assets at end of year2017-12-31$563,934
Total plan assets at beginning of year2017-12-31$491,540
Other income received2017-12-31$72,949
Net income (gross income less expenses)2017-12-31$72,394
Net plan assets at end of year (total assets less liabilities)2017-12-31$563,934
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$491,540
Assets. Value of participant loans2017-12-31$21,698
Assets. Value of employer securities2017-12-31$540,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$555
2016 : K & S GILLIS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$81,356
Expenses. Total of all expenses incurred2016-12-31$623
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$491,540
Total plan assets at beginning of year2016-12-31$410,807
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$81,356
Net income (gross income less expenses)2016-12-31$80,733
Net plan assets at end of year (total assets less liabilities)2016-12-31$491,540
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$410,807
Assets. Value of employer securities2016-12-31$425,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$623
2015 : K & S GILLIS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$179,189
Expenses. Total of all expenses incurred2015-12-31$30
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$410,807
Total plan assets at beginning of year2015-12-31$231,648
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$179,189
Net income (gross income less expenses)2015-12-31$179,159
Net plan assets at end of year (total assets less liabilities)2015-12-31$410,807
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$231,648
Assets. Value of employer securities2015-12-31$350,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30
2014 : K & S GILLIS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$232,493
Expenses. Total of all expenses incurred2014-12-31$845
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$231,648
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$327,470
Other income received2014-12-31$-94,977
Net income (gross income less expenses)2014-12-31$231,648
Net plan assets at end of year (total assets less liabilities)2014-12-31$231,648
Assets. Value of employer securities2014-12-31$90,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$845

Form 5500 Responses for K & S GILLIS, INC. RETIREMENT PLAN

2019: K & S GILLIS, INC. RETIREMENT 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 filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: K & S GILLIS, INC. RETIREMENT 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: K & S GILLIS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: K & S GILLIS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: K & S GILLIS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: K & S GILLIS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes

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