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KAISER FINANCIAL GROUP 401(K) PLAN 401k Plan overview

Plan NameKAISER FINANCIAL GROUP 401(K) PLAN
Plan identification number 001

KAISER FINANCIAL GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

KAISER FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:KAISER FINANCIAL GROUP, INC.
Employer identification number (EIN):621509850
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER FINANCIAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TONI KAISER2024-01-29 TONI KAISER2024-01-29
0012022-01-01TONI KAISER2023-03-21 TONI KAISER2023-03-21
0012021-01-01TONI KAISER2022-06-03 TONI KAISER2022-06-03
0012020-01-01TONI KAISER2021-09-03 TONI KAISER2021-09-03
0012019-01-01TONI KAISER2020-04-06 TONI KAISER2020-04-06
0012018-01-01TONI KAISER2019-07-17 TONI KAISER2019-07-17
0012017-01-01TONI KAISER2018-07-13 TONI KAISER2018-07-13
0012016-01-01TONI KAISER2017-07-06 TONI KAISER2017-07-06
0012015-01-01SARA STEVENS2016-06-08 SARA STEVENS2016-06-08
0012014-01-01TONI KAISER2015-10-02 TONI KAISER2015-10-02
0012013-01-01TONI KAISER2014-06-18 TONI KAISER2014-07-01
0012012-01-01TONI KAISER2013-07-23 TONI KAISER2013-07-23
0012011-01-01SARA STEVENS2012-07-25 SARA STEVENS2012-07-25
0012010-01-01SARA STEVENS2011-07-28 SARA STEVENS2011-07-28

Plan Statistics for KAISER FINANCIAL GROUP 401(K) PLAN

401k plan membership statisitcs for KAISER FINANCIAL GROUP 401(K) PLAN

Measure Date Value
2024: KAISER FINANCIAL GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-01-293
Total number of particpants at end of year2024-01-290
Number of Participants With Account Balances2024-01-290
2022: KAISER FINANCIAL GROUP 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-033
Total number of particpants at end of year2022-06-033
Number of Participants With Account Balances2022-06-033

Financial Data on KAISER FINANCIAL GROUP 401(K) PLAN

Measure Date Value
2024 : KAISER FINANCIAL GROUP 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-290
Total liabilities as of the end of the plan year2024-01-290
Total liabilities as of the beginning of the plan year2024-01-290
Total expenses incurred by plan in this plan year2024-01-29160861
Net assets as of the end of the plan year2024-01-290
Total assets as of the beginning of the plan year2024-01-29150075
Participant contributions to plan in this plan year2024-01-291800
Other expenses paid from plan in this plan year2024-01-290
Other contributions to plan in this plan year2024-01-290
Other income to plan in this plan year2024-01-298266
Plan net income in this plan year2024-01-29-150075
Net assets as of the end of the plan year2024-01-290
Net assets as of the beginning of the plan year2024-01-29150075
Employer contributions to plan in this plan year2024-01-29720
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-291466
2022 : KAISER FINANCIAL GROUP 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-030
Total liabilities as of the end of the plan year2022-06-030
Total liabilities as of the beginning of the plan year2022-06-030
Total expenses incurred by plan in this plan year2022-06-031852
Net assets as of the end of the plan year2022-06-03179647
Total assets as of the beginning of the plan year2022-06-03150340
Participant contributions to plan in this plan year2022-06-031800
Other expenses paid from plan in this plan year2022-06-030
Other contributions to plan in this plan year2022-06-030
Other income to plan in this plan year2022-06-0328639
Plan net income in this plan year2022-06-0329307
Net assets as of the end of the plan year2022-06-03179647
Net assets as of the beginning of the plan year2022-06-03150340
Value of contributions failed to transmitted timely2022-06-03300
Employer contributions to plan in this plan year2022-06-03720
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-031852

Potentially related plans

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