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K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameK & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

K & W ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:K & W ASSOCIATES, LLC
Employer identification number (EIN):721363037
NAIC Classification:339110

Additional information about K & W ASSOCIATES, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2004-08-02
Company Identification Number: 20041171410

More information about K & W ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JONICA ROSSER
0012015-01-01JONICA ROSSER
0012014-01-01KEN CLEMONS
0012013-01-01KEN CLEMONS
0012011-01-01JULIE CONN
0012010-01-01KEN CLEMONS
0012009-01-01KEN CLEMONS

Plan Statistics for K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0145
Total number of active participants reported on line 7a of the Form 55002016-01-0122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0136
Number of participants with account balances2016-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0146
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0145
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0151
Total number of active participants reported on line 7a of the Form 55002014-01-0131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0146
Number of participants with account balances2014-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0144
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0151
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0144
Total number of active participants reported on line 7a of the Form 55002011-01-0133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0145
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0158
Total number of active participants reported on line 7a of the Form 55002010-01-0132
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0144
Number of participants with account balances2010-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0150
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0152
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$379,378
Expenses. Total of all expenses incurred2016-12-31$333,447
Benefits paid (including direct rollovers)2016-12-31$321,289
Total plan assets at end of year2016-12-31$1,966,580
Total plan assets at beginning of year2016-12-31$1,920,649
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$138,858
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$143,988
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$45,931
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,966,580
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,920,649
Assets. Value of participant loans2016-12-31$91,441
Total contributions received or receivable from employer(s)2016-12-31$96,532
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,158
2015 : K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$216,833
Expenses. Total of all expenses incurred2015-12-31$127,572
Benefits paid (including direct rollovers)2015-12-31$103,439
Total plan assets at end of year2015-12-31$1,920,649
Total plan assets at beginning of year2015-12-31$1,831,388
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$130,520
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-13,477
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$89,261
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,920,649
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,831,388
Assets. Value of participant loans2015-12-31$50,000
Total contributions received or receivable from employer(s)2015-12-31$99,790
Value of certain deemed distributions of participant loans2015-12-31$5,050
Value of corrective distributions2015-12-31$3,158
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$15,925
2014 : K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$279,391
Expenses. Total of all expenses incurred2014-12-31$533,842
Benefits paid (including direct rollovers)2014-12-31$517,709
Total plan assets at end of year2014-12-31$1,831,388
Total plan assets at beginning of year2014-12-31$2,085,839
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$129,385
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$104,903
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-254,451
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,831,388
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,085,839
Total contributions received or receivable from employer(s)2014-12-31$45,103
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$16,133
2013 : K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$496,677
Expenses. Total of all expenses incurred2013-12-31$206,592
Benefits paid (including direct rollovers)2013-12-31$197,461
Total plan assets at end of year2013-12-31$2,085,839
Total plan assets at beginning of year2013-12-31$1,795,754
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$122,674
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$288,805
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$290,085
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,085,839
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,795,754
Total contributions received or receivable from employer(s)2013-12-31$85,198
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,131
2011 : K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$69,976
Expenses. Total of all expenses incurred2011-12-31$158,327
Benefits paid (including direct rollovers)2011-12-31$158,277
Total plan assets at end of year2011-12-31$2,120,938
Total plan assets at beginning of year2011-12-31$2,209,289
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$129,144
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-59,168
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-88,351
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,120,938
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,209,289
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$432,694
Expenses. Total of all expenses incurred2010-12-31$603,279
Benefits paid (including direct rollovers)2010-12-31$603,229
Total plan assets at end of year2010-12-31$2,209,289
Total plan assets at beginning of year2010-12-31$2,379,874
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$143,378
Other income received2010-12-31$188,559
Net income (gross income less expenses)2010-12-31$-170,585
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,209,289
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,379,874
Total contributions received or receivable from employer(s)2010-12-31$100,757
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

2016: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 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
2015: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: K & W ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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