?>
Logo

THE KENRICH GROUP LLC 401(K) PLAN 401k Plan overview

Plan NameTHE KENRICH GROUP LLC 401(K) PLAN
Plan identification number 001

THE KENRICH GROUP LLC 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

THE KENRICH GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:THE KENRICH GROUP LLC
Employer identification number (EIN):731693182
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KENRICH GROUP LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01HEIDI HUNTER2020-10-23
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01TOM KILKENNY
0012016-01-01TOM KILKENNY
0012016-01-01
0012015-01-01JOHN NORMAN2016-07-13 JOHN NORMAN2016-07-13
0012014-01-01CHRIS TIERNEY2015-10-13 CHRIS TIERNEY2015-10-13
0012013-01-01CHRIS TIERNEY2015-10-22 CHRIS TIERNEY2015-10-22
0012012-01-01CHRISTOPHER BEIRISE2013-09-09 CHRISTOPHER BEIRISE2013-09-09
0012011-01-01CHRISTOPHER BEIRISE2012-10-04 CHRISTOPHER BEIRISE2012-10-04
0012010-01-01CHRISTOPHER BEIRISE2011-05-31 CHRISTOPHER BEIRISE2011-05-31

Plan Statistics for THE KENRICH GROUP LLC 401(K) PLAN

401k plan membership statisitcs for THE KENRICH GROUP LLC 401(K) PLAN

Measure Date Value
2019: THE KENRICH GROUP LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01128
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: THE KENRICH GROUP LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01128
Number of participants with account balances2018-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE KENRICH GROUP LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01116
Total number of active participants reported on line 7a of the Form 55002017-01-0190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: THE KENRICH GROUP LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01116
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114

Financial Data on THE KENRICH GROUP LLC 401(K) PLAN

Measure Date Value
2019 : THE KENRICH GROUP LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,558,768
Total income from all sources (including contributions)2019-12-31$4,558,768
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$25,711,898
Total of all expenses incurred2019-12-31$25,711,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,638,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,638,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$760,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$760,836
Value of total assets at end of year2019-12-31$739,549
Value of total assets at end of year2019-12-31$739,549
Value of total assets at beginning of year2019-12-31$21,892,078
Value of total assets at beginning of year2019-12-31$21,892,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,364
Total interest from all sources2019-12-31$2,736
Total interest from all sources2019-12-31$2,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$346,786
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$346,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$346,786
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$346,786
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$560,200
Contributions received from participants2019-12-31$560,200
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$74,976
Participant contributions at beginning of year2019-12-31$74,976
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$38,809
Participant contributions at beginning of year2019-12-31$38,809
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,475
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,475
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$189,195
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$189,195
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,613
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$73,364
Administrative expenses (other) incurred2019-12-31$73,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-21,153,130
Value of net income/loss2019-12-31$-21,153,130
Value of net assets at end of year (total assets less liabilities)2019-12-31$738,948
Value of net assets at end of year (total assets less liabilities)2019-12-31$738,948
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,892,078
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,892,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$736,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$736,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,648,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,648,080
Interest on participant loans2019-12-31$2,736
Interest on participant loans2019-12-31$2,736
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$184,051
Value of interest in common/collective trusts at beginning of year2019-12-31$184,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,432,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,432,536
Net investment gain or loss from common/collective trusts2019-12-31$15,874
Net investment gain or loss from common/collective trusts2019-12-31$15,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$169,023
Contributions received in cash from employer2019-12-31$169,023
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$756,967
Employer contributions (assets) at beginning of year2019-12-31$756,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,638,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,638,534
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : THE KENRICH GROUP LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$800,386
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,217,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,117,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,803,151
Value of total assets at end of year2018-12-31$21,892,078
Value of total assets at beginning of year2018-12-31$22,308,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$99,087
Total interest from all sources2018-12-31$4,227
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$875,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$875,644
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,023,761
Participant contributions at end of year2018-12-31$74,976
Participant contributions at beginning of year2018-12-31$95,709
Participant contributions at end of year2018-12-31$38,809
Participant contributions at beginning of year2018-12-31$6,676
Assets. Other investments not covered elsewhere at end of year2018-12-31$189,195
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$212,285
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,423
Other income not declared elsewhere2018-12-31$-44,754
Administrative expenses (other) incurred2018-12-31$99,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-416,649
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,892,078
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,308,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,648,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,949,637
Interest on participant loans2018-12-31$4,227
Value of interest in common/collective trusts at end of year2018-12-31$184,051
Value of interest in common/collective trusts at beginning of year2018-12-31$193,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,842,618
Net investment gain or loss from common/collective trusts2018-12-31$4,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$756,967
Employer contributions (assets) at end of year2018-12-31$756,967
Employer contributions (assets) at beginning of year2018-12-31$850,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,117,948
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : THE KENRICH GROUP LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,075,929
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$759,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$691,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,830,073
Value of total assets at end of year2017-12-31$22,308,727
Value of total assets at beginning of year2017-12-31$17,992,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$67,805
Total interest from all sources2017-12-31$4,985
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$793,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$793,776
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$965,139
Participant contributions at end of year2017-12-31$95,709
Participant contributions at beginning of year2017-12-31$53,215
Participant contributions at end of year2017-12-31$6,676
Participant contributions at beginning of year2017-12-31$194,916
Assets. Other investments not covered elsewhere at end of year2017-12-31$212,285
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$188,594
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,978
Other income not declared elsewhere2017-12-31$-4,428
Administrative expenses (other) incurred2017-12-31$67,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,316,514
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,308,727
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,992,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,949,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,859,664
Interest on participant loans2017-12-31$4,985
Value of interest in common/collective trusts at end of year2017-12-31$193,464
Value of interest in common/collective trusts at beginning of year2017-12-31$527,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,393,257
Net investment gain or loss from common/collective trusts2017-12-31$58,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$850,956
Employer contributions (assets) at end of year2017-12-31$850,956
Employer contributions (assets) at beginning of year2017-12-31$1,168,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$691,610
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : THE KENRICH GROUP LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,604,506
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$445,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$381,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,391,868
Value of total assets at end of year2016-12-31$17,992,213
Value of total assets at beginning of year2016-12-31$13,833,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,573
Total interest from all sources2016-12-31$2,339
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$438,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$438,860
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$991,982
Participant contributions at end of year2016-12-31$53,215
Participant contributions at beginning of year2016-12-31$63,484
Participant contributions at end of year2016-12-31$194,916
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$188,594
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$134,276
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,781
Other income not declared elsewhere2016-12-31$24,633
Administrative expenses (other) incurred2016-12-31$64,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,158,706
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,992,213
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,833,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,859,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,725,222
Interest on participant loans2016-12-31$2,339
Value of interest in common/collective trusts at end of year2016-12-31$527,298
Value of interest in common/collective trusts at beginning of year2016-12-31$1,910,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$787,333
Net investment gain or loss from common/collective trusts2016-12-31$-40,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,390,105
Employer contributions (assets) at end of year2016-12-31$1,168,526
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$381,227
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680

Form 5500 Responses for THE KENRICH GROUP LLC 401(K) PLAN

2019: THE KENRICH GROUP LLC 401(K) 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 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
2018: THE KENRICH GROUP LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: THE KENRICH GROUP LLC 401(K) PLAN 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: THE KENRICH GROUP LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3