KENNEDY & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENNEDY & ASSOCIATES DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2016: KENNEDY & ASSOCIATES DEFINED BENEFIT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 787,791 |
| Acturial value of plan assets | 2016-12-31 | 787,791 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 745,790 |
| Number of terminated vested participants | 2016-12-31 | 0 |
| Fundng target for terminated vested participants | 2016-12-31 | 0 |
| Active participant vested funding target | 2016-12-31 | 0 |
| Number of active participants | 2016-12-31 | 0 |
| Total funding liabilities for active participants | 2016-12-31 | 0 |
| Total participant count | 2016-12-31 | 1 |
| Total funding target for all participants | 2016-12-31 | 745,790 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 120,040 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 120,040 |
| Present value of excess contributions | 2016-12-31 | 18,988 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 20,146 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 20,146 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 140,186 |
| Total employer contributions | 2016-12-31 | 40,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 35,333 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 101,064 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 25,241 |
| Additional cash requirement | 2016-12-31 | 25,241 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 35,333 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: KENNEDY & ASSOCIATES DEFINED BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Number of participants with account balances | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2016 : KENNEDY & ASSOCIATES DEFINED BENEFIT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $89,837 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $28,623 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $851,055 |
| Total plan assets at beginning of year | 2016-12-31 | $789,841 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $21,000 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $49,837 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $61,214 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $851,055 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $789,841 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $87,258 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $40,000 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,623 |
| 2015 : KENNEDY & ASSOCIATES DEFINED BENEFIT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $56,184 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $66,624 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $44,632 |
| Total plan assets at end of year | 2015-12-31 | $802,079 |
| Total plan assets at beginning of year | 2015-12-31 | $812,519 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $21,992 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $6,184 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-10,440 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $802,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $812,519 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,000 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: KENNEDY & ASSOCIATES DEFINED BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KENNEDY & ASSOCIATES DEFINED BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
