ALLEN & KIMBELL, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 17 |
| Number of participants with account balances | 2023-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 17 |
| Number of participants with account balances | 2022-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 17 |
| Number of participants with account balances | 2021-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
| 2020: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 18 |
| Number of participants with account balances | 2020-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 16 |
| Number of participants with account balances | 2019-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 17 |
| Number of participants with account balances | 2018-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 16 |
| Number of participants with account balances | 2017-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
| 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 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 14 |
| Number of participants with account balances | 2016-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
| 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 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 17 |
| Number of participants with account balances | 2015-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 21 |
| Number of participants with account balances | 2014-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 18 |
| Number of participants with account balances | 2013-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 18 |
| Number of participants with account balances | 2012-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 18 |
| Number of participants with account balances | 2011-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $2,231,454 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,073,377 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,028,269 |
| Total plan assets at end of year | 2023-12-31 | $11,139,335 |
| Total plan assets at beginning of year | 2023-12-31 | $9,981,258 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $171,805 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $458 |
| Other income received | 2023-12-31 | $1,885,506 |
| Net income (gross income less expenses) | 2023-12-31 | $1,158,077 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $11,139,335 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,981,258 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $1,201,075 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $174,143 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $44,650 |
| 2022 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,564,429 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,988,042 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,945,522 |
| Total plan assets at end of year | 2022-12-31 | $9,981,258 |
| Total plan assets at beginning of year | 2022-12-31 | $14,533,729 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $140,881 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $445 |
| Other income received | 2022-12-31 | $-1,872,367 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,552,471 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,981,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,533,729 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $1,529,044 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $167,057 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $42,075 |
| 2021 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,153,437 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $159,325 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $110,130 |
| Total plan assets at end of year | 2021-12-31 | $14,533,729 |
| Total plan assets at beginning of year | 2021-12-31 | $12,539,617 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $129,207 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $395 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,845,023 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $1,994,112 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $14,533,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,539,617 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $1,536,570 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $179,207 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $48,800 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,028,360 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $130,379 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $77,551 |
| Total plan assets at end of year | 2020-12-31 | $12,539,617 |
| Total plan assets at beginning of year | 2020-12-31 | $10,641,636 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $128,017 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $98 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $1,731,335 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $1,897,981 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $12,539,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,641,636 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $1,803,294 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $169,008 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $52,730 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $2,308,523 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $247,832 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $199,726 |
| Total plan assets at end of year | 2019-12-31 | $10,641,636 |
| Total plan assets at beginning of year | 2019-12-31 | $8,580,945 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $141,981 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $404 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $1,941,823 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $2,060,691 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,641,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,580,945 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $1,856,128 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $224,719 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $47,702 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $298,633 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $732,434 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $685,153 |
| Total plan assets at end of year | 2018-12-31 | $8,580,945 |
| Total plan assets at beginning of year | 2018-12-31 | $9,014,746 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $166,641 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-105,745 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-433,801 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,580,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,014,746 |
| Assets. Value of participant loans | 2018-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $1,602,944 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $237,737 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $47,281 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $300,000 |
| 2017 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,596,317 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $126,485 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $85,699 |
| Total plan assets at end of year | 2017-12-31 | $9,014,746 |
| Total plan assets at beginning of year | 2017-12-31 | $7,544,914 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $167,493 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $390 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $1,318,840 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,469,832 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,014,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,544,914 |
| Assets. Value of participant loans | 2017-12-31 | $3,755 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $1,503,190 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $109,984 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $40,396 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| 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 | $931,972 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $183,306 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $141,044 |
| Total plan assets at end of year | 2016-12-31 | $7,544,914 |
| Total plan assets at beginning of year | 2016-12-31 | $6,796,248 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $114,221 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $679,656 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $748,666 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,544,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,796,248 |
| Assets. Value of participant loans | 2016-12-31 | $8,219 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $1,328,177 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $138,095 |
| 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 | $42,262 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| 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 | $53,349 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $510,315 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $476,650 |
| Total plan assets at end of year | 2015-12-31 | $6,796,248 |
| Total plan assets at beginning of year | 2015-12-31 | $7,253,214 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $148,907 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $613 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-251,476 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-456,966 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,796,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,253,214 |
| Assets. Value of participant loans | 2015-12-31 | $18,204 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $1,070,228 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $155,918 |
| 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 | $33,052 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $652,312 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $103,220 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $74,988 |
| Total plan assets at end of year | 2014-12-31 | $7,253,214 |
| Total plan assets at beginning of year | 2014-12-31 | $6,704,122 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $141,160 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $499,898 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $164 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $351,606 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $549,092 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,253,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,704,122 |
| Assets. Value of participant loans | 2014-12-31 | $18,204 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $866,790 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $159,546 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $28,068 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,330,875 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $54,817 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $38,292 |
| Total plan assets at end of year | 2013-12-31 | $6,704,122 |
| Total plan assets at beginning of year | 2013-12-31 | $5,428,064 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $112,976 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $499,900 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $255 |
| Other income received | 2013-12-31 | $1,085,228 |
| Net income (gross income less expenses) | 2013-12-31 | $1,276,058 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,704,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,428,064 |
| Assets. Value of participant loans | 2013-12-31 | $34,286 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $696,358 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $132,671 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $16,270 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $1,102,397 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $17,416 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $5,428,064 |
| Total plan assets at beginning of year | 2012-12-31 | $4,343,083 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $116,142 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $520,308 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $110 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $261,087 |
| Other income received | 2012-12-31 | $582,006 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $1,084,981 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,428,064 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,343,083 |
| Assets. Value of participant loans | 2012-12-31 | $39,500 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $639,734 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $143,162 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $17,306 |
| 2011 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $87,532 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,343 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $4,343,083 |
| Total plan assets at beginning of year | 2011-12-31 | $4,268,894 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $117,452 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $128 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-173,596 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $74,189 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,343,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,268,894 |
| Assets. Value of participant loans | 2011-12-31 | $45,600 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $419,274 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $143,676 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,215 |
| 2010 : ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $713,822 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $72,461 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $60,144 |
| Total plan assets at end of year | 2010-12-31 | $4,268,894 |
| Total plan assets at beginning of year | 2010-12-31 | $3,627,533 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $130,589 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $858 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $430,510 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $641,361 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,268,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,627,533 |
| Assets. Value of participant loans | 2010-12-31 | $95,134 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $440,416 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $152,723 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $11,459 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2023: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ALLEN & KIMBELL 401(K) PROFIT SHARING 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: ALLEN & KIMBELL 401(K) PROFIT SHARING 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 |
| 2014: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALLEN & KIMBELL 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
