KENT & WITTEKIND, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-14 | 38 |
| Total number of particpants at end of year | 2025-10-14 | 37 |
| Number of Participants With Account Balances | 2025-10-14 | 35 |
| 2024: KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-14 | 29 |
| Total number of particpants at end of year | 2024-10-14 | 36 |
| Number of Participants With Account Balances | 2024-10-14 | 29 |
| 2011: KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 23 |
| Number of participants with account balances | 2011-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 22 |
| Number of participants with account balances | 2010-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| 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 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 21 |
| Number of participants with account balances | 2009-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 965294 |
| Net assets as of the end of the plan year | 2025-10-14 | 11564201 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 10088900 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 215372 |
| Value of participant loans at end of plan year | 2025-10-14 | 146993 |
| Other contributions to plan in this plan year | 2025-10-14 | 6910 |
| Other income to plan in this plan year | 2025-10-14 | 2060792 |
| Plan net income in this plan year | 2025-10-14 | 1475301 |
| Net assets as of the end of the plan year | 2025-10-14 | 11564201 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 10088900 |
| Employer contributions to plan in this plan year | 2025-10-14 | 157521 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 56299 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 54402 |
| 2024 : KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 100 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 234347 |
| Net assets as of the end of the plan year | 2024-10-14 | 10088900 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 8056384 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 161216 |
| Value of participant loans at end of plan year | 2024-10-14 | 109380 |
| Other contributions to plan in this plan year | 2024-10-14 | 76436 |
| Other income to plan in this plan year | 2024-10-14 | 1867769 |
| Plan net income in this plan year | 2024-10-14 | 2032616 |
| Net assets as of the end of the plan year | 2024-10-14 | 10088900 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 8056284 |
| Employer contributions to plan in this plan year | 2024-10-14 | 161542 |
| Fees paid to broker by Benefit Provider | 2024-10-14 | 47872 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 46502 |
| 2011 : KENT & WITTEKIND, P.C. 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 | $281,839 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $424,872 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $424,872 |
| Total plan assets at end of year | 2011-12-31 | $2,641,756 |
| Total plan assets at beginning of year | 2011-12-31 | $2,784,789 |
| Value of fidelity bond covering the plan | 2011-12-31 | $278,479 |
| Total contributions received or receivable from participants | 2011-12-31 | $137,183 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $71,543 |
| Other income received | 2011-12-31 | $-58,437 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-143,033 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,641,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,784,789 |
| Assets. Value of participant loans | 2011-12-31 | $46,195 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $131,550 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : KENT & WITTEKIND, P.C. 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 | $580,420 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $78,940 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $78,940 |
| Total plan assets at end of year | 2010-12-31 | $2,784,789 |
| Total plan assets at beginning of year | 2010-12-31 | $2,283,309 |
| Value of fidelity bond covering the plan | 2010-12-31 | $228,331 |
| Total contributions received or receivable from participants | 2010-12-31 | $124,441 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $307,407 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $501,480 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,784,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,283,309 |
| Assets. Value of participant loans | 2010-12-31 | $41,681 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $148,572 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : KENT & WITTEKIND, P.C. 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 securities | 2009-12-31 | $0 |
| 2011: KENT & WITTEKIND, P.C. 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: KENT & WITTEKIND, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KENT & WITTEKIND, P.C. 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
