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CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 401k Plan overview

Plan NameCHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI
Plan identification number 001

CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

KINETICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KINETICS, INC.
Employer identification number (EIN):911732946
NAIC Classification:541700

Additional information about KINETICS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1996-08-13
Company Identification Number: 601731923
Legal Registered Office Address: 161 FOUTS RD

COOK
United States of America (USA)
986059052

More information about KINETICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SARAH LOWRY2019-10-21 SARAH LOWRY2019-10-21
0012017-01-01SARAH LOWRY2019-10-21 SARAH LOWRY2019-10-21
0012016-01-01SARAH LOWRY2017-04-18 SARAH LOWRY2017-04-18
0012014-01-01ANITA GAHIMER CROW2015-07-26 ANITA GAHIMER CROW2015-07-26
0012013-01-01ANITA GAHIMER CROW2014-08-04 ANITA GAHIMER CROW2014-08-04
0012012-01-01ANITA GAHIMER CROW2014-08-04 ANITA GAHIMER CROW2014-08-04
0012011-01-01ANITA GAHIMER CROW2012-08-15
0012010-01-01ANITA GAHIMER CROW
0012009-01-01ANITA GAHIMER CROW
0012008-01-01ANITA GAHIMER CROW
0012008-01-01ANITA GAHIMER CROW
0012008-01-01ANITA GAHIMER CROW
0012007-01-01ANITA GAHIMER CROW

Plan Statistics for CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI

401k plan membership statisitcs for CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI

Measure Date Value
2010: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
2008: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-013
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-014
Number of participants with account balances2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-014
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI

Measure Date Value
2010 : CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$71,896
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,172,122
Total plan assets at beginning of year2010-12-31$1,100,226
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$71,896
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,172,122
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,100,226
Total contributions received or receivable from employer(s)2010-12-31$71,896

Form 5500 Responses for CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI

2010: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: CHARLES SCHWAB QUALIFIED RETIREMENT PLAN BASIC SI 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – General assets of the sponsorYes
2007-01-01Plan benefit arrangement - TrustYes

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